Dallas Chapter Technology CFO Series


Registration for this meeting is closed.  For event information or registration issues, contact Eric Holleman at [email protected].

Tax Planning in Turbulent Times

October 26, 2022 | 4:30-6:30 p.m. | 1 CPE | Moss Adams

This program will feature a panel of tax professionals. They will share their insights surrounding the latest developments impacting Federal and State taxation.
Ben Isley, Senior Manager-Federal Tax, Moss Adams
Daniel Kemp, Senior Manager-R&D Tax, Moss Adams

Craig Lammlin, Tax Director, Moss Adams
Mo Huda, Senior Manager-SALT, Moss Adams

LEARNING OBJECTIVES 

  • Overview of the Inflation Reduction Act

  • Changes impacting Research and Development credits

  • Updates on other credits and grants available

  • State and local taxation including nexus developments and audit risks 

REGISTRATION

Open to FEI Dallas Chapter members, and non-members with executive roles in the Technology sector. Please register by Monday, October 24, 2022.
 

SCHEDULE

4:30-5:00 p.m. Check-in and Networking
5:00-5:40 p.m. Hors d’oeuvres & Cocktails
5:50-6:30 p.m. Program and Q&A | 1 CPE

LOCATION

Moss Adams
14555 Dallas Pkwy
Suite 300
Dallas, TX 75254 
 

STRATEGIC INVESTORS

Comerica
Vogel IT Law
RHSB
Moss Adams
 

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: http://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 more 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
Dallas Chapter CPE Manager & Membership Support  
C: 973.903.5068
[email protected] | www.feidallas.org
 


Speakers

Mr. Mo Huda

Senior Manager - SALT
Moss Adams

Mr. Ben Isley

Senior Manager - Federal Tax
Moss Adams

Mr. Daniel Kemp

Senior Manager - R&D Tax
Moss Adams

Mr. Craig Lammlin

Tax Director
Moss Adams

Credits

1.00 CPE
Basic

Method

group-live

Field

Taxes, Technical

Prerequisites

None

National Registry of CPE SponsorsFinancial Executives International (FEI) 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 the 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.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.