Bloomberg BNA subscribers will receive $100 off the early bird price (expires October 15, 2012) and the regular price. The discount will be reflected upon checkout.

The Bloomberg BNA Tax Policy and Practice Summit will focus on the most important issues currently facing senior corporate tax professionals. Benefit from the knowledge and analysis of Bloomberg BNA’s expert authors and reporters, as well as from leading public officials and private practitioners. These critical issues will be analyzed in depth, offering you insight into the best practices of the leaders in the field while offering ample opportunity to network and exchange ideas with your peers.

Following closely after the November elections, the speakers will share their insights on the impact of the election results on tax policy and the potential for, and implications of, corporate tax reform. Keynote speakers include: Thomas A. Barthold, Joint Committee on Taxation Chief of Staff and William Wilkins, Chief Counsel, Internal Revenue Service.

As the preeminent publisher of expert tax news and analysis, Bloomberg BNA and the Summit sponsors welcome your participation at this exclusive summit.

Educational Course Credit — Up to 15 CPE / CLE Credits Available

Bloomberg BNA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. If your state society is not a NASBA member, please let us know which state(s) you practice in so we can obtain approval. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. This program with live group instruction is nontransactional which is appropriate for newly-admitted attorneys. Website: www.nasba.org

For information on our hardship and financial aid policy, please contact us or visit our website citeusa.org.

Substitutions/Cancellations

Cancellations received more than 72 business hours prior to the meeting will be issued a credit. A $350 fee will apply to cancellations received within 72 business hours of the event. No credit card or cash refunds will be issued at any time. For more information regarding administrative policies, such as complaints and refunds, please contact us at 1.800.372.1033, or e-mail bnatax@bna.com. Credits will not be issued for “no shows.”

 Please contact The Ritz-Carlton directly for reservations.

Conference Location:
The Ritz-Carlton
1150 22nd Street, N.W.
Washington, DC 20037
http://www.ritzcarlton.com/en/Properties/WashingtonDC/Default.htm
Phone: 202.835.0500

Keynote Speakers

• Thomas A. Barthold, Chief of Staff, Joint Committee on Taxation
• William Wilkins, Chief Counsel, Internal Revenue Service

Schedule

Tuesday, November 13
8:00am – 9:00am Registration and Breakfast

9:00am - 10:00am US Information Reporting and Withholding Requirements
Moderator: Kevin Brown, PwC LLP
Speakers: Linda Stiff, PwC LLP; Barry Shott, PwC LLP; Michael Plowgian, Attorney Advisor, Office of International Tax Counsel, US Department of the Treasury
Sponsored by PwC LLP
This session will focus on the critical need to establish and/or strengthen internal controls to mitigate these risks and costs associated with IRS examinations.

10:00am – 10:15am Refreshments

10:15am – 11:15am Partnerships & Pass-Through Entities
Speaker: Jim Brockway, Withers Bergman LLP; Mitchell Kops, Withers Bergman LLP
Sponsored by Withers Bergman LLP
This policy and practice session will discuss the possible effects of tax reform on pass-through entities using a panel format. It is also intended to provide insight into current and possibly forthcoming developments of importance to practitioners and business and investment managers.

11:15am – 12:15pm The Evolving IRS Enforcement Environment
Speaker: Michael Dolan, KPMG LLP; Sharon Katz-Perlman, KPMG LLP
Sponsored by KPMG LLP
This session will explore how audits, schedule UTP, CAP, and the economic substance doctrine are among the IRS’s most effective enforcement tools.

