Events - Event View

Preparing for the New Leasing Standard and its Deferred Tax Implications

In February the FASB issued its new lease accounting standard, ASU 2016-02, Leases (Topic 842). This new standard will affect all companies that lease, or sublease, property, plant or equipment. In addition to significantly changing lessee accounting by requiring most leases to be recognized “on balance sheet,” application of the new guidance may create new, or alter existing, temporary differences related to leases. Join us for an interactive discussion to consider the new guidance and the deferred tax impact of implementing the new leasing standard.

Speakers:
Larry Salus, Tax – Director, Grant Thornton LLP
Ryan Brady, Senior Manager, Grant Thornton LLP

Moderator:
James T. Hedderman, Managing Director, True Partners Consulting LLC

National Legislation and State Tax Policy Matters Update with a Focus on Illinois, Indiana, Michigan, Ohio and Wisconsin

This session will cover significant recent state tax legislative, regulatory and policy developments across the country, but with special attention to Midwest state developments.

Speakers:
Karl A. Frieden, Vice President and General Counsel - Council on State Taxation (Washington, D.C.)
Jeffrey J. Burns, Tax Managing Director - KPMG LLP (Chicago)
Janet L. Krueger, Partner-State and Local Tax - KPMG LLP (Chicago)

Moderators:
Charles Drury, Jr., Vice President and Chief Operating Officer - Council on State Taxation (Washington D.C.)
Denise Obrochta, Senior Manager-State Tax Reporting - Exelon Corporation (Chicago)

Legal and Tax Pitfalls in Global Mobility

American companies do business all around the globe, frequently requiring that US-based executives travel to other countries for periods of time to make deals, provide managerial or technical advice, establish operations, purchase or sell companies and so on. The actions of these executives can expose their employer, and the executives themselves, to tax and legal risks. Gabrielle Buckley, a partner with Vedder Price, and Fuad Saba, a partner with FGMK, will show you how to identify and avoid these risks.

Speakers:
Gabrielle Buckley, Vedder Price - Partner
Fuad Saba, FGMK - Partner, Specialty Tax Practice

Moderator:
Cindy Tait Vice President of Global Tax, Sims Metal Management

National Judicial Update and Discussion of State Tax Cases

Hear the speakers debate and discuss the leading state tax issues in litigation around the country and what the litigation means to your company.

Speakers:
Karl A. Frieden, Vice President and General Counsel - Council on State Taxation (Washington, D.C.)
Craig B. Fields, Partner - Morrison Foerster LLP (New York)
Nicole Johnson, Associate - Morrison Foerster (New York)

Moderators:
Charles (Chuck) W. Drury, Jr., Vice President and Chief Operating Officer - Council on State Taxation (Washington D.C.)
Denise Obrochta, Senior Manager-State Tax Reporting - Exelon Corporation (Chicago)

SESSION 1 (11:30 a.m. – 12:07 p.m.)

Data and Analytics for State Tax Purposes

This session will cover how large amounts of organizational and business data impacts both income/franchise and indirect taxes. We will cover everything from apportionment to transaction tax review to controversy and a general discussion of how the various states plan to address the nuances in a company’s technology platform.

Speakers:
Jeffrey J. Burns, Tax Managing Director - KPMG LLP (Chicago)
Janet L. Krueger, Partner-State and Local Tax - KPMG LLP (Chicago)

Moderators:
Charles (Chuck) W. Drury, Jr., Vice President and Chief Operating Officer - Council on State Taxation (Washington D.C.)
Denise Obrochta, Senior Manager-State Tax Reporting - Exelon Corporation (Chicago)


SESSION 2 (12:08 p.m. – 12:45 p.m.)

Market-Based Apportionment Assertions Via Alternative Apportionment

This session will address States’ back door approaches to market-based sourcing via assertions of alternative apportionment after returns have been filed with the required statutory normal apportionment. It will include a discussion of States’ market approaches without obtaining statute changes or promulgating regulations explaining when or how a market-based apportionment will apply and explore variations in approaches, successes, and obstacles to defending, or affirmatively seeking alternative apportionment.

Speakers:
Mitchell A. Newmark, Partner - Morrison Foerster (New York)
R. Gregory (Gregg) Roberts, Partner - Morrison Foerster (New York)

A Primer on Effective Business Communication.

Better communication skills can give an organization a huge competitive advantage. Not only does it help build a positive working environment with fewer grievances and less staff turnover, but it results in greater efficiency, more creativity and improved problem-solving.

This session is designed to help you improve your communication skills with colleagues, clients & vendors. This session will be interactive, fast-paced, fun and full of tips & techniques you can use immediately!

Speaker:
Rich Kerr, Training Connection

Moderator:
Erik Bilbrey, CDK Global

Have Gun, Will Travel

"Have Gun, Will Travel" was a popular TV western in the early 1960's. Paladin (the hero) was a mercenary or soldier of fortune who accepted commissions from people seeking his services, but would often work for free when the poor needed his help. If you fast forward fifty years, have gun, will travel, represents an ordinary citizen who has met the legal requirements to be issued a concealed carry license from the State of Illinois. Our speaker is an attorney and qualified firearms instructor. He will make a detailed presentation discussing the legal aspects of the Illinois Concealed Carry Act including what it does, what it doesn't do, and what it was intended to accomplish. We believe the presentation and the Q and A session following will give everyone a clearer understanding of this recently enacted law.

Speaker:
Joel Ostrander, Law Offices of Joel Ostrander

Moderator:
Jim Matousek, New Vision CPA Group