EY Tax Webcast
Domestic tax quarterly webcast series: a focus on federal tax matters
Whether it’s meeting the demands for transparency or responding to the tax requirements of healthcare reform, leveraging technology or managing controversy, today’s tax professionals are continually buffeted by a growing list of complex provisions and an increasingly strict approach to enforcement at the federal, state and local levels.
Decisions you make in one area can trigger actions and reactions throughout the enterprise. In this edition of our Domestic Tax Series, the focus is on domestic federal tax matters and what you need to know to manage both new and ongoing issues.
To kick off the 2014 edition of our series, leading Ernst & Young LLP tax professionals will discuss issues specific to tax planning, provision, compliance and controversy for domestic federal tax. Our panel will provide an update on the following topics, with additional input on any timely new issues that may arise:
- Tax legislative activity
- Tax controversy
- Tangible property regulations: implementation tips
- Accounting for income taxes
- Tax compliance: compliance season best practices
- Tax function performance improvement best practices
Audience participants are encouraged to ask questions throughout the webcast.
Ernst & Young LLP, US Business Tax Compliance Leader
Carolyn Bailey is a member of Ernst & Young LLP’s Tax Accounting and Risk Advisory Services group. She has 17 years of combined industry and tax advisory experience, assisting large multinational companies with complex federal and state income tax compliance, planning and tax department operational issues. In her current role, she assists tax departments with tax provision and tax compliance process and automation initiatives, several of which have resulted from recent Sarbanes-Oxley (SOX) Sec. 404 reviews.
Carolyn received a Bachelor of Science in Accountancy from Wright State University. She is a certified public accountant licensed in the state of Texas and Ohio and is a member of the American Institute of Certified Public Accountants (AICPA).
Ernst & Young LLP, Washington Council Ernst & Young
Gary Gasper is one of the leaders of Ernst & Young LLP’s Washington Council Ernst & Young group. He assists clients on a variety of matters before Congress, the White House, the Treasury Department and the Internal Revenue Service. Gary provides services related to federal tax legislative and regulatory matters involving corporate taxation, financial products, tax-exempt entities, employee benefits, insurance taxation and other areas.
Gary received a B.S. in Accountancy from the University of Illinois, a J.D. from DePaul University College of Law and an LL.M. in Taxation from Georgetown University Law Center. He is a certified public accountant licensed in the state of Illinois and in the District of Columbia. Gary is the former chair of the American Bar Association Section of Taxation's Government Relations and Formation of Tax Policy committees.
Ernst & Young LLP, Quantitative Services
Kim Harrington is a Partner of Ernst & Young LLP and leads the Quantitative Services practice in the West region. She has more than 15 years of combined public accounting and industry experience. Kim specializes in identifying, managing and assisting with implantation of firm’s strategic tax planning solutions and processes for significant clients of the firm as they relate to federal income tax accounting methods and inventory, including supporting clients in Internal Revenue Service (IRS) examination, appeals and on technical issues with the IRS National Office.
Ernst & Young LLP, Tax Controversy and Risk Management Services
Frank Ng is a member of Ernst & Young LLP’s Tax Controversy and Risk Management Services group. Based in Washington, D.C., Frank assists global and domestic corporations focused on working effectively with the Internal Revenue Service and regulators around the world to address tax risk issues and increase tax certainty.
Frank received a B.S. in accounting from Arizona State University and a Masters of Public Administration from the University of Southern California. He is a graduate of the 2000 IRS Executive Development Program and a recipient of the 2005 Presidential Rank Award for meritorious service.
EY Americas Director of Tax Performance Advisory
Gary Paice is in Ernst & Young LLP’s Tax Accounting and Risk Advisory Services (TARAS) group. Within TARAS, he is a member of Tax Performance Advisory (TPA), focused on the performance enhancement of tax functions. TPA is recognized by the market as a leader in delivering tax department reengineering/process redesign services.
Gary concentrates on applying consistent methodologies, in-depth knowledge of all major tax technology tools and software packages; planning and building strong foundations in compliance and reporting, sustainable organizational strategies, and effective risk management protocols. He has experience delivering large scale projects to companies of all sizes across all aspects of the tax life cycle - planning, provision, compliance and controversy.
Gary has a Bachelor of Business (Accountancy) from Western Illinois University and an M.B.A. from the University of Chicago. He is a certified public accountant licensed in the state of Illinois, a member of the American Institute of Certified Public Accountants and the Association for Computers in Taxation (ACT).
EY Americas Director of Tax Accounting and Risk Advisory Services
Joan Schumaker is a Partner in Ernst & Young LLP’s National Tax Department and is based in the New York office. She is the Americas Director of Tax Accounting and Risk Advisory Services, Ernst & Young LLP’s tax accounting services practice. Joan serves clients in numerous industries on tax accounting matters to minimize risk pertaining to ASC 740, IAS 12, share-based payments, unrecognized tax benefits, business combinations, carve-out financial statements, post-spin financial reporting, Schedule UTP disclosure of uncertain tax positions, Sarbanes-Oxley Sec. 404 and IFRS conversion. Joan is also the tax leader of our integrated tax and accounting service offerings with FAAS (Financial Accounting and Advisory Services).
Joan received her B.S. in Accounting from the University of North Carolina at Chapel Hill and an M.B.A. in Taxation from New York University. Joan is a Certified Public Accountant licensed in the states of New York, New Jersey, and Florida. She is a member of the AICPA, the NY State Society of Certified Public Accountants and the New Jersey State Society of Certified Public Accountants. Joan is a frequent speaker on tax accounting and reporting matters.
EY Americas Director of Business Tax Services
Jeff Smith is Ernst & Young’s Americas Director of Business Tax Services. He has provided corporate tax services to firm clients over the last 27 years. Most recently, Jeff transferred from Chicago in 2010 to become the East Central BTS Leader, and subsequently he was given the additional responsibility of the Greater Washington Tax Market Leader. Smith has previously served as the Midwest Sub-Area BTS Leader and led the Midwest Federal and Tax Operations practices. He also served as the Tax Operations leader in the Midwest, helping small, mid-size, and Fortune 500 companies develop and refine their tax function. While a Tax Account Leader, Smith focused on a variety of private equity firms and their portfolio companies, and he co-developed a niche group that grew to become a successful combined audit/tax practice.
Jeff earned a BA in Business Administration from Alma College and an MBA from Michigan State University.