Tax Practice Management In An Age of Disruption

      Monday, October 26th, 2020  
Start End Minutes Topic Speaker(s)
2:00     Welcome and Introductory Remarks  




Things that Keep Tax Directors Up at Night: Part 1: The Digital Future and Changing Role of the Tax Professional

Kicking off the new Hartman Tax Practice Management series, this panel will discuss the best practices to maintain effective tax compliance programs during periods of volatility and how to use new technology in that process. The discussion will cover policies, procedures, and other key attributes of compliance including executive support, risk assessment, internal controls, periodic reviews, training, and updates.

Erik Burgos, State Tax Director; Falls Church, VA

Faranak Naghavi, Partner, EY; Washington, DC

Robert Patterson, Director WW Tax & Trade Controller, Microsoft Corporation; Redmond, WA

3:10 3:20   Break  
3:20 4:20 60

Things that Keep Tax Directors Up at Night: Part 2: Artificial Intelligence and Other Trends in Data Management

In the second part of this two-part discussion on technology, the panel will address developments in artificial intelligence, what it is and what it isn’t, and also provide potential applications of AI in tax. The panel will also discuss “Big Data” and how companies are managing, processing, and performing analysis on big data.

Christopher Aiken, Managing Director, EY; Cleveland, OH

Timothy Kirkpatrick, Principal, PwC; Houston, TX

Benjamin Bright, Director, HCA Healthcare, Inc.; Nashville, TN

4:20 4:30  


4:30 5:30 60

Protecting Confidentiality and Audit Readiness

For some taxpayers and some situations, maintaining confidentiality is more important than saving tax dollars, but why choose between the two? This panel will discuss best practices for protecting confidentiality while also taking full advantage of the remedies and rights available to taxpayers. The speakers will cover tips for audit readiness, including the management of confidential and privileged information. Managing audits can be burdensome, but being prepared is key.

Kathryn Friel, Senior Tax Counsel, Entergy Services, LLC; New Orleans, LA

Matt Hedstrom, Partner, Alston & Bird LLP; New York, NY

Carley Roberts, Partner, Pillsbury Winthrop Shaw Pittman LLP; Sacramento, CA




TOTAL DAY 180 CLE: 3 Hrs. - CPE: 3.6 Hrs. (3.5 NASBA)