2019 High Tech Tax Institute

35th Annual TEI-SJSU High Tech Tax Institute

November 4th and 5th, 2019

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

There will be no handouts at the event. Please download or print materials beforehand. They are also available on our event app. Thank you.

Links


Materials

Monday, November 4, 2019

Time Topic Presenter

8:30-10:15 AM

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

  • Jim Fuller, Partner - Fenwick & West LLP

10:30 AM-12 PM

Supply Chain Planning — EU, Latin America, India and China [pdf]

  • Sanjay Agarwal, Partner – MGO
  • Carlos Perez Gautrin, Senior Advisor, WCPA - IRS
  • Jian-Cheng Ku, Partner - DLA Piper (Netherlands)
  • Lance Martin, Partner – Baker & McKenzie, LLP
  • Steven Shee, Vice President Tax – Applied Materials

12:40-1:30 PM

Luncheon Speaker (No Materials)

 

The Honorable Charles P. Rettig

  • The Honorable Charles P. Rettig, Commissioner - IRS

1:35-3:15 PM

Breakout A

 

Transfer Pricing [pdf]

  • Margaret Critzer, Senior Advisor - Alvarez & Marsal Taxand, LLC
  • Sharon Heck, Vice President of Finance & Global Tax – Intel Corp.
  • John Hinman, Director, Field Operations, Treaties and Transfer
    Pricing Operations - IRS
  • Eli Hoory, Special Counsel (Int’l), Chief Counsel – IRS
  • Daniela Ielceanu, Partner – PwC
  • Matt Kramer, Managing Director - Grant Thornton
  • Vasudha Rangaprasad, Principal - Deloitte

Breakout B

 

M&A Two Years After TCJA [pdf]

  • Melanie Krygier, Partner - Grant Thornton
  • Jill Harding, Vice President Corporate Tax – Synopsys, Inc.
  • Eileen Marshall, Partner - Cooley
  • Sarah Jane Morin, Partner - Morgan Lewis & Bockius LLP
  • Robert B. Williams, Jr., Senior Counsel, Office of Associate
    Chief Counsel (Int’l) Br. 4 - IRS

3:30-5:15 PM

Breakout C

 

FTC Planning [pdf]

  • Anne Devereaux, Deputy Associate Chief Counsel (Int’l),
    Field Service & Litigation – IRS
  • Adam Halpern, Partner – Fenwick & West LLP
  • Rob Morris, Partner - Norton Rose Fulbright
  • Kristen Proschold, Director & Managing Tax Counsel,
    Intuitive Surgical, Inc.
  • Will Skinner, Partner - Fenwick & West LLP; Adjunct
    Professor - SJSU MST Program

Breakout D

 

International Tax Basics to be Provision Compliant [pdf]

  • Ken Lee, Partner – PwC
  • Don Murray, Director, Field Operations West, CBA, LB&I – IRS
  • Ben Shreck, Tax Counsel – Tax Executives Institute
  • Elena Virgadamo, Senior Advisor, Assistant Deputy
    Commissioner, International – IRS
  • David Wachutka, Principal - EY

Tuesday, November 5, 2019

Time Topic Presenter

8:15-9:15 AM

Accounting for Income Taxes [pdf]

  • Charlotte Beaty, Managing Director – KPMG'
  • Rachel Breen, Partner – EY
  • Jenny Chan, Partner – Deloitte
  • Jesus Ochoa, Partner - PwC
  • JJ Schneider, Partner - Grant Thornton

9:15-10:30 AM

Breakout E

 

Still Keeping to the BEAT [pdf]

  • David Forst, Partner - Fenwick & West LLP
  • Gabe Gartner, Principal – PwC
  • Peter Merkel, Branch Chief, Office of Associate Chief
    Counsel (Int’l) Br. 5 - IRS
  • Taylor Reid, Partner – Baker & McKenzie, LLP
  • Elena Virgadamo – IRS

Breakout F

 

Amended Returns – Let’s Try Again [pdf]

  • Nora Beltran, Territory Manager, WCPA – IRS
  • Mary Duffy, Managing Director – Andersen Tax
  • Nate Giesselman, Partner – Skadden, Arps LLP
  • Barbara Schmidt, Principal – Seiler LLP
  • Eric Slack, Director, Field Operations-West - IRS

10:45 AM-12 PM

Non-US International Tax News and Issues [pdf]

  • Chad Hungerford, Partner – Deloitte
  • Paula R. Levy, Partner – Baker & McKenzie LLP
  • Eileen O’Pray, Of Counsel - Wilson Sonsini Goodrich & Rosati

12:40-1:25 PM

Luncheon Speaker — Ray Beeman [pdf]

  • Ray Beeman, Principal - Washington Council EY

1:30-3 PM

IP Planning and Structure for Intangibles [pdf]

  • Greg Hartker, Partner - Morgan Lewis & Bockius LLP
  • Ken Harvey, Partner - Moss Adams LLP
  • Peter Rock, Territory Manager, Treaties and Transfer Pricing
    Operations - IRS
  • Matthew Sapowith, Director - MGO
  • Simon Webber, Managing Director - Duff & Phelps

3:15-4:30 PM

Federal Tax Controversy — Campaigns and Data Analytics [pdf]

  • Wendy Abkin, Partner - Morgan Lewis & Bockius LLP
  • Cabell Chinnis, Partner – Mayer Brown LLP
  • Robert J. Kovacev, Partner – Norton Rose Fulbright US LLP
  • Emily Lam, Partner - Skadden, Arps LLP
  • Don Murray, Director, Field Operations West, CBA, LB&I - IRS
  • Eric Slack, Director, Field Operations-West - IRS
  • Gloria Sullivan, Director - Western Compliance Practice Area - IRS

4:30-5:30 PM

Domestic and Multistate Update [pdf]

  • Annette Nellen, Professor – SJSU MST Program
  • Brian Pedersen, Managing Director - Alvarez & Marsal
    Taxand, LLC; Adjunct Professor - SJSU MST Program