April 26, 2024
Andersen’s Jonathan Tennant, Heather Roush, Jerry Fish, and Laura Moran are Featured Speakers at TEI 2024 Tax Symposium in Chicago
Andersen Managing Directors Jonathan Tennant, Heather Roush, Jerry Fish, and Director Laura Moran are featured speakers at the TEI 2024 Tax Symposium in Chicago on June 18–21, 2024. They will participate in the following sessions:
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April 26, 2024
Navigating the Updated Required Minimum Distribution Rules for IRAs Inherited After 2019
This release provides further updates to Andersen’s for the Record Q3 2022 Newsletter article available here.
The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act), signed into law on ...
April 25, 2024
Andersen Webcast: QSBS Strategies for the Investor
The QSBS exemption can be a very powerful component of any investment strategy. Join Andersen May 22 to take a deeper dive into QSBS including usage with Simple Agreement for Future Equity (SAFE) instruments, ...
April 18, 2024
Andersen Managing Directors Clarissa Cole and Cory Ellenson Are Featured Speakers at TEI Region 10 Conference on May 22-24, 2024
Andersen Managing Directors Clarissa Cole and Cory Ellenson are featured speakers at the TEI Region 10 Conference in Dana Point, California, from May 22-24, 2024. They will participate in the following sessions on May 23:
Cory ...
April 18, 2024
Managing Director Lucia Fedina to Present at TEI Houston’s 2024 Tax School
Andersen Managing Director Lucia Fedina will present at TEI Houston Chapter’s 2024 Tax School, which is being held on May 13-17, 2024, at the Norris Conference Center in Houston, Texas. Lucia is a ...
April 18, 2024
Managing Director Mary Duffy to Speak at Tax Council Policy Institute Conference on 2025 and the Coming Tax and Fiscal Showdown
Andersen Managing Director Mary Duffy will present at the Tax Council Policy Institute (TCPI) conference The Gathering Storm: 2025 and the Coming Tax and Fiscal Showdown on May 16-17, 2024 in Washington, D.C. Mary ...
April 18, 2024
Managing Director Amber Salotto to Present at 2024 AICPA & CIMA Employee Benefit Plans Conference
Andersen Managing Director Amber Salotto is presenting at the 2024 AICPA & CIMA Employee Benefit Plans Conference on May 6-8, 2024, at Ceasars Palace in Las Vegas. On May 6, Amber will be presenting a two-part ...
April 18, 2024
Managing Director Carl Fiore Presenting on NBI Webcast: Income Taxation of Trusts, Estates, and Individuals on June 13, 2024
Andersen Managing Director Carl Fiore is a presenter on the NBI Webcast Income Taxation of Trusts, Estates, and Individuals on June 13, 2024, at 10 am ET, 9 am CT, and 7 am PT. As part of the ...
April 04, 2024
Andersen’s Chris Tong and Andrew Liu to Present ASC 740 Income Tax Accounting Bootcamp at TEI Silicon Valley May 21, 2024, Event
Andersen Managing Directors Chris Tong and Andrew Liu will present ASC 740 Income Tax Accounting Bootcamp at TEI Silicon Valley’s May 21, 2024, event, 9 am -12:30 pm at the Delta Marriott in Santa Clara, ...
April 04, 2024
Managing Director Clarissa Cole Quoted in Business Insider on Hidden Costs and Misconceptions When Moving to Puerto Rico for Tax Breaks
Andersen Managing Director Clarissa Cole’s comments are featured in the recent Business Insider story, A tax expert shares the misconceptions and hidden costs the wealthy face when moving to Puerto Rico ...