Tax Best Practices Roundtable : ELFA

Tax Best Practices Roundtable

June 22, 2022

Akerman LLP, Chicago, IL

The Tax Best Practices Roundtable will be held on Wednesday, June 22nd from 8:30am-4:30pm at the offices of Akerman in Chicago, IL.

Who should attend? The roundtable is offered exclusively to tax practitioners of ELFA member companies.

This year's roundtable will cover:

*Sales Tax

*Property Tax

*Federal and State Income Tax

*Tax Automation

*Financing Intangibles

There will be ample time for networking and discussion.

Sponsored by Vertex, Inc.

Registration Fees

Price Description	Amount
Member Attendee Price	$450.00
Planning Comittee Member	$350.00

View cancellation and other policies

Schedule of Events (subject to change)
Wednesday, June 22, 2022

8:30am-4:30pm

8:30am-9:00am Check-in and Continental Breakfast
Breakfast sponsored by Horwood Marcus and Berk Chartered

9:00am-9:15am Welcome and Introductions

Kelley Winslow, Co-Chair, Tax Roundtable Planning Committee

Senior Vice President, Indirect Tax

Key Equipment Finance

Robert Kruger, Co-Chair, Tax Roundtable Planning Committee

Senior Vice President, Tax

Huntington Equipment Finance

9:15am-10:30am Sales Tax

This session will focus on multistate issues affecting the sales and use tax treatment of vehicle and other transportation equipment. State business license and gross receipts taxes will also be discussed as they impact motor vehicle leasing and finance companies. The session will conclude with a survey of recent transaction tax legislation, court decisions and administrative actions across the United States.

Peter Larsen

Attorney and Chair, Tax Practice Group

Akerman LLP

David Rosen

Partner, Tax

Akerman LLP

10:45am-11:30am Property Tax

11:30am-12:15pm Federal and State Income Tax Update

Robert Kruger

Senior Vice President, Tax

Huntington Equipment Finance

Randa Barsoum

Partner

PwC

12:15pm-1:00pm Lunch and networking

1:00pm-2:30pm Tax Automation

Doug Cohen

Senior Partner Manager

Vertex Inc.

Brooke Cunningham

Director of Tax

GreatAmerica Financial Services

Marlene Meier

Tax Senior-Indirect Taxes

Camping World

Kelley Winslow

Senior Vice President, Indirect Tax

Key Equipment Finance

2:30pm-3:30pm Financing Intangibles

David Machemer

Attorney

Horwood Marcus & Berk Chartered

3:30pm-4:30pm Optional open discussion and networking

Available Functions

Speakers

Randa Barsoum

Partner
PricewaterhouseCoopers LLP

Randa Barsoum is a tax partner with PricewaterhouseCoopers located in New York. Randa has over 19 years of experience advising clients in both financial and non-financial industries. Throughout her career Randa has advised clients with U.S. based and non-U.S. based financial service companies in the areas of tax planning, income tax accounting, like-kind exchange (LKE), Tax Depreciation Services (TDS), global information reporting and FATCA.

Randa is one of the founding members of PwC’s LKE Services practice and for the last 15 years has focused on LKE Services for banking, captive finance, and real estate clients. During her career, Randa has led many of PwC’s largest LKE implementations. Randa has also led implementations of TDS for several equipment leasing clients.

Randa is a member of the Equipment Leasing Finance Association (ELFA). She has a Master of Science in Accounting degree from Binghamton State University of New York and is a CPA in the states of New York and California. She is also a member of the AICPA.

Doug Cohen

Senior Partner Manager
Vertex Inc.

Doug Cohen is currently a Senior Channel Manager for Vertex, Inc. He is a member of the Equipment Leasing and Finance Association (ELFA), participating on both the Operations & Technology Committee and Tax Best Practices Committee. Doug has contributed to articles in World Leasing News, Equipment Leasing & Finance and American Institute of CPA's Corporate Taxation Insider newsletter. Doug received an M.B.A. from Temple University and B.S. degree from Drexel University.

Robert Kruger

SVP Tax Director, Asset Finance
Huntington Equipment Finance

Peter Larsen Esq.

Partner and Chair, Tax Practice Group
Akerman LLP

Peter Larsen is the Akerman Taxation Practice Group Chair. A significant portion of his practice involves state and local taxation compliance and controversy. He has experience representing banks, finance companies, national retailers, internet companies, and other national corporations in state and local tax matters, audit defense, and litigation.

He also handles structuring and tax aspects of complex transactions for private equity and public company clients, including acquisitions, divestitures, restructurings, and public offerings. Peter Larsen has provided tax counseling to investment funds both at the fund formation stage and in portfolio company transactions.

David Machemer

Managing Director | National Tax/Indirect Tax – State & Local Tax
Ernst & Young LLP

Marlene Meier

Tax Senior - Indirect Taxes
Camping World

Wayne Ownby

Director - Tax Accounting
Pathward Commercial Finance

Wayne Ownby is a Director, Tax Accounting at Pathward, NA and leads the Indirect Tax department Wayne is a licensed CPA, and is based from his home in , Ohio. He has been active in professional accounting, finance, and tax roles for the past 35 years and in the leasing industry for the last 18 years. He has served on the ELFA Tax Best Practices Roundtable Planning Committee for a number of years. Over his career he has worked for BBVA Compass, Citizens Bank, ICX Corporation, and Premier Farnell.

Wayne Holds a BA in Accounting from John Carroll University

Coleen Pedersen

VP - Sales & Use Tax
U.S. Bank

David Rosen

Partner, Tax
Akerman LLP

Kelley Winslow

SVP, Indirect Tax
Key Equipment Finance

Equipment Leasing and Finance Association - Equipping Business for Success

Tax Best Practices Roundtable

Tax Best Practices Roundtable

Tax Best Practices Roundtable

June 22, 2022

Registration Fees

Available Functions

Speakers

Randa Barsoum

Doug Cohen

Robert Kruger

Peter Larsen Esq.

David Machemer

Marlene Meier

Wayne Ownby

Coleen Pedersen

David Rosen

Kelley Winslow

Sponsors

About

Industry Topics

News & Publications

Directories

Education & Networking

Membership

Advocacy

Knowledge Hub