U.S. Tax Opportunities for Aerospace and Defense Companies

Date and Time: Wednesday, April 2, 2014 | 7:00 a.m. Pacific | 10:00 a.m. Eastern | 1500 GMT | 1600 CET

"Flight Check": International Business Topics for Aerospace and Defense Companies Series

Join WeiserMazars and Moss Adams as we present international business topics for aerospace and defense companies. It's a complimentary series on international topics in the aerospace and defense industry, and it will offer you:

• An overview of the market for aerospace and defense investment
• Insight into the U.S. federal and state tax incentives and credits available for the aerospace and defense industry

Session One: U.S. Tax Opportunities for Aerospace and Defense Companies

For U.S. aerospace manufacturers, and global companies seeking to invest in them, there’s seldom been a better tax environment. At both the federal and state level, the landscape abounds with incentives and credits, creating excellent opportunities to establish profitable U.S. operations. International companies seeking to benefit from those opportunities want the appropriate tax structure for their U.S. investment.

What are those credits and incentives? How can you best take advantage of them? And how should international companies structure their investments in the United States?

The WebCast will be only in English

Event Speakers

Eugene Ferraro | CPA, Partner, WeiserMazars LLP
Gene has over 25 years of experience in public accounting, focusing his practice on both outbound and inbound international tax planning and compliance as well as transfer pricing matters. His clients include large and middle-market multinational companies operating in diverse industries. Gene has taught as an Adjunct Professor of International Taxation at the Fordham University Graduate School of Business and has authored textbook chapters and articles on international taxation. He frequently speaks at professional conferences and firm-sponsored events.

Anne-Mélaine Daly-Schveitzer | International Tax Lawyer, Marccus Partner, International law firm, Mazars Group
Anne-Mélaine Daly-Schveitzer has nearly 10 years of experience advising clients in the intricacies of French and Pan European tax regulations. In an international context, she advises listed companies as well as entrepreneurial and family owned businesses. She has particular expertise in international corporation tax issues, transaction tax, shareholder planning and wealth management.

Kurt Lippmann | CPA, Partner, Aerospace National Practice Leader, Moss Adams LLP
Kurt has been in public accounting since 1996. The tax leader of the firm’s Everett office, he has extensive experience preparing federal and state income tax returns for corporations and partnerships, meeting all tax compliance requirements, reducing audit exposure, and proactively easing his clients’ worldwide tax burden. Kurt serves a wide variety of businesses in the aerospace sector, including those devoted to maintenance, repair, overhaul, composites, avionics, interior design and manufacturing, engineering and design, tooling, and precision machining. Kurt’s experience with tax minimization strategies includes research credits, the IC-DISC, tax methods, accelerated depreciation, and accounting for income taxes (ASC 740). He also assists clients with a broad range of tax transactions, such as corporate formation, reorganization and restructuring, and transitions. In recognition of his efforts on behalf of his clients and his expertise in the tax arena, in 2009 Kurt received the firm’s Technical Excellence Award.

Mark Hawkins | JD, Senior Manager, Moss Adams LLP
Mark has been consulting in state and local tax matters since 2001. Mark provides tax advisory services, planning expertise, and controversy assistance to clients in a wide array of industries including manufacturing, software technology, retailing, wholesale distribution, transportation, and financial services. Mark assists clients in analyzing the state tax implications of business reorganizations and other transactions. Mark also assists clients in their state and local tax compliance functions as well as during audits and examinations and represents them in administrative proceedings with state revenue authorities. Mark has also led engagements addressing a wide variety of state tax matters including nexus studies, apportionment analysis, unitary determinations, and taxability conclusions.