2015 Tax Policy Institute

Conference Materials
Conference Bios

Time

Topic

Presenters

8 - 8:20

Registration & refreshments

 

8:20 - 8:30

Welcome

 

Annette Nellen, MST Program Director
San Jose State University

8:30 - 10:00 Political and Budgetary Challenges of Federal Tax Reform
 
Tax reform has been discussed since the mid-1990s. What will it take to effect change? How is revenue neutrality measured? What does dynamic scoring mean? What are the opportunities, roadblocks, and prospects for tax reform?
Caroline Bruckner, Executive in Residence
Kogod School of Business; Managing Director, Kogod Tax Center at American University; Former Counsel to U.S. Senate Committees on Energy and Small Business

Rohit Kumar, Principal and Co-Leader
WNTS Tax Policy Services, PwC
Washington, DC; Former Domestic Policy Director and Deputy Chief of Staff for Senate Republican Leader Mitch McConnell

10:00 - 10:15

Break

 

10:15 - 10:55

2015 Federal Tax Reform Proposals

 A review of key proposals and activities, including those from President Obama, Congress and the OECD.

Roger Royse, Founder
Royse Law Firm, Palo Alto

Eric Ryan, Partner, DLA Piper, Palo Alto

Moderator: Annette Nellen

10:55 - 12:05

What About State Tax Reform?

 What can the feds learn from state cross-border/jurisdictional concerns that states have been dealing with for decades?

  In honor of the 50th Anniversary of the Willis Commission Report, a review of its purpose and key proposals, along with their relevance today will be discussed. 

 

Greg Turner, Special Counsel
Sheppard Mullin Richter & Hampton LLP

John Paek, Partner
Baker & McKenzie LLP

Annette Nellen, Professor
San Jose State University

12:05 – 12:45

Lunch

 

12:45 – 1:45

Inequality and Income Segregation through the U.S. Tax System

  Continuous demographic changes have broadened income gaps and created some “super zips.” What does the data tell us and how does it / should it affect tax reform and revenue neutrality efforts?

 

 

Kirk J. Stark, Professor
Barrall Family Professor of Tax Law and Policy, 
UCLA School of Law

1:45 - 2:00

Break

 

2:00 - 3:00

Takeaways for Businesses

  •    Observations from speakers and attendees

  •    What’s missing from the proposals and discussions

  •    Relevance to state governments

  •    Tips for discussing these topics with the C-suite and clients

 

Moderator: Peter Waterstreet, Director - International Tax, Synopsys

  + Today's speakers.