Events Articles

Auditor Independence in the Age of Private Equity: What CFOs Need to Know

TaxOps Partner Lindsay Haskell and Corporate Tax Advisor Dan DeLau discuss what CFOs and Controllers Should Be Asking About Audited Financial Statements Auditor Independence in the Age of Private Equity Roll-Ups A CFO sits across from a longtime audit partner. The...

R&D Credits for Software Companies: Scrum Teams, Qualifiers, and Section 174 After OBBBA

TaxOps Partners Jamie Overberg and Sean Espy share their expertise on R&D Credits for Software Companies in this live webinar. R&D Credits for Software Companies Online Only | 2.0 Credits Tuesday, June 9 | 11:00 AM MT,...

Section 174 Decoupling: What Tax Pros Need To Know State By State

TaxOps Partners Jamie Overberg and Sean Espy navigate the State By State Decoupling from Federal Section 174 Capitalization Rules Section 174 Decoupling: What Every Tax Professional Needs to Know If you are filing state tax returns this spring and assuming the rules...

TaxOps Welcomes Sean Espy as Partner, Tax Minimization

TaxOps welcomes Sean Espy as Partner in Tax Minimization We are pleased to announce that Sean Espy has joined TaxOps Minimization as Partner. Sean brings more than 25 years of consulting experience spanning public accounting, legal, and industry settings — including...

State and Local Tax Nexus 101 CPE

Sep 24, 2025 | Events, State and Local, Tax News

Explore a high-level, wholistic view of business tax obligations including income, sales and use, and other indirect...

U.S. Business Innovation and R&D Tax Credit Series CPE

Aug 25, 2025 | Events, Federal Tax, State and Local, Tax Minimization, Tax News

In this 3-part series, Mark Dunning and Jamie Overberg of TaxOps will lead tax professionals, advisors, and in-house...

One Big Beautiful Bill Act Think-Tank – Business Tax for COCPA

Aug 18, 2025 | Events, Federal Tax, State and Local, Tax Minimization, Tax News

Hosted by Allen Gregory of TaxOps, this interactive think tank—part of the COCPA Hot Topics series—is designed for tax...

Oceans Apart, Understanding Cross-Border Taxation CPE

Jun 4, 2024 | Events, State and Local, Tax News

Join Meredith Smith and Jeffrey Reed, along with moderator Stacey Roberts, as they discuss tax issues across borders,...

Interplay of PL 86-272 and Economic Nexus CPE

Jun 4, 2024 | Events, State and Local, Tax News

Join Stacey Roberts and Meredith Smith of TaxOps as they delve into which companies are eligible for protection under...

Meet Judy Vorndran, COCPA’s New Legislative/SALT Guru CPE

May 24, 2024 | Events, State and Local, Tax News

Join Judy Vorndran for one or more of the series on Navigating the Legislative Maze: Keeping you Informed, One Bill at...

Digital Transformation, AI and SALT

May 16, 2024 | Events, State and Local, Tax News

Join Tram Le, Matthew West, and Lee Irwin at they discuss building a firm's tax tech stack with the latest...

Boost Transaction Value with SALT Due Diligence

May 16, 2024 | Events, State and Local, Tax News

Join Tram Le and Judy Vorndran at TaxOps as they delve into the complex tax considerations that business...

Unique Local Compliance Challenges Post-Wayfair CPE

Apr 8, 2024 | Events, State and Local, Tax News

Join Tram Le and Judy Vorndran at TaxOps as they explore the impact of the Wayfair decision on local tax collection...

Mastering Sales & Use Tax Compliance, Customer Invoicing

Apr 4, 2024 | Events, State and Local, Tax News

Join Tram Le and Judy Vorndran at TaxOps as they explore customer invoicing challenges and best practices related to...

State and Local Tax Automation: Tools and Techniques to Facilitate Compliance CPE

Mar 14, 2024 | Events, State and Local, Tax News

Join Tram Le and Judy Vorndran at TaxOps as they delve into the benefits and caveats of automating state and local tax...

Judy Vorndran Moderates International Businesses and the State Tax Twist CPE

Feb 6, 2024 | Events, State and Local, Tax News

Join Judy Vorndran, TaxOps, as she moderates a panel of state and local tax experts on in-state obligations for...

« Older Entries

Next Entries »

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.

Cookie	Duration	Description
cookielawinfo-checbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.