The SJSU MST Program manages and co-sponsors three annual tax conferences. Our hallmark High Tech Tax Institute, started in 1988, is a two-day conference held each November. Speakers and attendees come from around the world. Leading edge topics relevant to high tech companies and their tax professionals are addressed by nationally and internationally recognized practitioners and government representatives who have practical experience of implementation. The learning and networking opportunities makes the annual TEI-SJSU High Tech Tax Institute an invaluable educational tax experience for accountants, attorneys, and corporate representatives who serve high technology businesses.
33rd Annual TEI-SJSU High Tech Tax Institute – November 13 & 14, 2017
Agenda
TEI-SJSU High Tech Tax Institute
November 13 & 14, 2017
Crowne Plaza Cabana
4290 El Camino Real, Palo Alto, CA
Monday, November 13
| Time | Topic | Presenters |
| 7:30 – 8:20 | Registration & refreshments | |
| 8:20 – 8:30 | Welcome | · Ricardo G. Samaniego, Head of Tax, Samsung; President – TEI Santa Clara Valley Chapter
· Annette Nellen, MST Program Director – SJSU · Dan Moshavi, Dean – SJSU College of Business |
| 8:30 – 10:00 | International High Technology U.S. Tax Current Developments
Comprehensive review of developments relevant to high tech companies. |
· Jim Fuller, Partner – Fenwick & West LLP |
| 10:00 – 10:20 | Break | |
| 10:20- noon | Supply Chain Planning
Location and distribution decisions as affected by such tax considerations as BEPS, Brexit, US tax reform and state and local tax rules. Considerations for both US and foreign-headquartered companies. |
· Bart Bassett, Partner – Morgan, Lewis & Bockius LLP
· Long Hua, Partner – EY · Jimmy Man, Partner – Deloitte · Brian Pedersen, Partner – Alvarez & Marsal Taxand LLC · Taylor Reid, Partner – Baker & McKenzie |
| Noon – 12:40 | Lunch | |
| 12:40 – 1:30 | Luncheon Speaker | · Steven K. Rainey, CIO and National Leader for Data & Analytics, Tax – KPMG |
| 1:35 – 3:15
|
BREAKOUT A Indirect Taxes in the Digital Economy Strategies to deal with both VAT and sales tax for cloud computing and other digital transactions. |
· Randy Ferris, Executive Director – EY
· David Gaul, VP Taxation – GoPro, Inc. · Hugh Goodwin, Partner – DLA Piper · Birgit Juergensmann, Partner – Mazars LLP |
| BREAKOUT B Protecting Your Exit Strategies Planning and due diligence considerations for optimizing tax results and minimizing risks. Topics covered include earnouts, insurance, provisions, reserves, state taxes and loss and credit carryforward limitation rules. |
· Jill Franciosi, Partner – EY · Jill Harding, Partner – Alvarez & Marsal Taxand LLC · Melanie Krygier, Senior Manager – Grant Thornton · Eileen Marshall, Partner – Wilson Sonsini Goodrich & Rosati, PC |
|
| 3:15 – 3:30 | Break | |
| 3:30 – 5:15 | Federal Tax Controversies – Technical Issues and Strategies
Living with the new LB&I campaign structure, relevance of “soft” letters, key issues for tech companies, strategies for the new appeals process, Pub 5125 procedures, and more.
