2016 High Tech Tax Institute

32nd Annual TEI-SJSU High Tech Tax Institute

November 7th and 8th, 2016

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

There will be no handouts at the event. Please download or print materials beforehand. Thank you.


Agenda and Materials

Monday, November 7, 2016

Time Topic Presenter

8:20-8:30AM

Welcome

  • Eli Dicker, Executive Director – Tax Executives Institute (TEI)
  • Eric Johnson, Tax Director – Ross Stores; President – TEI Santa Clara Valley Chapter
  • Annette Nellen, MST Program Director - SJSU

8:30-10 AM

International High Technology U.S. Tax Current Developments [pdf]

  • Jim Fuller, Partner - Fenwick & West LLP

10:00-10:20 AM

Break

 

10:20 AM-12 PM

BEPS in Action [pdf]

  • Jim Carr, Partner - KPMG
  • Cabell Chinnis, Jr., Partner – Mayer Brown LLP
  • Gabe Gartner, Principal – PwC
  • Adam Halpern, Partner - Fenwick & West LLP
  • Michael Patton, Partner – DLA Piper LLP
  • Gary Sprague, Partner – Baker & McKenzie LLP

12:40-1:35 PM

Luncheon Speaker (No Materials)

 

 

  • Douglas W. O'Donnell
    Commissioner, IRS LB&I Division
    Internal Revenue Service

1:40-3:30 PM

BEPS Reporting and Compliance Considerations [pdf]

  • Kara Boatman, Principal - KPMG
  • Jay Das, Principal – Deloitte Tax LLP
  • David Nickson, Principal – PwC
  • Bernadette Pinamont, Director, Chief Tax Office - Vertex Inc.

3:30-3:45 PM

Break

 

3:45-5:15 PM

New Again — The Latest in LB&I Restructuring and Examination Approach [pdf]

  • Pat Chaback, Executive Director - EY
  • Kimberly Edwards, Director, Western Compliance – IRS
  • Larry Langdon, Partner – Mayer Brown LLP
  • Jean A. Pawlow, Partner – McDermott Will & Emery LLP
  • Tony Shabazz, Program Manager, Western Compliance, LB&I Division – IRS
  • Gloria Sullivan, Director, Financial Institutions & Products, LB&I - IRS

Tuesday, November 8, 2016

Time Topic Presenter

8:15-9:30 AM

Accounting for Income Taxes [pdf]

  • Christina Edwall, Senior Manager – Deloitte Tax LLP
  • Perry Leslie, Partner - KPMG
  • Lindsey Newbern, Partner - PwC
  • JJ Schneider, Partner – Grant Thornton

9:30-10:30 AM

A Global Review of Tax Incentives [pdf]

  • Kevin Dangers, Partner - EY
  • Rod Donnelly, Partner – Morgan, Lewis & Bockius LLP
  • Steven Shee, Vice President – Global Tax and Government Relations – SanDisk

10:30-10:45 AM

Break

 

10:45 AM-12 PM

Breakout A

 

Hot State Tax Topics [pdf]

  • John Clausen, Director – Moss Adams
  • Carl Erdmann, Counsel – Skadden, Arps, Slate, Meagher & Flom LLP
  • Jerry McTeague, Partner – Deloitte Tax LLP
  • Brian Pedersen, Partner – Alvarez & Marsal Taxand LLC

Breakout B

 

Transfer Pricing [pdf]

  • Fred Chilton, Managing Director - KPMG
  • Drew Crousore, Partner - Baker & McKenzie LLP
  • Paul Dau, Counsel – McDermott Will & Emery LLP
  • Matt Kramer, Counsel – Skadden, Arps, Slate, Meagher & Flom LLP
  • Sanford Stark, Partner - Morgan, Lewis & Bockius LLP

12:40-1:25 PM

Luncheon Speaker (No Materials)

 

 

  • Pascal Saint-Amans, Director – Centre for Tax Policy and Administration, OECD (Paris)

1:30-3 PM

Breakout C

 

Dealing with New IRS Processes with Q&A [pdf]*

 

(*Slides are same as Monday's 3:45 IRS Program)

  • Pat Chaback, Executive Director - EY
  • Paul DiSangro, Partner - Mayer Brown LLP
  • Kimberly Edwards, Director, Western Compliance – IRS
  • Andy Mattson, Partner – Moss Adams
  • Tony Shabazz, Program Manager, Western Compliance, LB&I Division – IRS
  • Gloria Sullivan, Director, Financial Institutions & Products, LB&I - IRS

Breakout D

 

Section 385 Regulations [pdf]

  • Nate Giesselman, Partner – Skadden, Arps, Slate, Meagher & Flom LLP
  • Jill Harding, Partner – Alvarez & Marsal Taxand LLC
  • Jimmy Man, International Tax Partner – Deloitte Tax LLP
  • Eric Ryan, Of Counsel – DLAPiper LLP; Adjunct faculty – SJSU MST Program
  • Jay Singer, Partner - McDermott Will & Emery LLP
  • Neil J. Young – TEI Silicon Valley Chapter (moderator)

3:00-3:15 PM

Break

 

3:15-4:15 PM

Domestic and Multistate Update [pdf]Tax Insights [pdf]

  • Jeff Borghino, Partner – Grant Thornton
  • Dana Lance, Partner – Grant Thornton

4:15-5:30 PM

Breakout E

 

What's Hot and What's New in M&A [pdf]

  • Greg Hartker, Partner – Morgan, Lewis & Bockius LLP
  • Brandon Hayes, Principal - EY
  • Andrew Kim, Partner - Fenwick & West LLP
  • Eileen Marshall, Partner – Wilson Sonsini

Breakout F

 

BEPS and Relevance Beyond the Fortune 1000 [pdf]

  • Jon Davies, Partner – Armanino LLP
  • Michael W. Hardgrove, Partner – DLA Piper, LLP