Kamal Adeni is a tax professional with over 15 years of experience in tax research, tax controversy, tax planning, and tax management. He has worked in various industries including information management, software, consulting, and energy. Some of his accomplishments include generating over $3 million in tax refunds and credits for a $3 billion data storage company, creating new tax categories for a $50 million tax software company, and reducing property tax assessments by over $1 million for a billion dollar leasing company. If hired, Kamal believes he can help reduce tax footprints, generate tax savings ideas, and take initiative on various tax issues and problems.

1. HELLO MY NAME IS KAMAL ADENI

2. But first a little bit about me As my career coach says my elevator speech.

3. Roll up your sleeve, tax professional with a unique blend of diversified industry experience combined with Massachusetts Department of Revenue auditor experience with a MBA in Accounting and MS in Taxation with over 15 years of expertise in tax research, tax controversy, tax planning & tax management. I am currently looking for an opportunity to work for you . Elevator Speech

4. What am I passionate about? Proven track record of reducing the transactional tax footprint by successfully generating tax saving ideas; Engaged professional tax service firms in USA & Canada to maximize tax recovery. Tax Audits ( being an auditor in my past life helps) Canadian GST / PST / HST Solving Transactional tax issues caused by Billing. Minimize audit exposure by implementing tax controls on expenses and capital expenditures. ( Yes I have to review all large dollar invoices) Tax research ( This stuff only a tax geek loves) System related stuff who no one wants ownership ( I can skip lunch and do this all day)

5. My education or lack of it MST Widener University MBA ( Accounting) Temple University BA Saint Leo University GCE University of London

6. WHAT DID I DO IN THE LAST TEN YEARS? Iron Mountain Inc (Shared Service Group) 10/2005-11/2009 Manager Tax Responsible for developing North American Tax strategy for US and Canada to reduce the tax footprint. Acted as a change agent and create several tax processes and compliance procedures to improve accuracy of sales tax filings. Provided documentation for FAS 5 loss contingency. Established Sox 404 key controls. Streamlined Escheat compliance by taking advantage of B2B exemptions as well as Asset Recovery. Received Mountaineering award for outstanding performance (2007) Eastman Kodak Company 2005- 2005 Tax Consultant (RHI) Resolved nexus issues, audit issues and trouble shooting system problems associated with tax data uploads. Researched sales tax issues relating to mergers and acquisitions, Researched and prepared a taxability matrix for digital products and taxability of pollution control equipment as it pertains to EKC. Determined taxability of GL accounts on a state-by-state basis. Worked on other special projects as assigned Vertex Inc 2000- 2005 Internal Tax Consultant (Sales Tax Research) A cted as a subject matter expert on product teams within Vertex to resolve sales tax issues such as SSTP agreement’s impact on Vertex’s products and recommended that changes be made to Situs, Rounding, and Max tax rules. Directed, coordinated and acted as an advisor on product teams ensuring proper resources are available for completion of projects. Provided leadership and specialized technical guidance to 6 tax professionals in the area of sales tax research De Lage Landen Financial Services, Inc 1996 to 2000 Tax Manager Provided advice, leadership and specialized technical guidance to staff of 8 in sales tax, property valuations, appeals, audits and tax return preparation. Received outstanding management award with a trip with other winners to Holland.

7. Areas of Practice include: (a) Sales and Use Tax (b) Property Tax (c) Tax audits (d) SALT compliance (e) Unclaimed Property (f) Train staff on Vertex products (g)Tax software implementation (h) Tax Research (i) Flow Charting tax department processes (j) Generating ideas and hiring third party consultants to maximize tax recovery (k) Qualify various business lines for manufacturing refunds/ credits if applicable.

8. INDUSTRY LINES A) Energy B) Department of Revenue C) Leasing D) Software E) Consulting F) Information Management

9. Computer Skills: AS 400, Secure Base Plus, Oracle, Oracle Financial Analyzer, Business Intelligence, Vertex, Sabrix, Insource for sales and use, Microsoft Office, Chesapeake, PTMS. CCH, RIA, BNA, Lexis Nexis and other online research tools.

10. What are my accomplishments in various industries? 3 Billion Dollars Data Storage Company Business Challenge: Company provided various services such as Shredding, Scanning, Print on Demand, I was given the task of reducing the tax foot print. Results: Generated ideas and engaged E&Y, Ryan & Co and BDO Seidman to do reverse audits and qualified Iron Mountain services as manufacturing resulting in over 3 million in refunds and credits.

11. What are my accomplishments in various industries? 50 Million Dollar Tax Software Company Business Challenge: High profile customer requested that within 90 days a leasing and medical tax category be created prior to review and purchase of the new tax calculation engine . Results: Acted as a subject matter expert and prepared an analysis of customer requirements. Researched, interpreted, analyzed and applied new or existing laws and regulations to create a tax matrix for leasing and medical categories Tested rules by preparing test cases to ensure compliance

12. What are my accomplishments in various industries? A Billion Dollar International Leasing Company Business Challenge: Needed property tax planning strategies to reduce the tax assessments levied on company’s assets. Results: Working in conjunction with property tax attorneys, successfully challenged property tax assessments in Texas and Florida resulting in over 1 Million in reduced assessments. Applied similar strategies to achieve favorable results in California and Ohio

13. What are my accomplishments in various industries? 9 Billion Dollar Energy Company Business Challenge: The Company’s convenience store division had multiple gasoline outlets throughout the tri-state area. The reconciliations of the credit card charges were a nightmare and error prone. Needed an efficient method to reconcile the credit card charges with adequate controls Results: Working in collaboration with IT professionals recommended, designed and implemented a data base system whereby managers at the store locations could upload credit card charge information into a centralized data base on a daily basis. The information provided by the credit card company was then downloaded into the database and compared electronically. Reduced the reconciliation time from 3 days to an hour. Reduced head count by three. System provided controls and quick feed back to accounting and the store managers.

14. If you hire me what do you get in return? (1) Coming up with solutions to various problems (2) A passion for generating tax savings (3) Understanding business processes (4 Taking the initiatives as well as the risk (5) A can-do" attitude, (6) Good systems aptitude (7) Identifying issues, (8) Audit defense

15. In addition I get the following value adds to the table Building a team and being part of a team Open to ideas and possibilities Constant learning that can be applied to various tax situations to reduce the tax footprint. Leadership Skills Managing outsourced compliance.

16. In Closing Thank you, for taking the time to view my presentation. I know I can hit the ground running and I look forward to hearing from you. I can be reached at 610-409-1661 or email me at Romikaa@aol.com