Workflow Process and Automation: Issues and Opportunities

Moderator: Rob Clary, Moderator, PTS Services LLC Speakers: David Landers, Deloitte Tax LLP Adam Schrom, Bloomberg Tax & Accounting Session Description: Technology offers tremendous opportunities to automate workflow processes. This session will identify key areas for automation, as well as issues associated with implementation. Learning Objectives: After the session, attendees will be able to: (1) […]

LinkedIn is the Ideal Digital Platform in The New Next for Tax Professionals

Moderator: Evan Ernest, Toll Brothers, Inc. Speakers: Larry Kaufman, Jefferson Wells International Incorporated Session Description: Now is the time to build your personal brand and professional network, both within your company and with your business partners and trusted advisors. This session will provide a hands-on demonstration of LinkedIn’s latest version and help you make the […]

Virtual Currency – A Primer for the In-House Tax Professional

Moderator: Paul Magrath, Huawei Technologies Canada Co., Ltd. Speakers: Andrea Kramer, McDermott Will & Emery LLP Lisa Zarlenga, Steptoe & Johnson LLP Sean Prince, Crowe LLP Rebecca Lee, PricewaterhouseCoopers LLP Cryptocurrency is edging into mainstream business transactions, yet, to many, the concept of a decentralized digital asset remains complex and murky. The taxation of crypto-based […]

Regulatory Update – FTC/GILTI/FDII – Technical Issues and Modeling Considerations

Moderator: Susan L. Curley, Ingram Industries, Vice Chair, TEI’s U.S. International Tax Committee Speakers: Michael J. Caballero, Covington & Burling LLP Mark Gasbarra, Forte International Tax LLC Adam S. Halpern, Fenwick & West LLP The TCJA and subsequent administrative guidance continues to result in unexpected and sometimes surprising outcomes for multinational taxpayers’ tax planning and […]

Preserving Privilege in a Virtual World

Moderator: Brian P. Kaufman, TEI’s IRS Administrative Affairs Committee, Capital One Financial Corporation Speakers: James N. Mastracchio, Winston & Strawn LLP Kat Saunders Gregor, Ropes & Gray LLP Caroline D. Ciraolo, Kostelanetz & Fink, LLP Abbey B. Garber, Thompson & Knight LLP Session Description: In light of the COVID pandemic, the tax profession has shifted […]

Tax Technology – Tax Data Automation and Visualization (Direct and Indirect Tax Focus)

Moderator: Speakers: Steve Bonck, Deloitte Tax LLP Joshua Din, Alvarez & Marsal Taxand, LLC Ju Lee, Fortive Corporation Kelly Necessary,  Dixon Hughes Goodman LLP Clark Roland, CSC Corptax Sharon Rosiak, Thomson Reuters Session Description: Organizations create increasingly large amounts of data in connection with their business operations and must rely on visualization tools to understand […]

Tax Insurance Market Update

Moderator: Speakers: Scott Harty, Alston & Bird LLP Brandon Nett, Andersen William Kellogg, Berkshire Hathaway Specialty Insurance Jordan Tamchin, CAC Specialty Session Description: For some time, it has been standard practice to use representations and warranties insurance in acquisitions or sales of businesses. It is becoming increasingly common for parties to use insurance to protect […]

Building a Tax Operations Team – Nuts, Bolts and Nuance for In-House Tax Professionals

Moderator: Jennifer Bowers, Fortive Corporation Speakers: John P. Bennecke, True Partners Consulting LLC  Nick Guarro, Thomson Reuters Marjorie L.  Dhunjishah, PricewaterhouseCoopers LLP Session Description: Tax functions must rethink their overall approach and operating models to keep up with the demands of the business environment and external factors. This session will address how tax departments can […]