Industry Experts Convene for Tax Symposium at Walsh

TROY, Mich., June 5, 2019 — Tax experts, industry leaders and Walsh graduate taxation students participated in the annual Walsh Spring Tax Symposium, hosted by Walsh with Grant Thornton, on Thursday, May 30, 2019, in Troy, MI. This invitation-only event provided the opportunity to discuss current trends, share insights on industry changes and network with other tax professionals. As part of their capstone experience, Walsh graduate taxation students presented alongside Grant Thornton professionals.

Presentation topics included federal income tax developments, current state and local tax issues, international taxation, tax developments and the impact on accounting for income taxes and tax reform legislation. Attendees could also earn continuing professional education (CPE) credits. This event is one of two tax symposiums hosted by Walsh annually.

“Grant Thornton is a natural partner for this symposium,” said Richard Davidson, associate professor and chair of Walsh’s taxation and business law department. “They have been very supportive of our students, providing mentoring and giving them the opportunity to present at this symposium.”

Walsh offers a Master of Science in Taxation and a Master of Science in Accounting with a taxation concentration. The Walsh library has one of the most comprehensive tax collections in the U.S. and is used by tax researchers throughout the state of Michigan.

For information about Walsh degree programs and certificates, visit www.walshcollege.edu/future-students.

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ABOUT WALSH
Walsh is an all-business, private, independent, not-for-profit, fully accredited college offering undergraduate and graduate business and technology degrees, as well as certificate programs. Founded in 1922, Walsh is one of the region’s largest business schools and Michigan’s third largest graduate business school, offering classes in several locations as well as online. Our nationally ranked programs integrate theory and application to prepare graduates for successful careers. Walsh degree programs include accounting, finance, information technology, management, marketing, taxation and other fields. For more information, please visit www.walshcollege.edu.

Walsh is accredited by the Higher Learning Commission (www.hlcommission.org) and the Accreditation Council for Business Schools & Programs (www.acbsp.org).

Accounting MOVE Project names Rehmann Best CPA firm for women

Accounting MOVE Project names Rehmann Best CPA firm for women
Embracing diversity means creating a workplace where people of all backgrounds feel included and valued. Rehmann is committed to supporting opportunities that foster diversity and gender equality. As a result, Rehmann has been named to the Accounting MOVE Project’s “Best Public Accounting Firms for Women” for the fifth consecutive year.
The list, released by the Accounting & Financial Women’s Alliance, recognizes firms that provide:
• Consistent, measurable progress in advancing women
• Proven and continually evolving programs that retain and advance women
• Evidence that the firm’s advancement of women is intrinsic to its growth and succession goals
The 2017 MOVE Project theme, “Pipeline to Finish Line: Powering Women to the Partner/Principal Level,” discussed specific strategies and programs that will advance women leadership.
In addition to having two robust leadership development programs that pair sponsors with pro

tégés — allowing for development at both the individual and firm levels — Rehmann ranked 4 percent above average in the Accounting MOVE Project’s 2017 survey of the number of women partners, principals and management committee members at participating accounting firms.
Rehmann also has a dedicated Women’s Initiative Network (WIN) that focuses on the development of female associates and women’s career advocacy across the Firm to ensure a strong progression of women leaders.
“We are honored to be included among the best accounting firms for women for the fifth time in a row,” said Katie Strehler, Rehmann chief human resources officer.” Equal opportunity and advancement are fundamental to Rehmann’s culture and we’ll continue to drive that same principle.”
For information about career opportunities with Rehmann, visit Rehmann.com/careers.
About the MOVE Project
The Accounting MOVE Project is based on the MOVE methodology, developed by research partner Wilson-Taylor Associates, Inc., which investigates the factors proven to be essential to women’s career success: M – Money: fair pay practices; O – Opportunity: advancement and leadership development; V – Vital supports: work-life programs that remove barriers; E – Entrepreneurship: operating experience for managing or business ownership
About Rehmann
Rehmann is a fully integrated financial services firm of CPAs & consultants, wealth advisors and corporate investigators dedicated to providing clients proactive ideas and solutions to help them prosper professionally and personally. The firm offers a cross-functional team approach that gives clients direct access to a professional in any available service. Rehmann has nearly 800 associates in Michigan, Ohio and Florida. Rehmann is an independent member of Nexia International, offering clients a global approach. Find us online at rehmann.com.

