2020 High Tech Tax Institute

36th Annual TEI-SJSU High Tech Tax Institute

November 9th and 10th, 2020

Virtual

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

Materials

Monday, November 9, 2020

Time	Topic	Presenter
8:30 AM - 8:35 AM	Welcome	Stephen Dunphy, Vice President, Tax Operations/President, Ross Stores/TEI Silicon Valley Chapter Annette Nellen, SJSU
8:35 AM - 9:50 AM	Research Tax Credit – Tech, TCJA, IRS Campaign and More [pdf]	Dan Mennel, Partner, Grant Thornton LLP Matt Normington, Partner, Deloitte Travis Riley, Partner, Moss Adams Cheryl Teifer, IRS Director of Field Operations, Eastern Compliance Practice Area, IRS Michael Washburn, Attorney-LB&I Office of Chief Counsel, IRS
10:00 AM -11:15 AM	Post-Pandemic Tax Practice: Lessons Learned for the High-Tech Sector [pdf]	Nora Beltran, Territory Manager, Western Compliance, IRS Stephen Dunphy, Vice President, Tax Operations/President, Ross Stores/TEI Silicon Valley Chapter Lupita McLane, Chief People Officer, Seiler LLP Peter Rock, Director, Field Operations, West - LB&I, IRS Jeff Swerdlow, Senior Director, Alvarez & Marsal
11:25 AM - 1:05 PM	International Tax Developments [pdf]	Jim Fuller, Partner, Fenwick & West LLP
1:15 PM - 2:00 PM	Monday Keynote Speaker [pdf]	Ray Beeman, Principal and Co-Leader, Washington Council, Ernst & Young
2:00 PM - 2:05 PM	Message from our Sponsor Thomson Reuters: Andrew Maryott of KPMG discusses ONESOURCE Recorded Video: Watch video Andrew Maryott of KPMG discusses ONESOURCE	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
2:05 PM - 2:05 PM	High Tech Tax Developments [from sponsor Andersen] [pdf]
5:00 PM - 6:00 PM	High Tech Tax Reception via Zoom (optional)

Tuesday, November 10, 2020

Time	Topic	Presenter
8:30 AM - 8:35 AM	Welcome	Stephen Dunphy, Vice President, Tax Operations/President, Ross Stores/TEI Silicon Valley Chapter Annette Nellen, SJSU
8:35 AM - 9:50 AM	Dealing with Losses: CARES Act Changes, Debt Restructuring, And Other Strategies for a Strong Future [pdf]	Rob Black, Partner – Mergers & Acquisitions Tax, PwC Eileen Marshall, Partner, Cooley LLP Mark Perwien, Senior International Advisor, Enterprise Activities, IRS Myra Sutanto Shen, WSGR
10:00 AM - 11:30 AM	Federal Tax Controversy – Relevance of the Taxpayer First Act and IRS and Taxpayer Challenges in 2020 [pdf]	John Hinding, Director, Cross Border Activities, IRS Amanda Kottke, Baker Robert Kovacev, Tax Controversy Partner, Norton Rose Fulbright Chris Murphy, Partner, Skadden, Arps LLP Gloria Sullivan, Director, Western Compliance Practice Area, IRS
11:40 AM -12:20 PM	Tuesday Keynote Speaker	Larry Langdon, Attorney, Mayer Brown
12:20 PM - 12:25 PM	Message from our Sponsor Thomson Reuters: Shaping tomorrow, together Recorded Video: Watch video
12:25 PM - 12:30 PM	Transfer Pricing Do’s and Don’ts in the Current Market Recorded Video: Watch video
12:30 PM - 12:35 PM	SJSU Heritage Day Video - October 20, 2020 Recorded Video: Watch video Narrated by Annette Nellen