About this Event
Tax Accounting Meeting
Date: November 15, 2024
Time: Registration starts at 7:30 AM and presentations are from 8:30 am to 12:30 pm.
CPE: This qualifies for 4 CPE/CLE hours.
Place: Sheraton Needham (100 Cabot Street, Needham, MA 02494)
Cancellations must be made through Eventbrite by November 14, 2024
Event Details: Tracy Noga, Accounting Department Chair at Bentley University, will provide a tax accounting back-to-basics session. EY (Jacqueline Washburn, Jocelyn Murta, and John Cantalupo) will lead a post election landscape discussion with someone from their Washington Council. EY will then present on a variety of topics related to Tax Accounting, including: considerations related to section 987, CAMT – lessons learned from filing season and related year end reporting considerations, ASU 2023-09 – improvements to income tax disclosures, Pillar 2, and Bermuda legislative changes.
Price:
Member- early registration (by 11/4/24): $75
Associate Member - early registration (by 11/4/24): $75
Non-Member- early registration (by 11/4/24): $125
Member registration: $100
Associate Members registration: $100
Non-Member registration: $150
Agenda
7:30-8:30 Registration and Breakfast
8:30-8:40 Welcome Remarks by TEI and Introduction to Speakers
8:40-9:40 – Tracy Noga - Tax Accounting Back-to-Basics
9:40-10:30 – EY - Post election landscape discussion with someone from EY's Washington Council
10:30-10:40 Break
10:40-12:20 - EY - Various topics related to tax accounting, including: section 987, CAMT, ASU 2023-09, Pillar 2, and Bermuda law changes.
12:20-12:30 Closing Remarks by TEI
CPE Credit Information
Tax Executives Institute is registered with the National Association of State Boards of Accountancy as a sponsor of “group live” and "group internet based" continuing professional education on the National Registry of CPE Sponsors (registry number 103086). 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, 150 Fourth Avenue North, Ste. 700, Nashville, TN 37219-2417. Website: www.nasba.org. For more information regarding administrative policies such as complaint and refund, call TEI at (202) 638-5601.
Event: Tax Accounting Committee Meeting
Date: November 15, 2024
Delivery Method: Group Live (in person)
Prerequisites: None
Program Level: Overview and Technical update
Field of Study: Tax Accounting Learning
Objectives: To provide a tax accounting back-to-basics session. To conduct a post election landscape discussion. To learn about a variety of topics related to Tax Accounting, including: considerations related to section 987, CAMT – lessons learned from filing season and related year end reporting considerations, ASU 2023-09 – improvements to income tax disclosures, Pillar 2, and Bermuda legislative changes.
Preparation: No advanced preparation required.
CPE/CLE Credits possible: 4.0 CPE/CLE Credits possible: CPE/CLE requirements vary from jurisdiction to jurisdiction. TEI’s education programs are designed to meet NASBA standards and are generally accepted by CPE/CLE agencies across the United States. Registrants should check the rules in their own jurisdictions to ensure eligibility.
Special thanks to Kimberley Giles and Lauren Duffy - Tax Accounting Committe Chairs
SAVE THE DATES – 2024-2025 TEI New England Chapter Meetings at the Sheraton Needham
1/31/24 - SALT Meeting (Sheraton Needham)
2/27/25 - International Tax Meeting (PwC Boston Office)
4/11/25 - Ethics Meeting (Sheraton Needham)
5/15/24 – All Day Meeting (Sheraton Needham)
2024-2025 Officers
President - David Norman
Vice President - Patrick Davis
Secretary - Michael Albert
Treasurer - Debbie Williams
Asst. Sec/Treas. - Vacant
2023 - 2025 Board of Directors
Julia Owen, Anthony Paolillo*, Debbie Gangi, Forrest Tiedeman and Alan Wolpert
Chapter Representative - Erica Murray*
Region III Vice President – Anissa Owen*
* Past President
Event Venue & Nearby Stays
Sheraton Needham Hotel, 100 Cabot Street, Needham, United States
USD 0.00 to USD 150.00
