Mergers & Acquisitions Update and Important Tax Regulations that Affect Manufacturers and Distributors
September 18, 2019 | 4:30-6:30 p.m. |1 CPE in Taxes | Prestonwood Country Club
The panelists will cover the recent trends in M&A for manufacturing and distribution companies. In addition, they will cover important tax rulings and regulations that can be good or bad for your company including the recent Wayfair decision issued by the Supreme Court and existing tax credits available for R&D expenditures. Many companies don’t think they qualify for these credits when they actually do.
Daniel Boarder, Partner Transaction Advisory Services, Whitley Penn LLP
Michael Siegel, Managing Director, Alliant Group
Dallas Packer CPA, Director, State & Local Tax Services, Whitley Penn LLP
Josh Graham CPA, Tax Manager, Whitley Penn LLP
LEARNING OBJECTIVES
• Understand recent trends in M&A related to manufacturing and distribution
• Understand the effects of the recent Supreme Court ruling on Wayfair and how it affects manufacturing and distribution companies
• Learn what the requirements are to qualify for the R&D tax credit
REGISTRATION
Open to FEI Dallas Chapter members, and non-members with executive roles in the Manufacturing/Distribution sector.
Register by Monday, September 16.
SCHEDULE
4:30-5:00 p.m. Check-in and Networking
5:00-5:50 p.m. Program and Q&A | 1 CPE
5:50-6:30 p.m. Hors d’oeuvres & Cocktails
LOCATION
Prestonwood Country Club
15909 Preston Rd
Dallas, TX 75248
STRATEGIC INVESTORS
Clark Hill | Strasburger
RHSB
Texas Capital Bank
Whitley Penn
CPE CREDIT
CPE credit is available online via FEI’s CPE Center to both FEI members and non-members. You will need to log in to the CPE Center using the same login credentials associated with your event registration. If you are not an FEI member and don't know your username or passcode, contact Jackie Dunn for assistance.
Financial Executives International 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.nasba.org
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some state boards may differ on how many minutes constitute a credit hour. Contact your state board for information.
CANCELLATION
To cancel a reservation, contact Nancy Ehlers at [email protected]. Forty-eight “business” hours notice is requested for cancellation. We recognize that plans can change at the last minute; however, as good stewards of our chapter finances we ask your help in controlling expenses due to last-minute cancellations and no‑shows.
CHAPTER CONTACT
Nancy Ehlers
FEI Dallas Chapter Event Support
C: 973.903.5068
[email protected] | www.feidallas.org