12:15pm – 2:00pm Keynote Address & Luncheon
Keynote Speaker: Thomas A. Barthold, Chief of Staff, Joint Committee on Taxation

2:00pm – 3:00pm IRS Administrative Developments in Transfer Pricing That Will Survive Tax Reform
Moderator: Hall Hicks, Skadden
Speakers: Richard McAlonan, Director, Advance Pricing and Mutual Agreement, LB&I, Internal Revenue Service; Robert Green, Skadden; Diane Ryan, Skadden; Tom Horst, Horst Frisch Inc.
Sponsored by Skadden, Arps, Slate, Meagher & Flom LLP

 

With the  push for broad reform of the transfer pricing rules gaining momentum, it remains to be seen how any such reform, such as moving to a territorial taxing regime, would affect dispute resolution mechanisms in the IRS Large Business & International Division that operate based on the current Section 482 regime. This session, which will include current Advance Pricing and Mutual Agreement Program Director Richard McAlonan and former Appeals Chief Diane Ryan, will address how tax reform could affect IRS administrative developments in transfer pricing in LB&I.

3:00pm – 4:00pm Cloud Computing and Other Sales Tax Issues
Moderator: Michele Borens, Sutherland
Speakers: Eric Tresh, Sutherland; Maria Biava, Associate General Counsel, State and Local Tax, Verizon
Sponsored by Sutherland Asbill & Brennan LLP
This session will examine the growing popularity of cloud computing business models that has caught the attention of state tax administrators.

4:00pm – 5:00pm State and Local Business Tax Policy: A Post-Election Roundup
Moderator: Jeff Saviano, Ernst & Young
Speakers: Joe Crosby, Senior Vice President and Principal, MultiState Associates; Bob Cline, Ernst & Young; Steven N.J. Wlodychak, Ernst & Young LLP
Sponsored by Ernst & Young LLP
Fresh on the heels of the outcome of the November election, this panel will offer its insight on what the electoral results mean for state and local business taxes, and identify those crucial economic, legislative, regulatory, and judicial trends that will shape the future of the state taxation of businesses.

5:00pm Reception

Wednesday, November 14
7:00am – 8:00am Breakfast

8:00am – 9:00am Planning For & Shaping Corporate Tax Reform
Speaker: Hank Gutman, KPMG
Sponsored by KPMG LLP
This session will focus on ways for corporate tax teams to obtain the latest information they need to understand and digest tax reform proposals, pool ideas, and present a united front.

9:00am – 10:00am Recent Developments and Policy Issues in Cross-Border Taxation
Moderator: Chris Bowers, Bingham McCutchen LLP
Speakers: Ronald Dabrowski, Deputy Associate Chief Counsel (International - Technical), Internal Revenue Service; Patrick Brown, Senior International Tax Counsel, General Electric Company
Sponsored by Bingham McCutchen LLP
This panel will examine recent developments in international and cross-border tax issues.

10:00am – 10:15am Refreshments

10:15am – 11:15am The Affordable Care Act: The Road Forward for Employers
Speakers: Alden J. Bianchi, Mintz, Levin, Cohn, Ferris, Glovsky and Popeo P.C.; Tammy E. Pitts, Associate General Counsel, Citigroup Inc.
Sponsored by Mintz, Levin, Cohn, Ferris, Glovsky and Popeo P.C.
The speakers will discuss strategies for managing the fast approaching deadlines and challenges employers are facing due to the Patient Protection and Affordable Care Act.

11:15am – 12:15pm Current Tax Issues with Respect to International Treasury Operations
Moderator: L.G. “Chip” Harter, PwC LLP
Speakers: Jeffrey Maddrey, PwC LLP; David Shapiro, PwC LLP; Jeff Dorfman, Office of Chief Counsel, Internal Revenue Service;
Sponsored by PwC LLP
This session will review ways in which multinational corporations are attempting to manage currency risk as well as recent experience with IRS examinations of such techniques.

12:15pm – 1:15pm Keynote Address & Luncheon
William Wilkins, Chief Counsel, Internal Revenue Service

1:15pm – 2:15pm Financial Reporting for Income Taxes
Speakers: Angela Evans, Ernst & Young LLP; Michael H. Salama, Vice President Corporate Tax and Senior Tax Counsel, Disney Corporation; Patrick Trapp, Ernst & Young LLP
This practice-oriented session addresses the rapidly growing challenges and uncertainties that corporations face in their tax accounting processes.

