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...

TaxOps Presents Tax Law Updates and Technical Sessions at RMAC

Aug 11, 2025 | Events, Federal Tax, State and Local, Tax Minimization, Tax News

TaxOps is proud to sponsor the 40th Anniversary Toast and present at the 2025 Rocky Mountain Area Conference (RMAC)!...

Resolving Double Tax Trouble in Rerouted Shipments

Jul 28, 2025 | Events, State and Local, Tax News

If your business allows customers to change shipping addresses after placing an order, be prepared to credit and...

Multistate Partnerships CPE

Jul 28, 2025 | Events, State and Local, Tax News

Join Partners Stacey Roberts and Meredith Smith at TaxOps for upcoming CPE on navigating various state taxation rules...

Stacey Roberts Presents on Local Tax and Industry Updates CPE

Feb 6, 2024 | ASC 740, Events, Federal Tax, State and Local, Tax Minimization, Tax News

Join Stacey Roberts as she teaches sessions on local tax and industry updates at this year's Advanced Workshop for the...

Meeting Section 174 Capitalization Requirements CPE

Feb 6, 2024 | Events, Main Tax Min, Tax Minimization, Tax News

Section 174 requirements continue to plaque businesses, causing significant changes for taxpayers of all sizes in how...

Handling State Apportionment Audits CPE

Jan 29, 2024 | Events, State and Local, Tax News

Join Stacey Roberts and Meredith Smith as they prepare multistate tax practitioners and businesses for potential state...

Allen Gregory CPE on 2024 Corporate Business Tax for AFWA

Jan 11, 2024 | Events, Federal Tax, Tax News

Join Allen Gregory as he presents CPE on 2024 corporate business tax updates, including section 174, ERCs, TCJA, PTET...

State Tax Nexus, Ignore at your Peril! CPE

Dec 11, 2023 | Events, State and Local, Tax News

Join Stacey Roberts as she explores the perils of state tax nexus during this CPE conference hosted at CPE4U. State...

State Tax Issues for Investment Management Companies

Nov 29, 2023 | ASC 740, Events, Federal Tax, State and Local, Tax Minimization, Tax News

Stacey Roberts, TaxOps, and Timothy Noonan, Hodgson Russ, LLP, return to the Private Investment Fund Tax &...

Don’t Get Caught Off Guard SALT CPE

Nov 28, 2023 | Events, State and Local, Tax News

Join Meredith Smith and Judy Vorndran as they address the elements of an end-to-end state and local tax...

Supporting Local Arts: Miners Playhouse

Nov 3, 2023 | Events, Federal Tax, Main Tax Min, State and Local, Tax News

TaxOps is a proud sponsor of the Annual Gala for the Miners Alley Performing Arts Center in Golden, Colorado. 20th...

Judy Vorndran on State Tax in a Global Economy at SYNERGY

Oct 23, 2023 | Events, State and Local, Tax News

Join Judy Vorndran as she speaks on State and Local Tax in the Global Economy at SYNERGY, a multiday Thomson Reuters...

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