The currently has 45 members with more than half on the Alumni list (meaning -- employed or they have landed and are with a new employer).
Topic: Turning the tables of state tax auditors by getting refunds of sales & use tax
Speakers: Bryan Valencia, Partner, Calvetti Ferguson and The Woodlands, TX Chapter Co-Chair, and Orges Lleshaj, Sales and Use Tax Senior Manager, Dallas, Calvetti Ferguson
Presentation: Details to follow
Speakers' bios:
Bryan Valencia
Bryan is a tax partner and serves on the executive committee. He graduated from the University of Nebraska-Lincoln with his Bachelor of Science in Business Administration and Master of Professional Accountancy. He has more than 30 years of experience in public accounting, specializes in federal taxation, and works regularly with international and state tax issues. He has extensive experience in IRS examinations and works with clients in manufacturing, oilfield services, distribution companies, oil & gas, engineering services, software, healthcare, and real estate. His service expertise includes federal and state tax compliance, tax consulting, and specialty tax credit consulting. Bryan is also affiliated with the Texas Society of CPAs, the American Institute of Certified Public Accountants, and the Nebraska Society of CPAs. He is also highly involved in his community serving organizations, such as the Financial Executives Networking Group, the Woodlands United Methodist Church Foundation, and the Boy Scouts of America.
Orges Lleshaj
Orges has over eight years of professional experience in sales and use tax. He is a certified member of the Institute for Professionals of Taxation and spent the last six years working for a Big Four public accounting firm. Orges has extensive experience working with clients in various industries, including energy, manufacturing, telecommunication, and financial services. He specializes in assisting clients in defending audits, filing refund reviews, performing research, voluntary disclosure agreements, and compliance work. Orges holds a Bachelor of Science in Accounting from East Central University.
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Total Members | 45 |
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Alumni | (64%) 29 |
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Associate | (2%) 1 |