2017 High Tech Tax Institute

7:30-8:20 AM

Registration and Refreshments

8:20-8:30 AM

Welcome

• Ricardo G. Samaniego (Head of Tax, Samsung; President, TEI Santa Clara Valley Chapter)
• Annette Nellen (MST Program Director, San José State University)
• Dan Moshavi (Dean, San José State University College of Business)

8:30-10 AM

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

• Jim Fuller (Partner, Fenwick & West)

10-10:20 AM

Break

10:20 AM-12 PM

Supply Chain Planning [pdf]

• Bart Bassett, Partner (Morgan, Lewis & Bockius LLP)
• Long Hua (Partner, EY)
• Jimmy Man (Partner, Deloitte)
• Brian Pedersen (Partner, Alvarez & Marsal Tax)
• Taylor Reid, Partner – Baker & McKenzie

12-12:40 PM

Lunch 

12:40-1:30 PM

Luncheon Speaker

• Steven K. Rainey (CIO and National Leader for Data & Analytics - Tax, KPMG)

1:35-3:15 PM

BREAKOUT A

Indirect Taxes in the Digital Economy [pdf]

• Randy Ferris (Executive Director, EY)
• David Gaul, VP Taxation – GoPro, Inc.
• Hugh Goodwin (Partner, DLA Piper)
• Birgit Juergensmann, Partner - Mazars LLP

BREAKOUT B

Protecting Your Exit Strategies [pdf]

• Jill Franciosi (Partner, EY)
• Jill Harding (Partner, Alvarez & Marsal Tax)
• Melanie Krygier (Senior Manager, Grant Thornton)
• Eileen Marshall (Partner, Wilson Sonsini Goodrich & Rosati, PC)

3:15-3:30 PM

Break

3:30-5:15 PM

Federal Tax Controversies — Technical Issues and Strategies [pdf] 
+ Other Resources [pdf]

• Pat Chaback (Executive Director, EY)
• Kimberly Edwards (Director - Western Compliance, IRS)
• Eric Johnson (Tax Director, Ross Stores; Past Chair, TEI Silicon Valley Chapter)
• Larry Langdon (Partner, Mayer Brown)
• Andy Mattson (Partner, Moss Adams)
• Jean Pawlow (Partner, McDermott)
• Eric Slack, Director of Field Operations – West, Western
  Compliance Practice Area LB&I - IRS
• Gloria Sullivan (Director - Financial Institutions and Products, IRS)

7:30-8:15 AM

Registration and Refreshments

8:15-9:15 AM

Accounting for Income Taxes [pdf]

• Perry Leslie (Partner, KPMG)
• Jesus Ochoa (Partner – PwC)
• JJ Schneider (Partner, Grant Thornton)
• Tyler Spalding, Sr. (Manager, Deloitte)

9:15-10:30 AM

Breakout AA

IP Location Planning [pdf]

• Gabe Gartner (Principal, PwC)
• Pie Geelen (Head of European Desk - New York, DLA Piper)
• Nate Carden (Partner, Skadden, Arps, Slate, Meagher & Flom)
• Jon Davies (Partner, Armanino)

Breakout BB

The New Research Credit LB&I Directive [pdf]

• Nora Beltran (Team Manager - IRS)
• Kimberly Edwards (Director, Western Compliance – IRS)
• Janine Jones (SME, General Business Credit Practice Network
  - IRS)
• Jeffrey P. Jones (Partner - PwC)
• Barry Slivinsky (VP Tax - Adobe)
• Paul Zamolo (Deputy Area Counsel, LB&I - IRS)

10:30-10:45 AM

Break

10:45 AM-12 PM

BREAKOUT C

Brexit Tax Implications [pdf]

• Eric Ryan (Of Counsel, DLA Piper; Adjunct Faculty, San José State University MST Program)
• Paul Rutherford (Partner, DLA Piper - London)
• David Sayers (Partner, Mazars - London)

BREAKOUT D

Tax Automation [pdf]

• Rafiq Jalal (Director, Tax Data & Analytics – KPMG)
• Andy Ruggles (Principal; Head of Tax Reporting & Strategy Group, PwC)
• John Viglione (Executive VO – Vertex, Inc)

12-12:40 PM

Lunch

12:40-1:25 PM

Luncheon Speaker

• Rohit Kumar (Tax Policy Services Leader and Principal, PwC)

1:30-2:45 PM

BREAKOUT E

BEPS 2.0 [pdf]

• Lance Martin (Partner – Baker & McKenzie)
• Mark R. Martin (Principal – Transfer Pricing - KPMG)
• Peter Rock (Program Manager, Advance Pricing and Mutual
  Agreement Program – IRS)
• Ben Shreck (Tax Counsel – Tax Executives Institute)

BREAKOUT F

Regulations – Relevance of Replace 2 to Issue 1, GAO and Congressional Concerns [pdf]

• Robert J. Kovacev (Steptoe & Johnson)
• Annette Nellen (MST Program Director, San José State University)

2:45-3 PM

Break

3-4:30 PM

US Tax Reform [pdf]

• David Forst (Partner, Fenwick and West)
• Nate Giesselman (Partner, Skadden, Arps, Slate, Meagher & Flom)
• Sajeev Sidher (Managing Director, Deloitte)

4:30-5:30 PM

Domestic and Multistate Update [pdf]

• Josh Brady (Partner, Morgan, Lewis & Bockius)
• Dana Lance (Partner, Grant Thornton)