The RTP CFO Forum meets Thursday, December 14, 2023 (MORNING IN-PERSON MEETING W/ CPE)

The RTP CFO Forum will hold its next monthly meeting on Thursday, December 14th, 2023

The Forum provides a peer-to-peer networking opportunity for approximately 250 CFOs and similar senior financial executives to learn practical solutions to the challenges they face.

PLEASE NOTE: this is an in person meeting with a MORNING TIME!

Please RSVP to Jessica Smith by Wednesday, December 13th, at 919.232.5991 or email rsvp@rtpcfos.com

7:30 a.m. – 8:00 a.m.   Networking

8:00 a.m. – 9:00 a.m.   Program  

Meeting Location:  Hughes Pittman & Gupton, LLP • 1500 Sunday Dr. • Suite 300 • Raleigh

Topic: Year End 2023 Tax Discussion:  Recurring Pain Points and Outlook for 2024 and 2025.

Program Objective: The speakers will discuss the current status of Sec. 174 R&D capitalization requirements, as well as longer-term planning topics. CPE CREDIT WILL BE AVAILABLE.

Speakers: Adam E. Buchanan, Corporate Tax Partner, & Mike A. Luistro, Senior Tax Manager, of Hughes Pittman & Gupton, LLP

Please join us for the final RTP CFO Forum meeting of 2023! Adam Buchanan and Mike Luistro from Hughes Pittman & Gupton, LLP will be rounding out the year as our speakers. During this discussion, we’ll touch on the current status of the onerous Sec. 174 R&D capitalization requirements (still in effect for 2023), as well as some longer-term planning topics related to the sunset of the Tax Cuts and Jobs Act on the horizon for 2025. CPE CREDIT WILL BE PROVIDED.

Adam Buchanan has over 20 years of experience in public accounting.  He joined Hughes Pittman & Gupton, LLP in June of 2013.  He was previously with Grant Thornton, LLP in Raleigh and prior to that, Arthur Andersen, LLP.

Adam is part of the Firm’s corporate tax practice. He has experience working with clients in a variety of industries including biomedical and pharmaceutical, software and technology development, manufacturing and distribution, retail and hospitality, and venture funds.  His experience also includes working with owner-managed businesses in a variety of industries, from the start-up phase to eventual exit by the owner.  Adam has focused a significant portion of his career on accounting for income taxes pursuant to ASC 740, including Accounting for Uncertain Tax Positions, SEC reporting, and internal controls of the tax function for SOX compliant companies. 

Mike Luistro has 10 years of experience in public accounting. He started his career at Hughes Pitman & Gupton, LLP as Tax Staff after receiving his bachelor’s degree in accounting and management information systems, and his master’s degree in accounting from the University of North Carolina at Wilmington. 

Mike has worked with both public and nonpublic companies across a variety of industries, with a primary focus in corporate taxation. He has experience with startups, life science companies, partnerships, and S corporations. Mike’s experience in these industries includes preparing tax returns, calculating R&D tax credits, preparing 5471’s and other foreign corporation forms.

About the RTP CFO Forum:

The RTP CFO Forum serves approximately 250 CFOs and similar senior financial executives in the greater Raleigh, Durham, and Chapel Hill region. The Forum provides interactive networking and discussion of technical and strategic topics in a secure environment created exclusively for senior-level peers, sparking new ideas and practical solutions to pressing issues. The combination of relevant speakers and topics with opportunities to build professional networks enables its members to grow and thrive.  CPE is provided on select topics. To learn more, visit http://www.rtpcfos.com/.

Please note that the RTP CFO Forum is typically scheduled for the third Thursday of every other month from 7:30 a.m. – 9:00 a.m. Attendance is limited to CFOs or senior financial professionals in similar positions.

The RTP CFO Forum is sponsored by Hughes Pittman & Gupton, LLP.  For more information, please contact us.