Leaders within Cherry Bekaert’s State & Local Tax (“SALT”) group will provide insight on how growing companies can minimize state and local taxes, and access additional value by utilizing tax credits and incentives.

Program Overview

Are you a growing company operating in multiple jurisdictions?

Tax rules are constantly changing and their evolution challenges every company. Fortunately, with proper planning, companies can minimize their tax burden and cost of compliance to free up cash flow for investment in growth.

We will discuss topics such as credits and incentives, taxation of the cloud, sourcing of income among multiple jurisdictions, property taxes, Business Professional & Occupational License tax and other planning opportunities to better position your company for tomorrow.

Program Schedule

7:45 a.m. – 8:15 a.m.
Networking & Breakfast

8:15 a.m. – 9:30 a.m.
Presentation

Speakers

Cathie Stanton, CPA | National Leader, State & Local Tax | Cherry Bekaert LLP
As Cherry Bekaert’s National Leader of State and Local Tax (SALT) Services, and a Tax Partner based in the Firm’s Northern Virginia/Greater Washington practice, Cathie is a Certified Public Accountant with more than 25 years of experience. She is also a member of THInc, the Firm’s specialty practice focused on guiding growth through innovation. Clients in the Technology, Health & Life Sciences, and Industrial sectors depend on Cathie to help them maximize opportunities for innovation. Cathie serves as a trusted multistate advisor and has worked extensively with publicly traded corporations as well as privately owned companies.

Drew Arney, CPA | Manager, State & Local Tax | Cherry Bekaert LLP
Based in Cherry Bekaert’s Blue Ridge practice, Drew is a Tax Manager within the Firm’s State & Local Tax Group. He assists clients primarily in the industrial, technology, and real estate & construction industries with tax matters such as state and local tax, credits & incentives, and indirect taxes. His focus is on these SALT related issues around property tax, sales and use taxes and  Virginia Enterprise Zone grants has saved clients hundreds of thousands of dollars on their tax liabilities.

Leah Keller, CPA, CGMA | Partner, Tax Services | Cherry Bekaert LLP
With more than 20 years of public accounting and private industry experience, Leah primarily focuses on federal and multi-state taxation of domestic and foreign-owned middle market, closely-held and private equity/venture capital owned companies across a diverse range of industries. She is actively involved in Cherry Bekaert’s THInc specialty practice, serving clients in the Technology, Health & Life Sciences, and Industrial sectors in the Firm’s Blue Ridge practice.

1.5 Hours of CPE at no charge!*

RSVP

To RSVP, please contact Drew Arney at darney@cbh.com or 540.342.6911.

RSVP Deadline is September 20, 2015.

CPE Accreditation

Prerequisites | None
Advanced Preparation | None
Recommended Hours of CPE | 1.5 Hours*
Delivery Method | Live
Program Level | Basic
CPE Category | Taxes