Events - Event View

Depreciation Complexities of the Tax Cuts & Jobs Act -Solving the Mysteries and Understanding Potential.

SourceHOV will discuss the nuances of the TCJA and its implications for depreciation and cost segregation. Topics will include 100% bonus depreciation post 9/27/17, including placed in service dates and binding contract rules, Qualified Improvement Property (QIP) rule clarification, section 179 expanded eligibility, and section 163 interest deductibility.

Speaker:
Charles Duncan, MA, Director, Cost Segregation & EPAct §179D

Moderator:
Rob Jantz, Senior Accountant, Cboe Global Markets

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, Director, Cohn Reznick

Supply Chain Tax Planning after the 2017 Tax Cuts and Jobs Act

The talk will focus on the changes to domestic and international tax laws introduced by the Act, and how these changes will affect the traditional tax and transfer pricing planning techniques that taxpayers have applied to multinational supply chain structures.

Speakers:
Ed Bodnam, Price Waterhouse Coopers, LLC
Bradley Slattery, Price Waterhouse Coopers, LLC
Christopher Desmond, Price Waterhouse Coopers, LLC

Moderator:
Fuad Saba, FGMK, LLC

SD v Wayfair – Administrative Impact of the Decision

The anticipation is over and now we need to figure out what the decision means from an administrative perspective. If economic nexus is the new reality with thresholds, do you have systems and processes to track the threshold triggers? What types of tax calculation and remittance functionality will you need to add for your business? If Wayfair prevails, what does that mean – likely more notice and reporting requirements. Can your systems comply? There aren’t any tools that exist today that offer the annual reporting services. How will you handle these? What about marketplace nexus – could that be the game changer? Are you a marketplace? How might states define this? Come hear Diane Yetter of YETTER & Sales Tax Institute and David Hughes of Horwood Marcus & Berk update us on the decision and give their ideas on how to meet the new requirements.

Speakers:
Diane Yetter, YETTER & Sales Tax Institute;
David A. Hughes, Horwood Marcus & Berk Chartered

Moderator:
Jim Tauber, Managing Director, CMI, Andersen Tax LLC

The Tax Professional of Today and Ethics - Part 1 of 2

Several new and emerging forces are driving significantly changed expectations around today's tax professional. Themes such as transparency, corporate purpose, reputational risk and the digital economy are driving global risk and uncertainty in both tax policy and administration. Further, the continued progression of technology and data as enablers of tax will change the risk dynamics and expectations of tax professionals. This course will examine these themes and seek to frame the ethical actions that today's tax professional will need to embrace and navigate this environment.

Speakers:
Trudy Armstrong, Director, International Tax, PricewaterhouseCooper LLC, Chicago
David Fijol, Partner, Transfer Pricing, PricewaterhouseCooper LLC, Chicago
Tim Lapetina, Partner, Tax Strategy & Reporting, PricewaterhouseCooper LLC, Chicago

Moderator:
Sharon Weiszmann, Retired

Illinois Unclaimed Property Update

As unclaimed property landscape continues to change nationally, Illinois seeks holder compliance in a practical and fair manner. Accordingly, this session will address the new statutory changes, regulatory developments and compliance initiatives. Holders will learn the new compliance rules, expectations, voluntary disclosure, transitional rules, and best practices on how to comply. Join us for this interactive session.

Speakers:
Joe Carr, Partner, BDO LLP
G. Allen Mayer, General Counsel, Illinois State Treasury

Moderator
Jim Tauber, Managing Director, Andersen Tax LLC

Illinois – State of the State

With the unending financial crisis in Illinois and another legislative session ended, the speakers will address all things Illinois to help state tax professionals consider their company’s tax and financial positions in Illinois. The speakers will provide an update of key legislation that passed, almost passed, and never had a chance; the Department of Revenue’s legislative agenda status; the status of Illinois Tax Tribunal cases; and unclaimed property. Finally, the speakers will provide some thoughts about what to look forward to in the Fall veto session and next year’s legislative session.

Speakers:
Michael J. Wynne, Partner, Jones Day
Jennifer C. Waryjas, Senior Associate, Jones Day

Moderator:
Rick Strohmaier, Partner – Grant Thornton (Chicago)

The Tax Professional of Today and Ethics - Part 2 of 2

Several new and emerging forces are driving significantly changed expectations around today's tax professional. Themes such as transparency, corporate purpose, reputational risk and the digital economy are driving global risk and uncertainty in both tax policy and administration. Further, the continued progression of technology and data as enablers of tax will change the risk dynamics and expectations of tax professionals. This course will examine these themes and seek to frame the ethical actions that today's tax professional will need to embrace and navigate this environment.

Speakers:
Trudy Armstrong, Director, International Tax, PricewaterhouseCooper LLC, Chicago
David Fijol, Partner, Transfer Pricing, PricewaterhouseCooper LLC, Chicago
Tim Lapetina, Partner, Tax Strategy & Reporting, PricewaterhouseCooper LLC, Chicago

Moderator:
Sharon Weiszmann, Retired

Presiding: Scott Milnes, President, The Chicago Tax Club

Speakers: All previous speakers

Review of Morning Topics – Questions and Answers