Chinese Finance Association of America cordially invites you to join us for a feature presentation
“How to Start Your Own Business – Choice of Entity and Relevant Issues”
This event is designed for anyone who is an entrepreneur at heart or interested in becoming one in the future. Topics that will be discussed include: What is the best choice of incorporation? Do you know the differences among a Partnership, a Corporation and a Limited Liability Company (LLC)? What are your tax and reporting responsibilities after establishing such an entity? How does your immigration status affect the business operation if you are not a U.S. citizen? This event is also a great opportunity for you to network with other finance professionals, as well as exchange ideas on the industry and career development.
Monday, August 30, 2010
5:15 p.m. – 7:00 p.m.
Quarles & Brady LLP
40th Floor
300 North LaSalle Street, Suite 4000
Chicago, Illinois 60654
(Please check in at the CFAA table in the lobby)
Featured Speakers
Terrence W. Stein
Partner & Co-chair of Private Equity/Venture Capital Group, Quarles & Brady LLP
Peter F. Simpson, CPA
Partner & Midwest Region International Tax Service Leader, Grant Thornton LLP
Agenda: 5:15 – 6:00pm Registration and networking
6:00 – 6:45pm Formal presentation
6:45 – 7:00pm Q&A and Conclusion
Note: – Business casual attire is required, shirts with collar, no jeans and sneakers allowed.
- No refunds will be issued unless the event is canceled.
- CFAA members are defined as those who submitted CFAA membership forms and fees with confirmation from CFAA Board of Directors.
Speaker Biography
Terrence W. Stein
Mr. Stein is a senior partner of Quarles & Brady LLP. He practices in the Tax Group and is the co-chair of the Private Equity/Venture Capital Group. Mr. Stein focuses his practice on federal and state taxation, with particular emphasis on domestic and international taxation, mergers and acquisitions, private equity and venture capital, joint ventures, spin-offs, restructurings, redemptions and related transactions. He advises public and closely held companies, including corporations and affiliated groups, joint ventures, partnerships and limited liability companies. Mr. Stein was formerly in charge of the tax department and a member of the Executive Committee of a leading Chicago-based law firm.
Education and Honors
Harvard Law School (J.D., 1986)
University of Wisconsin (B.B.A., 1983)
Mr. Stein graduated first in his class from the University of Wisconsin School of Business.
Bar Admissions
Illinois, 1988
Professional Recognition
Selected for inclusion in the 2009-2010 Illinois Super Lawyers® lists (Tax).
Named an Illinois Leading Lawyer by Leading Lawyers Network.
Partner, Midwest Region International Tax Service Leader
Peter F. Simpson
Pete is the Midwest Region’s International Tax Services Leader. Pete has over 25 years of experience working with multi-national companies. Pete’s responsibilities have included overseeing a large corporate tax department, management of client service teams and projects, and all aspects of corporate tax planning and implementation.
Industry experience
Pete began his career in public accounting, eventually serving as a Senior Tax Manager with Deloitte & Touche. In 1995, he joined Waste Management Inc., a $10 billion multi-national company, where he led the Tax Counsel and International Tax Group. In 1999, Peter joined KPMG LLP, as a Partner and member of the International Tax Practice Group. Subsequent to KPMG, Peter was Senior Vice President – Corporate Tax, for H&R Block Inc.
Professional qualifications and memberships
Pete is a member of the American Institute of Certified Public Accountants. He is also a member of the Illinois CPA Society and the Illinois Bar Association.
Education
Pete received a Bachelor of Business Administration from the University of Michigan.
He received his Juris Doctorate from DePaul University – College of Law.