Financial accounting and reporting for income taxes: Half-year updates

Dana is a tax partner with Deloitte Tax LLP and leads the National Tax Accounting Group (NTAG). She has more than 25 years of experience in both public accounting and industry. She has the proven ability to understand highly complex organizations, transactions, and the tax accounting implications thereof. She has served clients of various complexities and sizes, both domestically and globally, private and publicly traded and Private Equity and Venture Capital backed. Prior to joining Deloitte, Dana held a tax executive role at EY. Her experience includes leading tax departments, teaching internal, client and organizational trainings, creating and implementing processes, and specializing in complex transactions from both preparer and auditor perspectives.

Patrice has extensive experience consulting with companies on the application of accounting standards such as the US Generally Accepted Accounting Principles (GAAP) Accounting Standards Codification (ASC 740) and International Accounting Standard (IAS 12) and assists companies with financial reporting on tax implications of complex transactions and life events such as acquisitions, divestitures, public offerings, spin-offs, and bankruptcy. She has served multinational clients in a variety of industries including technology, real estate, financial services, and hospitality. Patrice plays a key role in the development of Deloitte’s ASC 740 publication, A Roadmap to Accounting for Income Taxes. She has been a guest lecturer for various organizations including Tax Executives Institute, American Institute of Certified Public Accountants, American Bar Association, Bureau of National Affairs, Practising Law Institute, and Council on State Taxation. She is a National Advisory Council member for Brigham Young University Marriott School of Business. Patrice received a BS in accounting and Master of Accounting from Brigham Young University.

Maritza is a tax partner with Deloitte Tax LLP and currently part of the National Tax Accounting Group (NTAG). She has 20 years of experience as a tax accounting specialist in both public practice and as an in-house global head of tax. As part of NTAG, she provides technology-driven tax accounting solutions to clients, including provision preparation assistance and assisting with significant transactions (e.g., carve-out financial statements, discontinued operations, pre-IPO, acquisition accounting and internal controls assessments). Through prior experience Maritza focuses on helping clients mitigate risk and identity potential opportunities. Prior to joining Deloitte, Maritza held tax executive roles at several technology and manufacturing companies. Her experience includes the development of tax departments, post-merger tax integrations, implementation of tax systems, remediation of control deficiencies, and resolution of tax restatements. Maritza is a Deloitte specialist in OneSource Tax Provision. Maritza received her Bachelor of Business Administration in Accounting at the University of Texas at El Paso and Master of Science in Taxation at the University of Texas at Arlington. She is a licensed Certified Public Accountant in Texas and is a member of the American Institute of Certified Public Accountants.