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Shamen Dugger, J.D., CPA

Senior Manager - Lead Tax Services

McGladrey LLP
Bay Area, California, USA

Public Accounting - International

Professional Summary

Shamen Dugger is a licensed California attorney and CPA with over 18 years of experience in corporate tax and accounting, as well as a published author in various renowned periodicals such as Journal of Accountancy, California Tax Lawyer, and BNA. She is also a speaker on such topics, most recently for CCH Wolters Kluwer on ASC 740/FAS 109. Shamen now utilizes her extensive experience and skills base in assisting McGladrey LLP to develop its Lead Tax Services Bay Area practice relative to the following:

1) ASC 740/Tax Provision Preparation/Review (OneSource, Excel Workbooks, Caseware)
2) Federal/State Tax Return Preparation (OneSource/ProSystems)
3) Large Scale Studies (Research Credit, 382/383, State Nexus, etc.)
4) ASC 740/Tax Provision Preparation Instruction
5) Bay Area Tax Practice Business Development

Learn More

Languages

  • English

Industry Experience

    • High Technology
    • Corporate Tax & Accounting
    • Public Accounting Firm

Website

Interests/Hobbies

  • Running in the Hills
  • Writing Screenplays
  • Clothes Shopping

Birthday

September 22

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Experience

McGladrey LLP
Bay Area, California, USA 94104
Senior Manager - Lead Tax Services
Public Accounting - International
2015 - Present
Shamen Dugger is a licensed California attorney and CPA with over 18 years of experience in corporate tax and accounting, as well as a published author in various renowned periodicals such as Journal of Accountancy, California Tax Lawyer, and BNA. She is also a speaker on such topics, most recently for CCH Wolters Kluwer on ASC 740/FAS 109. Shamen now utilizes her extensive experience and skills base in assisting McGladrey LLP to develop its Lead Tax Services Bay Area practice relative to the following:

1) ASC 740/Tax Provision Preparation/Review (OneSource, Excel Workbooks, Caseware)
2) Federal/State Tax Return Preparation (OneSource/ProSystems)
3) Large Scale Studies (Research Credit, 382/383, State Nexus, etc.)
4) ASC 740/Tax Provision Preparation Instruction
5) Bay Area Tax Practice Business Development
Shamen Dugger, LLC
Mountain View, California, USA CA
President
Consulting Firm
2013 - 2015
Industry Assistance
• Assist tax departments in transitioning from cost centers to profit centers via a combination of compliance and consulting to maximize cash tax savings and minimize costs through application of streamlined processes
• Work with tax departments to determine means of reducing the overall effective tax rate
• Review annual (ASC 740) and interim (ASC 270) tax provision workpapers and overall processes to apply best practices for improved accuracy, completion time, and strategic analysis
• Review tax return workpapers and overall tax return preparation processes to determine opportunities for filing reductions, refunds of overpayments, and tax benefit maximization
• Create tax calendars to formalize tax department processes and better meet deadlines
• Work with company systems (e.g., QAD) to generate financial reports, such as P&L data by department, division, and entity, to complete tax related projects
• Assist companies in defending tax positions on audit relative to tax minimization strategies applied at the federal and state levels
• Develop federal/state audit notice trackers to ensure timely compliance
• Prepare SOX 404 internal controls binders
• Review ASC 740-10 (previously FIN 48) reserves on a rollforward basis for accuracy, increases, and releases

Public Accounting Assistance
• Assist with large-scale tax projects (e.g., Research Credit Studies, State Nexus Reviews, 382/383 Analyses)
• Complete ASC 740-10/FIN 48 preparation/analyses (including a
Clifton Douglas, LLP
San Jose, California, USA 95125
Director
Public Accounting Firm - Local
2008 - 2013
I assisted Clifton Douglas in building/expanding their core tax services practice, which specializes in corporate income tax compliance (tax provision and return preparation), including ASC 740 (formerly FAS 109), ASC 740-10 (formerly FIN 48), federal/state/international tax compliance, and internal controls. As part of building the practice, I was responsible for preparing all firm marketing documentation and client letters. I also worked extensively in promoting Clifton Douglas via publications (published eleven articles in prestigious accounting publications such as Journal of Accountancy, California Tax Lawyer, and BNA during my tenure) and regular "CD Tax Alerts" of new legislation that are distributed to over 700 client contacts via a client list I assisted in developing from scratch. Press releases of key Clifton Douglas developments also were my responsibility as we sought to grow our practice and reputation, as well as nationwide webinars and CD sponsored seminars on key corporate income tax-related topics.

