TaxConnections


 

Transfer Pricing Summit—Nationally Recognized Transfer Pricing Experts Teach You What You Need To Know Today!



Kat Jennings, CEO

Now that the United Kingdom has voted to leave the European Union, the question of how this will affect the global economy is one of the crucial issues for U.S. multinationals. The effects will have far reaching implications in transfer pricing and cross border activities. U.S. Multinationals are already considering the impact on and possible outcomes the vote will have on their businesses. In addition, to the direct trade effect, business investment around the globe is likely to be stifled somewhat due to the heightened uncertainty about the global implications of BREXIT and the tightening of financial conditions. Don’t miss this opportunity to learn from our tax experts, who will discuss and analyze the effects on transfer pricing and the global outlook on this decision, as well as, the OECD’s latest action plans under the BEPS (base erosion profit shifting) project and modifications to bilateral tax treaties.

Monday, July 18, 2016

 

8:00 AM – Registration and Continental Breakfast

8:45 AM – Introduction & Overview of Transfer Pricing

  • Introduction to transfer pricing
  • Sources of transfer pricing regulations, i.e., recent U.S. and global transfer pricing environments
  • Overview of U.S. transfer pricing methods
  • Examples of transfer pricing analyses
  • Penalties and documentation
  • Base Erosion Profit Shifting (BEPS) Overview

Brian Andreoli, CPA, International Tax Attorney & Consultant, New York

9:45 AM – Refreshment Break

10:00 AM – Transfer Pricing Documentation

  • Complying with inconsistent documentation requirement
  • Meeting the “contemporaneous documentation” requirements
  • Master file and local file: the OECD adopts the EU approach
  • Applying the reporting template by jurisdiction and by constituent entity
  • Implementation and Intercompany Agreements
  • Consistency with Other Reporting Requirements
  • Mandatory Disclosure Rules

Paul Chmiel, Executive Director, Ernst & Young LLP, New York, NY

11:15 PM – Transfer Pricing Examination and Audit Strategies

  • Preparing your “best method” audit defense
  • Defending your choice of transfer pricing method to the authorities
  • Factors that will trigger a tax audit
  • Types of information requests and taxpayer response strategies
  • Responding to draft proposed adjustments
  • Litigation preparation

Justin Donatello, Senior Manager, Repute Resolution & Controversy, KPMG LLP, New York

12:30 PM – Luncheon
1:15 PM – Advanced Pricing Agreements & Competent Authority

  • When to Consider an Advanced Pricing Agreements
  • The APA Process
  • Competent Authority Process
  • Arbitration

Steve Wrappe, National Leader, Transfer Pricing & Dispute Resolution, KPMG LLP, Washington, DC

2:45 PM – Refreshment Break
3:00 PM – Global Transfer Pricing Developments

  • Canadian Developments
  • Developments in Latin America (Brazil, Mexico, Argentina, Chile & Columbia)
  • Developments in Asia
  • The effect of BREXIT and other developments in Europe

Panel:
Brad Rolph, Partner, Grant Thornton LLP, Toronto
Mike Valdes, Partner, VD&T International LLC, Miami
Theodor van Stephoudt, Economist, Reed Smith, New York
Paul Tadros, President, DSN Consultants Inc., Atlanta

5:00 PM – Summit adjourns for the day

Tuesday, July 19, 2016

 

8:00 AM – Continental Breakfast

9:00 AM – Treatment of Intangible Transfer Pricing Provisions

  • Defining the definition, character, and attributes of intangibles
  • The characterization of “hard-to-value” intangibles
  • The role of the OECD provisions in ascertaining intangibles
  • The renewed importance of the legal ownership/contractual arrangement definition
  • Remuneration for developers and exploiters of the intangible

Paul Flignor, Principal Economist, DLA Piper LLP, Chicago

10:30 AM – Refreshment Break
10:45 AM – OECD final reports under its BEPS project

  • Limiting Base Erosion Involving Interest Deductions and Other Financial Payments
  • Countering Harmful Tax Practices More Effectively, Taking into Account Transparency and Substance
  • Disconnect between location of value created and profits
  • Preventing the Granting of Treaty Benefits in Inappropriate Circumstances
  • Developing a Multilateral Instrument to Modify Bilateral Tax Treaties

Uziel Alvarez, Principal, KPMG LLP, New York

12:45 PM – Question & Answers
1:00 PM – Conference Concludes

Conference Location

 

AMA Conference Center
1601 Broadway, 8th Floor, New York, NY 10019
212-903-8060

Hotel accommodations are at your discretion, we suggest:
Belvedere Hotel
319 West 48th Street, New York, NY 10036
Reservations (212) 245-7000
Type AMA in the Promo Box for 15% discount

The Crowne Plaza Times Square
1605 Broadway, New York, NY
Reservations: 212-977-4000

Register Now

 

Registration includes publication in electronic format, continental breakfasts, lunches and refreshments.

This basic to intermediate level seminar is for corporate tax, accounting and finance executives, transfer pricing specialists, economists, corporate counsel, CPAs, controllers, treasurers, tax attorneys. There is no advance preparation or prerequisites for this group-live seminar. (Field of Study: Taxes)

Kat Jennings founded www.taxconnections.com, the first tax media site promoting and marketing tax professionals worldwide. With a world of tax innovation at our fingertips, TaxConnections brings the the first Virtual Tax Offices in history to market.
While many companies talk about the future of Virtual Offices, Kat Jennings was the first to bring virtual offices to the cloud for professionals enabling them to work from any location in the world with a laptop and/or cell phone. With future iterations, our technology will be available to multiple business verticals and professionals worldwide.

Join today at: https://www.taxconnections.com/membership/tax-professionals or call 858.999.0053.

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