TaxOps is proud to sponsor a happy hour and present at the 2024 Rocky Mountain Area Conference (RMAC)! Join five of our thought leaders as they deliver three sessions focused on tax updates, compliance, and technical skills for finance and accounting professionals.
Corporate Tax Essentials: Updates & Best Practices
Monday, September 23, 9:15 am – 11:00 am
Stay up-to-date with the latest tax law updates for partnerships, S Corps, LLCs, and corporations. This session will focus on streamlining tax compliance and preparing for upcoming changes. Discover the crucial link between tax obligations, cash tax payments, and financial statement reporting disclosures, including ASC 740 considerations. Learn strategies to bridge gaps between these often-siloed areas and enhance overall tax function management.
Learning Objectives
- Staying informed on current issues and mid-year tax updates
- Understanding relevant case law and anticipating future trends
- Simplifying compliance and enhancing tax practices
- Updating on ASC 740 and its relevance in cash tax forecasting.
Presenters
Allen Gregory, Partner, TaxOps
Lindsay Haskell, Director of Corporate Tax, TaxOps
Easing the State & Local Tax Burden
Monday, September 23, 2:45 pm – 4:30 pm
It is way cheaper to stay in front of state and local tax (SALT) issues than fall behind. From deciphering nexus to apportioning taxes across 13,000 taxing jurisdictions with varying requirements (plus international considerations), SALT compliance is fraught with fiduciary risk and missteps are common. Monitoring and administering SALT properly takes vigilance and is often overlooked, resulting in notices and audits – which are on the rise. In addition, Colorado and other states have local home rule jurisdictions which must be managed in this complex terrain. Learn how to identify SALT triggers and smooth out the compliance burden to mitigate common errors and help avoid sanctions.
Learning Objectives
- Identifying trends in enforcement
- Monitoring nexus triggers
- Understanding leveraging automation & technology to streamline compliance
- Apportioning tax across jurisdictions
- Managing exemption certificates
Presenters
Judy Vorndran, Partner, TaxOps
Meredith Smith, Senior Tax Manager, TaxOps
How to Excel at Excel
Tuesday, September 24, 9:15 am – 11:00 am
In today’s data-driven landscape, information comes rapid-fire to us from many different sources, creating both opportunities and challenges. Turning that data into a work product which is logical, traceable, auditable, and has high data integrity is key. Discover new functionality to help you spend less time on mindless tasks in this session focused on key tips and tricks. Bring your laptop for a hands-on experience!
Learning Objectives
- Converting various sources of data into usable formats
- Using shortcuts to increase productivity
- Implementing the usage of SUMIF, VLOOKUP, MATCH, and formulas
- Creating and manipulating pivot tables, macros, and tool buttons
- Spotlighting data security
Presenters
Jamie Overberg, Partner, TaxOps
About the Conference
Started over three decades ago, the RMAC attracts attendees to participate in 16-hours of CPE over two full days of training with choices on Accounting, Auditing, Technology, Management & Leadership, Finance, Taxation, and more. The 2024 RMAC in-Person conference is being held at the Le Méridien Denver Downtown at 1475 California Street, Denver, Colorado 80202. While in-person seats are full, virtual spots are still available.
Read more
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- R&D Credits for Software Companies: Scrum Teams, Qualifiers, and Section 174 After OBBBA
- Section 174 Decoupling: What Tax Pros Need To Know State By State
- TaxOps Welcomes Sean Espy as Partner, Tax Minimization
- Your Tax Footprint Is Probably Bigger Than You Think: What Finance Leaders Need to Know About State Nexus
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