In addition to my practice growth efforts, I remained largely connected to core tax work handling complex desk and field audits, addressing client questions regarding applying new legislation to specific fact patterns, and assisting with special projects involving complex tax matters as they arose (e.g., perfecting financial statement footnotes, drafting supporting memoranda for tax provisions/FIN 48/complex positions taken, updating 382/383 calculations, etc.).
PricewaterhouseCoopers, LLP
San Jose, California, USA 95125
Director
Public Accounting Firm - Big Four
2006 - 2008
I acted as the primary engagement manager for eight clients, including semiconductor, biotechnology and various other high technology companies, reviewing quarterly and annual income tax provisions, including application of ASC 740 (FAS 109), ASC 740-10 (FIN 48), and ASC 718 (FAS 123R). I collaborated with PwC audit in preparing income tax footnotes to financial statements for 10Q, 10K, and S-1 Filings. I prepared FIN 48 analyses and supporting documentation including research & development tax credit studies, Domestic Production Activities Deduction (IRC § 199) reviews, IRC §§ 382/383 limitation studies, state nexus and permanent establishment analyses. I performed SOX 404 review and testing of internal controls, including adoption of AS 5. I prepared/reviewed extensions, estimated tax payments, federal/state tax returns (all C corporations). I taught basic federal tax concepts to new associates for two weeks in Virginia twice (including C corps, S corps, and partnerships). I educated our team and clients on new legislation, including estimated tax payments, tax preparer penalty rules, and the alternative simplified research credit. I assisted in selling various tax services to both attest and non-attest clients. I executed projects as though part of my own business, i.e., ensured proper/timely billing and collections, managed budgets as effectively as possible, and emphasized exceptional client service.
Deloitte
San Jose, California, USA 95125
Tax Senior Manager
Public Accounting Firm - Big Four
2001 - 2006
I was an integral part of our national credits and incentives practice, responsible for generating/managing over $1 million in annual project revenue. I developed a deep expertise in California credits, e.g., enterprise zone tax credits, research tax credits, and the manufacturer's investment tax credit (expired). I also developed a good understanding of incentives nationwide, including tax credits, grants, exemptions, deductions, favourable apportionment, tax holidays, abatements for all types of taxes (income, sales/use, property, payroll). I have an excellent understanding of compliance issues related to tax credits, e.g., presentation as deferred tax assets on financial statements, nuances depending on entity type claiming credits, credits claimed as part of estimated tax payments, credits claimed on provisions, etc. My audit defense experience is significant including persuasive responses to NOPAs, effective negotiations/settlements (some Tier 1 issues) at both the desk and field audit levels. I regularly presented new developments in credits and incentives to the office and at nationwide trainings, which typically ranged from 30 to 100 employees.
PricewaterhouseCoopers, LLP
San Jose, California, USA 95125
Tax Manager
Public Accounting Firm - Big Four
1996 - 2001
I was an integral part of our national credits and incentives practice assisting to build the practice from its inception. As an associate, senior associate, and ultimately manager for PwC, I was consistently responsible for managing over $1 million in annual project revenue. I performed large-scale credits and incentives projects for Fortune 500 companies, including reviews of state/federal returns, location lists, trial balances, lists of fixed assets, etc. I prepared amended state returns for open tax years to secure credits and negotiated incentives with various state/local jurisdictions. I presented in many PwC venues on the complex issues related to credits and incentives.

Education

JD, Taxation 1996
University of the Pacific - McGeorge School of Law
Sacramento, California, United States
BA, Double Major Business/Economics and Law & Society 1992
University of California Santa Barbara
Santa Barbara, California, United States

Professional Certifications

Certified Public Accountant(CPA)
Active
2006
Esquire
Active
1997

Bar Admissions

California
Active
1997


Click To Write A Review

Finally a tax provision class that is geared less on academics and more on real world examples! Shamen Dugger has put together an excellent course showing the full picture of a tax provision; her course is user-friendly and makes learning fun.

She begins by teaching how to make sense of the general ledger and how to extract pertinent information as it relates to the provision, and then she shows how this affects the financial statements. Once armed with this information, Ms. Dugger walks her class through the preparation of basic tax provision schedules based on six different real world scenarios. Taking these provisions, she then leads them to understanding and determining what schedules to include in the Federal and State tax returns.

Ms. Dugger's course goes beyond just the technical components of the tax provision. Her course includes a section that helps the student to effectively communicate the project results to others both verbally and written.

This course is the real deal. Helping professionals understand the FULL picture with user-friendly, real world examples is what sets this class apart from the others. Adding to this, Ms. Dugger's teaching style is exemplary. She is friendly and down to earth making everyone feel comfortable in the learning environment and more confident in their tax provision capabilities at the end of the day.

I highly recommend this course to anyone involved in the tax provision preparation and review. If you are looking to improve your understanding of the provision, take this course. You'll be glad you did!
Shamen Dugger provides an award-winning education on a corporate tax provision! She is a proven and gifted educator with the ability to take a complex subject like tax provision preparation to a level anyone can understand. Shamen is also articulate, knowledgeable and genuinely kindhearted.
She is a rare jewel of an educator on tax provision!

Anyone who wants to learn the corporate tax provision from the very beginning knows this is a must view course!
Kat Jennings CEO
La Jolla, California, USA
CEO
TaxConnections
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