2018 High Tech Tax Institute

November 5 and 6, 2018

Crowne Plaza Cabana
4290 El Camino Real, Palo Alto, CA

Monday, November 5th

Time	Topic	Presenter(s)
7:30-8:20 AM	Registration and Refreshments
8:20-8:30 AM	Welcome	Chris Therrien (Sr. Director - Global Tax Accounting & Compliance, VMWare; President - TEI Santa Clara Valley Chapter) Annette Nellen (MST Program Director, San José State University)
8:30-10 AM	International High Technology U.S. Tax Current Developments [pdf]	Jim Fuller, Partner - Fenwick & West LLP
10-10:20 AM	Break
10:20 AM-12 PM	Decisions, Decisions – Capital Structures after TCJA [pdf]	Nate Giesselman, Partner – Skadden, Arps LLP Adam Halpern, Partner - Fenwick & West LLP Kirsten Malm, Principal – EY John G. Ryan, Partner - Morgan, Lewis & Bockius LLP
12-12:40 PM	Lunch
12:40-1:30 PM	Luncheon Speaker	Ray Beeman, Principal - Washington Council Ernst & Young – Washington DC Update
1:35-3:15 PM	BREAKOUT A Say Goodbye? Executive Comp & Fringe Benefits Planning: [pdf]	Anne G. Batter, Partner – Baker & McKenzie LLP Jennifer George, Partner - PwC Rick Berge, Executive Director - EY
1:35-3:15 PM	BREAKOUT B Don’t Get Beat by the BEAT [pdf]	Robert Bachmann, Director – Duff & Phelps Yaron Katz, Partner – KPMG Frank Mugabi, Partner – DLA Piper
3:15-3:30 PM	Break
3:30-5:15 PM	BREAKOUT C Locating Intangibles – Generating and Using FDII [pdf]	Sanjay Agarwal, Partner – MGO LLP Lisa Felix, Director – Armanino LLP Ken Harvey, Partner – Moss Adams Allan Smith, Partner – Grant Thornton LLP
3:30-5:15 PM	BREAKOUT D Can Software or AI Help Deal with the TCJA? [pdf]	Justin Femmer, Partner - PwC Channing Flynn, Partner – EY

Tuesday, November 6th

Time	Topic	Presenter(s)
7:30-8:15 AM	Registration and Refreshments
8:15-9:15 AM	Accounting for Income Taxes [pdf]	Rachel Breen, Partner – EY Jesus Ochoa, Partner – PwC Thomas Sites, Managing Director – KPMG JJ Schneider, Partner – Grant Thornton LLP Matt Walton, Partner – Deloitte
9:15-10:30 AM	BREAKOUT E Getting Credit – Generating and Using Foreign Tax Credits after the TCJA [pdf]	Dustin Coscarart, Sr. Manager – Deloitte Gabe Gartner, Partner - PwC James Guthrie, Principal – CliftonLarsonAllen LLP
9:15-10:30 AM	BREAKOUT F Cryptocurrency, ICO and Whatever Else is New [pdf]	David Forst, Partner – Fenwick & West LLP Rob Massey, Partner - Deloitte Dawn Rhea, Director – Moss Adams LLP Brian Rowbotham, Partner - Crowe Horwath LLP
10:30-10:45 AM	Break
10:45 AM-12 PM	BREAKOUT G Transfer Pricing Transformations [pdf]	Nghi Huynh, Partner – Armanino LLP Darren Lo, Director – Moss Adams LLP Kevin McCraken, Partner - PwC Wade Owen, Director – Duff & Phelps
10:45 AM-12 PM	BREAKOUT H Keep Your Head in the Clouds [pdf]	Bart Bassett, Partner – Morgan, Lewis & Bockius LLP Taylor Reid, Partner – Baker & McKenzie LLP
12-12:40 PM	Lunch
12:40-1:25 PM	Luncheon Speaker	Grace Perez-Navarro, Deputy Director - OECD Centre for Tax Policy and Administration – OECD Update
1:30-3 PM	BREAKOUT I M&A Meets the TCJA – Who Wins? [pdf]	Jill Harding, Partner – Alvarez & Marsal Taxand Melanie Krygier, Partner – Grant Thornton LLP Eileen Marshall, Partner – Wilson Sonsini Goodrich & Rosati
1:30-3 PM	BREAKOUT J Digital Presence and the EU [pdf]	Alison Maxwell, Partner – DLA Piper Ben Shreck, Tax Counsel – Tax Executives Institute Gary Sprague, Partner – Baker & McKenzie LLP Mike Wittig, VP of Global Tax – Netflix, Inc.
3-3:15 PM	Break
3:15-4:30 PM	Federal Tax Controversy – New Approaches [pdf]	Nora Beltran, Dir. of Field Oper.—Southwest (Acting) - IRS C. Cabell Chinnis, Partner – Mayer Brown LLP Paul J. Curtis, Acting Director-Western - IRS Robert J Kovacev, Partner – Norton Rose Fulbright US LLP Heather Maloy, U.S. Tax Controversy Leader - EY Christopher P. Murphy, Counsel - Skadden, Arps LLP Jean Pawlow, Partner – Latham & Watkins LLP Eric Slack, WCPA Director of Field Operations–West – IRS Gloria Sullivan, Enterprise Activities Practice Area Dir. - IRS
4:30-5:30 PM	Domestic and Multistate Update [pdf]	Brian Rose, Partner – Deloitte John Paek, Partner – Baker & McKenzie LLP