December 
31
, 
2024
Philadelphia TEI (Tax Executive Institute)
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5:00pm - 5:15pm

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5:00pm – 5:15pm

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5:00pm – 5:15pm

Meet & greet: 

Make sure to arrive early to meet our speakers.

Speaker Name

5:00pm – 5:15pm

Meet & greet: 

Make sure to arrive early to meet our speakers.

Make sure to arrive early to meet our speakers.

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5:00pm-5:15pm

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Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. 

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What agile event programs are and why they're essential

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What agile event programs are and why they're essential

Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

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Mary Smith

Splash

Splash

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Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

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5:00pm – 5:15pm

Meet & greet

Mary Smith

Splash

Splash

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Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

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5:00pm – 5:15pm

Meet & greet

Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

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5:00pm – 5:15pm

Meet & greet

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Course description

Deloitte.
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  • Details
  • Agenda
  • Speakers
  • Contact Us
Philadelphia TEI (Tax Executive Institute)
Tuesday
, 
December 
31
Tuesday
, 
December 
31
, 
2024
10:00AM
 – 
11:00AM 
EST
Philadelphia TEI (Tax Executive Institute)

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Let's send them off with a bang.

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This event may qualify you for CPE credit.

Learn More
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Event details

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.

Please RSVP by March 16


Optional list element subtitle:

  • 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.

  • 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.

This event may qualify you for CPE Credits.

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Event cancelled

This event has been cancelled. We plan to reschedule the event and will send communications at that time. We look forward to connecting again soon. Please contact us if you have any questions or would like to speak with someone at Deloitte.

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Ricae Feigleson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Ricae have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

Ricae Feigleson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Ricae have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

Virtual seminar details 

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.

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Ricae Feigleson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Ricae have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

Learn and earn

Deloitte specialists will be leading sessions, sharing insights, and answering your questions.


Participants may qualify for 1 CPE credit for each general session they attend. Additional CPE credits for bonus sessions offered may vary.

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Agenda

8:00am - 9:00am

Breakfast

9:00am - 5:00pm

Deloitte Greenhouse Breakthrough Lab

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

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.

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
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Honoring service and dedication

Please join Deloitte as we celebrate the professional achievements of our colleague, and their next chapter of retirement. Raise a glass as we pop the champagne and wish them the fondest farewell!

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Event details

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Virtual session

The Deloitte team will be using the videoconferencing platform Zoom to deliver a more interactive virtual presentation.

Our Honoree

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Virtual session

The Deloitte team will be using the videoconferencing platform Zoom to deliver a more interactive virtual presentation.

Tim Powell

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

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Mary Smith

Splash

Splash

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Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

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Full bio
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This event may qualify you for CPE Credits.

Learn More
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This event may qualify you for CPE credits

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Event details

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.

Optional List Element Subtitle:

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8:00am - 9:00am

Breakfast

9:00am - 5:00pm

Deloitte Greenhouse Breakthrough Lab

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

This event may qualify you for CPE Credits.

Learn More
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Speakers

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.

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
  • List key takeaways and other event details for guests to learn ahead of time
  • Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.

Mary Smith

Splash

Splash

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Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

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Mary Smith

Splash

Splash

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Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

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Agenda

Thursday
, 
September 
30
, 
2021
5:00PM
 – 
8:00PM 
CDT

8:00AM – 9:00AM

Agenda item

9:00Am – 10:00Am

Agenda item

Thursday
, 
September 
30
, 
2021
5:00PM
 – 
8:00PM 
CDT

9:00am - 10:00am

Agenda item

10:00am - 11:00am

Agenda item

11:00am - 3:00pm

Agenda item

Event details

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.

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
  • List key takeaways and other event details for guests to learn ahead of time
  • Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.

Learn More
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Agenda

8:00am-9:00am

Agenda item

9:00am-5:00pm

Agenda item

5:00pm-5:15pm

Agenda item

5:00pm-5:15pm

Agenda item

5:00pm-5:15pm

Agenda item

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.

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
  • List key takeaways and other event details for guests to learn ahead of time
  • Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.

Learn More
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Agenda

8:00am – 9:00am

Breakfast

9:00am – 5:00pm

Deloitte Greenhouse Breakthrough Lab

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

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.

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
  • List key takeaways and other event details for guests to learn ahead of time
  • Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.

Learn More
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Speakers

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.

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
  • List key takeaways and other event details for guests to learn ahead of time
  • Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.

Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

+
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Read more
Text goes here
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Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

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Read more
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Learn More
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Agenda

Thursday
, 
September 
30
5:00PM
 – 
8:00PM 
CDT

8:00am – 9:00am

Breakfast

Join us in the Deloitte Greenhouse Café for an optional breakfast to start the day

Optional Speaker Name

9:00am – 5:00pm

Deloitte Greenhouse Breakthrough Lab

Breaks and meals will be provided throughout the day

Optional Speaker Name

5:00pm – 5:15pm

Meet & greet: 

Make sure to arrive early to meet our speakers.

