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2018 TAX SCHOOL: Basic & Intermediate / Advanced

Tax Executives Institute - Silicon Valley Chapter

Wednesday, August 29, 2018 at 9:00 AM (PDT)

2018 TAX SCHOOL:  Basic & Intermediate / Advanced

Registration Information

Registration Type Sales End Price Fee Quantity
2 DAYS: TEI Member Advanced Registration   more info Aug 24, 2018 $550.00 $0.00
2 DAYS: NON-Member Advanced Registration   more info Aug 24, 2018 $750.00 $0.00
DAY 1 (WEDNESDAY): TEI Member Advanced Registration   more info Aug 24, 2018 $325.00 $0.00
DAY 1 (WEDNESDAY): TEI NON-Member Advanced Registration   more info Aug 24, 2018 $425.00 $0.00
DAY 2 (THURSDAY): TEI Member Advanced Registration   more info Aug 24, 2018 $325.00 $0.00
DAY 2 (THURSDAY): TEI NON-Member Advanced Registration   more info Aug 24, 2018 $425.00 $0.00
Late / Walk-in Registration - 2 DAYS   more info Not Started $800.00 $0.00

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Event Details

Silicon Valley Chapter Presents:  

2018 TAX SCHOOL

Wednesday & Thursday,  August 29 & 30, 2018


 Registration: 8:00 am - 9:00 am

Program: 9:00 am – 5:00pm (2 Days)

Lunch: 12:30 pm – 1:30 pm

The Biltmore Hotel and Suites Santa Clara, 2151 Laurelwood Road, San Jose, CA  95054


We are excited to announce the 2018 two-day 2017 Tax School. 

Speakers from Ernst & Young LLP

      This 2 day seminar will address the following topics:

  • Income Tax Provision Basics
  • Domestic Tax Provisions of the TCJA (now Public Law 115–97)
  • International Tax Provisions of the TCJA (now Public Law 115–97)
  • Transfer Pricing – The Basics
  • Transfer Pricing – Advanced Topics
  • BEPS Updates
  • State & Local Tax Updates
  • Global Tax Controversy & Tax Risk Management 

Day 1:  Wednesday, August 29, 2018 

8:00 a.m. — 9:00 a.m:    Breakfast

9:00 a.m. — 10:00 a.m:  Income tax provision basics

     Speakers: Nami Murase, Buck Becker, Ryan Mosley

  • How to prepare an income tax provision
  • Valuation allowance

10:00 a.m.—10:15 a.m:   Break

10:15 a.m. — 11:15 a.m: Income tax provision basics - continued

      Speakers: Nami Murase, Buck Becker, Ryan Mosley

  • Uncertain tax positions
  • Interim accounting for income taxes

11:15 a.m. — 11:30 a.m:  Break

11:30 a.m.—12:30 p.m:   Domestic tax provisions of US tax reform – (TCJA now known as Public Law 115–97)

Speakers: Long Hua, Andrew Benfield

  • Expensing
  • Interest deductions
  • Methods of accounting
  • NOLs
  • Entertainment/Transit expenses
  • Executive compensation under 162(m)

12:30 p.m. — 1:30 p.m:  Lunch

1:30 p.m. — 2:30 p.m:    Domestic tax provisions of US tax reform (TCJA now known as Public Law 115–97) - continued

Speakers: Jon Cisler, Aaron Ashcraft

  • Foreign Derived Intangible Income

2:30 p.m. — 2:45 p.m:   Break

2:45 p.m. — 3:45 p.m:   International tax provisions of US tax reform (TCJA now known as Public Law 115–97)    Speakers: Jon Cisler, Aaron Ashcraft

  • Global Intangible Low Taxed Income
  • Income inclusions with Subpart F and Section 956 and interactions with GILTI provisions
  • Foreign tax credits provisions

3:45 p.m. — 4:00 p.m:   Break

4:00 p.m.—5:00 p.m:     International tax provisions of US tax reform (TCJA now known as Public Law 115–97) - continued

Speakers: Jon Cisler, Aaron Ashcraft 

  • Base Erosion Anti-Abuse Tax

 

Day 2:  Thursday, August 30, 2018

8:00 a.m. — 9:00 a.m: Breakfast

9:00 a.m. — 10:00 a.m: Transfer pricing topics

Speakers: Eric Olson, Minghao Huang, Jay Chen, Romita Mukherjee, Sonny Wong

  • Section 482 and best method selection
  • Services cost method
  • Stock based compensation

