2012 High Tech Tax Institute

Monday, November 12th

Topic Presenter(s)


  • Murray Dean (Intel; President -  Santa Clara Valley TEI Chapter)
  • Annette Nellen (MST Program Director, San José State University)

International High Technology U.S. Tax Current Developments - here

  • Jim Fuller (Partner, Fenwick & West)

Breakout A


Business Restructurings — What's Happening and What's New?

  • Paul Fahy (Partner, A&L Goodbody)
  • Ivan Humphreys (Partner, Wilson Sonsini)
  • David P. Hering (Partner, KPMG)
  • Rachel D. Kleinberg (Partner, Davis Polk & Wardwell)

Breakout B


Indirect Taxes and Emerging Industries

  • Kim Reeder (Partner, Reeder Wilson)
  • Steve Oldroyd (Director, BDO)
  • James D. Robinson (Senior VAT Manager, KPMG)
  • William Lasher (Senior Director - Indirect Taxes, eBay Inc.)

Luncheon Speaker


Post-Election Tax Perspectives

  • Nick Giordano (Principal, Ernst & Young)

Section 199 — Hardware and Software Issues

  • Paul DiSangro (Partner, Mayer Brown)
  • Roderick K. "Rod" Donnelly (Partner, Morgan Lewis)
  • Rich Shevak (Sr. Manager, Grant Thornton)

The New World of International Examination and Enforcement

  • Sergio E. Arellano (Director of International Business Compliance, IRS)
  • Kelly Nall (Director - Federal Tax Controversy, Hewlett Packard)
  • Deborah M. Nolan (Partner, Ernst & Young; Former Commissioner, IRS LB&I Division
  • Don Rath (VP Tax, Symantec)
  • Todd Simmens (Partner, BDO)


Tuesday, November 13th

Topic Presenter(s)

ASC 740, SEC, UPT and More

  • Antonio J. Rebelo (Partner, Ernst & Young)
  • Gregory J. Rowley (Partner, PwC)
  • Jeff Sokol (Partner, Deloitte)
  • Rusty Thomas (Partner, KPMG)

Breakout C


IP Migration

  • David Forst (Partner, Fenwick & West)
  • John Peterson (Partner, Baker & McKenzie)
  • Ben Shreck (Tax Counsel, Tax Executives Institute, Inc.)

Breakout D


IRS Examinations, Appeals and More

  • Cheryl P. Claybough (Director of Communications - Technolgy and Media,  IRS LB&I Division)
  • Julia M. Kazaks (Partner, Skadden Arps)
  • Larry R. Langdon (Partner, Mayer Brown; Former Commissioner LMSB, IRS)
  • Laurel Robinson (Area Counsel Attorney, IRS)

Luncheon Speaker


IRS International Tax Enforcement

  • Sergio E. Arellano (Industry Director - International Business Compliance Industry - LB&I, IRS)

Research Tax Credit Developments

  • Michael Goldbas (Deloitte)
  • Joe Stoddard. (Sr. Manager, Grant Thornton)

What is a Patent Box and Do We Want One?

  • Sang Kim (Partner, DLA Piper)
  • Kendall B. Fox (Partner, PwC)
  • Kent Wisner (Managing Director, Alvarez & Marsal Tax)

Federal Domestic and State Tax Updates

  • Annette Nellen (Professor, San José State University; Director, San José State University MST Program)
  • Jennifer Peterson (Partner, KPMG)