2026 Tax Update

CPE Information

CPE Credits: 2 credit hours per session
Field of Study: Taxes
Level of Knowledge: Overview
Delivery Method: Group-Internet Based

Meet the Speakers

Alex Parker, Tax Legislative Affairs Director
Alex provides on-the-ground coverage and analysis of tax developments in our nation's capital, ensuring that Eide Bailly clients are well-informed about legal or regulatory changes that could affect them. He also closely follows the fast-changing and complex international tax sphere, including new projects at the United Nations, the G-20, and the Organization for Economic Cooperation and Development.

Adam Sweet, Partner, Passthrough Entity Consulting Practice Leader
Adam leads Eide Bailly's Passthrough Entity Consulting group. He has extensive knowledge in the area of partnership tax, including interpreting partnership agreements, allocation and distribution provisions, and issuing compensatory equity. He is also experienced with both the buying and selling sides of domestic and foreign joint ventures, tax credit partnerships, as well as a variety of IRS controversy matters. Adam also leads Eide Bailly’s Opportunity Zone working group.

Allison Gregory, Partner, Tax
Allison specializes in advising privately held businesses and their owners on tax planning, compliance, and long-term business strategies. She leads clients through complex decisions and transactions, providing thoughtful guidance and personalized service at every stage.

Angie Ziegler, Partner, Client Accounting Services
Angie has 26+ years of accounting experience for large and small businesses in a variety of industries. She provides accounting services to all types of business owners. Whether it's detailed technical accounting work or payroll demands, she and her team serve as the outsourced accounting department. They provide payroll processing and compliance reporting services, prepare and file payroll tax returns in almost all 50 states, and provide guidance for businesses on day-to-day payroll activities, federal and state notices, garnishments and tax updates. Angie also frequently presents on employment-related accounting topics.

Jim Donovan, Partner, R&D Tax Incentives Practice Leader
Jim has more than 20 years of tax consulting experience helping clients benefit from federal and state incentives, including credits for activities most consider a necessity to remain competitive in today’s global market. Jim oversees the employee retention credit and R&D tax credit practices and is a leader in the Business Credits & Incentives space. He also assists clients in sustaining their credits if examined by a federal or state authority. Jim has authored articles on tax incentives and actively presents on business credits and incentives at conferences and webinars.

Jesse Wutkee, Partner, R&D Tax Incentives
Jesse provides tax consulting services to clients throughout the country. He helps clients benefit from research and development tax credits at the federal and state level. He spends a majority of his time in the technology, manufacturing, construction and agriculture industries. He represents clients before federal and state tax authorities to support their R&D credit claims.

Tonya Rule, Partner, Affordable Care Act/ERC and 45F Practice Leader
Tonya has 20+ years public accounting experience providing tax and consulting services to individuals and businesses. She currently leads the firm’s healthcare reform specialty services and helps businesses with the rules surrounding the Affordable Care Act. She assists large employers with the compliance requirements, Forms 1094-C and 1095-C, and she also advises them on very technical rules that many employers and advisors aren't aware of. In addition, she works with small businesses who are planning on expanding their current operations to make sure they are doing everything from measuring their employees correctly to deciding on the best insurance plan for their business. Tonya regularly works with clients on various ACA IRS notices and has been very successful in getting most of these penalties abated.

Colette Gagnet, Partner, Energy Credits & Incentives
Colette is a consultant with roughly 20 years of experience providing tax consulting services and analyzing complex tax situations from both sides of the desk. She spent roughly 10 years providing tax saving solutions for clients before going in house to focus on credits and global acquisitions for a Fortune 200 company. In returning to the client service side, focused on R&D credits and Section 174 studies. In joining Eide Bailly’s Strategic Tax Advisory team she is focusing her efforts on energy efficiency incentives while being a resource for the R&D and M&A teams.

Colton Timberlake, Senior Manager, State and Local Tax
Colton serves as a trusted advisor to businesses facing complex sales and use tax challenges. He advises clients on multi-state sales and use tax issues including nexus and taxability, compliance, audit defense, and process improvement. Drawing on experience across a wide range of industries, Colton helps organizations navigate changing tax requirements, reduce risk, and identify opportunities for savings and operational improvement. His practical and collaborative approach helps clients to develop solutions that support compliance and business growth.

Chris Martin, Director, State and Local Tax
Chris applies his legal training and over 19 years of SALT experience to identify and respond to clients' tax, financial, and business challenges. Chris assists clients with compliance, refund opportunities, M&A diligence, audits and appeals, and tax planning. He works across various industries including manufacturing, regulated industries, retail, services, and technology.

Chad Martin, Partner, Transfer Pricing Services Practice Leader
Chad is a partner leading Eide Bailly's Transfer Pricing Practice. He specializes in transfer pricing planning, implementation, compliance, and controversy and has experience in all major industries and transaction types. He also leads Eide Bailly's efforts in US tariff planning and mitigation strategies. Chad takes a holistic, cross-functional, and practical approach to providing transfer pricing services to his clients, prioritizing solutions that fit each company's fact pattern and implementation capacity.

Andrea Mouw, Partner, Accounting Methods and Periods Practice Leader
Andrea has 20 years of experience providing tax consulting and advisory services to diverse clients. Her primary area of focus is accounting methods, including income and expense recognition, inventory, capitalization and cost recovery. She also assists clients in filing accounting method change requests (Form 3115) and advises on issues related to the TCJA and OBBBA, including section 163(j), section 168(k) and small taxpayer accounting method opportunities as well as issues related to virtual currency and debt instruments and modifications.

Aaron Boyer, Partner, International Tax
Aaron has over 13 years of tax experience covering a variety of industries; for the last 10 years he’s specialized in international taxation. Aaron is considered a technical expert in international taxation and frequently advises clients on corporate and individual structuring (both into the US and abroad), US tax withholding/compliance on payments to foreign persons, tax treaty analysis, foreign tax credit utilization strategies and US international tax compliance (e.g. 1118/1116, 5471, 5472, 8858, 8865, 8621). He led Eide Bailly’s implementation of the international provisions of the 2017 Tax Cuts and Jobs Act (TCJA) and leads Eide Bailly’s efforts related to ongoing US tax proposals on international tax. Aaron frequently speaks on international tax matters such as cross border structuring, GILTI, FDII, FDAP withholding / reporting and international tax compliance (including international tax considerations for non-profit entities such as colleges and universities).

John Kerrigan, Senior Manager, M&A Tax
John is a Senior Manager specializing in U.S. federal taxation issues surrounding mergers & acquisitions, and other similar transactions. He provides tax, consulting, and business advisory services to Eide Bailly clients presently engaged in, or contemplating a capital transaction as well as post-closing integration services. His client base includes publicly traded corporations, closely held businesses, and individual/family-owned enterprises.