LOCATION
RSM US LLP
1861 International Drive, Suite 400 (above the Capital Grille)
McLean, VA 22012
Directions_to_RSM_McLean.doc
AGENDA
2:15 to 2:30 PM Registration
2:30 to 2:45 PM Welcome and Introductions
2:45 to 3:00 PM TEI National Presentation
3:00 to 3:30 PM Partnership Audit
Regulations Update
3:30 to 3:50 PM IRS Practice & Procedure
Update and Regulations
Status
3:50 to 4:30 PM Tax Process & Technology
Case Study
4:30 to 5:00 PM R&D Statistical Sampling
Case Study
5:00 to 7:00 PM Adjourn to Happy Hour
PRESENTER BIOS
Alessandro_Ross.pdf
Sites_Jamison.pdf
Solodchikova_Alina.pdf
Sontag__Matt.pdf
Sponsel_Elizabeth.pdf
Susswein_Don.pdf
Zega_Ashley.pdf
PROGRAM LEARNING OBJECTIVES
Upon completion of the program, participants should:
- Better identify and implement opportunities in tax technology and R&D statistical samlping.
- Gain an understanding of the partnership audit and IRS regulations, and IRS policy and procedures
COURSE LEVEL & PREREQUISITES
The program will be at the intermediate level.
RECOMMENDED CPE CREDIT
The professional education credit (NASBA) to be awarded will be 2.5 hours. The instructional delivery method is group-live. There are no prerequisites, and no advance reading or preparation is required. An attendance record will be maintained.
COMPLAINT RESOLUTION/REFUND/CANCELLATION POLICY
For more information regarding administrative policies such as complaint, refunds, and program cancellation, please contact our Chapter CPE Coordinator, Tony Gedeller at anthony.gedeller@effem.com.
The Baltimore-Washington Chapter of Tax Executives Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.