2013 High Tech Tax Institute

Monday November 4, 2013

Welcome
Peter Waterstreet – Synopses; President - TEI Santa Clara Valley Chapter
Annette Nellen, MST Program Director - SJSU

International High Technology U.S. Tax Current Developments [file]
David Forst, Partner - Fenwick & West LLP
Adam Halpern, Partner - Fenwick & West LLP


Taxation of Electronic Services [file]
Malcolm E. Ellerbe, Partner - Armanino
Kim Reeder, Partner – Reeder Wilson LLP
Gary Sprague, Partner – Baker & McKenzie
Kent Wisner, Managing Director - Alvarez & Marsal Taxand, LLC


Luncheon speaker  [file]
Pam Olson, U.S. Deputy Tax Leader & WNTS Leader - PwC


Innovation Incentives [file]
Mark Andrus, Partner – Grant Thornton LLP
Tanya Erbe-German, Senior Director – BDO
Emily M. Lam, Partner - Skadden, Arps, Slate, Meagher & Flom LLP
Mike Locascio, Director – Deloitte


BREAKOUT A
What's New in High Tech Mergers and Acquisitions
 [file]
Ivan Humphreys, Partner – Wilson Sonsini
David Hering, Partner – KPMG
Katharine Moir, Partner - Simpson Thacher & Bartlett
Karman Wong, Senior Director M&A Tax and Special Projects - Electronic Arts

BREAKOUT B
Strategies for Dealing with Multistate Examinations [file]
Chris Decker, Sr. Tax Manager - Tax Audits - Seagate
J. Pat Powers, Partner – Baker & McKenzie
Bob Reynolds, Partner – Moss Adams LLP

Tuesday November 5, 2013

BREAKOUT C
IFRS – When and How to Get Ready [file]
Alan Jones, Partner - PwC
Eric Ryan, Partner - DLAPiper

BREAKOUT D
Obamacare – Are You Ready? [file]
Rick Berge, Executive Director - EY
Ken Robinson, National Tax Director, Health Plans - Deloitte


Accounting for Income Taxes – What's New?  [file]
John Hauser, Executive Director – EY
Michael W. Chinn, Partner – PwC
Kelly Gaffaney, Partner – Deloitte
Rusty Thomas, Partner – KPMG


BREAKOUT E
IRS Examination Developments for High Tech Firms [file]
Patricia C. Chaback, Executive Director – EY; former Industry Director for CTM, IRS
Cheryl Claybough, LB&I - Industry Director for Communications, Technology & Media – Internal Revenue Service
Donald Focht, Territory Manager - LB&I, Internal Revenue Service
Larry R. Langdon, Partner - Mayer Brown LLP; former Commissioner LMSB, IRS

BREAKOUT F
Application of Tax Reform Proposals to Your Company [file]
Annette Nellen, Professor – San José State University; Director – SJSU MST Program
Sadler Nelson, Partner – EY


Luncheon Speaker
Sam Maruca, Director – IRS LB&I Transfer Pricing Operations


Transfer Pricing – Developments, Surprises, Challenges [file]
Rod Donnelly, Partner – Morgan Lewis & Bockius LLP
Sam Maruca, Director – IRS LB&I Transfer Pricing Operations
Alpana Saksena, Executive Director of Tax Dispute Resolutions  - Transfer Pricing  - KPMG
Craig Sharon, Principal - EY


BEPS, UN, G-20 and More [file]
Caroline Silberztein, Partner – Baker & McKenzie; former head of the OECD Transfer Pricing Unit
Benjamin R. Shreck, Tax Counsel – Tax Executives Institute, Inc.


Federal Domestic and State Tax Updates [federal file]  [state file]
Kevin Dangers, Partner – EY
Scot Grierson, Partner – Grant Thornton LLP


 

High Tech Tax Institute Academy
Friday, October 18, 2013
Techmart
5201 Great America Parkway, Santa Clara, CA

Agenda

TIME

TOPIC

PRESENTERS

8:00 – 8:20 am

Registration and coffee/snacks

8:20 – 8:30

Welcome

Annette Nellen, Professor and Director of the High Technology Tax Institute – San Jose State University

8:30 – 10:00

Transfer Pricing Basics

Barton W.S. Bassett, Partner - Morgan, Lewis & Bockius LLP

10:00 – 10:15 

Break

10:15 – 11:45

Permanent Establishment Basics and 
Cloud Computing

William R. Skinner, Associate, Fenwick & West LLP
     Adjunct faculty, SJSU MST Program

11:45 – 12:30

Lunch (provided)

12:30 – 1:45

Understanding Tax Reform

Annette Nellen, Professor – SJSU MST Program

Peter Waterstreet, Director, International Tax – Synopsys, Inc.; President – TEI Santa Clara Valley Chapter

1:45 – 2:00 

Break

2:00 – 3:15 

FIN 48 for High Tech Firms

Ying Tian, Director - PwC

Jarron Villano, Manager - PwC

3:15 – 4:30 

Understanding and Dealing with 
State Tax Agencies

Toni Lewis, Director - Deloitte