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2019 TAX SCHOOL

Tax Executives Institute - Silicon Valley Chapter

Wednesday, August 28, 2019 at 9:00 AM (PDT)

2019 TAX SCHOOL

Registration Information

Registration Type Sales End Price Fee Quantity
2 DAYS: TEI Member Advanced Registration   more info 3d 11h 37m $550.00 $0.00
2 DAYS: NON-Member Advanced Registration   more info 3d 11h 37m $750.00 $0.00
DAY 1 (WEDNESDAY): TEI Member Advanced Registration   more info 3d 11h 37m $325.00 $0.00
DAY 1 (WEDNESDAY): TEI NON-Member Advanced Registration   more info 3d 11h 37m $425.00 $0.00
DAY 2 (THURSDAY): TEI Member Advanced Registration   more info 3d 11h 37m $325.00 $0.00
DAY 2 (THURSDAY): TEI NON-Member Advanced Registration   more info 3d 11h 37m $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:  

2019 TAX SCHOOL

Wednesday & Thursday,  August 28 & 29, 2019


 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, 2151 Laurelwood Road, San Jose, CA  95054


 

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/Digital Services Taxes/OECD Digital Economy Updates
  • State & Local Tax Updates
  • Global Tax Controversy & Tax Risk Management 


** AGENDA  **

Day 1:  Wednesday, August 28, 2019

 

9:00 a.m. — 10:00 a.m.

Income tax provision basics

  • 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

  • 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)

  • 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

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)

  • 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

  • Base Erosion Anti-Abuse Tax

 

Day 2:  Thursday, August 29, 2019

8:00 a.m. — 9:00 a.m.

Breakfast

9:00 a.m. — 10:00 a.m.

Transfer pricing topics

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

10:00 a.m. — 10:15 a.m.

Break

10:15 a.m. — 11:15 a.m.

Advanced transfer pricing topics

  • 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/Digital Services Taxes/OECD Digital Economy Updates

  • MLI update
  • Action items update
  • UK/France DST updates
  • OECD Digital economy updates

12:30 p.m. — 1:30 p.m.

Lunch

1:30 p.m. — 2:30 p.m.

State and Local Update

  • Sales Tax Developments
    • Wayfair updates
    • 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

  • 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 23, 2019

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 Registration   $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.


 2019 - 2020 Officers:

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

Directors / Term Expires:

  • Jay Lall, Service Now - 2020
  • Fanella Salmononsson, Microsoft - 2020
  • Anu Bedi, Fitbit- 2021
  • Grace Chu, Dolby Laboratories - 2022
  • Clara Lee, VMware - 2022


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

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

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When & Where


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

Wednesday, August 28, 2019 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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