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Chicago Tax Club Meeting – February 25, 2020

By: John E. Boseman Eduardo Castrejon |

Don’t miss these sessions featuring TPC experts at the February 25th CTC Meeting:

8:45 – 10:00am: Early Morning Concurrent Sessions

Topic: R&D Credit

Does your organization compute the R&D Credit to report on your tax return? Have you wondered if you are following the rules correctly, maximizing your credit, and do you have all of your documentation needed to defend the credit under an audit? Do you qualify for Safe Harbor? Are you in full compliance? Please join this session as our presenter discusses these and other concerns related to the R&D Credit.

Speakers: John Boseman, Managing Director, True Partners Consulting, LLC

Moderator: Pete Antonopoulos, True Partners Consulting, LLC

11:45am – 1:00pm: Late Morning Concurrent Sessions

Topic: Excel at Excel

Have you been improving your Excel skills? Are you looking to learn more tips and tricks? In a follow-up to last year’s interactive session, bring your laptop to learn valuable Excel formulas such INDEX, MATCH, SUMIF, SUMIFS as well as functions such PivotTable and keyboard shortcuts.

Speakers: Michael DeRose, Manager, True Partners Consulting
Mark Johnson, Senior Tax Consultant, True Partners Consulting
Eduardo Castrejon, Senior Manager, True Partners Consulting

Moderator: Samantha K. Breslow, Horwood Marcus & Berk Chartered