2021 High Tech Tax Institute

37th Annual TEI-SJSU High Tech Tax Institute

November 8th and 9th, 2021

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 8, 2021

Time Topic Presenter

8:20 AM - 8:30 AM

Welcome
  • Daniel Smith, Director, International Tax Planning & Policy, Google
  • Pilar Mata, Executive Director, Tax Executives Institute
  • Annette Nellen, MST Program Director, SJSU

8:30 AM - 9:35 AM

International Tax Developments [pdf]
  • David Forst, Partner, Fenwick & West LLP
  • Larissa Neumann, Partner, Fenwick & West LLP

9: 45 AM - 9:45 AM

Information from sponsor Thomson Reuters

The Sophisticated Tax Department - What It Is and How To Get There

Handout 1 [pdf]

Handout 2 [pdf]

  

9:50 AM - 9:50 AM

Informational Flyer: Taxpayer Digital Communication Secure File Sharing - Secure Messaging A New Way to Connect with the IRS [pdf]

 

  

10:00 AM - 11:15 AM

 

 BREAKOUT A Financing Developments and Tax Considerations [pdf]
  • Bryan Collins, Managing Director, Andersen
  • Eileen Marshall, Partner, Cooley LLP
  • Sarah-Jane Morin, Partner, Morgan, Lewis & Bockius LLP
  • Myra Sutanto Shen, Partner, Wilson Sonsini Goodrich & Rosati

BREAKOUT B Global Mobility Taxation [pdf]
  • Eric M. Anderson, Managing Director, Andersen
  • Kristen Nygren, Senior Attorney, IRS
  • Richard Tonge, Principal, Global Mobility Services, Grant Thornton
  • Cosimo Zavaglia, Partner, Morgan, Lewis & Bockius LLP

11:20 AM - 12:20 AM

ASC 740 Updates [pdf]
  • Christina Edwall, Partner, Deloitte
  • Jennifer Lennert, Tax Director - National Quality Organization, PwC
  • JJ Schneider, Partner, Grant Thornton
  • Wen Shen, Tax Managing Director, KPMG

12:15 PM - 1:10 PM

Monday Keynote Speaker [pdf]
  • Ray Beeman, Principal and Co-Leader, Washington Council, Ernst & Young

Tuesday, November 9, 2021

Time Topic Presenter

8:25AM - 8:30 AM

Welcome
  • Daniel Smith, Director, International Tax Planning & Policy, Google
  • Annette Nellen, MST Program Director, SJSU

8:30 AM - 9:45 AM

Federal Tax Controversy [pdf]
 
 

  •  John Hinding, Director, Cross Border Activities, IRS
  • Robert Kovacev, Partner, Norton Rose Fulbright US LLP
  • Kathleen Kruchten, Director, Western Compliance Practice Area, IRS
  • Darren Lee, Appeals Team Manager, IRS
  • Chris Murphy, Partner, Skadden, Arps LLP
  • Steven Shee, Vice President Tax, Applied Materials

 9:50 AM -  9:50 AM

Informational Flyer: IRS Opportunities [pdf]

  

10:00 AM -11:15 PM

 

BREAKOUT C Digital Services Taxes [pdf]
  • Jenny Austin, Partner, Mayer Brown
  • Kenneth Harvey, Partner, Armanino
  • John Clausen, Managing Director, Moss Adams
  • Mike Shaikh, Partner, Baker McKenzie LLP

BREAKOUT D IRC Section 1202 – Don’t Overlook this Old Rule [pdf]
  • Thomas Bondi, Partner, Armanino
  • Jeffrey Kirkendall, Partner, Moss Adams
  • Erika Reigle, Senior Attorney, IRS
  • Nancy Young, Tax Partner, Seiler

11:20 PM - 12:20 PM

International Tax Reform of Build Back Better [pdf]
  • Jonathan Cisler, Partner, EY
  • Gabe Gartner, Partner, PwC
  • Ethan Kroll, Partner, Baker & McKenzie LLP
  • Don Murray, Director, Field Operations Cross Border Activities, IRS

12:20 PM - 12:20 PM

Informational Flyer: Save the Date [pdf]

  

12:25 PM - 1:10 PM

Tuesday Keynote Speaker [pdf]
  • Douglas O’Donnell, Deputy Commissioner, Services and Enforcement, IRS