Featured Speakers

Panelists

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Alison Jones Alison is a member Ernst & Young LLP's Accounting Methods and Inventories group. She is based in Washington, D.C. Alison advises clients on federal tax accounting matters, including the accrual of income and deductions, capitalization, depreciation issues and general accounting method change requests. She also represents taxpayers in controversies pending before the Internal Revenue Service.

Over the past several years, Alison has provided advice on timing and recognition of income issues, including income exclusion and deferral provisions of the Internal Revenue Code and judicially established doctrines. She has worked with a variety of public and private clients in the manufacturing, distribution, retail, financial services, healthcare, oil and gas, utilities and telecommunications industries. In addition, Alison works closely with the firm's Tax Controversy and Risk Management Services group to help clients resolve tax controversy matters.

Alison received a B.A. in Economics and a J.D. from the University of Texas. She is a member of the bar in the state of Texas and a member of the American Bar Association Tax Section. Alison is an adjunct professor in the LL.M. program at the Georgetown University Law Center.

  
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Kenneth Brown is the Americas Director, Global Compliance and Reporting Services for Ernst & Young LLP. In this capacity, Ken leads the firm's Global Compliance and Reporting service line, which provides a range of tax compliance and reporting services to multinational companies. Ken has been instrumental in establishing this service line for the global Ernst & Young organization, and is nationally recognized in the fields of tax operating, process and reporting issues for multinational businesses.

Ken has over 33 years of experience with Ernst & Young LLP. Ken spent the first part of his career as a tax advisory partner, focusing on Federal, international and multi-state transactions and controversy. Over the past 10 years, Ken has directed services to help improve the operation and perceived value of corporate tax functions, both domestic and global. Ken's experience includes tax function performance improvement, data management, shared service and ERP integration, and global tax operations, compliance and risk matters.

Ken now serves as the engagement delivery executive for a number of the firm's Global Reporting and Compliance engagements.

Ken received both his B.S. and M.B.A. (Taxation) from the University of Southern California.

Ken has served in the firm's Los Angeles and Northern California offices, our Washington D.C. National Tax office and currently in our Dallas-based Center of Excellence.

Ken has lectured at the Georgetown University Law Center, the San Jose State University High Tech Tax Institute, the Committee on State Taxation, the Vanderbilt Law School State and Local Tax Institute, Tax Executives Institute and the University of Southern California Law Center Tax Institute.

Ken is the co-author of a tax portfolio published by the Bureau of National Affairs addressing state and federal income taxation of consolidated/combined corporate tax filings.

Ken has been a member of the Tax faculty of Golden Gate and San Jose State Universities and the Committee On State Tax Advanced Topics School.

  
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Joan Schumaker is in Ernst & Young LLP's Business Tax Services Tax Reporting and Compliance Services practice. She is the Assistant National Director of Tax Accrual Services and IFRS Tax Services and is the National Tax Accounting and Risk Advisory Services leader for tax accounting issues related to share-based payments. Joan serves clients in numerous industries and is the National Leader of Tax Accounting and Risk Advisory Services for the Pharmaceutical Industry. She also assists companies in matters pertaining to unrecognized tax benefits, Sarbanes-Oxley Section 404 and IFRS.

  
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Deborah Nolan is in Ernst & Young LLP's Tax Controversy and Risk Management Services group. Debbie assists global and domestic corporations focused on working effectively with the Internal Revenue Service and regulators around the world to address tax risk issues and increase tax certainty.

Prior to joining Ernst & Young, Debbie was at the IRS, most recently as the Commissioner of the Large and Mid-Size Business (LMSB) Division where she managed 6,000 employees serving corporations, Subchapter S corporations and partnerships with assets greater than $10 million. In this capacity, she worked with taxpayers and other external stakeholders to identify, address and resolve significant tax issues across a range of industries.

Prior to the Commissioner role, Debbie was the Deputy Commissioner of LMSB and the LMSB Design Team Leader before that. Previously, she held several other positions at the IRS District level and at the national level as Deputy Assistant Commissioner, International.

  
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Jeff Levey Jeff Levey is an executive director in Ernst &Young LLP?s Washington Council Ernst & Young practice where he provides services related to tax policy issues, including international tax, financial services company and product issues, and other corporate tax issues. He has a broad range of experience working on tax policy issues in Washington and around the globe for more than 25 years.

  

Moderator

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David Helmer is Ernst & Young LLP's Americas Director of Business Tax Services and Americas Director of Industry Tax Services. Dave is responsible for the strategy, operations, client relations, quality control, risk management and knowledge reuse for the federal and industry tax services the firm provides. Dave has also been instrumental in forming and leading the firm's Internal Revenue Code Section 199 Network. This Network comprises National and Sub-Area-based professionals who have deep experience in assisting clients on the deduction for domestic production activities. Dave is a member of the firm's Americas Tax Advisory Board and Tax Client Service Group.

During his over 20 years with the firm, Dave has provided tax advisory services for a variety of clients. He has extensive experience working with companies on their tax supply chain, including inventory accounting, structuring, U.S. Customs and Section 199 services. Dave has provided expert witness testimony in Tax Court litigation regarding inventory issues. He also frequently serves as a conference leader for industry, inventory and accounting methods updates.

In 2004, Dave was named to the firm's Gender Equity Task Force. As part of this team, Dave fosters increased inclusiveness and a flexible work environment at Ernst & Young. Dave is also very involved in the firm's thought leadership efforts, with a focus on identifying and communicating the business and tax impact of current and emerging trends, such as tax risk management, tax transparency and tax policy issues that have business implications.

Dave has a B.A. from the University of Notre Dame and a Masters in Taxation from DePaul University. He is a certified public accountant licensed in the state of Illinois and in the District of Columbia. Dave is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society.

  
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Originally broadcast on:
Monday, March 14, 2011
1:00 pm Eastern time

(n/a
n/a your local time)

Mon 14 Mar 2011 05:00:00 PM GMT

Duration: 01:30

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