2:15pm – 3:15pm Reporters Roundtable
Moderator: Karen Fickes, Bloomberg BNA
Speakers: Brett Ferguson, Bloomberg BNA; Richard Rubin, Bloomberg L.P.; Heather Rothman, Bloomberg BNA

3:15pm – 4:15pm The Road to Corporate Tax Reform
Moderator: Clark Hoyt, Bloomberg News
Speakers: Elaine Kamarck, RATE Co-Chair; James Pinkerton, RATE Co-Chair; Add Diane Dossin, Ford Motor Company
Co-chairs of RATE (Reforming America's Taxes Equitably) will explain the process for accomplishing tax reform and how it will make our economy globally competitive again.

 

GOLD LEVEL SPONSORS

KPMG LLP, the audit, tax and advisory firm, is the U.S. member firm of KPMG International Cooperative ("KPMG International"). KPMG International’s member firms have 145,000 professionals, including more than 8,000 partners, in 152 countries.

KPMG delivers a globally consistent set of multidisciplinary services based on deep industry knowledge. Our industry focus helps KPMG professionals develop a rich understanding of clients' businesses and the insight, skills, and resources required to address industry-specific issues and opportunities.

Our history spans three centuries and features a number of significant mergers, most recently the combination of Peat Marwick International and Klynveld Main Goerdeler, and their individual member firms, into KPMG in 1987.

SILVER LEVEL SPONSORS

Founded in 1933, Mintz Levin has grown into a versatile law firm of 500 highly qualified and dedicated attorneys representing diverse international clients in many industries who turn to us for a wide range of legal services and resources. Our offices are located in Boston, Washington, D.C., New York, San Diego, Los Angeles, San Francisco, Stamford (CT), and London.

With approximately 1,800 attorneys in 23 offices on five continents, Skadden, Arps, Slate, Meagher & Flom LLP and affiliates (“Skadden”) serves clients in every major financial center. Its strategically positioned U.S. and international locations allow proximity to clients and their operations and ensure a seamless and unified approach at all times. For more than 60 years, Skadden has provided legal services to the corporate, industrial, financial and governmental communities around the world in a wide range of high-profile transactions, regulatory matters, and litigation and controversy issues. Clients range from a variety of small, startup companies to a substantial number of the 500 largest U.S. corporations and many of the leading global companies. The firm has represented numerous governments, many of the largest banks — including virtually all of the leading investment banks — and major insurance and financial services companies. Skadden has more than 40 practice areas and advises clients in matters involving, among others, tax, mergers and acquisitions, litigation and arbitration, corporate finance, corporate restructuring, securities law, banking, project finance, energy, antitrust and intellectual property.

Sutherland Asbill & Brennan LLP is a law firm known for solving challenging business problems and resolving sophisticated legal issues for many of the world’s largest companies. Founded in 1924, the firm handles matters throughout the United States and worldwide. Seven major practice areas—corporate, energy and environmental, financial services, intellectual property, litigation, real estate, and tax—provide the framework for an extensive range of focus areas, allowing Sutherland attorneys to serve a diverse client base that ranges from small and medium-sized start-up businesses to a significant number of Fortune 100 companies. Sutherland SALT is one of the premier state and local tax law practices in the country, with 29 lawyers representing more than 25 of the Fortune 100 and numerous other clients that are recognized leaders in their respective sectors.

Withers Bergman LLP is an international law firm dedicated to the personal, business and philanthropic interests of successful individuals, their families and advisers. It has over 250 attorneys worldwide who have experience in tax, trust and estate planning, as well as commercial, litigation, employment and other legal issues facing our clients.

Early Bird Prices (Expires on October 15, 2012)

Subscriber: $795
Non-Subscriber: $895

Regular Prices (After October 15, 2012)

Subscriber: $895
Non-Subscriber: $995