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...

Future of Mental Fitness: TaxOps Steps Into Lumena’s MindGym

Jul 21, 2025 | ASC 740, Events, Federal Tax, Tax News

TaxOps had the incredible opportunity to step inside the future of mental fitness at Lumena in Denver. From immersive...

Make the Move: Federal Tax Manager

Jul 15, 2025 | ASC 740, Events, Federal Tax, Main Tax Min, State and Local, Tax Minimization, Tax News

As a Federal Tax Manager at TaxOps, you’ll lead strategic engagements, mentor top talent, and help clients navigate...

The World is Enough at IPT

Jun 16, 2025 | Events, State and Local, Tax News

Explore key State and Local Tax (SALT) challenges for businesses engaged in international commerce. Join IPT...

Multistate Flow-Through Entity Income Taxation

Oct 12, 2023 | Events, State and Local, Tax News

Join Stacey Roberts as she explores the science and art of multistate corporate income tax in-depth in this 4-hour CPE...

R&D Credit and Section 174 (CPE)

Oct 12, 2023 | Events, Main Tax Min, Tax Minimization, Tax News

Online Only | 4.0 Credits | Two dates to choose from. Thursday, October 26, 2023 8:30 am - 12:00 pm Register Thursday,...

Implementing Recent MTC Guidelines (CPE): PL 86-272 and the Finnigan Method

Oct 12, 2023 | Events, State and Local, Tax News

Join Stacey Roberts and Meredith Smith as they address the recent guidelines issued by the Multistate Tax Commission...

Tram Le on Tax Technology End to End 301 at IPT

Sep 15, 2023 | Events, State and Local, Tax News

Join Tram Le and a panel of experts that includes Disney's Jason Abney and Accenture's Peter Kelly as they explore...

Jamie Overberg on the Shifting Accounting Industry and §174 CPE

Sep 13, 2023 | Events, Tax Minimization, Tax News

Join us at the 2023 Rocky Mountain Area Conference (RMAC) for two sessions featuring Jamie Overberg, Partner at TaxOps...

Stacey Roberts to Teach at IPT State Income Tax School

Jul 17, 2023 | Events, State and Local, Tax News

Stacey Roberts and Duane Dobson teach a full day of classes on tax return filing methods and ASC 740 at the IPT State...

Sales Tax Automation: Set It But Don’t Forget It CPE

Jul 5, 2023 | Events, State and Local, Tax News

Identify the benefits and limitations of automation and the considerations to weigh prior to selecting an automation...

Sales and Use Tax Implications of Business Acquisitions CPE

Jul 5, 2023 | Events, State and Local, Tax News

Stacey Roberts at TaxOps and Joseph Geiger at Vertex guide tax professionals with an in-depth analysis of the sales...

State Responses to New Section 174 Requirements for R&D CPE

Jul 5, 2023 | Events, Tax Minimization, Tax News

State income taxes are impacted by federal legislative changes to the ability to deduct research and development...

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