Mason School team headed to National Deloitte Tax Case Challenge

WILLIAMSBURG, VA — A team from William & Mary is heading to the National Deloitte Tax Case Challenge competition, to be held from Nov. 18 to 20 at the Deloitte educational facility located near Dallas.

For the competition, student teams must complete a complex theoretical case study that requires them to analyze information, identify data issues and consider alternative tax treatments for a fictitious client situation — all in just five hours. Teams prepare a written solution to their cases and submit them to a panel of judges for evaluation. And for the first time, the competition also included an oral presentation by the team to a fictitious board of directors.

For this year, Deloitte has changed the format of the Tax Challenge, and the teams which competed were truly in a regional competition against rival schools in close proximity.  The country was divided into nine regions with the first place recipient from each region advancing to the National Deloitte Tax Case Challenge competition. 

The team representing the College in the national challenge is known as Team W, and it consists of the following students: William Amante, Cara Ferraro, Sarah Parsons, Maria Pawlosky and Samantha Phillips.

A second team, which performed well but did not place, was made up of the following students: Eric Albrecht, Carol Curley, Ryan Fowler, Jake Marshall and Sara-Jane Whitcher.

“In my opinion, the students' success at regionals once again demonstrates the talent and dedication of William & Mary students,” said Mason School John S. Quinn Professor of Accounting Jim Smith. This is not the first time Smith has been involved with the program, as he coached teams to 12 first place wins in past competitions.

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