The R&D Credit: Amortization and Recent Developments

Moderator: Sandhya K. Edupuganty, E2Open; Treasurer, Tax Executives Institute Speakers: John Chennoor, Dixon Hughes Goodman LLP Sanjiv Gaitonde, ADP Robert J. Kovacev, Norton Rose Fulbright LLP Diane Stogiannes, DST Advisory Group This session will address recent legislative and regulatory developments in the R&D credit; the new amortization requirement for research and experimental expenditures; distinctions between […]

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 […]

Legal Entity Rationalization in a Post-TCJA World

Moderator : Cathleen Stevens, Brunswick Corporation Speakers: Elizabeth A. Andrews, DLA Piper Rafic H. Barrage, Baker & McKenzie LLP Kevin M. Jacobs, Alvarez & Marsal Taxand, LLC Session Description: The world economy is facing ever-changing supply chain limitations due to tax reform and the COVID-19 pandemic. This panel will discuss the key legal and tax […]

Managing Transparency Risk: Owning Your Data, Controlling Your World

Moderator: Kimberly T. Majure, KPMG LLP Speakers: Michael J. Bernard, Vertex, Inc. Bianca Kuijper, Thomson Reuters Armando Lara, KPMG LLP (Mexico) Session Description: Historically, the concept of “transparency” with government visibility was linked to taxpayer activities and transactions. More recently, mechanisms for increasing transparency have introduced tensions between taxpayers and their advisors. The near future […]

GILTI and State Income Tax Filing Obligations – Navigating the Labyrinth

Moderator: Michell Rodriguez, Costco Wholesale Corporation Speakers: Maria P. Eberle, Baker & McKenzie Jessica Morgan, Ernst & Young LLP Steve Young,  Holland & Hart LLP Session Description: The TCJA raised complex federal tax filing questions. States vary widely as to how they implement and address these provisions at the state level. This session will provide […]

Lessons From Your COVID-19 Playbook – Preparing for Future Disruptions

Moderator : Jeff Friedman, Eversheds Sutherland LLP Speakers: Sharon L. Heck, Intel Corporation Glen Kohl, Stripe Kevin J. Logan , Netflix, Inc. Kirsten Nordlof, Autodesk, Inc. Session Description: The past year has provided unprecedented challenges for all businesses. This session, featuring the chief tax officers from Intel, Stripe, Autodesk, and Netflix, will explore how these […]

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 […]

Tracking Transfer Pricing Developments Around the World

Moderator: Clifford A. Mangano, TEI’s Houston Chapter Speakers: Tara Di Rosa, Ernst & Young LLP David L. Forst, Fenwick & West LLP Brian W. Kittle, Mayer Brown LLP Session Description: This session will discuss various transfer pricing developments in North America and elsewhere, including recent audit and controversy trends. Topics will include a discussion of […]

Understanding and Applying Section 163(j) Under the Final Regulations

Moderator: Betty Mak, Maxar Technologies Inc. Speakers: Lori Hellkamp, Jones Day David G. Noren, McDermott Will & Emery LLP Paul M. Schmidt, Baker & Hostetler LLP Gary B. Wilcox, Mayer Brown LLP Session Description: This timely session will explore a number of important substantive and practical dimensions of the new final and proposed regulations implementing […]