2013 High Tech Tax Institute

Welcome

• Peter Waterstreet (Synopses; President, TEI Santa Clara Valley Chapter)
• Annette Nellen (MST Program Director, San José State University0

International High Technology U.S. Tax Current Developments

• David Forst (Partner, Fenwick & West)
• Adam Halpern (Partner, Fenwick & WesT)

Taxation of Electronic Services

• Malcolm E. Ellerbe (Partner, Armanino)
• Kim Reeder (Partner, Reeder Wilson)
• Gary Sprague (Partner, Baker & McKenzie)
• Kent Wisner (Managing Director, Alvarez & Marsal Tax)

Luncheon Speaker

• Pam Olson (U.S. Deputy Tax Leader & WNTS Leader, PwC)

Innovation Incentives

• Mark Andrus (Partner, Grant Thornton)
• Tanya Erbe-German (Senior Director, BDO)
• Emily M. Lam (Partner, Skadden, Arps, Slate, Meagher & Flom)
• Mike Locascio (Director, Deloitte)

BREAKOUT A

What's New in High Tech Mergers and Acquisitions

• Ivan Humphreys (Partner, Wilson Sonsini)
• David Hering (Partner, KPMG)
• Katharine Moir (Partner, Simpson Thacher & Bartlett)
• Karman Wong (Senior Director M&A Tax and Special Projects, Electronic Arts)

BREAKOUT B

Strategies for Dealing with Multistate Examinations

• Chris Decker (Sr. Tax Manager - Tax Audits, Seagate)
• J. Pat Powers (Partner, Baker & McKenzie)
• Bob Reynolds (Partner, Moss Adams)

BREAKOUT C

IFRS — When and How to Get Ready

• Alan Jones (Partner, PwC)
• Eric Ryan (Partner, DLAPiper)

BREAKOUT D

Obamacare — Are You Ready?

• Rick Berge (Executive Director, EY)
• Ken Robinson (National Tax Director - Health Plans, Deloitte)

Accounting for Income Taxes — What's New?

• John Hauser (Executive Director, EY)
• Michael W. Chinn (Partner, PwC)
• Kelly Gaffaney (Partner, Deloitte)
• Rusty Thomas (Partner, KPMG)

BREAKOUT E

IRS Examination Developments for High Tech Firms

• Patricia C. Chaback (Executive Director, EY; Former Industry Director for CTM, IRS)
• Cheryl Claybough (LB&I - Industry Director for Communications - Technology & Media, IRS)
• Donald Focht (Territory Manager - LB&I, IRS)
• Larry R. Langdon (Partner, Mayer Brown LLP; Former Commissioner LMSB, IRS)

BREAKOUT F

Application of Tax Reform Proposals to Your Company

• Annette Nellen (Professor, San José State University; Director, San José State University MST Program)
• Sadler Nelson (Partner, EY)

Luncheon Speaker

• Sam Maruca (Director, IRS LB&I Transfer Pricing Operations)

Transfer Pricing — Developments, Surprises, Challenges

• Rod Donnelly (Partner, Morgan Lewis & Bockius)
• Sam Maruca (Director, IRS LB&I Transfer Pricing Operations)
• Alpana Saksena (Executive Director of Tax Dispute Resolutions - Transfer Pricing, KPMG)
• Craig Sharon (Principal, EY)

BEPS, UN, G-20 and More

• Caroline Silberztein (Partner, Baker & McKenzie; Former Head of the OECD Transfer Pricing Unit)
• Benjamin R. Shreck (Tax Counsel, Tax Executives Institute, Inc.)

Federal Domestic and State Tax Updates

• Kevin Dangers (Partner, EY)
• Scot Grierson (Partner, Grant Thornton)

8-8:20 AM

Registration and Refreshments

8:20-8:30 AM

Welcome

• Annette Nellen (Professor and Director of the High Technology Tax Institute, San José State University)

8:30-10 AM

Transfer Pricing Basics

• Barton W.S. Bassett (Partner, Morgan, Lewis & Bockius)

10-10:15 AM

Break

10:15-11:45 AM

Permanent Establishment Basics and 
Cloud Computing

• William R. Skinner (Associate, Fenwick & West LLP; Adjunct Faculty, San José State University MST Program)

11:45 AM-12:30 PM

Lunch (provided)

12:30-1:45 PM

Understanding Tax Reform

• Annette Nellen (Professor, San José State University MST Program)
• Peter Waterstreet (Director - International Tax, Synopsys, Inc.; President, TEI Santa Clara Valley Chapter)

1:45-2 PM

Break

2-3:15 PM

FIN 48 for High Tech Firms

• Ying Tian (Director, PwC)
• Jarron Villano (Manager, PwC)

3:15-4:30 PM

Understanding and Dealing with 
State Tax Agencies

• Toni Lewis (Director, Deloitte)