Date(s) - 19 Mar 2013
4:00 PM - 6:00 PM
The presentation will focus on recent Internal Revenue Service guidance relating to the tax, including the final regulations issued in December 2012 and Notice 2012-77.
In addition, we will discuss our experiences with the tax, open issues that the IRS still has yet to address, and trends that are emerging in the market with respect to the new tax.
Furthermore, we will discuss the compliance considerations as the first quarterly excise tax return will be due in April 2013. The presentation will provide useful information for medical device companies, organizations that purchase or sell to medical device companies, and healthcare providers.
Date: Tuesday March 19, 2013
Time: 4 PM – 6 PM
Location: Center for Entrepreneurial Innovation
275 N. GateWay Drive, Phoenix
Refreshments will be served.Click here to see if your company is an AZBio Member.
About Our Presenters
Debra Ochocki, Executive Director – Indirect Tax Services at Ernst & Young
Debra is an Executive Director in Ernst &Young’s Southwest Region Indirect Tax Group and serves as the Regional Director of Medical Device Excise Tax. She has more than 18 years of experience at Ernst & Young serving a diverse client in the area of State sales and use tax and Federal medical device excise tax.
Debra assists clients with planning for future corporate transactions and activities, managed sales tax audits, reverse sales tax audits, voluntary disclosure agreements, medical device excise tax planning, taxability analysis and process improvement.
Advising clients in proactive planning and audit assistance Debra has successfully assisted clients with the analysis of the medical device excise tax related to retail exemptions, restructuring options and compliance processes. Debra’s knowledge of sales and use tax issues aids in the analysis of the transaction based medical device excise tax.
Debra joined the Fort Worth office of Ernst & Young in 1994 after serving as Audit Manager for the Texas State Comptroller’s Office where she has experience in all areas regarding the Comptroller’s Office and state and local taxes. Debra obtained her BBA in accounting from the University of North Texas.
Candice Bartle, Senior Manager – Indirect Tax Services, Ernst & Young
Candice is a Senior Manager in Ernst & Young’s Indirect Tax practice based in the Phoenix office, and has over 8 years of experience in state and local tax matters. She is the sales tax market leader for the Phoenix and Denver markets. Additionally, Candice is a member of the Ernst & Young Southwest Subarea’s Medical Device Excise Tax team, working with clients throughout the area on medical device excise tax issues. Recently, she contributed as a subject-matter specialist to the Arizona Governor’s Transaction Privilege Tax Simplification Task Force Working Committee on Standardization of State and Local Tax Treatment and Practices.
She specializes in multistate tax issues with a focus on the Arizona, Colorado, New Mexico, and Nevada markets. She serves clients in the retail, manufacturing, gaming, hospitality, health care, real estate, insurance, IT services, leasing, utility, amusement, biotech, medical device manufacturing, emerging and clean technology industries.
She is a Certified Public Accountant licensed in Arizona and Texas, and a Certified Member of the Institute for Professionals in Taxation (CMI) for Sales Tax. She is a speaker at the annual EY Phoenix CPE Event, EY Phoenix Tax Technical Event, EY’s Gaming Industry Tax Conference, and the EY Denver Tax Conference. Candice graduated from the University of Texas with a Bachelor of Business Administration and a Master of Professional Accounting in Taxation.