CAREER HIGHLIGHTS * Federal Income Tax: Prepared federal income tax return for SunTrust parent company which included the activities of SunTrust Equity Partners, the principal investing arm of SunTrust. SunTrust Equity Partners held $400M of investments in 18 limited partnerships and 33 companies. Computed and maintained book and tax basis. * FAS 109: Prepared consolidated monthly and quarterly income tax provision, and assisted in preparation of yearly deferred income tax account analysis, and year-end work papers for tax footnote on annual report at SunTrust. Provision included several federal and state tax saving strategies including REIT's. * In House Return Prep: Brought preparation of consolidated federal and all state returns in house at BEI Holdings, Ltd. using CLR Fast Tax System Five software, and eliminating one Ernst & Young staff level position from the engagement. Chose and implemented software, and prepared return that included 25 companies with 46 book-tax differences and a different financial fiscal year end. * Mergers & Acquisitions: Integrated tax functions of new acquisitions at Argenbright Holdings, Ltd. including preparation of Section 338 (h) 10 elections. Company had 7 major acquisitions since my tenure began resulting in an 88% increase in revenues. * State Income Tax Planning & Compliance: Planning and compliance for $22M sale of core business at BEI Holdings, Ltd. that included proceeds allocation to 7 states. * Research & Development Tax Credit: Prepared work papers for $700K federal credit based on interviews with chemical and lighting engineers at Acuity Brands, Inc. * Work Opportunity Tax Credit: Implemented and administered process at Argenbright Holdings, Ltd. resulting in $500K federal credit in first year. Worked directly with field managers, HR managers, and Accounting/Finance managers. * Earnings & Profits Study: Prepared extensive E&P study at BEI Holdings, Ltd dating back over 21 years and encompassing several subsidiaries of 2 separate holding companies. * NOL Limitation: Maintained Sec 382 stock ownership schedule at BEI Holdings, Ltd. ensuring carryover of $50M net operating loss. Direct contact with primary stockholders before any sales of stock by these stockholders. * Sales Tax Billing: Prepared sales tax returns for 7 states including 3 states requiring monthly payments in excess of $100K each. Performed state sales tax research and determined policy for collecting tax involving a close working relationship with billing. Used Vertex software to compute tax and include in client billing. * Sales Tax Audits: Responded to audits including 3 New York state audits. Obtained $700K refund for New York sales tax billed in error in previous years before my tenure. * Foreign Income Tax: Prepared Form 5471's and other informational returns at Argenbright Holdings, Ltd for 10 foreign entities, and had direct contact with London personnel. Prepared all elections, attachments, and foreign income tax credit for SunTrust Banks, Inc.'s consolidated return along with other foreign related filings. * Deferred Tax Studies: Assisted in analysis of deferred income tax accounts contract project at Cox Enterprises, Inc. to comply with Sarbanes-Oxley. Implemented FAS 96 and 109 at BEI Holdings, Ltd. DONNA A. HALL, CPA donnahall6310@yahoo.com Page 2
Description
