TEI-SJSU High Tech Tax Institute (33rd Annual)

 November 13 & 14, 2017

Crowne Plaza Cabana
4290 El Camino Real, Palo Alto, CA 

Agenda .pdf


 Monday, November 13




7:30 - 8:20

Registration & refreshments


8:20 – 8:30


  • Ricardo G. Samaniego, Head of Tax, Samsung; President – TEI Santa Clara Valley Chapter
  • Annette Nellen, MST Program Director - SJSU
  • Dan Moshavi, Dean - SJSU College of Business

8:30 - 10:00

International High Technology U.S. Tax Current Developments

Comprehensive review of developments relevant to high tech companies.

  • Jim Fuller, Partner - Fenwick & West LLP

10:00 – 10:20



10:20- noon

Supply Chain Planning

Location and distribution decisions as affected by such tax considerations as BEPS, Brexit, US tax reform and state and local tax rules. Considerations for both US and foreign-headquartered companies.

  • Rod Donnelly, Partner - Morgan, Lewis & Bockius LLP
  • Long Hua, Partner - EY
  • Jimmy Man, Partner - Deloitte
  • Brian Pedersen, Partner – Alvarez & Marsal Taxand LLC

Noon - 12:40



12:40 - 1:30

Luncheon Speaker

Steven K. Rainey, CIO and National Leader for Data & Analytics, Tax – KPMG 

1:35 - 3:15


Indirect Taxes in the Digital Economy
Strategies to deal with both VAT and sales tax for cloud computing and other digital transactions.

  • Malcome Ellerbe, Partner - Armanino
  • Randy Ferris, Executive Director – EY
  • Hugh Goodwin, Partner - DLA Piper

Protecting Your Exit Strategies
Planning and due diligence considerations for optimizing tax results and minimizing risks. Topics covered include earnouts, insurance, provisions, reserves, state taxes and loss and credit carryforward limitation rules.

  • Jill Franciosi, Partner - EY
  • Jill Harding, Partner – Alvarez & Marsal Taxand LLC
  • Melanie Krygier, Senior Manager – Grant Thornton
  • Eileen Marshall, Partner – Wilson Sonsini Goodrich & Rosati, PC

3:15 - 3:30



3:30 - 5:15

Federal Tax Controversies – Technical Issues and Strategies

Living with the new LB&I campaign structure, relevance of “soft” letters, key issues for tech companies, strategies for the new appeals process, Pub 5125 procedures, and more.


  • Pat Chaback, Executive Director - EY
  • Kimberly Edwards, Director, Western Compliance – IRS
  • Eric Johnson, Tax Director – Ross Stores; TEI Silicon Valley Chapter past chair
  • Larry Langdon, Partner – Mayer Brown LLP
  • Andy Mattson, Partner – Moss Adams
  • Kim Orlowski, Territory Manager (Bay Area) - IRS
  • Jean Pawlow, Partner – McDermott
  • Gloria Sullivan, Director, Financial Institutions and Products - IRS
Tuesday, November 14




7:30 - 8:15

Registration & coffee


8:15 – 9:15

Accounting for Income Taxes

Dealing with current issues and being prepared for federal reforms from consumption taxes, border adjustments, and corporate integration.

  • Perry Leslie, Partner - KPMG
  • Lindsey Newbern, Partner – PwC
  • JJ Schneider, Partner – Grant Thornton
  • Tyler Spalding, Sr. Manager - Deloitte

9:15 - 10:30

IP Location Planning

What should be the current thinking in light of BEPS, DEMPE functions, country-by-country reporting, Brexit, transfer pricing litigation, US tax reform and new taxes and audit strategies in other countries? Considerations for both US and foreign-headquartered companies.

  • Gabe Gartner, Principal – PwC
  • Pie Geelen, Head of European Desk, New York – DLA Piper
  • Adam Halpern, Partner – Fenwick & West, LLP
  • John Hinman, Director of Transfer Pricing Practice - IRS
  • Nate Carden, Partner – Skadden, Arps, Slate, Meagher & Flom LLP
  • Jon Davies, Partner - Armanino

10:30 – 10:45



10:45- noon


Brexit Tax Implications
How the UK’s exit from the EU affects VAT rules and compliance, impact to tax treaty positions, and dealing with UK taxes both new (such as the Diverted Profits Tax) and old.

  • Eric Ryan, Of Counsel – DLA Piper; Adjunct faculty – SJSU MST Program
  • Paul Rutherford, Partner – DLA Piper (London)
  • David Sayers, Partner – Mazars (London)

Tax Automation: AI, Robots, Blockchain and More
How will existing technology evolve and what is the effect on design or redesign of the optimal corporate tax department. What should you be doing now to prepare?

  • Andy Ruggles, Principal; Head of Tax Reporting & Strategy Group – PwC
  • Tejas Varia, Managing Director, Tax Data & Analytics – KPMG
  • James Wolfrom, Partner - EY

12:00 - 12:40



12:40 - 1:25

Luncheon Speaker

  • Rohit Kumar, Tax Policy Services Leader and Principal – PwC  

1:30 - 2:45


BEPS 2.0
Status update including unilateral actions by some countries, treaty issues, transfer pricing, CbC, and relevance of US tax reform.

  • Jim Carr, Partner - KPMG
  • John Hinding, Director, Cross Border Activities Practice Area (DC) – IRS
  • Ben Shreck, Tax Counsel – Tax Executives Institute 

Regulations – Relevance of Replace 2 to Issue 1, GAO and Congressional Concerns
A review of the process and rules for federal tax regulations, concerns raised by the GAO in 2016, Congressional concerns with the process and Chevron deference, and the current administration. What to expect going forward. 

  • Robert J Kovacev - Steptoe & Johnson LLP
  • Annette Nellen, MST Program Director – SJSU

2:45 - 3:00



3:00 - 4:30

US Tax Reform

What’s on the table, or perhaps, what has been enacted?  Explanation of key changes of greatest impact to tech companies, how the changes affect transfer pricing, decisions on intangibles and workforce location, state tax implications, and more.

  • David Forst, Partner – Fenwick and West, LLP
  • Nate Giesselman, Partner – Skadden, Arps, Slate, Meagher & Flom LLP
  • Sajeev Sidher, Managing Director - Deloitte

4:30 - 5:30

Domestic and Multistate Update

Developments of relevance to high tech companies including depreciation and research credit changes, California update and key guidance and areas to watch at the state and multistate level including nexus, sourcing and apportionment.

  • Josh Brady, Partner - Morgan, Lewis & Bockius LLP
  • Dana Lance, Partner – Grant Thornton