2015 High Tech Tax Institute

TEI-SJSU High Tech Tax Institute

Monday, November 9, 2015




7:30 – 8:15

Registration & refreshments


8:15 – 8:30



Neil J. Young, President – TEI Santa Clara Valley Chapter

Eli Dicker; Executive Director – Tax Executives Institute, Inc.

Annette Nellen, MST Program Director - SJSU

8:30 – 10:10

International High Technology U.S. Tax Current Developments

Comprehensive review of developments relevant to high tech companies.


Jim Fuller, Partner - Fenwick & West LLP


10:10 – 10:30



10:30 - noon

Practical Consequences of BEPS

 A review of the BEPS Action Items and key issues in them for high tech companies. How country-by-country reporting is addressed in selected countries and the transfer pricing relevance.



Larissa Neumann, Partner – Fenwick & West LLP 

Feargal O'Rourke, Managing Partner, PwC Ireland

Brett Weaver, Partner - KPMG

Shanwu Yuan, International Tax Director – Baker & McKenzie Consulting LLC [China]



Noon – 12:40



12:40 – 1:35

Luncheon speaker

Joseph M. Mikrut, Principal - Capitol Tax Partners

1:40 – 3:30

European Union Hot Topics

What’s new and hot in the EU? A look at patent or innovation boxes, the UK diverted profits tax, state aid issues, VAT and digital services, reaction to the OECD BEPS activities, and more.


Mark O’Sullivan, Partner – Matheson

Paul Rutherford, Partner - DLA Piper, United Kingdom


3:30 – 3:45



3:45 – 5:15


Subpart F

Developments and issues regarding subpart F including substantial contribution and branch rule issues.


Cloud Activities and Issues under Sections 41 and 199

 How to address questions that can arise for the research tax credit and manufacturing deduction by new economy transactions such as variations on cloud computing including SaaS.


Fred Chilton, Managing Director - KPMG 

Rod Donnelly, Partner – Morgan Lewis

Stewart Lipeles, Partner - Baker & McKenzie LLP




Kevin Dangers, Partner - EY

Rob Kovacev, Partner - Steptoe & Johnson, Washington, DC; former Senior Litigation Counsel, Dept. of Justice

Dan Mennel, Partner – Grant Thornton

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TEI-SJSU High Tech Tax Institute
Tuesday, November 10th, 2015

Time Slot



7:30 – 8:00

Registration & coffee


8:00 – 9:00

Accounting for Income Taxes

Update and guidance on issues involving stock options and other equity compensation, employee mobility and tax reform.

Tom Dong, Partner – Deloitte

Louis Gomes, Partner – BDO

Dean Kamahele, Principal – KPMG

9:00 – 10:15



State Tax Reform

Why are states honing in on tax haven and transfer pricing matters? What reforms are underway by the states and MTC? 

Annette Nellen, Professor – SJSU MST Program

Brian Pederson, Managing Director – Alvarez & Marsal Taxand

Rob Weyman, Senior Associate - ReedSmith 

10:15 – 10:30



10:30 - noon

Repatriation Strategies versus Reinvestment Overseas

Discussion will include administrative developments, planning ideas such as sale of IP and holding companies, APB 23 considerations and more.


Nick DeNovio, Partner – Latham and Watkins

Jimmy Man, Partner- Deloitte

Lindsey Newbern, Partner - PwC

12  – 12:40



12:40 - 1:25

Luncheon Speaker

Heather C. Maloy, Tax Controversy Leader, EY; former IRS Commissioner for Large Business & International (LB&I) Division

1:30 – 3:00



IRS Developments and Examination Strategies

An update on the LB&I organizational structure, the Quality Exam Process, international procedures and field coordination, competent authority, and mediation practices.

Pat Chaback, Executive Director - EY

Eli Dicker, Executive Director – Tax Executives Institute, Inc.

Larry Langdon, Partner – Mayer Brown

Andy Mattson, Partner – Moss Adams 

Tony Shabazz, Territory Manager - IRS

Gloria Sullivan - Assistant to the Director, GHW - IRS

Nora Beltran, LB&I-CTM Territory Manager (Acting) - IRS

3:00 – 3:15



3:00 – 4:30

What’s Hot and What’s New in M&A

Cross-border M&A (including inversions), PE Firm buyouts of technology companies, spin-offs, NOL planning, IPO structuring, BEPS, and related topics.”


Gabe Gartner, Partner - PwC

Nate Giesselman, Partner – Skadden

Ivan Humphreys, Partner – Wilson Sonsini

Laynie Pavio, Partner – EY

4:30 – 5:30

Domestic and Multistate Update

Developments of relevance to high tech companies including internal use software regulations, other research credit developments, California update and key guidance and areas to watch at the state and multistate level including sourcing and apportionment.


Don Corbett, Partner – Grant Thornton (Federal)

John Clausen, SALT Director – Moss Adams (State)

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