Tax Best Practices Roundtable : ELFA v4

Tax Best Practices Roundtable

September 12, 2024

Embassy Suites Nashville Downtown, Nashville, TN

The Tax Best Practices Roundtable is a one-day forum offered exclusively to tax practitioners of ELFA member companies. The roundtable focuses on federal and state compliance and planning issues, recent developments, sharing of internal best practices and plenty of time for networking.

The Tax Roundtable is being held the day after the Lease and Finance Accountants Conference and the Operations and Technology Conference and Exhibition at the Embassy Suites Nashville Downtown.

ELFA Members: Get a $50 discount when you register for both the Lease and Finance Accountants Conference or the Operations and Technology Conference and The Tax Best Practices Roundtable. For questions contact Janet Fianko at jfianko@elfaonline.org. Choose a Package

Who Should Attend

Tax practitioners and other professionals that hold a position in tax, planning, research, business unit support or any other position responsible for corporate tax functions. This roundtable is open to ELFA members only. Attendees of the Lease Accounting and Operations and Technology Conferences are encouraged to attend!.

Registration Fees

Price Description	Amount
Additional member attendee	$400.00
Committee Mem Pkg - Opp Tech & Tax Rtble	$300.00
Mem Additional Exhib Pkg -Opp tech & Tax Rtble	$350.00
Member Attendee Pkg - Opp Tech & Tax Rtble	$400.00
Member attendee price	$450.00
Planning Committee Member (committee only)	$350.00

View cancellation and other policies

The Tax Roundtable Planning Committee is hard at work planning the 2024 roundtable. For travel purposes, the roundtable will be held on September 12th from 9:00am-4:30pm.

Topics may include:

Audit
Property Tax - Legislative Updates and Best Practices

SALT
Vehicle Leasing - Sales, property, and income tax considerations

Hot Topics

Available Functions

Speakers

Christine Boyd JD

Tax Director – Leasing Tax Leader
BMO Financial Group

Autumn Heseltine

Treasurer & Vice President
Insight Investments, LLC

Treasurer.

Past Experience: Senior Vice President of Finance & Administration / Vice President of Operations / Controller / Interim CFO
-20+ years experience in Financial Services.

Specialties: Lease Financing, Discounting, Documentation, Operations, Delinquency, Contract Negotiation, Compliance, Credit, Financial analysis, Progress Funding, Tax, Audit, Bank Relations, Process Improvement, Policy Development, Internal Controls, Team Building, Mentorship, Employee Development, Strategic planning.

- Responsible for credit administration, documentation operations and compliance activity for operations. Built internal IT and systems team to support growing infrastructure and provide data warehousing and reporting management to company.
-Executive Management team responsible for building & growing a $2m portfolio to over $226m in less than 7 years.
-Responsible for expanding business licenses to all 50 states while maintaining compliance with all state and federal requirements.
-Establish sales, use and property tax collection and reporting in all 50 states + Puerto Rico.
-Finance functions include management of accounting, analysis, financial statement preparation, Compliance reporting, Covenant fulfillment, Corporate depreciation, taxes and payroll.
- Successful in process developments and improvements, mapping and implementation of workflow efficiencies, including software / system integrations & conversions.
- Implementation & on-going evaluation of internal controls as well as business cycle time goals.
-Member of senior strategic leadership team for organization
-Credit Policy Committee
-Development of new documentation packages - EFA, full Lease packages including progress & interim payments, Delivery & acceptance, multiple equipment schedules.

Jeanne Hill

Senior Manager, National Tax SALT

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.

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

Jeff Rupright Jr

Manager
Ryan, LLC

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

September 12, 2024

Who Should Attend

Sponsored by Vertex, Inc.

Registration Fees

Available Functions

Speakers

Christine Boyd JD

Autumn Heseltine

Jeanne Hill

Peter Larsen Esq.

Wayne Ownby

Jeff Rupright Jr

Kelley Winslow

Sponsors

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