Financial and Economic Issues Related to the US Election
Thursday, October 22, 2020
4:00 – 5:30 pm EST
SPEAKERS:
Patti Burquest – Leader of RSM’s Washington National Tax Practice
Ms. Burquest has held the previous positions of Principal, Tax Controversy Services, at RSM US LLP and McGladrey LLP;
National Principal in Charge of KPMG’s Complex Interest Services Practice and a principal in KPMG’s Tax Controversy Services Practice;
Senior Manager in KPMG’s Tax Controversy Services Practice and Washington National Tax Office; Senior Manager in Ernst & Young’s
Healthcare Practice in Florida; IRS Chief Counsel attorney and Technical Advisor to the Special Counsel Large Case, IRS. Read full bio.
James Lucier, Co-Founder, Capital Alpha Partners
Jim Lucier leads the energy, environmental, and macro strategy practices. Lucier provides predictive, insightful analysis of trends
in Washington for an array of clients including asset managers, private equity investors, commodity traders, investment bankers,
and corporates. His fields of expertise include tax and trade policy Read full bio.
Brian Gardner, Managing Director and Chief Policy Expert, Stifel
Mr. Gardner has held the previous position of Managing Director, Keefe, Bruyette & Woods and was a former congressional staffer to
two members of the house Financial Services Committee and attorney in bank regulatory group at NY law firm,
Schulte Roth & Zabel. Regular guest on CNBC, Fox Business Channel, and Bloomberg TV. Read full bio.
Jean-Paul Schwarz, Tax Princiapl, Citrin Cooperman
Jean-Paul Schwarz is a tax principal. He specializes in services to financial institutions. Jean-Paul has more than 30 years of experience
providing a variety of tax services in the domestic and international tax area. Jean-Paul successfully manages tax strategies for hedge funds,
private equity funds, venture capital firms, mutual funds, passive foreign investment companies (PFIC), management companies, general partners,
broker dealers, and securities firms. Read full bio.
MODERATOR
Jim Alex. Prinicipal at RSM US LLP – National Tax Go To Market Leader
Alex is responsible for developing and leading the execution of RSM’s go to market strategy from a tax perspective. He joins RSM from the
U.S. Department of the Treasury, where he worked on tax reform implementation alongside Assistant Secretary of the United States for
Tax Policy Dave Kautter, who was with RSM prior to his role with the Treasury. Read full bio.