10:00 a.m. — 10:15 a.m: Break

10:15 a.m. — 11:15 a.m: Advanced transfer pricing topics

Speakers: Eric Olson, Minghao Huang, Jay Chen, Romita Mukherjee, Sonny Wong

  • Advanced pricing agreements
  • Global documentation
  • Intercompany transfers of IP, including cost sharing, and new provisions related to 836(h)(3)(B), 367(d) and 482
  • New aggregate approaches to IP valuation

11:15 a.m. — 11:30 a.m: Break

11:30 a.m. — 12:30 p.m: BEPS Updates

Speakers: DJ Sloof, Melody Leung

  • MLI update
  • Action items update
  • DPT issues
  • MAAL issues

12:30 p.m. — 1:30 p.m: Lunch

1:30 p.m. — 2:30 p.m: State and Local Update

Speakers: Jim Besio and Mark Stefan

  • Sales Tax Developments
    • Wayfair
    • Economic Nexus
    • Reporting
    • State Income Tax Developments

2:30 p.m. — 2:45 p.m: Break

2:45 p.m. — 4:00 p.m: Global tax controversy and tax risk management

Speakers: Sharon Kariya, Fred Johnson, Alan Summers

  • IRS risk management & tax controversy
  • Competent authority, APA updates

4:00 p.m. Closing

 


TEI CALENDAR https://www.linkedin.com/showcase/18223150/ 


 PRICING:  

Advanced Registrations - Prior to 12:00 pm, Friday, August 24, 2018

2 Day TEI Members                                $ 550

2 Day Non-Members                               $ 750

 

Day 1 (Wednesday) TEI Members          $ 325

Day 1 (Wednesday) Non-Members         $ 425

Day 2 (Thursday) TEI Members            $ 325

Day 2 (Thursday) Non-Members            $425

 

2 Day Late Registrations                         $ 800


This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California up to 11.25 hours; and the Silicon Valley Chapter of Tax Executives Institute, Inc. certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. This organization adheres to the regulations and requirements prescribed in the Accountancy Act of the State Board of Accountancy. Attending this program should permit an individual to claim up to 13.5 hours of California CPA continuing education credit. Not registered with the NASBA.


 2018 - 2019 Officers:

  • President:  Chris Therrien, VMWare
  • Chapter Representative:  Peter Waterstreet, Synopsys
  • 1st Vice President:  Cindy Duquette, Intuitive Surgical
  • 2nd Vice President:  Stephen Dunphy, Ross Stores
  • Treasurer:  Daniel Smith, Google
  • Secretary:  Kristen Proschold, Intuitive Surgical

Directors / Term Expires:

  • Anu Bedi, Fitbit- 2021
  • Jay Lall, Service Now - 2020
  • Fanella Salmononsson, Microsoft - 2020
  • Bonnie Larsen, Sanmina - 2019
  • Grace Chu, Dolby Laboratories - 2019 
  • Linda Lee, Palo Alto Networks - 2019

Get involved in TEI!  Please contact the following committee chairs for your area of interest:

Committee Chairperson & Email

Federal Tax   Mark Jewett mjewett@fitbit.com

State & Local Tax   Chris Kmak chris.p.kmak@intel.com

International Tax   Kristen Proschold Kristen.Proschold@intusurg.com

Financial Reporting   Chris Anderson cpa@fb.com

IRS Liaison   Howard Schneck hschneck@paloaltonetworks.com

Chief Tax Officers   Anthony Maggiore amaggiore@atlassian.com

Head of Tax Roundtable   Ira Cook ira.cook@smartm.com

Have questions about 2018 TAX SCHOOL: Basic & Intermediate / Advanced? Contact Tax Executives Institute - Silicon Valley Chapter

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When & Where


The Biltmore Hotel and Suites
2151 Laurelwood Road
San Jose, CA 95054

Wednesday, August 29, 2018 at 9:00 AM (PDT)


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Organizer

Tax Executives Institute - Silicon Valley Chapter

Tax Executives Institute, Inc. is the preeminent association of in-house tax professionals worldwide. Our members are business executives who are responsible for taxation matters on an administrative or policy-making level, or whose work is otherwise primarily concerned with the challenges of business taxation. TEI members are accountants, lawyers, and other corporate and business employees who are responsible for the tax affairs of their employers in an executive, administrative, or managerial capacity.

The Silicon Valley Chapter, formed in 1982, is the largest TEI Chapter globally, and reprensents members in and around Silicon Valley in the San Francisco Bay Area.

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