Key takeaways
Host: Jay Morris, partner, Deloitte Tax LLP
Presenters: Chris Barrton, managing director, Deloitte Tax LLP
Maritza Royall, partner, Deloitte Tax LLP
Keith Sieverding, principal, Deloitte Tax LLP
1.0 Overview CPE credit | Accounting
Many tax departments are gearing up for challenges coming with year-end and into 2025. Join our webcast for insights on what’s new, what’s coming and how to prepare. We’ll discuss:
- Relevance and examples of “scheduling” when analyzing the realizability of deferred tax assets, including internal controls
- Improvements to Tax Accounting Disclosures – Preparing now with a discussion of current views and examples
- Other current legislative developments
Meet the speakers
Jay Morris
Jay is a senior partner in the New Jersey office. Prior to taking the role as Tax Accounting & Provision Services NCL, he served as the East Region Tax Accounting Competency Leader. Jay has more than 25 years of experience serving as either Lead Client Service Partner or Lead Tax Partner on several large, multi-national clients across numerous industries including financial services, technology, and consumer business. A frequent speaker externally on ASC740 matters, Jay is also heavily involved in national training events.
Chris Barton
Chris specializes in accounting for income taxes under the US Generally Accepted Accounting Principles (GAAP) Accounting Standards Codification (ASC 740), International Financial Reporting Standards (IFRS), and International Accounting Standard (IAS 12). He has significant experience advising clients in accounting for business combinations, dispositions, and investments in partnerships with tax receivable agreements. He also provides training and other assistance to attest and non-attest clients. Chris is a frequent lecturer at events sponsored by Deloitte, Tax Executives Institute, the American Bar Association, and Southern Methodist University. Chris received a BS from University of Virginia McIntire School of Commerce, a JD from George Mason University School of Law, and an LLM from Georgetown University Law Center.
Maritza Royall
Maritza is a tax partner with Deloitte Tax LLP and currently part of the National Tax Accounting Group (NTAG). She has 20 years of experience as a tax accounting specialist in both public practice and as an in-house global head of tax. As part of NTAG, she provides technology-driven tax accounting solutions to clients, including provision preparation assistance and assisting with significant transactions (e.g., carve-out financial statements, discontinued operations, pre-IPO, acquisition accounting and internal controls assessments). Through prior experience Maritza focuses on helping clients mitigate risk and identity potential opportunities. Prior to joining Deloitte, Maritza held tax executive roles at several technology and manufacturing companies. Her experience includes the development of tax departments, post-merger tax integrations, implementation of tax systems, remediation of control deficiencies, and resolution of tax restatements. Maritza is a Deloitte specialist in OneSource Tax Provision. Maritza received her Bachelor of Business Administration in Accounting at the University of Texas at El Paso and Master of Science in Taxation at the University of Texas at Arlington. She is a licensed Certified Public Accountant in Texas and is a member of the American Institute of Certified Public Accountants.
Dbriefs resources
