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Introduction
Topics
Sponsors
Speakers
Advisory Board
Schedule
Hotel Reservations
Fees
Registration
CPE Self Report Form (pdf)
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TAX
INSTITUTE SCHEDULE
Monday, November 9 |
Tuesday, November 10
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7:30 - 8:15 |
REGISTRATION AND
CONTINENTAL BREAKFAST
Sponsored by
Fenwick & West |
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8:15 - 8:30 |
WELCOME
- Eli J.
Dicker, Chief Tax Counsel - Tax
Executives Institute, Inc.
- Don Rath,
Vice President - Corporate Tax - Synopsys
TEI Santa Clara Valley Chapter President
- Annette
Nellen, Tax Professor, San Jose State University
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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
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10:10 - 10:30 |
BREAK |
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10:30 - 12:00 |
BREAKOUT SESSION A
IMPACT OF ECONOMIC
RECESSION ON AUDITS AND TAX COMPLIANCE
IRS initiatives and other measures that can bring greater
efficiency to the audit process to save time and money, guidelines on
dealing with NOL carrybacks, Form 5471 compliance, Circular 230
considerations, new initiatives of the Administration's revenue proposals,
and status of the IRS-TEI audit partnership improvement efforts.
- Patricia
Chaback,
LMSB-Industry Director for Communications, Technology & Media
Internal Revenue Service
- Eli J.
Dicker, Chief Tax Counsel
Tax Executives Institute, Inc.
- Larry R.
Langdon, Partner
Mayer Brown LLP
former Commissioner LMSB, IRS
BREAKOUT
SESSION B
CLEAN AND GREEN - OPPORTUNITIES
FOR HIGH TECH COMPANIES
All levels of government today are promoting the need for
greater energy efficiency, use of renewables and the need to address climate
change. Tax incentives and penalties present opportunities for high
tech companies both in terms of adopting green practices and new business
opportunities. This panel will also address how a cap-and-trade
program at the federal level can affect high tech companies.
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Greg Broome, Partner
Wilson Sonsini
- John
Gimigliano, Principal
KPMG
- Alyssa
Plicka, Partner
PricewaterhouseCoopers
- Barry
Slivinsky, Vice President-Tax
Adobe
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12:00- 1:30
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LUNCHEON & SPEAKER
- Clarissa C.
Potter, Deputy Chief Counsel (Technical)
Internal Revenue Service
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1:30 - 2:45 |
COST SHARING
AND BUY-IN PAYMENTS - WHAT'S NEW
Dealing with the new regulations
effectively, the relevance of recent litigation, and the effect of ARP 51 on
intercompany transfers.
- David
Bowen, Principal
Grant Thornton
- John
Peterson, Partner
Baker & McKenzie
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2:45 - 3:00 |
BREAK -
Sponsored by Deloitte |
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3:00 - 4:00
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WHAT'S NEW IN
COMPENSATION ISSUES AND PLANNING
Federal tax updates, FAS 141R and 123R considerations,
deferred tax accounting, TARP influence on compensation rules, and more.
- Ellie
Kehmeier, Tax Director
Deloitte
- Buff
Miller, Partner
Cooley Godward Kronish LLP
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4:00-5:15 |
BREAKOUT SESSION C
AVOIDING SURPRISES IN THE
CONTRACT MANUFACTURING REGULATIONS
How to deal with the branch rule
changes, treatment of R&D, documentation and more.
- Michael A.
DiFronzo, IRS Deputy Associate Chief Counsel (International-Technical)
Office of the Chief Counsel
- Channing P.
Flynn, Partner
Ernst & Young
- Diana L.
Hickey, Partner
Baker & McKenzie
BREAKOUT SESSION D
WITHHOLDING - HOW TO DO IT
RIGHT AND THE CONSEQUENCES OF MISTAKES
Witholding is required in a variety of transactions from
employee stock awards to international transactions. The IRS LMSB Division
places §1441 withholding as a Tier I issue. Reporting and withholding
issues also arise for mobile employees.
- David S.
Kolb, President
Global Tax Network US, LLC
- Lori
Nichols, Director, International Compliance, Strategy and Policy
Internal Revenue Service
- Carol
Rutlen, Principal
Rutlen Associates
Faculty - San Jose State University
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5:15 - 7:30 |
Hosted Social
Hour
Sponsored by Alvarez and Marsal Taxand, LLC |
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