Maximizing Tax Savings for System Integrators & Automation Companies

On June 7, Clayton & McKervey Shareholders Tim Finerty and Sarah Russell hosted a webinar produced by the Robotic Industries Association (RIA). Titled Maximizing Tax Savings for System Integrators & Automation Companies, the presentation discussed recent changes in legislation and the current eligibility requirements for companies interested in benefitting from Research & Development Tax Credits.

View a recording of the webinar here: http://bit.ly/1UfmYjF

Tom Kurimura Joins Plante Moran’s Japanese Business Services Practice

Southfield, Mich., March 17, 2015 – Plante Moran, one of the nation’s largest public accounting and business advisory firms, is pleased to announce that Tom Kurimura, CPA, has joined the firm as a partner in its Japanese business services practice.

Kurimura specializes in providing audit and business consulting services to Japanese companies in a variety of industries, including automotive, manufacturing, consumer and industrial electronics, and trading.

“We are pleased to welcome Tom to Plante Moran. His versatile experience in multiple industries will be invaluable to the firm and its clients,” Yusuke Kuramochi, Japanese business services practice leader for the firm, said.

Plante Moran’s Japanese business services practice includes a team of English- and Japanese-speaking CPAs accredited in both the United States and Japan. With more than 15 years of experience serving Japanese-owned businesses operating in the United States, Plante Moran has become a market leader for audit, international tax planning, and business advisory services for Japanese transplant companies.

Prior to joining Plante Moran, Kurimura served as a partner in charge of the Midwest area at Hotta Liesenberg Saito LLP, assisting Japanese clients in the manufacturing industry with audit and consulting services related to internal controls, performance improvement, and financial analysis to aid management with critical decisions.

Kurimura holds a Bachelor of Arts degree in economics from Coe College and a Master of Arts in international economics and finance from Brandeis University. He is a member of the American Institute of Certified Public Accountants and is fluent in Japanese.

About Plante Moran
Plante Moran is among the nation’s largest accounting, tax and consulting firms and provides a full line of services to organizations in the following industries: manufacturing and distribution, financial institutions, service, health care, private equity, public sector and real estate and construction. Plante Moran has a staff of more than 2,000 professionals in 23 offices throughout Michigan, Ohio, and Illinois with international offices in Shanghai, China; Monterrey, Mexico; and Mumbai, India. Plante Moran has been recognized by a number of organizations, including FORTUNE magazine, as one of the country’s best places to work. For more information, visit plantemoran.com.

Plante Moran announces fall 2014 webinar series on broad range of business, international and tax topics

Southfield, Mich. – Sept. 15, 2014 – Plante Moran‘s webinar series returns this fall with 13 new online sessions that focus on timely issues facing today’s business leaders. The 13 webinars (many of them will be delivered via video) cover a wide range of pressing topics related to end-of-year tax planning, technology, health care, ERP and global business services.

There is no charge to participate in the webinars, which are approved for Continuing Professional Education (CPE) credit. The fall webinars include:

ERP selection on the horizon? Think twice before doing it yourself
Tuesday, Oct. 7; 2-3 p.m. EDT

Ready for a new enterprise resource planning system? There are a number of critical factors to take into consideration when selecting and implementing an ERP system. For example, it’s important to understand this decision isn’t just about technology – it’s about people and processes as well.

Today’s global atmosphere – Are you fully informed to operate abroad?
Wednesday, Oct. 15; 2-3 p.m. EDT

Operating globally means contending with complexities, uncertainties and constant change. Whether an organization is thinking about or is currently operating outside of the United States, success abroad depends on staying informed of key issues, trends, best practices and strategies – everything from taxes and employee issues to minimizing risk and optimizing opportunities.

Just because you don’t talk about it doesn’t mean it’s not happening
Wednesday, Oct. 22; 2-3 p.m. EDT

The threat of fraud exists across every industry and within all areas of an organization; and the risks go far beyond potential financial loss. Fraud could compromise customer data and negatively impact a business’ reputation. Don’t become another statistic by waiting for fraud to occur.
Predictive analytics: It’s the intervention that matters
Wednesday, Nov. 5; 2-3 p.m. EST
Predictive analytics is the practice of extracting information from existing data sets in order to identify patterns that might predict future outcomes and trends. It is at the peak of its hype cycle in health care, but is it really “the next big thing”? Or is it being oversold?

Plante Moran experts will explore these questions, the concepts of predictive analytics, the use of predictive analytics in national intelligence settings and how these same concepts and technology can be applied to health care.

