2013 High Tech Tax Institute

High Tech Tax Institute

Monday, November 4, 2013

Topic Presenter(s)


  • Peter Waterstreet (Synopses; President, TEI Santa Clara Valley Chapter)
  • Annette Nellen (MST Program Director, San José State University0

International High Technology U.S. Tax Current Developments

  • David Forst (Partner, Fenwick & West)
  • Adam Halpern (Partner, Fenwick & WesT)

Taxation of Electronic Services

  • Malcolm E. Ellerbe (Partner, Armanino)
  • Kim Reeder (Partner, Reeder Wilson)
  • Gary Sprague (Partner, Baker & McKenzie)
  • Kent Wisner (Managing Director, Alvarez & Marsal Tax)

Luncheon Speaker

  • Pam Olson (U.S. Deputy Tax Leader & WNTS Leader, PwC)

Innovation Incentives

  • Mark Andrus (Partner, Grant Thornton)
  • Tanya Erbe-German (Senior Director, BDO)
  • Emily M. Lam (Partner, Skadden, Arps, Slate, Meagher & Flom)
  • Mike Locascio (Director, Deloitte)



What's New in High Tech Mergers and Acquisitions

  • 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)



Strategies for Dealing with Multistate Examinations

  • Chris Decker (Sr. Tax Manager - Tax Audits, Seagate)
  • J. Pat Powers (Partner, Baker & McKenzie)
  • Bob Reynolds (Partner, Moss Adams)

Tuesday, November 5, 2013

Topic Presenter(s)



IFRS — When and How to Get Ready

  • Alan Jones (Partner, PwC)
  • Eric Ryan (Partner, DLAPiper)



Obamacare — Are You Ready?

  • Rick Berge (Executive Director, EY)
  • Ken Robinson (National Tax Director - Health Plans, Deloitte)

Accounting for Income Taxes — What's New?

  • John Hauser (Executive Director, EY)
  • Michael W. Chinn (Partner, PwC)
  • Kelly Gaffaney (Partner, Deloitte)
  • Rusty Thomas (Partner, KPMG)



IRS Examination Developments for High Tech Firms

  • Patricia C. Chaback (Executive Director, EY; Former Industry Director for CTM, IRS)
  • Cheryl Claybough (LB&I - Industry Director for Communications - Technology & Media, IRS)
  • Donald Focht (Territory Manager - LB&I, IRS)
  • Larry R. Langdon (Partner, Mayer Brown LLP; Former Commissioner LMSB, IRS)



Application of Tax Reform Proposals to Your Company

  • Annette Nellen (Professor, San José State University; Director, San José State University MST Program)
  • Sadler Nelson (Partner, EY)

Luncheon Speaker

  • Sam Maruca (Director, IRS LB&I Transfer Pricing Operations)

Transfer Pricing — Developments, Surprises, Challenges

  • Rod Donnelly (Partner, Morgan Lewis & Bockius)
  • 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

  • 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

  • Kevin Dangers (Partner, EY)
  • Scot Grierson (Partner, Grant Thornton)

High Tech Tax Institute Academy

Friday, October 18, 2013


5201 Great America Parkway, Santa Clara, CA


Time Topic Presenter(s)

8-8:20 AM

Registration and Refreshments


8:20-8:30 AM


  • Annette Nellen (Professor and Director of the High Technology Tax Institute, San José State University)

8:30-10 AM

Transfer Pricing Basics

  • Barton W.S. Bassett (Partner, Morgan, Lewis & Bockius)

10-10:15 AM



10:15-11:45 AM

Permanent Establishment Basics and 
Cloud Computing

  • William R. Skinner (Associate, Fenwick & West LLP; Adjunct Faculty, San José State University MST Program)

11:45 AM-12:30 PM

Lunch (provided)


12:30-1:45 PM

Understanding Tax Reform

  • Annette Nellen (Professor, San José State University MST Program)
  • Peter Waterstreet (Director - International Tax, Synopsys, Inc.; President, TEI Santa Clara Valley Chapter)

1:45-2 PM



2-3:15 PM

FIN 48 for High Tech Firms

  • Ying Tian (Director, PwC)
  • Jarron Villano (Manager, PwC)

3:15-4:30 PM

Understanding and Dealing with 
State Tax Agencies

  • Toni Lewis (Director, Deloitte)