Events
AI in the Tax Department: More or Less Sleep for Accountants
In this episode of Tax Intelligence with TaxOps, Partner Jamie Overberg and Betty Mak, U.S. Tax Manager with The Jim Pattison Group tackle the subject everyone is addressing: AI in the workplace. AI Tools in Tax: What In-House Tax Teams Are Learning Will AI give...
R&D Tax Credit and Section 174
TaxOps Minimization Partner Mark Dunning reviews claiming the research and development (R&D) tax credit and changing §174 capitalization requirements. R&D TAX CREDIT Online Only | 4.0 Credits Thursday, October 22 | 8:30 AM - 12:30 PM MT Register Research &...
Colorado Tax Law Changes: A 2026 SALT Guide
In the latest episode of Tax Intelligence with TaxOps, Marc Gordon shares how Colorado's 2025-2026 taxbills reshape QBI, sales tax on software, and worldwide combined reporting. Colorado Tax Law Changes: A 2026 SALT Guide When Congress passed the One Big Beautiful...
Multistate Partnerships: Navigating Various State Taxation Rules of Corporate Partners
TaxOps State and Local Tax Senior Manager Marc Gordon and Senior Tax Manager Benjamin Wirth will provide a detailed and practical guide to critical state tax issues and trends impacting partners owning shares of multistate partnerships Multistate Partnerships:...
IPO Tax Due Diligence: Identifying Risks, Managing Compliance, and ASC 740 Readiness
TaxOps Partner Lindsay Haskell and Corporate Tax Advisor and Co-Founder Dan DeLau examine critical tax due diligence to prepare for an Initial Public Offering. IPO Tax Due Diligence Online Only | 2.0 Credits Tuesday, August 4 | 11:00 AM MT, 1:00 PM ET Register IPO Tax...
Internal Revenue Service R&D Credit War Stories: Vol 2
In this episode of Tax Intelligence with TaxOps, Mark Dunning and Sean Espy continue their conversation from the front lines of the IRS R&D credit controversy. When the IRS Thinks It Owns Your R&D Credit For ten years, one software company waited. Not for a...
Internal Revenue Service R&D Credit War Stories: Vol 1
In this episode of Tax Intelligence with TaxOps, Mark Dunning and Sean Espy trade hard-won stories from the front lines of IRS R&D credit controversy. Inside the IRS R&D Credit Wars: Lessons From the Audit Room For tax professionals who claim the research and...
Auditor Independence in the Age of Private Equity: What CFOs Need to Know
TaxOps Partner Lindsay Haskell and Corporate Tax Advisor Dan DeLau discuss what CFOs and Controllers Should Be Asking About Audited Financial Statements Auditor Independence in the Age of Private Equity Roll-Ups A CFO sits across from a longtime audit partner. The...
R&D Credits for Software Companies: Scrum Teams, Qualifiers, and Section 174 After OBBBA
TaxOps Partners Jamie Overberg and Sean Espy share their expertise on R&D Credits for Software Companies in this live webinar. R&D Credits for Software Companies Online Only | 2.0 Credits Tuesday, June 9 | 11:00 AM MT, 1:00 PM ET Register Big Changes for...