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Fort Worth Chapter Webinar - Global Market Update - Federal and Employee Tax Updates

FEI Fort Worth Chapter CPE Webinar
Tuesday, August 4, 2020 | 11:00 AM  - 1:00 PM Online CPE Program | 2 CPE Credits Available |Hosted by Bank of America & EY

Webinar Event
Link will be sent out to all who register.  Must be registered to obtain CPE credits registration is available until the time of the event.

Webinar Event | Global Market Update: Drivers of Risk for Corporate 2H 2020
11:00-12:00 p.m. |  1 CPE credits available

Global Market Update: Drivers of Risk for Corporate 2H 2020


Gonzalo Sanchez, Bank of America Securities, Director is part of the BofA Securities Rates & Currencies Origination group, responsible for coverage in the Texas, OK, and LA markets. He has extensive experience delivering risk management solutions (foreign exchange, rates and commodities) to corporates in the US and Mexico. Prior to joining BofA, Gonzalo spent 10 years at JP Morgan Chase where he was Team Lead for South and Southeast Foreign Currency coverage teams. Gonzalo holds an MBA from University of Texas at Dallas and lives in Murphy, TX with his wife and two children.

With global business risk drivers being significantly higher in 2020, Gonzalo will cover:
Interest rate outlooks
Foreign exchange outlooks
Corporate risk management considerations and other topics

 Webinar Event | Managing Third Party Risk and Recovering Costs
12:00-1:00 p.m. |  1 CPE credits available

Federal and Employee Tax Updates


Wes Poole is a Tax partner with 34 years of experience focused on the energy sector. He currently serves as the Global Tax Account Leader for ExxonMobil, Koch Industries and HollyFrontier Corporation and its MLP, HEP.   He also serves as the Fort Worth office Tax leader works with metroplex clients in the distribution, family office and energy space.

Wes has a BBA from the University of Texas at Austin; is a member of the AICPA and the Texas Society of Public Accountants and serves on the Accounting Advisory Board at Texas Christian University.

Dave Manges joined EY as Senior Manager of Indirect Taxes in 2015. Prior to that Dave did stints with Microsoft, PWC and Bearing Point primarily in Management Consulting, servicing a wide variety of industries.

Wes and Dave will provide the latest updates on the ever-changing CARES Act as new guidelines are issued, including:
Impacts to employee retention credits
NOL carry backs
And other of the latest tax implications being contemplated in Washington DC

Instructional method:  Webinar Event
Experience level:  Basic
Recommended CPE credits:  1.00 each session attended
Prerequisites/Advance preparation:  None
Field of study:  technical
 
 

 
 

Speakers

Dave Manges

Senior Manager Employment Taxes
EY

Wes Poole

Tax Partner
EY Fort Worth

Gonzolo Sanchez

Director
Bank of America Securities

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Taxes, Technical

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Management Services, Technical

Prerequisites

none

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For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.