We invite you to join our upcoming TEI session, hosted by Deloitte. Our session will explore timely tax topics including: Federal and State tax credit strategy & planning, tax method planning and hot topics and market sourcing and FDII.
Engage with peers and Deloitte specialists as we discuss topics top of mind for today's tax professionals.
- Attire: The attire for this event is business casual. Coat check will be available.
- Food & Beverage: Light refreshments will be provided during the meeting with a reception to follow.
Parking: Complimentary valet & self-parking is available onsite.
Please click here for club rules and dress code.
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Click here to access the NASBA Sponsor Statement
CPE certificates for eligible participants are emailed 4-6 weeks following the conclusion of the event.
*NASBA CPE Credits are not guaranteed. Receipt of NASBA CPE Credits for this course is contingent upon eligibility of course subject matter, course owner satisfaction of course delivery and submission requirements, and instructor/participant satisfaction of attendance proof requirements. Deliveries of this course by a non-U.S. Deloitte member firm are not eligible for NASBA CPE Credits.
Click here to access the NASBA Sponsor Statement
We encourage you to join using your laptop or phone video camera. An audio and/or visual warning will be provided upon entering the meeting and once recording commences. If you continue to participate in the meeting following this warning, your participation will serve as your express consent to such recording. Participant names may also be visible to all who join.
Adam Roth is the Office Tax Managing Partner of the Deloitte Philadelphia Tax Practice. Adam has a diverse practice and over 25 years of experience assisting clients in a variety of areas, such as, tax planning, mergers and acquisitions, accounting for income taxes, compliance and tax research and analysis. As the Lead Tax Partner on a number of large multi-national clients, Adam has led large global tax compliance and tax accounting engagements.
Adam received his B.B.A. in Accountancy from the Fox School of Business and Management, Temple University and his Masters of Taxation from Villanova University. He is a CPA in Pennsylvania and a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants and has served on the Board of Directors and Finance Committee of The Food Trust, a not-for-profit organization based in Philadelphia and The Barnes Foundation. Adam currently serves as a board member of Cool Cars for Kids.
Adam is a frequent presenter at Deloitte national training sessions and Temple University accounting classes. Adam recently presented at the national conference of the Broadband Tax Institute on Accounting for Income Taxes and Multistate taxation, Deloitte’s inaugural Master Limited Partnership annual tax conference and at an American Accounting Association annual meeting. Adam was recipient of the Philadelphia Business Journal 40 Under 40 award.
Ross Reiter is a Partner at Deloitte Tax LLP in Philadelphia with 15 years of experience in Big 4 public accounting, specializing in national federal tax services focused on global investment and innovation incentives. He holds a CPA certification and a Bachelor of Business Administration in Accounting from Temple University. His expertise includes a wide range of federal and state credits and incentives such as R&D tax credits, sustainability credits under the Inflation Reduction Act, employee retention credits, work opportunity tax credits, and disaster credits, serving clients across various industries including life sciences, manufacturing, financial services, and technology. He has co-authored publications on credits, incentives, and accounting methods and has spoken at multiple tax and industry events, working with notable clients such as Airbus Americas, Novartis, Koch Industries, and Verisign.
Paul is a Managing Director in the International Tax Services group of the Philadelphia office. He has more than 15 years of experience serving US and non-US parented corporations across a variety of sectors.
Paul is a national inbound leader for non-US parented companies. In this role, he develops tax planning strategies tailored to inbound companies, and he acts as a primary point of contact to help inbound companies navigate complex structuring, compliance, and provision issues as they grow their US footprint. Further, Paul makes periodic trips to Europe to advise on US tax developments, planning considerations, and tax technology enhancements to promote efficiencies.
Paul’s areas of subject matter specialization include the international tax aspects of mergers, acquisitions, and dispositions; post-acquisition integration; cross-border restructuring; BEAT mitigation; foreign tax credit planning; and subpart-F and GILTI mitigation. He also presents on these areas in his role as a facilitator of Deloitte’s national tax trainings.
Paul holds a B.E.E. from the University of Delaware, a J.D. from Villanova University School of Law, and an L.L.M. in tax from New York University School of Law. Paul is a licensed attorney.
Sal is a member of Deloitte Tax’s National Strategic Tax Review Team with 15 years of experience with the firm specializing in accounting periods and methods. He has utilized accounting method planning to assist his clients with cash tax savings and optimization of tax return calculations such as GILTI, BEAT, 163(j), FDII, Foreign Tax Credit Utilization and more. Sal also serves clients in all industries throughout the United States and specializes in clients in the fields of Technology, Media & Telecommunications, Life Sciences and US companies headquartered outside of the country.
He is based out of Deloitte’s New York Office and received a BA in accounting from The College of New Jersey and is a CPA in New York
Oanh Nguyen is a Senior Manager in Deloitte Tax LLP based in Philadelphia. She leads technology-driven and technical international tax engagements, specializing in compliance areas such as GILTI, Subpart F, Foreign Tax Credits, Section 250, and Section 987. Oanh is an expert in ONESOURCE Income Tax and Corptax, with a strong track record of implementing compliance projects and process improvements for multinational companies. Her experience spans automation, data integration, and custom tax application development to help clients streamline and optimize their tax functions.
Oanh graduated with a Bachelor of Science in Business Administration degree majoring in Accounting and Finance from Drexel University. Oanh also earned a Master in Tax degree at Villanova University during her time at Big Four firms. Oanh is a CPA licensed in Pennsylvania and is a member of the AICPA.
Marti Benanti is a Managing Director in Deloitte’s Philadelphia tax practice, having rejoined the firm in November 2025. Prior to returning to Deloitte, she spent several years in industry with a chemical manufacturer, bringing practical, in-house perspective to helping clients navigate complex tax matters.
Jackie Hakimian is the Managing Director at Deloitte Tax LLP with over 17 years of expertise in state and local tax and economic development, focusing on credits and incentives. Jackie has a broad client portfolio across technology, media, telecommunications, manufacturing, and financial services, providing services related to discretionary incentives, statutory tax credits, and global credits for activities such as energy and sustainability investments, R&D, and site expansions. Jackie frequently presents at economic development sessions and has co-authored articles for the Journal of Multistate Taxation. Educationally, Jackie holds a B.S. in Accounting from Binghamton University and a Jurisdoctor from Brooklyn Law School.
Aaron has more than 16 years of professional experience in state and local taxation. Aaron is currently in Deloitte’s National Multistate Tax Services group where he manages engagements focused on aligning client’s business objectives and strategies through multistate tax planning and identifying state and local tax exposure and opportunities. This includes comprehensive refund reviews, restructuring planning and modeling of tax impact, preparation of technical tax memoranda and preparation arguments in connection with client tax positions for administrative review, including audit proceedings.
Aaron received his B.S. in Accounting from Robert Morris University.