Denise Felber, CPA

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2200 S. Utica Pl., Ste. 400, Tulsa, OK 74114
dfelber@hogantaylor.com
+1-918-745-2333
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Biography

Denise Felber has more than 30 years of experience serving clients in the trucking and insurance industries, those who are controlled foreign corporations, trusts/estates, multi-state wholesalers and pass-through entities, in addition to those who have significant domestic and foreign oil & gas investments.

In addition to compliance reporting, she works with clients in an integrated planning approach which includes succession planning, investment management, business structures and coordination of the planning with other professional service providers. In addition to her client relationships, she is currently involved in tracking business-related legislation and tax releases, in addition to developing client presentations to assist their business planning.

She is a member of the American Institute of Certified Public Accountants and the Oklahoma Society of Public Accountants. In addition, she is a Certified Specialist in Retirement Planning, and a Registered Investment Advisor. Denise has published numerous articles regarding budgeting and speaks on current tax legislation and its effect on business operations.

Prior to joining HoganTaylor, Denise worked in national, regional and local CPA firms. She’s also served as a director of reporting for a national insurance company and controller of a manufacturing facility, both of which have provided her with a valuable client-centered perspective.

Representative Experience

• Analyzed current law changes to determine the affect of the changes on client’s planning regarding benefits, compensation, capital expenditures, cash flow and taxes.
• Participated in seminars with other professionals to present information to the business community regarding health care legislations, deferred compensation and employee benefits.
• Counseled collectively to restructure a multi-state business within a 45 day period in response to specific need of the client.
• Developed databases to accumulated reporting information and requirements for both a multi-state insurance client and internally for tracking client filings and information.
• Assisted with planning of succession of ownership and earnings distributions of a controlled foreign corporation and its United States subsidiaries.
• Identified savings opportunities for clients with duplicate fees and holdings.
• Implemented a cost accounting system to track cost additions to work in process, by unit, for a manufacturing facility and developed the process to record information reflected in the reports to the financial reporting

Certifications/Honors

• Certified Specialist in Retirement Planning
• Registered Investment Advisor SEC

Professional & Civic Affiliations

• American Institute of Certified Public Accountants
• Oklahoma Society of Certified Public Accountants
• The Tristesse Grief Center, Treasurer

Education

• B.S. Accounting, Oklahoma State University

Speaking Engagements

• Healthcare Legislative Reform Business Forum, July 2010
• Oklahoma Manufacturing Alliance Annual Conference September 2010