2014 Year-end tax planning: This time it’s personal
Monday, Nov. 17; 10-11 a.m. EST

Join Plante Moran’s personal tax specialists as they discuss 2014’s top year-end tax planning tips. From Medicare surtaxes and Alternative Minimum Tax (AMT) triggers, to estate and gift planning and a variety of strategies to lower an individual tax bill, the Plante Moran experts will help formulate a plan for 2014 and beyond.

Countdown to 2015: Year-end tax strategies for 2014 and beyond
Monday, Nov. 17; 2-3 p.m. EST

Join the Plante Moran tax specialists as they count down the top year-end tax strategies for 2014 and beyond. From health care reform and fixed asset planning, to opportunities for employee compensation and uncertain tax positions, this webinar offers something for everyone. The webinar also covers hot state and local tax issues.

To register for the Plante Moran webinars, or for information on the other seven webinars, please visit www.webinars.plantemoran.com.

About Plante Moran
Celebrating its 90th anniversary in 2014, Plante Moran (www.plantemoran.com) is one of the country’s largest certified public accounting and business advisory firms, providing clients with tax, audit, risk management, financial, technology, business consulting and wealth management services. Plante Moran has 22 offices and a staff of more than 2,000 professionals throughout Michigan, Ohio and Illinois, with international offices in Shanghai; Monterrey, Mexico; and Mumbai, India. Plante Moran has been recognized by a number of organizations, including FORTUNE magazine, as one of the country’s best places to work.

Plante Moran announces spring 2014 webinar series on broad range of business, international and tax topics

Southfield, Mich. — Plante Moran, one of the nation’s largest public accounting and business advisory firms, announces its annual spring webinar series begins April 2. The 16 webinars cover a wide range of topics including tax, technology, employee benefits consulting, franchises, government, health care, higher education, K-12 education, not-for-profit, manufacturing, real estate and construction and business services.

There is no charge to participate in the webinars, which are approved for Continuing Professional Education (CPE) credit and are part of an ongoing series of educational webinars launched by Plante Moran in 2009. Specifically, a few of the spring webinars include:

The Next Wave of FATCA Is Coming: Are You Prepared?
Tuesday, April 29; 2-3 p.m. EDT

As the implementation of the Foreign Account Tax Compliance Act (FATCA) continues, beginning July 1, any payment of U.S. source income to a non-U.S. entity recipient will be subject to a 30 percent withholding tax. Many previously obtained forms W-8BEN will become invalid and must be replaced with the new form W-8BEN-E. Therefore, any documentation failures discovered by the IRS likely will result in assessment of withholding tax, interest, and penalties against the withholding agent.

During this webinar, Plante Moran experts will educate internationally active organizations about the continued implementation of FATCA and how to prepare to ensure compliance and avoid penalties. At the conclusion of this webinar, participants will:
• Identify the ins and outs of FATCA and how they apply to internationally active organizations
• Distinguish the four-step process to comply with FATCA

Cyber Security — What You Don’t Know Could Hurt You
Tuesday, May 6; 10-11 a.m. EDT

In an ideal world, an organization would know if it has been targeted for a cyber-attack, the way the attack would occur and the associated risks. The reality is that new technologies lead to both evolved and new threats — all becoming increasingly hostile. No one can predict when confidential information like customer data and organizational intelligence will be compromised and to what extent, which is why organizations continue to identify cyber security as a top challenge.

During this webinar, Plante Moran experts will discuss the myriad virtual connecting points, how these allow for greater vulnerabilities and what organizations can do to protect themselves from a cyber-threat. At the conclusion of this webinar, participants will be able to:
• Identify emerging threats and identify risks
• Determine potential risk level
• Develop or improve a defensive strategy
• Articulate best practices on ensuring organizationwide adoption

All Quiet on the Tax Front? Just Add SALT
Wednesday, May 7; 2–3 p.m. EDT

The one thing you can count on with tax is change. Looking back over the last year and looking forward into the remainder of 2014, there are a variety of developments in the state and local tax (SALT) arena worth paying attention to, including the return of the due process clause as it relates to nexus. Are you prepared?

During this webinar, Plante Moran experts will discuss these changes and other hot-button issues. At the conclusion of this session, participants will be able to:
• Identify three current developments occurring in the state and local tax (SALT) arenas.
• Identify developing SALT trends, including the return of the due process clause as it relates to nexus.
Staying the Course: Monitoring Your Not-for-Profit Organization’s Investment Portfolio
Wednesday, May 21; 2-3 p.m. EDT

After an investment strategy has been tailored to the unique mission and goals of a not-for-profit organization, the organization needs to plan how it will actively supervise and monitor its investment portfolio to ensure it stays on track.

