RSM Sponsorships

October 2016

  • Duke University Estate Planning Conference
  • Tax Executives Institute’s (TEI) Annual Conference
  • Council On State Taxation's (COST) 47th Annual Meeting
  • Vertex Exchange

November 2016 

  • SYNERGY 2016
  • Institute for Professionals in Taxation's (IPT) 40th Annual Property Tax Symposium


January 2017

  • Heckerling Institute on Estate Planning

March 2017

  • Unclaimed Property Professionals Organization (UPPO) Annual Conference

April 2017

  • 2017 National Center for Employee Ownership Conference

October 2016

 Duke University Estate Planning Conference, Oct. 13-14, 2016 in Durham, NC

Join us at the 38th Annual Duke University Estate Planning Conference for two days of lecture sessions designed to examine current developments in the estate and gift tax field; strengthen the practitioner’s knowledge and application of estate planning techniques to a multitude of diverse and complex problems; and to provide a forum for the discussion of important estate planning problems and their solutions. Hear from top estate planning and tax practitioners including RSM's own Audrey Young.

Complying With the Consistency of Basis Rules and Other Practical Strategies for Filing Estate and Gift Tax Returns

Friday, Oct. 14
10:50–11:50 a.m.

Featured RSM speaker

Audrey Young

Senior Manager

 Tax Executives Institute's Annual Conference, Oct. 16-19, 2016 in Philadelphia, Pa.

RSM is a Gold Sponsor of the 67th TEI Annual Conference – three days of high-quality programming, powerful networking opportunities and urgent insights tailored to the business priorities of the tax professionals in attendance. Members of our Washington National Tax team will be on hand to lead sessions and answer your questions.

Errors, Omissions and Tax Penalties

Tuesday, Oct. 18
5–6 p.m.

Featured RSM speaker

Patti Burquest


Patti has extensive experience handling IRS examination and appeals matters for all types of business. Reach her at

Areas of focus: Tax ControversyWashington National Tax

Ethics and the Boundaries of Zealous Advocacy

Wednesday, Oct. 19
8:30–9:30 a.m.

Featured RSM speaker

Chris Adler

Senior Director

Christopher specializes in tax methods and structures and effective consulting on the client impact of various tax law outcomes. Reach him at

Areas of focus: Federal Tax

   Council On State Taxation's Annual Meeting, Oct. 18-21, 2016 in Las Vegas, Nev.

RSM is proud to contribute to COST's 47th Annual Meeting with our session speakers and through our Gold Sponsorship. Breakout sessions focus on all types of state and local tax topics, including:

Pitfalls and Opportunities Arising from New Sales Factor Sourcing Regimes

Thursday, Oct. 20
10:05–10:55 a.m.

State changes in sales factor sourcing are still in full swing. Not only are states now less uniform on sourcing methodologies than ever, even within states taxpayers are treated inconsistently. The speakers in this session will cover the implications of these differences and how these developments may impact your organization, creating both pitfalls and opportunities.

Featured RSM speaker

Brian Kirkell


Brian provides advanced technical analysis of state and local tax issues important to middle market businesses. Reach him at

Areas of focus: Washington National TaxState and Local TaxOnline and Remote Seller Sales Tax

  Vertex Exchange 2016, Oct. 30–Nov. 2, 2016 in San Antonio, Texas

Interested in the most effective services, solutions and practices for global tax management? Join RSM and fellow corporate tax professionals. RSM proudly supports the 2016 Vertex Exchange Conference as a sponsor of the event. Learn how non-tax activities outside of Vertex software impact indirect tax systems and processes, how to position your project for success by articulating the positive impact of the project on overall business operations, and more. Throughout the presentation, RSM will focus on the procure-to-pay and order-to-cash processes that are impacted by the implementation of a Vertex sales and use tax solution. More

Proving the Value of Vertex Software Beyond the Tax Department

Tuesday, Nov. 1
9–9:50 a.m

Featured RSM speakers

Oct. 30–Nov. 2, 2016 in San Antonio, Texas
Oct. 30–Nov. 2, 2016 in San Antonio, Texas
Jon Miller


Jon consults with businesses on a range of sales and use tax issues, with a focus on sales tax automation. Contact him at

Areas of focus: Sales and Use Tax AutomationState and Local Tax

Deb Hedrick

Senior Director

November 2016

    SYNERGY 2016, Nov. 6-9, 2016 in Grapevine, Texas

RSM is a Silver Sponsor at SYNERGY 2016, Thomson Reuters users’ four-day conference for tax and accounting professionals. Learn what’s happening with the latest tax technology and connect with our corporate tax office professionals for new ways to grow your tax department. 

To achieve a successful implementation, you will need the resources, systems, investment and support internally and externally, as well as a vision for what you want to accomplish. RSM will discuss the approach, the Project Management, including scope and support needed from your business, timelines, challenges, etc.

Customer Experience Leveraging ONESOURCE Indirect Tax Cloud in the US and Canada

Tuesday, Nov. 8
5 – 5:55 p.m.
Appaloosa 3

Featured RSM speaker 

Deb Hedrick

Senior Director

 IPT Property Tax Symposium, Nov. 13-16, 2016 in Tucson, Ariz.

RSM is sponsoring the IPT Sales Tax Symposium, a premier four-day conference for property tax professionals. Learn the use of Cost Segregation and other property expenditure tax planning strategies from long time industry experts. Daniel McGrath, Senior Director, will participate in the following panel discussion:

The Benefits of Cost Segregation and Other Federal Tax Planning Strategies Associated with Propety Expenditures

Tuesday, Nov. 15  
9:30–10:30 a.m.  

Featured RSM speaker 

Daniel McGrath

Senior Director

January 2017

Heckerling Institute on Estate Planning, Jan. 9-13, 2017 in Orlando, Fla.

Join us at the 51st Annual Heckerling Institute on Estate Planning  As the premiere conference for estate planning professionals, the Heckerling Institute on Estate Planning provides unparalleled educational and professional development opportunities for estate planning professionals. The program covers topics of timely interest to attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators and non-profit advisors. Hear from top estate planning and tax practitioners including RSM's own Charlie Ratner.

Life Insurance Policy Selection and Design—How to Use All We Know to Plan for All We Don’t

Wednesday, Jan. 11
3:50–5:20 p.m.


Charlie Ratner

Senior Director

Charlie advises on estate and gift tax, business succession, charitable and life insurance planning. Reach him at

Areas of focus: Private Client ServicesEstate and Gift PlanningWashington National Tax

March 2017

  UPPO Annual Conference, March 19-22, 2017 in Austin, Texas

Join us at the premier event for professionals responsible for unclaimed property. RSM will be a sponsor of the 2017 UPPO Annual Conference. The instructor lineup includes RSM's (speaker TBD). Learn more about managing your unclaimed property risk by participating in this session or stop by our booth to get timely information and insights to achieve and sustain compliance with unclaimed property laws and regulations. 

April 2017

  2017 National Center for Employee Ownership Conference, April 4-6, 2017 in Dever, Colo.

As a sponsor of the 2017 Employee Ownership Conference, RSM will be on site to answer any questions regarding ESOPs, including, administrative challenges, accounting, legislative and regulatory updates, taxation, plan design and more. 

Registration will open in mid-November.