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Speakers Agenda AGENDA SPEAKERS 7:30 am Check-in & Networking Breakfast TIM BARRY He also holds professional designations in the following 8:30 am Welcome & Opening Remarks Partner | BlumShapiro @BlumShapiroCo areas: personal financial Joe Brennan, President & CEO, CBIA specialist, certified financial Jay Sattler, Managing Partner, Tax Services, BlumShapiro planner, and chartered As a partner in retirement planning counselor. 8:35 am Tax Legislation: Past, Present, & Future BlumShapiro’s tax department, Tim Mark Everson, Vice Chairman, alliantgroup Barry, CPA/PFS, JOE BRENNAN Dean Zerbe, National Managing Director, alliantgroup MST, CFP, CRPC, President & CEO | CBIA directs tax return preparation 9:20 am Networking Break @CBIANews services and develops planning strategies for the firm’s Family 9:40 am Tax Changes & Implications of the New Legislation Office and Private Client Group. Joe Brennan is Moderator: Jay Sattler, Managing Partner, Tax president and CEO Services, BlumShapiro Barry works closely with business of CBIA, the state’s owners, executives, and high u International Taxation: Alan Osmolowski, Partner, leading business BlumShapiro net worth families on tax matters organization. CBIA including equity compensation, 9:55 am u Corporations & Pass-Throughs: Gregory Cabral, works to promote a healthy real estate ownership, multi- Rhode Island Office, Managing Partner, BlumShapiro business climate, supporting generational tax planning, and 10:10 am u Business Owners & Individuals: Timothy Barry, economic growth and job philanthropic planning. Partner, BlumShapiro creation in Connecticut. Barry is also heavily involved in 10:25 am Q&A Brennan also is president of the firm’s trust and estate group, CBIA’s Education & Workforce working with individuals and 11:25 am Closing Remarks Partnership, which supports STEM fiduciaries on year-end and education in public schools and longer-term gift, estate, and trust training programs that enhance planning issues. the skill sets of employees at member companies. Conference materials available at Barry has a bachelor’s degree in accounting from Stonehill cbia.com > Events > Past Event Highlights or visit Previously he was assistant taxreform.blumshapiro.com College and a master’s in counsel, counsel, and vice taxation from Bentley College. president for CBIA. He has served on numerous and flow-through entities in a During Everson’s tenure, the Everson received a bachelor’s legislative task forces and variety of industries, with special IRS’ focus included combating degree in history from Yale commissions on economic and focus on the manufacturing, abusive tax shelters and University and a master’s in tax policies. He also serves on hospitality, and healthcare developing more productive accounting from New York several boards and councils. industries. Cabral also serves enforcement relationships with University. as office managing partner counterpart tax authorities in Prior to joining CBIA as a staff of BlumShapiro’s Rhode Island other countries. Prior to serving attorney in 1988, Brennan was office. at the IRS, Everson held senior ALAN OSMOLOWSKI in a private law practice in positions at the Office of Manchester. He received his juris Cabral previously worked at Partner | BlumShapiro Management and Budget. doctorate from the New England Ernst & Young and KPMG, as well @BlumShapiroCo School of Law in Boston and a as serving as director of taxation In the Reagan administration, bachelor’s degree in political and controller of a leading Everson held posts at the U.S. Alan Osmolowski, science from the College of the Rhode Island manufacturer. Information Agency and at CPA, is a partner Holy Cross in Worcester. He also served as principal at the U.S. Department of Justice. in BlumShapiro’s Sullivan & Company prior to its As deputy commissioner tax practice and merger with BlumShapiro in 2013. at the Immigration and focuses on providing GREG CABRAL Naturalization Service, he tax consulting and compliance Cabral has a bachelor’s degree oversaw implementation of the services to domestic and Rhode Island Office, Managing in accounting and a master’s in Immigration Reform and Control multinational companies in a Partner | BlumShapiro taxation from Bryant University. @BlumShapiroCo Act of 1986, the nation’s last broad range of sectors including comprehensive immigration technology, life sciences, real reform legislation. estate, manufacturing, and As a partner in MARK EVERSON clean energy. BlumShapiro’s Vice Chairman | alliantgroup In Indiana, Everson served in the Tax Department, @alliantgroup cabinet from 2009 to 2012, and Osmolowski also serves as the Greg Cabral, CPA, beginning in 20I0 he oversaw the firm’s practice leader for its MST, has over 30 state’s unemployment system technology and life sciences Before joining years of experience providing and federal training programs. industry group. sophisticated tax planning alliantgroup, Mark Everson’s private sector and consulting for the firm’s Everson served as the Osmolowski has over 26 years experience includes finance corporate clients. 