History
(includes past agendas and materials)
HIGH TECHNOLOGY TAX INSTITUTE
History and Purpose
(including links to agendas and materials of prior year programs)
Since 1986, the Tax Executives Institute (TEI) and San José State University have sponsored the High Technology Tax Institute in Silicon Valley. The TEI Santa Clara Valley Chapter approached Dr. Joseph Mori, chair of the SJSU Accounting & Finance Department and SJSU tax instructor Rudy Fahr to partner on providing a high quality, tax education program that would also involve the IRS so as to have an open and broad dialogue on key tax issues of relevance to corporate tax departments, accounting and law firms, the IRS and academics.
In 1988, Dr. Stewart Karlinsky joined SJSU and took over directing the Institute and converted it to a focus on high technology tax matters. Since 2005, SJSU Professor Annette Nellen has directed the Tax Institute, assisted by Julie Ryan, SJSU Administrative Assistant, who has served as the administrative support for the conference since 1996. The SJSU Tax Advisory Board members provide their expert advice and assistance in identifying topics and presenters for each High Tech Tax Institute program.
In 2009, on the occasion of the High Technology Tax Institute's 25th anniversary, the High Tech Tax Institute honored two founding members who continue to actively participate in the planning and delivery of the tax institute: Larry Langdon of Mayer Brown and Stephen Sedler of Seagate. We were also honored to have IRS Commissioner Doug Shulman be the keynote luncheon speaker that year.
The Institute's focus on relevant tax issues for hardware, software and web-based companies, as well as pharmaceutical, biotech, communications and "green" technologies, makes it an invaluable educational tax experience for accountants, attorneys, and corporate representatives who serve high technology companies.
Each Institute session is designed to foster the sharing of tax planning ideas and problem solving strategies at a level consistent with TEI's and San José State University's high standards for professional tax education. Lectures are presented by nationally and internationally recognized practitioners and government representatives who have practical experience of implementation.
In 2010, the SJSU MST Program and the Santa Clara Valley TEI Chapter launched a second tax conference - the TEI-SJSU Tax Policy Conference, held annually on one-day in February.
See links below for agendas and materials from past High Tech Tax Institutes and Tax Policy Conferences.
LUCAS GRADUATE SCHOOL of Business
Agendas and materials from past High Tech Tax Institutes
Agenda and materials from past Tax Policy Conferences
2012 Agenda and Materials
Questions?
Contact Tax Institute Director Annette Nellen at SJSU -
