Economic Development Financing Update

CD & Manual
  389388TMX $99.00 USD Add to Cart
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 82 Min. Audio MP3 - No shipping cost
   389388POD $99.00 USD Add to Cart
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What is a Podcast?

Benefits

'In the space of two days I had evolved two plans, wholly distinct, both of which were equally feasible. The point I am trying to bring out is that one does not plan and then try to make circumstances fit those plans. One tries to make plans fit the circumstances.'

- General George S. Patton, Jr., War as I Knew It, page 116 (1947)

Those localities that have not planned for the current environment are experiencing a worse impact than those that have. We think the most immediate concern is reduced revenue and support from state government. The subject of this live audio conference will be on defining and describing effective economic development plans that fit the current circumstances. While this presentation will cover the drivers of economic growth, our focus will be on a number of generally applicable and practical ideas to assist local governments in funding badly needed services in these tough economic times as well as planning for the future.


Agenda

Economic Development Plans
  • Benefits of a Master Plan
  • What Should Go Into the Plan?
Funding the Plan
  • Taxes
  • Auditing the Revenue Allocation
  • Alternatives to Direct Taxation
Criteria for Successful Execution of the Plan
  • Process Consulting
  • Creating the Mandate
  • Change Management

Faculty

Jon Cesaretti, Crowe Horwath LLP
Shawn Kane, Crowe Horwath LLP
Dean J. Uminski, Crowe Horwath LLP


Jon Cesaretti
  • Senior manager in the Crowe Horwath LLP’s Chicago/Oak Brook office State and Local Tax Group
  • Concentrates in state and local income tax, including all aspects of planning, audit/controversy resolution and mergers and acquisition for a wide variety of clients, including manufacturers, distributors, banks, investment partnerships, hedge funds, insurance companies and high net wealth individuals
  • Has significant experience negotiating economic incentive arrangements with state and local governments and defending unclaimed property audits
  • An adjunct professor at Loyola University School of Law where he has taught a course on state and local taxation since 2002 to J.D and Tax LL.M. candidates
  • Written and spoken on topics related to his areas of expertise
  • LL.M. degree in taxation, DePaul College of Law, Chicago, Illinois; J.D. degree, Loyola University Chicago School of Law, Chicago, lllinois; B.A. degree in history, Columbia University, New York, New York

Shawn Kane
  • Partner in Crowe Horwath LLP’s State and Local Tax Group and manages the firm’s Metro SALT Region
  • More than 18 years of tax consulting experience and has worked with many of the largest companies in Chicago
  • Provides consulting services to clients in various areas of state and local taxes
  • Experience at providing state tax consulting advice for various tax structures regarding mergers and acquisitions, dispositions and divestitures, tax attributes, tax return filing options, apportionment methodologies and state tax consulting regarding FAS 109, FIN 48 and SOX 404
  • Focuses on business restructurings designed to achieve a tax-efficient structure for clients in various industries
  • Spoken and written on topics related to his areas of expertise
  • B.A. degree, Saint Xavier University, Chicago

Dean J. Uminski
  • Principal with the State and Local Tax Practice of Crowe Horwath LLP
  • Extensive background in federal, state and local taxation with both private and public companies
  • More than 33 years of tax research, planning, consulting and restructuring experience with manufacturing, wholesaling, retailing and financial service related business entities, 17 of which were spent in industry with Fortune 200 Firms
  • Has written several site selection articles for the AICPA Tax Advisor, Area Development Magazine and Plants Sites & Parks on tax incentives
  • Frequent speaker on site selection and incentives for tax professionals as well as to state and local economic development officials
  • B.S. degree in business with a major in accounting




These Materials are Designed For

This live audio conference is designed for state and municipal officials, city managers and administrators, board members, developers, controllers, CFOs, CPAs, accountants, finance managers and attorneys.

CD & Manual - CD Set with bound 28 page manual
Podcast - 82 Minute MP3 with 28 page electronic manual - Immediate Access and No Shipping Cost