Press Room

March 14, 2018

Andersen Presenting at TEI Tax School in Dallas

Tax Executives Institute (TEI) is the preeminent association for in-house tax professionals worldwide. TEI Tax School in Dallas is hosting a meeting on April 25, 2018. The following Andersen members will be presenting together at the event: Jeff Malo (Managing Director), Dave Freeman (Managing Director), Annette Fago (Director)​ and Christanna Taylor (Director). Their presentation will be on credits and incentives.

Jeffrey Malo is a Managing Director in the Andersen US National Tax office, where he focuses on federal and state research credits. He has over 15 years of experience in both tax and government service. Jeff has extensive industry knowledge in technology and manufacturing, financial services, computer sciences, and pharmaceuticals.

David Freeman has over 30 years of experience providing tax planning advice to both publicly held and private businesses, their owners, and their key executives. He is a member of the Commercial and Alternative Investment practices at Andersen.

Annette Fago is a member of the San Francisco Bay Area state and local tax practice of Andersen. She focuses on tax credit and negotiated incentive consulting, including negotiated incentives related to company relocation and expansion activities.

Christanna Taylor is a Director in the Dallas office with over 15 years of experience. She focuses on income tax planning and compliance, sales and use tax planning, mergers, acquisitions and divestitures, tax controversy, nexus studies and voluntary disclosure initiatives.

Tax Executive Institute 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.

April 25, 2018

Dallas, TX

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About the Authors