Past Events

Playing By the Numbers

What you need to know (and why you need to know it) about start-up accounting, federal grant compliance, state and local tax (SALT), corporate tax, R&D credits, and more.

You are invited to Icogenex Bioincubator to join the accounting experts from Peterson Sullivan LLC for a one-hour presentation followed by Q&A, scheduled a one-on-one meetings and Happy Hour.

Sponsored By:

Peterson Sullivan LLP Merchant and Gould Icogenex Bioincubator

Thursday, October 24, 2013

Icogenex Bioincubator
454 North 34th Street
Seattle, WA 98013

Presentation and Q&A:
1:00 to 2:00 p.m.
One-on-one meetings with the experts:
Scheduled every 15 minutes
Connect with other biotech companies:
Happy Hour from 4:00 to 6:00 p.m.


The Life Sciences industry is changing, the financing options are increasingly limited, federal grant compliance requirements are complicated, and the financial reporting obligations continue to get more complex. Are you ready? Companies in all life cycles need to have an action plan to ensure their accounting is in order. Learn what to do now to save time and money in the future, and ease the "pain" factor related to future financings and financial statement and/or federal grant compliance audits.

Did you know that a few minutes of "SALT" may save you hundreds of dollars? Hear about the various tax incentives that the state of Washington has available for start ups. Learn the tricks and traps about the most important sales/use tax and business & occupation tax incentives, and how to get and keep them.

While you may not be paying federal income tax now, you likely need to consider important tax implications that are relevant even before you generate a profit. Learn about research and development credits, tax accounting methods, exit strategies, and more. Avoiding mistakes early on can potentially add to the value of your company.


Sharlyn Turner, Audit Partner. Sharlyn is the Life Sciences industry group leader for Peterson Sullivan LLP. She has over 20 years of experience in all aspects of financial reporting and related advisory services. Her experience spans drug research and development, commercial operations, production, and distribution.

Bob Bowman, Audit Senior Manager. Bob has extensive experience working with start-up companies and advising on many complexities that arise in accounting for revenue recognition, intangible assets, stock based compensation, and creative debt/equity financing transactions.

Rachel Le Mieux, State and Local Tax Partner. Rachel has been providing services related to state and local tax since 1985 and spent 10 years at the WA State Department of Revenue as a legislation and policy specialist. She consults on issues involving sales and use taxes, gross receipts taxes, income taxes, and other miscellaneous taxes advising on tax minimization strategies.

Roger Wilkins, Tax Senior Manager. Roger has over 30 years experience in federal income taxation of entities and individuals. He specializes in tax accounting methods, mergers and acquisitions, exit strategies, choice of entity, federal research and development credits, tax provisions for financial reporting, and tax planning strategies.

Past Events

March 25, 2015 Roche Research Technologies
February 11, 2015 The Business Science of Startups
November 20, 2014 Scientific Product Show
May 21, 2014 VWR Vendor Show and Luncheon!
February 20, 2014 The Pitfalls of Startup Valuation
January 22, 2014 Creating Your Business Plan: The Roadmap to Success
December 6, 2013 Copyright and Trademark Strategies for Startups
October 24, 2013 Playing By The Numbers
September 25, 2013 How Choice of Entity Affects Equity Fundraising
June 27, 2013 Intellectual Property Presentation and Meetings
January 15, 2013 Free Lab Supply Giveaway
April 17, 2012 WBBA Resources to Help Your Company Succeed