Seattle Chapter Tax Executives Presentation
Tax Executives Institute (TEI) is the preeminent association of in-house tax professionals worldwide. Members are business executives who are responsible for taxation matters on an administrative or policy-making level, or whose work is otherwise primarily concerned with the challenges of business taxation. TEI members are accountants, lawyers, and other corporate and business employees who are responsible for the tax affairs of their employers in an executive, administrative, or managerial capacity.
Jim Tauber and Ray Freda will speak at TEI’s Seattle Chapter event on February 20th at the University of Washington Campus in Seattle, WA. Their session is titled, “Staying out of Trouble: Effective Due Diligence for State Taxes During the M&A Review Process”.
James Tauber has more than 30 years of experience providing accounting, tax, technology and consulting services in various areas of state and local indirect tax. Specifically, Jim assists companies with most aspects of indirect/transaction tax compliance and planning including: tax controversies (audit defense, appeals, settlement negotiations), outsourcing, exemption certificate management, M&A (sell-side, buy-side, due diligence and post-transaction integration), nexus reviews, procedure/policy manuals, process review/automation, refund analysis, Sarbanes-Oxley consulting (process documentation, testing & remediation), tax determination tools, tax software implementation, training, transactional analysis, and voluntary disclosure/amnesty participation. Jim has also assisted clients with unclaimed property/escheat tax compliance, process review/automation and participation in voluntary disclosure/amnesty programs.
Raymond Freda has over 17 years of experience in state and local tax and advising clients with respect to income/franchise, capital, gross receipts, sales and use, property, employment and other state industry specific excise taxes.
Raymond’s corporate clients range from early stage to Fortune 100 companies and he provides the following services: tax compliance, tax planning and restructuring, voluntary disclosure agreement advisory services, audit defense and negotiated settlement representation. In addition, Raymond leads a dedicated tax litigation practice which represents clients at various state administrative tax adjudicatory forums. Raymond’s individual tax services include residency planning (in bound/out bound), audit defense and litigation.
February 20, 2015