Freda, Malo, Tauber to Speak at TEI Annual 70th Conference

Tax Executives Institute (TEI) is the preeminent association of in-house tax professionals worldwide​. 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.

TEI’s annual conference, Corralling Complex Tax Opportunities, takes place October 18 – 21, 2015 at the Hyatt Regency in Dallas, Texas. Andersen continues its longstanding support of TEI by sponsoring and speaking at the event.

Jeff Malo will present October 19^th from 10:00 – 11:15AM on Research and Experimentation Credits: Practical Approaches to Planning & Defense. Ray Freda and Jim Tauber’s presentation, "Staying Out of Trouble: Effective Due Diligence for State Taxes During M&A Review Process", takes place 12:15 – 1:15PM. October 20^th in Dallas, TX.

Jeff Malo is a Managing Director in the Andersen US National Tax office, where he focuses on federal and state research credits. Jeff has extensive industry knowledge in technology and manufacturing, computer sciences, pharmaceuticals, and financial services. His background combines the technical expertise of Big Four consulting, with an in-depth understanding of tax administration. His experience spans the full lifecycle of taxation, from planning and reporting through examination defense and controversy resolution. He has over 15 years of experience in both tax and government service.

Raymond Freda has over 18 years of experience in state and local tax and advising clients with respect to income/franchise, capital, gross receipts, sales and use, property, employment and other state industry specific excise taxes. He has extensive transactional experience including sell side tax planning and EBITDA enhancement, due diligence, state tax structuring, transfer tax analysis and remediation and post-acquisition integration and planning.

James Tauber has more than 30 years of experience providing accounting, tax, technology and consulting services in various areas of state and local indirect tax. Specifically, Jim assists companies with most aspects of indirect/transaction tax compliance and planning including: tax controversies (audit defense, appeals, settlement negotiations), outsourcing, exemption certificate management, M&A (sell-side, buy-side, due diligence and post-transaction integration), nexus reviews, procedure/policy manuals, process review/automation, refund analysis, Sarbanes-Oxley consulting (process documentation, testing & remediation), tax determination tools, tax software implementation, training, transactional analysis, and voluntary disclosure/amnesty participation. Jim has also assisted clients with unclaimed property/escheat tax compliance, process review/automation and participation in voluntary disclosure/amnesty programs.

October 18-21, 2015