2016 High Tech Tax Institute

8:20-8:30AM

Welcome

• Eli Dicker, Executive Director – Tax Executives Institute (TEI)
• Eric Johnson, Tax Director – Ross Stores; President – TEI Santa Clara Valley Chapter
• Annette Nellen, MST Program Director - SJSU

8:30-10 AM

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

• Jim Fuller, Partner - Fenwick & West LLP

10:00-10:20 AM

Break

10:20 AM-12 PM

BEPS in Action [pdf]

• Jim Carr, Partner - KPMG
• Cabell Chinnis, Jr., Partner – Mayer Brown LLP
• Gabe Gartner, Principal – PwC
• Adam Halpern, Partner - Fenwick & West LLP
• Michael Patton, Partner – DLA Piper LLP
• Gary Sprague, Partner – Baker & McKenzie LLP

12:40-1:35 PM

Luncheon Speaker (No Materials)

• Douglas W. O'Donnell
  Commissioner, IRS LB&I Division
  Internal Revenue Service

1:40-3:30 PM

BEPS Reporting and Compliance Considerations [pdf]

• Kara Boatman, Principal - KPMG
• Jay Das, Principal – Deloitte Tax LLP
• David Nickson, Principal – PwC
• Bernadette Pinamont, Director, Chief Tax Office - Vertex Inc.

3:30-3:45 PM

Break

3:45-5:15 PM

New Again — The Latest in LB&I Restructuring and Examination Approach [pdf]

• Pat Chaback, Executive Director - EY
• Kimberly Edwards, Director, Western Compliance – IRS
• Larry Langdon, Partner – Mayer Brown LLP
• Jean A. Pawlow, Partner – McDermott Will & Emery LLP
• Tony Shabazz, Program Manager, Western Compliance, LB&I Division – IRS
• Gloria Sullivan, Director, Financial Institutions & Products, LB&I - IRS

8:15-9:30 AM

Accounting for Income Taxes [pdf]

• Christina Edwall, Senior Manager – Deloitte Tax LLP
• Perry Leslie, Partner - KPMG
• Lindsey Newbern, Partner - PwC
• JJ Schneider, Partner – Grant Thornton

9:30-10:30 AM

A Global Review of Tax Incentives [pdf]

• Kevin Dangers, Partner - EY
• Rod Donnelly, Partner – Morgan, Lewis & Bockius LLP
• Steven Shee, Vice President – Global Tax and Government Relations – SanDisk

10:30-10:45 AM

Break

10:45 AM-12 PM

Breakout A

Hot State Tax Topics [pdf]

• John Clausen, Director – Moss Adams
• Carl Erdmann, Counsel – Skadden, Arps, Slate, Meagher & Flom LLP
• Jerry McTeague, Partner – Deloitte Tax LLP
• Brian Pedersen, Partner – Alvarez & Marsal Taxand LLC

Breakout B

Transfer Pricing [pdf]

• Fred Chilton, Managing Director - KPMG
• Drew Crousore, Partner - Baker & McKenzie LLP
• Paul Dau, Counsel – McDermott Will & Emery LLP
• Matt Kramer, Counsel – Skadden, Arps, Slate, Meagher & Flom LLP
• Sanford Stark, Partner - Morgan, Lewis & Bockius LLP

12:40-1:25 PM

Luncheon Speaker (No Materials)

• Pascal Saint-Amans, Director – Centre for Tax Policy and Administration, OECD (Paris)

1:30-3 PM

Breakout C

Dealing with New IRS Processes with Q&A [pdf]*

(*Slides are same as Monday's 3:45 IRS Program)

• Pat Chaback, Executive Director - EY
• Paul DiSangro, Partner - Mayer Brown LLP
• Kimberly Edwards, Director, Western Compliance – IRS
• Andy Mattson, Partner – Moss Adams
• Tony Shabazz, Program Manager, Western Compliance, LB&I Division – IRS
• Gloria Sullivan, Director, Financial Institutions & Products, LB&I - IRS

Breakout D

Section 385 Regulations [pdf]

• Nate Giesselman, Partner – Skadden, Arps, Slate, Meagher & Flom LLP
• Jill Harding, Partner – Alvarez & Marsal Taxand LLC
• Jimmy Man, International Tax Partner – Deloitte Tax LLP
• Eric Ryan, Of Counsel – DLAPiper LLP; Adjunct faculty – SJSU MST Program
• Jay Singer, Partner - McDermott Will & Emery LLP
• Neil J. Young – TEI Silicon Valley Chapter (moderator)

3:00-3:15 PM

Break

3:15-4:15 PM

Domestic and Multistate Update [pdf] + Tax Insights [pdf]

• Jeff Borghino, Partner – Grant Thornton
• Dana Lance, Partner – Grant Thornton

4:15-5:30 PM

Breakout E

What's Hot and What's New in M&A [pdf]

• Greg Hartker, Partner – Morgan, Lewis & Bockius LLP
• Brandon Hayes, Principal - EY
• Andrew Kim, Partner - Fenwick & West LLP
• Eileen Marshall, Partner – Wilson Sonsini

Breakout F

BEPS and Relevance Beyond the Fortune 1000 [pdf]

• Jon Davies, Partner – Armanino LLP
• Michael W. Hardgrove, Partner – DLA Piper, LLP