Tax Institute

Type of Event


Location of Event

Crowne Plaza Cabana

Contact Information

Annette Nellen

CPE/CLE Credits

Attendees must be sure to sign in and out of the program for continuing education credit. Those requ

Organization Website

Tax Institute

35th Annual TEI-SJSU High Tech Tax Institute

Palo Alto, California, 94306
November 4th, 2019 - November 5th, 2019
7:30 AM (UTC -8:00), California, USA

Event Speaker

Event Description

7:30 am - 8:20 am

Registration & refreshments
8:20 am - 8:30 am

-Annette Nellen (Speaker) MST Program Director, San Jose State University
8:30 am - 10:15 am

International High Technology U.S. Tax Current Developments
-Jim Fuller (Speaker) Partner, Fenwick & West LLP
Comprehensive review of developments relevant to high tech companies.
10:15 am - 10:30 am

10:30 am - 12:00 pm

Supply Chain Planning – EU, Latin America, India and China
-Sanjay Agarwal (Speaker) Partner, MGO
-Carlos Perez Gautrin (Speaker) Senior Advisor, Western Compliance Practice Area (WCPA), IRS
-Jian-Cheng Ku (Speaker) Partner, DLA Piper (Netherlands)
-Lance Martin (Speaker) Partner, Baker & McKenzie, LLP
-Steven Shee (Speaker) Vice President Tax, Applied Materials
12:00 pm - 12:40 pm

12:40 pm - 1:30 pm

Luncheon Speaker
The Honorable Charles P. Rettig (Speaker) Commissioner, IRS
1:35 pm - 3:15 pm

BREAKOUT A: Transfer Pricing
-Margaret Critzer (Speaker) Senior Advisor, Alvarez & Marsal
-Sharon Heck (Speaker) Vice President of Finance & Global Tax, Intel Corp.
-Daniela Ielceanu (Speaker) Partner, PwC
-Matt Kramer (Speaker) Managing Director, Grant Thornton
-Vasudha Rangaprasad (Speaker) Sr. Manager, Deloitte
APA, country by country reporting, DEMPE, what’s new in litigation, and TCJA considerations two years later.

1:35 pm - 3:15 pm

BREAKOUT B: M&A Two Years After TCJA
-Jill Harding (Speaker) Vice President Corporate Tax, Synopsys, Inc.
-Melanie Kryfier (Speaker) Partner, Grant Thornton
-Eileen Marshall (Speaker) Partner, Wilson Sonsini Goodrich & Rosati
-Sarah Jane Morin (Speaker) Partner, Morgan Lewis & Bockius LLP
Considerations of cross border activity, financing, integration challenges, dealing with section 163(j) carryovers, state tax opportunities and issues.
3:15 pm - 3:30 pm

3:30 pm - 5:15 pm

Breakout C: FTC Planning
-Yaron Katz (Speaker) Partner, KPMG
-Rob Morris (Speaker) Co-head of Tax, Norton Rose Fulbright
-Will Skinner (Speaker) Partner; Adjunct Professor, Fenwick & West LLP; SJSU MST Program
-Mike Wittig (Speaker) Vice President of Global Tax, Netflix, Inc.
Lessons learned for TCJA with new regs and what’s missing, FDII and GILTI considerations, and new planning strategies.

3:30 pm - 5:15 pm

BREAKOUT D: International Tax Basics to be Provision Compliant
-Ken Lee (Speaker) Partner, PwC
-Ben Shreck (Speaker) Tax Counsel, Tax Executives Institute
-Elena Virgadamo (Speaker) Senior Advisor, Assistant Deputy Commissioner, International, IRS
-David Wachutka (Speaker) Partner, EY
TCJA and state changes, OECD actions, and uncertainties raise new considerations. This panel explains the concerns and how to deal with them.

Tuesday, November 5
7:30 am - 8:15 am

Registration & Coffee
8:15 am - 9:15 am

Accounting for Income Taxes
-Rachel Breen (Speaker) Partner, EY
-Jenny Chan (Speaker) Partner, Deloitte
-Jesus Ochoa (Speaker) Partner, PwC
-JJ Schneider (Speaker) Partner, Grant Thornton
-Thomas Sites (Speaker) Partner, KPMG
9:15 am - 10:30 am

BREAKOUT E: Still Keeping to the BEAT
-David Forst (Speaker) Partner, Fenwick & West LLP
-Gabe Gartner (Speaker) Partenr, PwC
-Taylor Reid (Speaker) Partner, Baker & McKenzie, LLP
-Elena Virgadamo (Speaker) Senior Advisor, Assistant Deputy Commissioner, International, IRS
Dealing with new guidance and lack of guidance, new planning considerations, cautions to exercise for tax success.

9:15 am - 10:30 am

BREAKOUT F: Amended Returns – Let’s Try Again
-Nora Beltran (Speaker) Territory Manager, WCPA, IRS
-Mary Duffy (Speaker) Managing Director, Andersen Tax
-Nate Giessselman (Speaker) Partner, Skadden, Arps, Slate, Meagher & Flom LLP
-Barbara Schmidt (Speaker) Principal, Seiler LLP
-Eric Slack (Speaker) Director, Field Operations-West, IRS
The TCJA and other changes brought increased need for amended federal and state returns. This panel will review the federal and state reminders on timing, related issues that can arise, what can’t be amended, and possible alternative strateg... See More
10:30 am - 10:45 am

10:45 am - 12:00 pm

Non-US International Tax News and Issues
-Mark Hoose (Speaker) Vice President Tax & Trade, Intuitive Surgical, Inc.
-Chad Hungerford (Speaker) Partner, Deloitte
-Paula R. Levy (Speaker) Partner, Baker & McKenzie LLP
What’s new and proposed for PE, digital taxes, use of data by tax authorities, new compliance requirements, and OECD update.
12:00 pm - 12:40 pm

12:40 pm - 1:25 pm

Luncheon Speaker
-Ray Beeman (Speaker) Principal, Washington Council Ernst & Young
1:30 pm - 2:45 pm

IP Planning and Structure for Intangibles
-Greg Hartker (Speaker) Partner, Morgan Lewis & Bockius LLP
-Ken Harvey (Speaker) Partner, Moss Adams LLP
-Matthew Sapowith (Speaker) Director, MGO
-Simon Webber (Speaker) Managing Director, Duff & Phelps
Dealing with different views of tax authorities, key differences among jurisdictions, what if you change your mind?, transfer pricing considerations, PE audits, OECD activity, TCJA relevance. See More
2:45 pm - 3:00 pm

3:00 pm - 4:30 pm

Federal Tax Controversy – Campaigns and Data Analytics
-Wendy Abkin (Speaker) Partner, Morgan Lewis & Bockius LLP
-Cabell Chinnis (Speaker) Partner, Mayer Brown LLP
-Robert Kovacev (Speaker) Partner, Norton Rose Fulbright
-Christopher Murphy (Speaker) Partner, Skadden, Arps, Slate, Meagher & Flom LLP
-Eric Slack (Speaker) Director, Field Operations-West, IRS
-Gloria Sullivan (Speaker) Enterprise Activities Practice Area Director, IRS
What’s new in audit approaches, update on the research credit audit plan, CAP, TCJA audit strategies, how data analytics is being used, other new approaches
4:30 pm - 5:30 pm

Domestic and Multistate Update
-Annette Nellen (Speaker) MST Program Director, San Jose State University
-Brian Pedersen (Speaker) Managing Director, Alvarez & Marsal
Developments of relevance to high tech companies including reaction to the TCJA and issued guidance, California update and key guidance and areas to watch at the state and multistate levels. See More



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