Events - Event View

Have you wondered about……

Have you wondered what the tax treatment is related to transaction costs when you acquire an entity? Have you thought about what the potential tax impact of IRS Notice 2018-99 is to your Company related to qualified parking expense fringe benefits? The tax rules can be a little grey at times. Please join us as our presenter discusses these topics in detail and provide clarity on the federal tax treatment.

Speaker:
Brian Daily, Tax Partner, PwC

Moderator
Pete Antonopoulos, Senior Manager, True Partners Consulting LLC

Outrageous Cases

A review of recent state cases that defy logic, or at least defy logic more than usual. These cases will make tax professionals think twice about whether the positions they take are on solid ground.

Speakers:
Theodore Bots - Partner, Baker McKenzie LLP
David Hughes - Partner, Horwood Marcus & Berk Chartered

Moderator:
Larry Ewing

Foreign Investment in U.S. Real Estate

Please join us for a discussion of the Foreign Investment in Real Property Act of 1980. Sarah Beth Rizzo and James Jones of Skadden will take us through a presentation of the FIRPTA rules and exceptions as well as a discussion of structuring techniques and recent reforms.

Speakers:
Sarah Beth Rizzo, Counsel, Tax, Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates
James A. Jones, Associate, Tax, Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates

Moderator:
Jill Kosonen, Director, Transfer Pricing, Epsilon Economics LLC

Life after Wayfair (How Sellers Understand and Manage Compliance Everywhere)

Once a upon a time a business’ need to understand sales tax compliance was completely their choice because they managed where they were physically present. Today buyers decide where a business must collect. This session will explain how a business must be ready to understand tax compliance everywhere.

Speaker:
Scott Peterson, Avalara

Moderator:
Samantha K. Breslow, Horwood Marcus & Berk Chartered

Ethical Challenges in the Era of S-T-R-E-T-C-H-I-N-G The Truth (Part 1 of 2; continued in the 11:55 AM session)

This interactive presentation will focus on how tax professionals should act in an era of changing standards on professional behavior. The panel will dissect how new governmental professional standards affect private practitioners, in-house professionals and government employees working in the tax field. Changes to IRS Circular 23, federal whistleblower and false claims rules, recodification of the AICPA's Code of Professional Conduct, and the application of government ABA and AICPA rules are explored and then applied to several scenarios using interactive technology to involve registrants in the session.

Speakers:
Marilyn A. Wethekam, Partner,Horwood Marcus & Berk, Chartered
Jordan M. Goodman, Partner, Horwood Marcus & Berk, Chartered

Moderator:
Sharon Weiszmann, CTC Past President

The Stakes are Raised: Class Action and Qui Tam Claims in a post-Wayfair World

It's been a year since the Wayfair decision and most states have enacted economic nexus provisions. Many states also are in the process of implementing marketplace facilitator collection requirements. Come hear from David Blum and Mary Kay Martire about the Qui Tam and Class Action challenges retailers face in this new regulatory environment. Their program will identify current litigation/regulatory trends and provide you with the skills to identify and reduce the risk of exposure to these types of claims.

Speakers:
David Blum, Deputy Chair, Tax Practice Group, Akerman LLP
Mary Kay Martire, Partner, McDermott Will & Emery LLP

Moderator:
Diane Yetter, President and Founder, YETTER Tax and Sales Tax Institute

Update on State Taxation of Pass-Through Entities

This session will cover key issues and current developments with respect to the state treatment of PTE's, including state taxation of PTE's, allocation vs. combination of PTE income, apportionment factor treatment, withholding requirements, composite filings, and planning opportunities using PTE's.


Speakers:
Mariano Sori, SALT Partner, BDO
Kim Capizzi, SALT Senior Manager, BDO

Moderator:
Mariano Sori, SALT Partner, BDO

Ethical Challenges in the Era of S-T-R-E-T-C-H-I-N-G The Truth (Part 2 of 2; continued from the 10:30 AM session)

This interactive presentation will focus on how tax professionals should act in an era of changing standards on professional behavior. The panel will dissect how new governmental professional standards affect private practitioners, in-house professionals and government employees working in the tax field. Changes to IRS Circular 23, federal whistleblower and false claims rules, recodification of the AICPA's Code of Professional Conduct, and the application of government ABA and AICPA rules are explored and then applied to several scenarios using interactive technology to involve registrants in the session.

Speakers:
Marilyn A. Wethekam, Partner,Horwood Marcus & Berk, Chartered
Jordan M. Goodman, Partner, Horwood Marcus & Berk, Chartered

Moderator:
Sharon Weiszmann, CTC Past President

A review of all the day's topics - Questions and Answers.

Speakers:
All previous speakers