2024 has proven to be a blockbuster year for large business tax developments and, with a new presidential administration arriving in January and TCJA provisions expiring at year’s end, 2025 is likely to be just as significant. Stay ahead of the curve and join our panel of experts as they discuss key corporate tax developments across the international, U.S. federal, and state & local taxation fields, provide updates on the renewable energy tax credit marketplace, and present key findings and take-aways from Thomson Reuters’s special report, “2024 State of the Corporate Tax Department survey."
Learning Objectives:
- Analyze Recent Corporate Tax Developments: Participants will be able to identify and discuss significant corporate tax developments from 2024, including the impacts of international, U.S. federal, and state & local taxation changes on large businesses.
- Evaluate the Renewable Energy Tax Credit Landscape: Participants will understand recent updates in the renewable energy tax credit marketplace and assess their implications for corporate tax planning and compliance in 2025.
- Apply Insights from Corporate Tax Industry Trends: Participants will be able to interpret key findings from the 2024 “State of the Corporate Tax Department” survey, applying insights into current trends and challenges faced by corporate tax departments globally.
Speakers:
Shonda Bajorek: Partner, Deloitte Tax LLP
Shonda is a Partner in our Multistate Tax Practice with over 24 years of public accounting experience working with clients to address their state tax needs with an emphasis in corporate income/franchise tax compliance, state controversy, sales/use tax, credits & incentives, M&A and state tax planning across a broad range of industries. Additionally, she has experience working with tiered partnerships and S Corporations.
Shonda leads our direct tax technology & data analytics strategy by transforming the ways in which Deloitte Tax and its clients address state and local tax needs through data, technology, and analytics.
Adam Chesman: Senior Director, Cross-Border Mergers and Acquisitions Tax Leader, RSM
Adam Chesman is a senior director and the tax leader of cross-border mergers and acquisitions in RSM US LLP’s international tax practice. A licensed attorney with broad experience in federal, state, and international taxation, Adam joined RSM in 2017 as part of the firm’s Washington National Tax practice.
Tracy Davis: Specialist Director – Retail & Diversified Industry Verticals Lead, Thomson Reuters
Tracy has over 25 years of experience dedicated to assisting Fortune and Global 1000 companies streamline and optimize tax processes and operations, resolve key pain points, reduce risk, and scale to be able to support future growth, geo-expansions, and constantly changing regulatory environments. She leads the Retail Industry vertical at Thomson Reuters, supporting external and internal customers, partners, and prospects on all things Retail for ONESOURCE Tax, Global Trade, Data Hub, and more. Tracy previously worked at Walmart, Amazon, the Big 4, and leading Tax software companies.
Kevin M. Jacobs: Managing Director, Alvarez & Marsal Tax, LLC
Kevin M. Jacobs is a Managing Director and National Tax Office Practice Leader with Alvarez & Marsal Tax, LLC in Washington, D.C. He brings more than 15 years of experience in tax matters in both the public and private sectors. Prior to joining A&M, Mr. Jacobs was a Senior Technician Reviewer (TCJA) with the IRS Office of Associate Chief Counsel (Corporate) for more than six years, where he advised on tax issues such as corporate reorganizations, corporation-shareholder issues, earning and profits, recovery and allocation of stock basis, liquidations, redemptions, bankruptcies, spin-offs, and consolidated returns.
Ali Kostic: Senior Manager, Deloitte Tax LLP
Ali is a Senior Manager in the Deloitte National Multistate Tax practice in the Cleveland office, specializing in conducting state strategic tax reviews. With 13 years of experience at Deloitte Tax, Ali has expertise in industries such as consumer products, automotive, retail, and industrial products. Her role involves leading teams in reviewing state and local income, franchise, and gross receipts tax returns to identify potential refunds and filing position opportunities. Her role extends through the entire lifecycle of a project, including assistance with controversy matters and audits, to obtain the intended result for her clients. Her responsibilities extend to offering proactive, superior service to clients and identifying potential tax opportunities, while managing project activities with specialty groups such as Business Tax Services, International Tax, Indirect Tax, and Credits and Incentives.
Metisse Lutz: Senior Manager, Deloitte Tax LLP
Metisse is a Senior Manager in the National Multistate Tax Practice, based in Denver. Metisse specializes in sales and use tax, including business restructuring projects, due diligence (M&A) reviews, audit defense and controversy, refund reviews, ASC 450 reviews, voluntary disclosure programs, and research. Metisse brings to the firm extensive experience representing clients in controversy matters with home rule municipalities in Colorado. She works closely with staff and senior personnel and on engagement management at a regional and national level, serving as the firm's Jurisdictional Tax Leader for sales and use tax matters in Colorado, Arizona, and New Mexico. Prior to joining Deloitte Tax, Metisse served in the National Tax Office at another public accounting firm, where she was responsible for technical review on large scale projects, thought leadership, trainings, speaking engagements and more.
Andy Moon: Co-founder and CEO, Reunion
Andy Moon is the co-founder and CEO of Reunion, a clean energy finance platform that has facilitated over $2.5 billion in tax credit transfers. He is the former co-founder and CEO of SunFarmer, a Y Combinator-backed social enterprise that has completed over 1,500 solar energy installations in Asia. Previously, he led some of the first private equity and infrastructure investments in solar energy projects in the US and Europe, and worked as a consultant in the energy practice at McKinsey and Company.
Session Recording Date:
December 4, 2024
General Session Information
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CPE Credits
This digital product is not eligible for Continuing Professional Education (CPE) credit.
Length of Session
The session will take approximately 2.0 hours to complete.
NASBA Field of Study
Taxes
Level
Basic
Prerequisites
None
For more information, please refer to CPE requirements and NASBA sponsorship information.
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