Speaker Name

Thursday
, 
September 
30
5:00PM
 – 
8:00PM 
CDT

9:00am - 10:00am

Meet & greet: 

Make sure to arrive early to meet our speakers.

Optional Speaker Name

10:00am - 11:00am

Breakfast [Optional]

Join us in the Deloitte University Market Alcove to meet other attendees

Optional Speaker Name

11:00am - 3:00pm

Deloitte Greenhouse Breakthrough Lab

Workshop Sessions

Optional Speaker Name

Featured speaker

Name Here

Title

Company

Short bio





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Featured speakers

Adam Roth

Office Tax Managing Partner – Philadelphia

Deloitte Tax LLP

Short bio

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Ross Reiter

Partner

Deloitte Tax LLP

Short bio

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Paul Pellegrini

Managing Director

Deloitte LLP

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Sal Perolo

Tax Partner

Deloitte Tax LLP

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Oanh Nguyen

Senior Manager

Deloitte Tax LLP

Short bio

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Marti Benanti

Managing Director

Deloitte Tax LLP

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Jackie Hakimian

Managing Director

Deloitte Tax LLP

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Aaron LeRoy

Partner

Deloitte Tax LLP

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Company

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Additional information

This session leverages Zoom Enterprise technology and requires you to be on the latest version to participate. Upon registering, your confirmation email will include a calendar file containing the join URL. We encourage you to test your connection in advance of the session to ensure your audio and video are working properly.

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Additional information

Location guidelines

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The LOCATION NAME will follow strict safety guidelines to ensure the overall safety of participants.

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Deloitte guidelines

We strive to host inclusive, accessible events that enable all individuals to engage fully. To request an accommodation or for inquiries about accessibility, please note on the Registration form.

The safety and well being of our guests is our top priority. Deloitte follows CDC guidelines while also ensuring adherence to state and local laws related to COVID-19.

The organizers seek to comply with applicable federal executive branch gift rules, the Presidential Executive Order on Ethics (and related Ethics Pledge) for appointees, as well as state and local gift rules. If you have any questions, if you are required by applicable federal, state and/or local rules to pay any part of the costs of attending this event, or if you would prefer to pay for this event (even if not required to do so), please contact [insert name].

  • The host asks that all guests are fully vaccinated prior to attending this celebration event.
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  • Deloitte follows CDC guidelines while also ensuring adherence to state and local laws related to COVID-19.
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Deloitte

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About Deloitte

Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (“DTTL”), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as “Deloitte Global”) does not provide services to clients. In the United States, Deloitte refers to one or more of the US member firms of DTTL, their related entities that operate using the “Deloitte” name in the United States and their respective affiliates. Certain services may not be available to attest clients under the rules and regulations of public accounting. Please see www.deloitte.com/about to learn more about our global network of member firms.

 

Copyright © 2026 Deloitte Development LLC. All rights reserved.

Deloitte.
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CPE credit information 

Course description

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.

Learning objectives

Upon completion, learners will be able to:

  • Understand new tax law as it relates to Credits and Incenvtives
  • Tax Method Planning 
  • Interaction between market sourcing and FDII

Delivery method

Live Instructor-led

Course level

Overview

Recommended credit amount

3.0

Recommended subject area

Taxes

Registration method

Meeting & Event Services

Attendance method

Sign-in sheet/app

Pre-requisites

None

Advanced preparation

None

Questions/concerns

Chelsea Brooks

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

Additional information

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.

RSVPs Closed
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CPE credit information (virtual and live)

Course description

Course description

Learning objectives

Upon completion, learners will be able to:

  • Bullet
  • Bullet

Additional information

CPE certificates for eligible participants are emailed 4-6 weeks following the conclusion of the event.

Delivery method

Virtual Instructor-Led (Group Internet-Based)

Live Instructor-Led (Group Live)

Course level

Overview

Recommended credit amount

Total credit here

Recommended subject area

Type of credits here

Registration method

Meeting & Event Services

Attendance method

Webinar technology
Sign in sheet/app

Pre-requisites

N/A

Advanced preparation

N/A

Questions/concerns

Contact name hyperlinked

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

RSVPs Closed
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Session name

Subtitle

Company

Ricae Feigleson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Ricae have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

Zoom details

Subtitle

Company

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

Office Tax Managing Partner

Deloitte LLP

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

Partner

Deloitte

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 Pellegrini

Managing Director

International Tax Services

Deloitte

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 Perolo

Tax Partner

Deloitte Tax LLP

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

Senior Manager 

Deloitte Tax LLP

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 

Managing Director

Deloitte Tax LLP

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

Managing Director

Deloitte Tax LLP

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 LeRoy

Partner

Deloitte Tax LLP

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.   

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