During this webinar, Plante Moran experts will discuss the importance of reviewing performance, interpreting results and identifying adjustments needed to maintain performance and manage risk. At the conclusion of this webinar, participants will be able to:
• Identify the importance of goal-based performance reviews and initiate portfolio adjustments when appropriate.
• Predict how spending policy, fundraising, and capital projects can affect the process.
• Establish a reliable monitoring process through verification and documentation of performance results relative to benchmarks and guidelines.
• Recognize the importance of reviewing the impact of recent market activity for purposes of rebalancing the portfolio, and when to revisit and adjust an investment strategy.

To register for the Plante Moran webinars and/or to view the entire spring webinar series, please visit www.webinars.plantemoran.com.

About Plante Moran
Celebrating its 90th anniversary in 2014, Plante Moran (www.plantemoran.com) is one of the country’s largest certified public accounting and business advisory firms, providing clients with tax, audit, risk management, financial, technology, business consulting and wealth management services. Plante Moran has 22 offices and a staff of more than 2,000 professionals throughout Michigan, Ohio and Illinois, with international offices in Shanghai; Monterrey, Mexico; and Mumbai, India. Plante Moran has been recognized by a number of organizations, including FORTUNE magazine, as one of the country’s best places to work.

Plante Moran Spring 2013 webinar series to focus on critical business topics

Southfield, Mich. — March 18, 2013 – Plante Moran, the nation’s 11th largest public accounting and business advisory firm, has announced its spring webinar series with topics that focus on critical and timely business issues. There is no charge to participate in the webinars, which are approved for Continuing Professional Education (CPE) credit and are part of a continuing series of educational webinars launched by Plante Moran in 2009.

This spring’s topics cover a broad range of business and tax issues for organizations and executives, including:

  • Three webinars on critical decisions for businesses related to healthcare reform
  • Changes to the Fair Value Measurement standards caused by updates to ASU 2011-04
  • Utilizing business intelligence to gain a competitive edge
  • Disaster recovery planning: lessons learned from Hurricane Sandy
  • Top trends in state and local taxes in 2013 and beyond
  • Making the HR department a strategic partner in your company
  • Tax strategies for the high-income individual
  • A captive insurance company could offer tax savings

For a complete listing of the webinar schedules and registration and CPE information, please visit http://www.plantemoran.com/perspectives/webinars/Pages/home.aspx.

About Plante Moran
Plante Moran is among the nation’s largest certified public accounting and business advisory firms, providing clients with tax, audit, risk management, financial, technology, business consulting and wealth management services. Plante Moran has a staff of more than 2,000 professionals in 21 offices throughout Michigan, Ohio, and Illinois, with international offices in Shanghai, China; Monterrey, Mexico; and Mumbai, India. Plante Moran has been recognized by a number of organizations, including FORTUNE magazine, as one of the country’s best places to work. For more information, visit plantemoran.com.

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Grant Thornton LLP Welcomes Two New Employees in Detroit

SOUTHFIELD, Mich., Nov. 15, 2012 — Grant Thornton LLP’s Detroit office is pleased to welcome a new audit associate as well as a new senior audit associate from its member firm in the Philippines as the company continues to grow its Michigan tax, audit and advisory practice.

Alexis Carlo G. Magsumbol, 25, has joined Grant Thornton as an audit senior associate. He is in Detroit from the Philippines as part of Grant Thornton’s secondment, or exchange, program. Magsumbol previously worked for four years as an audit senior associate at Punongbayan and Araullo, a member firm of Grant Thornton. Magsumbol has his bachelor’s degree in accounting from San Beda College in the Philippines.

Lacie Melasi, 23, of Ferndale, Mich., has joined Grant Thornton as an audit associate. She previously worked at PwC in Detroit as an auditor for internal controls. Melasi has a bachelor’s degree in accounting and a minor in information technology from Oakland University.

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About Grant Thornton LLP
Grant Thornton LLP is the U.S. member firm of Grant Thornton International Ltd. Grant Thornton International Ltd and its member firms are not a worldwide partnership, as each member firm is a separate and distinct legal entity. In the U.S., visit Grant Thornton LLP at www.GrantThornton.com.