91°µÍø

7:30-8:20 AM

Registration and Refreshments

8:20-8:30 AM

Welcome

• Chris Therrien (Sr. Director - Global Tax Accounting & Compliance, VMWare; President - TEI Santa Clara Valley Chapter)
• Annette Nellen (MST Program Director, San José State University)

8:30-10 AM

International High Technology U.S. Tax Current Developments [pdf]

•  Jim Fuller, Partner - Fenwick & West LLP 

10-10:20 AM

Break

10:20 AM-12 PM

Decisions, Decisions – Capital Structures after TCJA [pdf]

• Nate Giesselman, Partner – Skadden, Arps LLP
• Adam Halpern, Partner - Fenwick & West LLP  
• Kirsten Malm, Principal – EY
• John G. Ryan, Partner - Morgan, Lewis & Bockius LLP 

12-12:40 PM

Lunch

12:40-1:30 PM

Luncheon Speaker

• Ray Beeman, Principal - Washington Council Ernst & Young – Washington DC Update

1:35-3:15 PM

BREAKOUT A

Say Goodbye? Executive Comp & Fringe Benefits Planning:  [pdf]

• Anne G. Batter, Partner – Baker & McKenzie LLP
• Jennifer George, Partner - PwC
• Rick Berge, Executive Director - EY 

BREAKOUT B

Don’t Get Beat by the BEAT [pdf]

• Robert Bachmann, Director – Duff & Phelps
• Yaron Katz, Partner – KPMG
• Frank Mugabi, Partner – DLA Piper  

3:15-3:30 PM

Break

3:30-5:15 PM

BREAKOUT C

Locating Intangibles – Generating and Using FDII [pdf]

• Sanjay Agarwal, Partner – MGO LLP 
• Lisa Felix, Director – Armanino LLP 
• Ken Harvey, Partner – Moss Adams 
• Allan Smith, Partner – Grant Thornton LLP 

BREAKOUT D

Can Software or AI Help Deal with the TCJA? [pdf]

• Justin Femmer, Partner - PwC 
• Channing Flynn, Partner – EY 

7:30-8:15 AM

Registration and Refreshments

8:15-9:15 AM

Accounting for Income Taxes [pdf]

• Rachel Breen, Partner – EY  
• Jesus Ochoa, Partner – PwC
• Thomas Sites, Managing Director – KPMG
• JJ Schneider, Partner – Grant Thornton LLP
• Matt Walton, Partner – Deloitte 

9:15-10:30 AM

BREAKOUT E

Getting Credit – Generating and Using Foreign Tax Credits after the TCJA [pdf]

• Dustin Coscarart, Sr. Manager – Deloitte
• Gabe Gartner, Partner - PwC
• James Guthrie, Principal – CliftonLarsonAllen LLP

BREAKOUT F

Cryptocurrency, ICO and Whatever Else is New [pdf]

• David Forst, Partner – Fenwick & West LLP
• Rob Massey, Partner - Deloitte
• Dawn Rhea, Director – Moss Adams LLP
• Brian Rowbotham, Partner - Crowe Horwath LLP 

10:30-10:45 AM

Break

10:45 AM-12 PM

BREAKOUT G

Transfer Pricing Transformations [pdf]

• Nghi Huynh, Partner – Armanino LLP
• Darren Lo, Director – Moss Adams LLP
• Kevin McCraken, Partner - PwC
• Wade Owen, Director – Duff & Phelps  

BREAKOUT H

Keep Your Head in the Clouds [pdf]

• Bart Bassett, Partner – Morgan, Lewis & Bockius LLP 
• Taylor Reid, Partner – Baker & McKenzie LLP 

12-12:40 PM

Lunch

12:40-1:25 PM

Luncheon Speaker

• Grace Perez-Navarro, Deputy Director - OECD Centre for Tax Policy and Administration – OECD Update

1:30-3 PM

BREAKOUT I

M&A Meets the TCJA – Who Wins? [pdf]

• Jill Harding, Partner – Alvarez & Marsal Taxand  
• Melanie Krygier, Partner – Grant Thornton LLP 
• Eileen Marshall, Partner – Wilson Sonsini Goodrich & Rosati 

BREAKOUT J

Digital Presence and the EU [pdf]

• Alison Maxwell, Partner – DLA Piper 
• Ben Shreck, Tax Counsel – Tax Executives Institute
• Gary Sprague, Partner – Baker & McKenzie LLP
• Mike Wittig, VP of Global Tax – Netflix, Inc.  

3-3:15 PM

Break

3:15-4:30 PM

Federal Tax Controversy – New Approaches [pdf]

• Nora Beltran, Dir. of Field Oper.—Southwest (Acting) - IRS
• C. Cabell Chinnis, Partner – Mayer Brown LLP
• Paul J. Curtis, Acting Director-Western - IRS
• Robert J Kovacev, Partner – Norton Rose Fulbright US LLP
• Heather Maloy, U.S. Tax Controversy Leader - EY
• Christopher P. Murphy, Counsel - Skadden, Arps LLP
• Jean Pawlow, Partner – Latham & Watkins LLP
• Eric Slack, WCPA Director of Field Operations–West – IRS
• Gloria Sullivan, Enterprise Activities Practice Area Dir. - IRS

4:30-5:30 PM

Domestic and Multistate Update [pdf]

• Brian Rose, Partner – Deloitte   
• John Paek, Partner – Baker & McKenzie LLP