|
· Pat Chaback, Executive Director – EY
· Kimberly Edwards, Director, Western Compliance – IRS · Eric Johnson, Tax Director – Ross Stores; TEI Silicon Valley Chapter past chair · Larry Langdon, Partner – Mayer Brown LLP · Andy Mattson, Partner – Moss Adams · Kim Orlowski, Territory Manager (Bay Area) – IRS · Jean Pawlow, Partner – McDermott · Gloria Sullivan, Director, Financial Institutions and Products – IRS |
Tuesday, November 14
| Time | Topic | Presenters |
| 7:30 – 8:15 | Registration & coffee | |
| 8:15 – 9:15 | Accounting for Income Taxes
Dealing with current issues and being prepared for federal reforms from consumption taxes, border adjustments, and corporate integration. |
· Perry Leslie, Partner – KPMG
· Jesus Ochoa, Partner – PwC · JJ Schneider, Partner – Grant Thornton · Tyler Spalding, Sr. Manager – Deloitte |
| 9:15 – 10:30 | IP Location Planning
What should be the current thinking in light of BEPS, DEMPE functions, country-by-country reporting, Brexit, transfer pricing litigation, US tax reform and new taxes and audit strategies in other countries? Considerations for both US and foreign-headquartered companies. |
· Gabe Gartner, Principal – PwC
· Pie Geelen, Head of European Desk, New York – DLA Piper · Adam Halpern, Partner – Fenwick & West, LLP · John Hinman, Director of Transfer Pricing Practice – IRS · Nate Carden, Partner – Skadden, Arps, Slate, Meagher & Flom LLP · Jon Davies, Partner – Armanino |
| 10:30 – 10:45 | Break | |
| 10:45- noon
|
BREAKOUT C – Brexit Tax Implications How the UK’s exit from the EU affects VAT rules and compliance, impact to tax treaty positions, and dealing with UK taxes both new (such as the Diverted Profits Tax) and old. | · Eric Ryan, Of Counsel – DLA Piper; Adjunct faculty – SJSU MST Program
· Paul Rutherford, Partner – DLA Piper (London) · David Sayers, Partner – Mazars(London) |
| BREAKOUT D – Tax Automation: AI, Robots, Blockchain and More
How will existing technology evolve and what is the effect on design or redesign of the optimal corporate tax department. What should you be doing now to prepare? |
· Andy Ruggles, Principal; Head of Tax Reporting & Strategy Group – PwC
· Tejas Varia, Managing Director, Tax Data & Analytics – KPMG · James Wolfrom, Partner – EY |
|
| 12:00 – 12:40 | Lunch | |
| 12:40 – 1:25 | Luncheon Speaker | · Rohit Kumar, Tax Policy Services Leader and Principal – PwC |
| 1:30 – 2:45
|
BREAKOUT E – BEPS 2.0
Status update including unilateral actions by some countries, treaty issues, transfer pricing, CbC, and relevance of US tax reform. |
· Lance Martin, Partner – Baker & McKenzie
· Sean Foley, Head – Global Transfer Pricing Services, KPMG · Peter Rock, Program Manager, Advance Pricing and Mutual Agreement Program – IRS · Ben Shreck, Tax Counsel – Tax Executives Institute |
| BREAKOUT F – Regulations – Relevance of Replace 2 to Issue 1, GAO and Congressional Concerns
A review of the process and rules for federal tax regulations, concerns raised by the GAO in 2016, Congressional concerns with the process and Chevron deference, and the current administration. What to expect going forward. |
· Robert J Kovacev – Steptoe & Johnson LLP
· Annette Nellen, MST Program Director – SJSU |
|
| 2:45 – 3:00 | Break | |
| 3:00 – 4:30 | US Tax Reform
What’s on the table, or perhaps, what has been enacted? Explanation of key changes of greatest impact to tech companies, how the changes affect transfer pricing, decisions on intangibles and workforce location, state tax implications, and more. |
· David Forst, Partner – Fenwick and West, LLP
· Nate Giesselman, Partner – Skadden, Arps, Slate, Meagher & Flom LLP · Sajeev Sidher, Managing Director – Deloitte |
| 4:30 – 5:30 | Domestic and Multistate Update
Developments of relevance to high tech companies including depreciation and research credit changes, California update and key guidance and areas to watch at the state and multistate level including nexus, sourcing and apportionment. |
· Josh Brady, Partner – Morgan, Lewis & Bockius LLP · Dana Lance, Partner – Grant Thornton |
Annette Nellen, CPA, Esq., is a professor in and director of San Jose State University’s graduate tax program (MST), teaching courses in tax research, accounting methods, property transactions, state taxation, employment tax, ethics, tax policy, tax reform, and high technology tax issues.
Annette is the immediate past chair of the AICPA Individual Taxation Technical Resource Panel and a current member of the Executive Committee of the Tax Section of the California Bar. Annette is a regular contributor to the AICPA Tax Insider and Corporate Taxation Insider e-newsletters. She is the author of BNA Portfolio #533, Amortization of Intangibles.
Annette has testified before the House Ways & Means Committee, Senate Finance Committee, California Assembly Revenue & Taxation Committee, and tax reform commissions and committees on various aspects of federal and state tax reform.
Prior to joining SJSU, Annette was with Ernst & Young and the IRS.
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