Event Description
TEI - Atlanta Chapter – Technology and Employment Taxes ½ Day
Date: Thursday May 21, 2026
Time: Registration begins at 12pm
Lunch from 12.30pm – 1.00pm
Presentation begins at 1pm and ends by 4:15pm, followed by happy hour
Location: BDO Atlanta - 26th Floor
1180 Peachtree Street, NE
Atlanta, GA 30309
Visitor parking in the building – BDO will provide validation.
Topics:
1.00pm – 2.00pm The modern tax department operating model and the path to AI:
Tax departments today face growing pressure to manage complexity, improve speed and accuracy, and deliver greater insight with constrained resources. In this session, we will assess the current state of tax department operating models and discuss how modernizing people, processes, data, and technology creates the foundation to responsibly deploy AI. We will highlight practical, economically feasible paths to AI within the tax function and share real‑world approaches to achieving sustainable, scalable adoption.
2.00pm – 3.00pm Zero-day close: Advancing toward a fully "closed-loop provision"
A streamlined look at how tax departments can establish a true closed‑loop provision process by integrating tax engines with financial systems, connecting data through APIs, and redesigning workflows to eliminate manual breaks in the cycle. The session will show how these process improvements create continuous data flow between provision, compliance, and the financial close, with AI playing a supporting role in data preparation and issue detection—resulting in a faster, more accurate, and fully connected close.
3.00pm – 3.15pm Break
3.15pm – 4.15pm Employment taxes – Multi state tax compliance for the modern workforce
In the current business environment with hybrid work and business travelers continually on the move, this is a topic with resonance for anyone with multi state employees and travelers. We will cover the state and local withholding tax considerations for the mobile workforce, withholding tax considerations related to trailing compensation payments, state unemployment insurance tax reporting and employer compliance and audit considerations.
4.15pm Happy Hour
Speaker(s):
Jeff McDonald is a Managing Director in BDO's Tax Automation & Innovation practice (Charlotte), with 9 years of public accounting experience as a tax practitioner and provision technology expert leading large-scale implementations. He subsequently spent 7 years in the corporate tax department of a large multinational public company, rising to Head of Tax and C-Suite advisor, where he oversaw global tax provision, technology implementations, and two multi-billion-dollar spin-offs.
Tyler Clark is a Principal in BDO's Tax Automation & Innovation practice (Miami), with over 16 years of public accounting experience specializing in technology-driven process improvement and third-party tax provision software implementation. A Thomson Reuters ONESOURCE-certified professional, Tyler brings deep ASC 740 expertise and has managed numerous large-scale Corptax and ONESOURCE implementations using a collaborative approach to deliver highly efficient solutions for clients.
Learning Objective: Gain a better understating of evolving tax technology and employment taxes post OBBBA.
Who Should Attend?
· Tax Directors
· Tax Professionals in industry
Program Level: Basic
Prerequisites: None
Advanced Prep: None
Delivery Method: Group - Live
Recommended CPE: 3.0
Please confirm your attendance no later than 5 pm on Monday, May 18, 2026, 2 business days prior to meeting, by registering at TEI events. Please contact Jennifer Schilke via e-mail: atlanta@chapters.tei.org if you have any questions. If you are bringing a guest, please remember to register them as well at TEI events. This meeting is open to members and non-members. Phone confirmations cannot be accepted.
Fees: $75 Member/$100 Non-member Guest. This event is included in the Season Pass. See information below about purchasing a Season Pass. A $25 no-show fee if you register and do not attend or send a substitute.
Season Pass: Only TEI members can purchase a Season Pass for $260. If the Season Pass holder cannot attend an event, the pass may be used by a tax person from the TEI Season Pass holder’s company. Similar to one’s TEI membership, the Season Pass belongs to the person who purchases it and follows them if they change companies. Purchase the Season Pass by contacting Tiffany Rhone (atlanta@chapters.tei.org).
REFUND POLICY: If the individual signs up for a meeting and cannot make it, cancellations can be made up to noon the day prior to the meeting for a full refund. Cancellation must be by e-mail to the Treasurer, Tiffany Rhone (atlanta@chapters.tei.org). There is no refund should the person sign up and not attend. For more information regarding administrative policies such as complaint and refund, please contact Jennifer Schilke (jennifer.schilke@nscorp.com) or call (470) 463-6682.
MENU:
If you have dietary restrictions, please make notation when registering on Member Planet Registration and we will try to make accommodations.
TEI - Atlanta Chapter is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.