26th Annual Tuesday & Wednesday, January 24‐25, 2017 Hya� Regency Columbus, Columbus, Ohio Workshop FF Ohio Tax Advanced: Dealing with Complex Accounting Standards - FIN 48 (aka ASC 740-10) and FAS 5 Wednesday, January 25, 2017 11:00 a.m. to 12:30 p.m.
Biographical Information Dale F. Marrison, Senior Vice President, PNC Financial Services Group, Inc. 300 Fifth Avenue Pittsburgh, PA 15222 dale.marrison@pnc.com 412-762-3145 Fax: 412 762-0389 Dale joined PNC Financial more than 25 years ago upon leaving public accounting. He currently holds the position of Senior Vice-President in PNC Financial Services Group. In this position, he manages all tax audits including filing of administrative appeals and negotiating with taxing authorities. He defends tax technical positions taken on federal, state, and local tax returns. Dale provides technical support to income tax compliance, transaction tax, tax accounting, and acquisitions and divestitures disciplines within the company’s corporate tax department. He coordinates with tax accounting in quantifying and documenting contingent tax liabilities as required for GAAP financial reporting. Dale presents quarterly to the company’s executive management Tax Risk Committee. After graduating with a BA from Washington and Jefferson College, Dale earned his Juris Doctor degree from Duquesne University School of Law. He is an active member of the Pennsylvania and American Institute of Certified Public Accountants and Pennsylvania and Allegheny County Bar Association. Dale served as past President of the Tax Executive Institute’s Pittsburgh Chapter. Dale also serves on several tax advisory groups in the financial service industry. Nicholas Frankle, Tax Director PwC, 41 South High St., Suite 2500 Columbus, OH 43215 Nicholas.frankle@pwc.com 614-312-8015 Nick began his career in public accounting with a focus on publicly traded financial services companies. His primary areas of focus were ASC740, Accounting for Income Taxes, and tax compliance/consulting. Nick has also managed the Tax Controversy function at L Brands, focusing primarily on federal tax controversy and planning. Nick joined PwC in January of 2015 as a tax manager within the Core tax practice, continuing his focus on publicly-traded multinationals. He has experience in the banking and insurance industries as well as health-care and retail. Nick’s primary areas of focus continue to be tax accounting, compliance and consulting, including share-based compensation issues, section 199, and the research and development credit. Nick is a graduate of Ohio Northern University in Ada, OH with a B.S. in Accounting. He has been a licensed CPA in the State of Ohio since 2008. Kyle O. Sollie, Partner, Reed Smith LLP Three Logan Square, Suite 3100, 1717 Arch Street, Philadelphia, PA 19103 ksollie@reedsmith.com 215 851 8852 Kyle and his colleagues in Reed Smith's offices throughout the country use the right tools at the right time to help their clients pay no more state tax than legally due. Kyle's practice includes state tax return positions, audits, appeals, and litigation, focusing on Pennsylvania, New Jersey, Delaware, and California. Kyle is active with the Institute for Professionals in Taxation. He is a Certified Member of the Institute (CMI) for sales tax. To make sure Reed Smith’s clients get the best results and understand the policies and practices of the agencies, Kyle and his colleagues have successfully obtained thousands of unpublished policy documents through state-law FOIA claims in Delaware, Pennsylvania, New Jersey, and California. Access to Reed Smith’s “library” of documents through a Reed Smith lawyer is an essential advantage of being a Reed Smith client. Kyle usually gets results for his clients through the administrative process. But when litigation is necessary, he fights for his clients in court. He has brought scores of cases in courts in New Jersey, Pennsylvania, Delaware, and California. His published cases include Nextel Communications of the Mid-Atlantic, Inc. v. Commonwealth, 98 F.R. 2012 (2015), Toyota Motor Credit Corp. v. Director, N.J. Tax Court No. 002021-2010 (2014), McNeil- PPC, Inc. v. Commonwealth, 834 A.2d 515; First Union National Bank v. Commonwealth, 867 A.2d 711 affirmed, 901 A.2d 981; and Dial Corp. v. Delaware Director of Revenue, C.A. No. 06C-05-014 (Del. Super. 2008).
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