Topic:  Big & Beautiful – Key Highlights of the New Tax Bill

Speakers:  Bryan Valencia, Tax Partner, and Yessica Perez, Tax Partner at Calvetti Ferguson

Agenda:
- 8:30 am – 8:45 am: Chapter Announcements and Self-Introductions
- 8:45 am – 9:45 am: Speaker's Presentation
- 9:45 am – 10:00 am: Networking
 

CPE credit: 1.0
 

Learning Objective:  Learn key information regarding the tax rules under Big Beautiful.  Gain a basic working knowledge of favorable ways to increase tax savings and drive more profitability ranging from research credits to accelerated depreciation deductions and much more.

Field of Study: Tax
Prerequisites: None

Speakers’ Bios:

Bryan Valencia, CPA, Tax Partner
Bryan is the tax partner leading a variety of overall client engagements as well as the Specialty Tax Services (STS) practice (i.e. R&D credits, cost segregation studies, State & Local Tax (SALT) specialty areas such as reverse audits, M&A due diligence engagements, and more).  He has over 35 years of experience in public accounting, specializes in federal taxation, and regularly works with international and state tax issues. He has extensive experience in IRS examinations and works with clients in industries such as manufacturing, oilfield services, distribution companies, oil & gas, engineering services, software, healthcare, and real estate.

Education:
- Master of Professional Accountancy
- Bachelor of Science in Business Administration from the University of Nebraska-Lincoln

Affiliations:
- Co-Chair, The Woodlands Financial Executives Networking Group (FENG) Chapter
- Board of Directors, Texas Federal Tax Institute
- Past Board Member, The Woodlands Economic Development Partnership (EDP)
- Past Board Member, The Woodlands Family YMCA
- Past Board Member, The Woodlands Methodist Church Foundation Board
- Member, Texas Society of CPAs
- Member, American Institute of Certified Public Accountants
- Member, Nebraska Society of CPAs

Yessica Perez, CPA, Tax Partner
Yessica is a tax partner with more than a decade of experience with Big Four public accounting firms and middle market firms. She serves private equity firms and their portfolio companies on the complex tax landscape. She also works with multistate corporations and assists with accounting for income taxes (ASC 740) for SEC registrants and upper middle-market companies. Her practice is focused in real estate, alternative investments, technology, SaaS, freight and logistics, trucking and transportation, and manufacturing.
 

Education:
- Bachelor of Science in Business Administration and Accountancy from California State University – Sacramento

Affiliations:
- Member, Association for Corporate Growth- Houston Chapter
- Member, Texas Society of CPAs
- Member, American Institute of Certified Public Accountants
- Member, California Board of Accountancy
- Member, Greater Houston Women's Chamber of Commerce
- Member, Ladies Executive Golf Society
- Past Chair, Private Equity Two-Step Chair, ACG Austin/San Antonio
- Past Board Member, SA Risk Management Association - Women in Finance
- Past Board Member, Dominion Women’s Forum
- Past Chair, ACG SA NextGen