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Finance Operations Series – Edition 3

August 4, 2022 @ 8:45 am - 10:30 am

Finance Operations Series

Program Description:
This edition will focus on audits of financial statements, deferred compensation and 409A compensation, and Pennsylvania state budget considerations and what they mean for the R&D credit pool.


Mark Achord, Managing Director, State and Local Tax
Kenneth Kim, Senior Economist, Office of the Chief Economist
Thomas Koncsics, Partner, Audit
Sun Lee, Partner, Business Tax Services
Stephen Tackney, Principal, Washington National Tax

Learning objectives:

After attending this session, participants should be able to:

Discuss recent economic developments and how they may impact financing for small Life Sciences companies
Identify items that companies should consider as they are preparing for an audit
Discuss compensation and 409A compensation considerations
Review the current standing of the Pennsylvania state budget and what that means for the R&D credit pool

Program specifications

Estimated CPE credits: The estimated CPE credit for this course will be one credit in Tax. Please note that the final CPE and field of study will be confirmed after delivery of the program.

Target audience: This course was designed for C-level Executives, tax Management, and tax Directors.

Program level: Update

Advanced preparation & prerequisites: There are no prerequisite or advanced preparation requirements for this course.

Instructional delivery method: The NASBA Delivery method for this CPE Program is Group-Internet based.

Policies & questions

Refund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.

Questions: Contact Lauren Boyle at [email protected]


August 4, 2022
8:45 am - 10:30 am


Life Sciences Pennsylvania