46th commissioner of of experience assisting clients the Internal Revenue positions at the world’s largest in identifying, evaluating, and Cabral prepares comprehensive Service from 2003 until 2007. airline catering company, implementing comprehensive tax plans, performs research and SkyChefs, and finance and domestic and international tax He has held a variety of federal development tax credit studies, operating positions at Pechiney, strategies that result in significant and state government positions and guides clients through then the largest European tax and cash flow savings. complex acquisitions and and has extensive private sector aluminum company and the business restructurings. experience, having worked in world’s largest packaging He works with other members of both line and staff positions with business. He also was president the BlumShapiro team to address Cabral’s areas of expertise also businesses in the United States and CEO of the American Red client tax issues and implement include working with corporate and abroad. Cross in 2007. innovative and sustainable tax of the tax practice’s strategy, tax profession and is an active During his time on the finance savings strategies. culture, and policies and member of Tax 20, a national committee, Zerbe was intimately procedures, as well as committee comprised of fellow involved with almost every major Areas of technical expertise professional development, Managing Partners–Tax Services. piece of tax legislation that was include international tax, tax technical expertise, client signed into law, including the accounting methods, inventory Sattler has a bachelor’s degree experience, and operational 2001 and 2003 tax reconciliation methods, ASC 740, state and from Flagler College and a excellence. bills (representing two of the local taxation, tangible property master’s in taxation from the largest tax cuts in the nation’s regulations, and corporate tax Sattler began his career with University of Hartford. history); the JOBS bill in 2004 planning. BlumShapiro in 1993, serving (corporate tax reform); and the in several leadership roles Prior to joining BlumShapiro, Pension Protection Act. including industry tax leader for DEAN ZERBE Osmolowski was with Grant the Professional Services Group, During Zerbe’s career in public Thornton, where he served as National Managing Director Construction Group, and Cost service and at alliantgroup, he the strategic federal tax services alliantgroup | @alliantgroup Segregation Group. has published articles in various group lead partner for the New publications and is a media go- England market territory. His technical expertise Dean Zerbe, J.D., to source for commentary on tax involves working with clients LL.M., is national Osmolowski received a policy and other issues in which on tax analysis, planning and managing director bachelor’s degree in business he has expertise. compliance involving LLCs, for alliantgroup, administration from Worcester partnerships, S corporations, working in Zerbe writes a regular tax State University. C corporations, mergers alliantgroup’s Washington, D.C. column on forbes.com and and acquisitions, executive office. has recently been published or compensation planning, quoted in the following media: JAY SATTLER and innovative planning and Zerbe’s responsibilities include The Wall Street Journal, New Managing Partner, Tax Services structuring matters. monitoring tax-related legislative York Times, Washington Post, BlumShapiro | @BlumShapiroCo activity in Washington to keep CBS, NBC, CNN Money, MSNBC, He has also served terms clients and staff informed and to Bloomberg Television, the on BlumShapiro’s executive help direct alliantgroup’s service As managing O’Reilly Factor, Forbes, ft.com, committee as well as the offerings to ensure client needs partner, tax services and the National Journal. management committee, and are met. for BlumShapiro, Jay has served as partner-in-charge Zerbe received a bachelor’s Sattler, CPA, MST, of the firm’s finance department. Prior to joining alliantgroup degree in film production leads the strategic in February 2008, Zerbe was from New York University, a Sattler began his tax career in and operational activities and senior counsel and tax counsel juris doctorate from George Florida advising privately owned, is responsible for the overall to the U.S. Senate Committee Mason University, and an LL.M. middle-market businesses, family stewardship, direction, and on Finance, where he worked in taxation from the New York offices, and high net worth quality control of the tax closely with the then chair University School of Law. practice. individuals on complex tax of the finance committee, matters. Senator Charles Grassley, on tax Sattler focuses on the legislation. development and execution Sattler is a frequent writer and speaker on issues impacting the .
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