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...

Judy Vorndran and Loveve Williams at ABA/IPT Advanced Tax Seminar

Feb 18, 2025 | Events, State and Local, Tax News

Judy Vorndran, partner at TaxOps, and Loveve Williams, senior tax manager, join panels for ABA/IPT Advanced Sales and...

Investment Fund Management: Partnering with TaxOps

Jan 20, 2025 | ASC 740, Events, Federal Tax, State and Local, Tax Minimization, Tax News

TaxOps seasoned teams partner with fund managers and their portfolio companies to deliver tailored business tax...

Tram Le Joins FEI Panel on the CPA Pipeline Problem

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

TaxOps' Tram Le and other industry leaders will explore current challenges and potential solutions to addressing the...

Business vs. Nonbusiness Income: When to Allocate and When to Apportion CPE

Dec 21, 2022 | Events, State and Local, Tax News

Stacey Roberts with TaxOps and Michael Cataldo with Cataldo Tax Law present business vs. nonbusiness income for...

State Tax Issues for Private Equity Companies, Private Investment Fund

Dec 1, 2022 | ASC 740, Events, Federal Tax, State and Local, Tax Minimization, Tax News

Stacey Roberts at TaxOps and Timothy Noonan at Hodgson Russ LLP present on state tax issues for private equity...

Good Riddance, e-Tides. myPATH debuts Nov 30

Nov 30, 2022 | Events, State and Local, Tax News

November 30 is the first day to sign up for a myPATH profile on the Pennsylvania Tax Hub. myPATH is replacing the old...

Judy Vorndran Co-Presents Conquering the Local Tax Frontier for Chicago Tax Club

Oct 25, 2022 | ASC 740, Events, Federal Tax, State and Local, Tax Minimization, Tax News

TaxOps' Partner Judy Vorndran and Deloitte Managing Partner Mary Pat Kohberger will be presenting at the upcoming 68th...

Research and Development Credits with Mark Dunning CPE

Oct 17, 2022 | Events, Main Tax Min, Tax Minimization, Tax News

Mark Dunning returns to CPE4U to present a half-day class on research credits covering basic to intermediate concepts...

Stacey Roberts Presents Multistate Corporate Income Taxation CPE

Sep 5, 2022 | ASC 740, Events, Federal Tax, State and Local, Tax Minimization, Tax News

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

Jamie Overberg on Mastering the Hybrid Work Frontier at RMAC CPE

Jul 28, 2022 | Events, Tax Minimization, Tax News

Join Jamie Overberg, partner at TaxOps Minimization, as she speaks on creating culture and an effective hybrid work...

Judy Vorndran on Firm Tax Strategy for Accounting Today CPE

Jul 15, 2022 | Events, State and Local, Tax News

Judy Vorndran, lead state and local tax partner at TaxOps, joins Accounting Today web seminar on Wednesday, July 20,...

Impact on Local Taxation Since Wayfair CPE

May 31, 2022 | Events, State and Local, Tax News

Judy Vorndran, partner at TaxOps, and Jaye Calhoun, partner at Kean Miller LLP, take a look at constitutional...

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