2019 High Tech Tax Institute

35th Annual TEI-SJSU High Tech Tax Institute

November 4th and 5th, 2019

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

There will be no handouts at the event. Please download or print materials beforehand. They are also available on our event app. Thank you.

Links

Materials

Monday, November 4, 2019

Time	Topic	Presenter
8:30-10:15 AM	International High Technology U.S. Tax Current Developments [pdf]	Jim Fuller, Partner - Fenwick & West LLP
10:30 AM-12 PM	Supply Chain Planning — EU, Latin America, India and China [pdf]	Sanjay Agarwal, Partner – MGO Carlos Perez Gautrin, Senior Advisor, WCPA - IRS Jian-Cheng Ku, Partner - DLA Piper (Netherlands) Lance Martin, Partner – Baker & McKenzie, LLP Steven Shee, Vice President Tax – Applied Materials
12:40-1:30 PM	Luncheon Speaker (No Materials) The Honorable Charles P. Rettig	The Honorable Charles P. Rettig, Commissioner - IRS
1:35-3:15 PM	Breakout A Transfer Pricing [pdf]	Margaret Critzer, Senior Advisor - Alvarez & Marsal Taxand, LLC Sharon Heck, Vice President of Finance & Global Tax – Intel Corp. John Hinman, Director, Field Operations, Treaties and Transfer Pricing Operations - IRS Eli Hoory, Special Counsel (Int’l), Chief Counsel – IRS Daniela Ielceanu, Partner – PwC Matt Kramer, Managing Director - Grant Thornton Vasudha Rangaprasad, Principal - Deloitte
1:35-3:15 PM	Breakout B M&A Two Years After TCJA [pdf]	Melanie Krygier, Partner - Grant Thornton Jill Harding, Vice President Corporate Tax – Synopsys, Inc. Eileen Marshall, Partner - Cooley Sarah Jane Morin, Partner - Morgan Lewis & Bockius LLP Robert B. Williams, Jr., Senior Counsel, Office of Associate Chief Counsel (Int’l) Br. 4 - IRS
3:30-5:15 PM	Breakout C FTC Planning [pdf]	Anne Devereaux, Deputy Associate Chief Counsel (Int’l), Field Service & Litigation – IRS Adam Halpern, Partner – Fenwick & West LLP Rob Morris, Partner - Norton Rose Fulbright Kristen Proschold, Director & Managing Tax Counsel, Intuitive Surgical, Inc. Will Skinner, Partner - Fenwick & West LLP; Adjunct Professor - SJSU MST Program
3:30-5:15 PM	Breakout D International Tax Basics to be Provision Compliant [pdf]	Ken Lee, Partner – PwC Don Murray, Director, Field Operations West, CBA, LB&I – IRS Ben Shreck, Tax Counsel – Tax Executives Institute Elena Virgadamo, Senior Advisor, Assistant Deputy Commissioner, International – IRS David Wachutka, Principal - EY

Tuesday, November 5, 2019

Time	Topic	Presenter
8:15-9:15 AM	Accounting for Income Taxes [pdf]	Charlotte Beaty, Managing Director – KPMG' Rachel Breen, Partner – EY Jenny Chan, Partner – Deloitte Jesus Ochoa, Partner - PwC JJ Schneider, Partner - Grant Thornton
9:15-10:30 AM	Breakout E Still Keeping to the BEAT [pdf]	David Forst, Partner - Fenwick & West LLP Gabe Gartner, Principal – PwC Peter Merkel, Branch Chief, Office of Associate Chief Counsel (Int’l) Br. 5 - IRS Taylor Reid, Partner – Baker & McKenzie, LLP Elena Virgadamo – IRS
9:15-10:30 AM	Breakout F Amended Returns – Let’s Try Again [pdf]	Nora Beltran, Territory Manager, WCPA – IRS Mary Duffy, Managing Director – Andersen Tax Nate Giesselman, Partner – Skadden, Arps LLP Barbara Schmidt, Principal – Seiler LLP Eric Slack, Director, Field Operations-West - IRS
10:45 AM-12 PM	Non-US International Tax News and Issues [pdf]	Chad Hungerford, Partner – Deloitte Paula R. Levy, Partner – Baker & McKenzie LLP Eileen O’Pray, Of Counsel - Wilson Sonsini Goodrich & Rosati
12:40-1:25 PM	Luncheon Speaker — Ray Beeman [pdf]	Ray Beeman, Principal - Washington Council EY
1:30-3 PM	IP Planning and Structure for Intangibles [pdf]	Greg Hartker, Partner - Morgan Lewis & Bockius LLP Ken Harvey, Partner - Moss Adams LLP Peter Rock, Territory Manager, Treaties and Transfer Pricing Operations - IRS Matthew Sapowith, Director - MGO Simon Webber, Managing Director - Duff & Phelps
3:15-4:30 PM	Federal Tax Controversy — Campaigns and Data Analytics [pdf]	Wendy Abkin, Partner - Morgan Lewis & Bockius LLP Cabell Chinnis, Partner – Mayer Brown LLP Robert J. Kovacev, Partner – Norton Rose Fulbright US LLP Emily Lam, Partner - Skadden, Arps LLP Don Murray, Director, Field Operations West, CBA, LB&I - IRS Eric Slack, Director, Field Operations-West - IRS Gloria Sullivan, Director - Western Compliance Practice Area - IRS
4:30-5:30 PM	Domestic and Multistate Update [pdf]	Annette Nellen, Professor – SJSU MST Program Brian Pedersen, Managing Director - Alvarez & Marsal Taxand, LLC; Adjunct Professor - SJSU MST Program