Chapter Events

  • Golf Outing

    Starts: 05/24/11 Ends: 05/24/11
    Location: Belmont, Ashburn VA
    Details TBA - Save the Date
    More Details

  • Compensation and Benefits Hot Topics

    Starts: 04/27/11 Ends: 04/27/11
    Location: Bethesda Marriott
    This month’s meeting of the Baltimore-Washington Chapter of TEI will be an afternoon meeting held at 3:30pm on Wednesday, April 27 at the Bethesda Marriott (Directions are attached). Registration will begin at 3:00pm. This meeting is open to members and their staff at no charge.  This is a good opportunity to receive invaluable training while containing costs.  A light cocktail reception will follow the meeting.
    The Chapter is pleased to welcome the following distinguished speakers from Morgan, Lewis & Bockius LLP – Claudia Hinsch, Vicki Nielsen and Patrick Rehfield.  The ability to identify and respond to tax issues related to compensation and benefits is critical for success of all corporate tax professionals. With the tax laws related to this area of taxation being so complex, it is important to periodically review compensation and benefit issues in order to help corporate tax professionals recognize potential audit issues, avoid making common mistakes and traps for the unwary.  To that end we will discuss:  
    • Best practices for Tax Professionals related to employment tax hot audit topics;
    • Review and gain insight into Code section 409A compliance issues;
    • Discuss 162(m) deduction limitations;
    • Summary of new information reporting rules;
    • Address cafeteria plans, FSAs and medical plan restructuring; and
    • Analyze worker classification issues.
    Agenda for Meeting
    April 27, 2011
    Bethesda Marriott

      3:00 to 3:30 PM Registration
      3:30 to 3:40 PM Chapter President’s Remarks
      3:40 to 4:40 PM Compensation and Benefits Update
      4:40 to 4:50 PM Break
      4:50 to 5:30 PM Compensation and Benefits Update
      5:30 to 7:30 PM Cocktail Reception with Hors d’ oeuvres

    More Details

  • Tax Education Day

    Starts: 12/7/10 Ends: 12/7/10
    Location: Marriott North Bethesda Conf Center
    The seminar provides an outstanding opportunity for TEI members, their staff and guests to obtain valuable training at a very reasonable cost.
     
    The Chapter is pleased to welcome Reed Smith, and PricewaterhouseCoopers, as our guest speakers.
     
    Agenda for Seminar
    December 7, 2010
    Marriott Conference Center
    North Bethesda, MD
    Time: 8:00 AM-4:00 PM
     
    8:00 to 8:30 AM   Registration and Continental Breakfast
    8:30 to 11:45   State Tax Issues
    (There will be a fifteen-minute break in the morning session)
    11:45 to 12:45   Lunch
    12:45 to 4:00  Accounting for Income Taxes 
    (There will be two ten-minute breaks in the afternoon session)
    4:00 PM     Adjourn
    More Details

  • Int'l Tax Update-Baltimore, MD

    Starts: 10/28/10 Ends: 10/28/10
    Location: E&Y's Offices - Baltimore, MD
    Agenda for Meeting
    October 26, 2010 – Ernst & Young Office, Baltimore, MD
    October 28, 2010 – Ernst & Young, McLean, VA
    Time: 8:30 AM
    8:00 to 8:30 AM   Registration
    8:30 to 8:35 AM  Chapter President’s Remarks
    8:35 to 10:30 AM  International Tax Update
    (A 10-minute break will occur at 9:30)
    10:30 AM Adjourn
    More Details

    The topic for the meeting is “International Tax Update.”  The Chapter is pleased to welcome William Hassell and Christian Pirozek of Ernst & Young to provide this update.  Summary biographical information about our presenters follows on the enclosed attachment.

  • Int'l Tax Update-Tysons, VA

    Starts: 10/26/10 Ends: 10/26/10
    Location: E&Y Offices - Tysons, VA
    Agenda for Meeting
    October 26, 2010 – Ernst & Young Office, Baltimore, MD
    October 28, 2010 – Ernst & Young, McLean, VA
    Time: 8:30 AM
    8:00 to 8:30 AM   Registration
    8:30 to 8:35 AM  Chapter President’s Remarks
    8:35 to 10:30 AM  International Tax Update
    (A 10-minute break will occur at 9:30)
    10:30 AM Adjourn
    More Details
    The topic for the meeting is “International Tax Update.”  The Chapter is pleased to welcome William Hassell and Christian Pirozek of Ernst & Young to provide this update.

  • Chptr Mtg-UTP Disclosure Regime

    Starts: 09/30/10 Ends: 09/30/10
    Location: 1676 Int'l Drive McLean VA
    The first meeting of the Baltimore-Washington Chapter of TEI for the 2010/2011 program year will be a breakfast meeting held on Thursday, September 30 beginning at 8:30 AM.   Registration will begin at 8:00 AM.  We are pleased to announce that the meeting will be hosted by KPMG.  Parking is available in front of the building in “visitors parking” and please proceed to the 12th Floor.  Directions are attached below.  In addition, the meeting is open to members and their staff, and this event is offered at no charge. This is a good opportunity for members and guests to receive invaluable training on current issues.  A light breakfast will be served.
    More Details

    The Chapter is pleased to welcome Hank Gutman and Mike Dolan of KPMG to address the spectrum of implications associated with the new Uncertain Tax Position disclosure regime proposed to be effective for 2010 Forms 1120 for corporations with $ 10 million or more in assets. 

     

    Among the issues they will develop include:

    ·         Involvement of the Board/Audit Committee

    ·         Interacting with your assurance firm and tax advisors

    ·         Challenges/issues in completing the Schedule UTP

    ·         Anticipating impacts of UTP on exam cycles

    o   2010

    o   Earlier years with similar issues

    o   CAP

    ·         Opportunities to reduce UTPs

     

    In addition to the discussion of UTP, Hank and Mike will spotlight key tax legislative and administrative developments likely to impact year-end considerations.

     

     

    Agenda for Meeting

    September 30, 2010

    KPMG (McLean, VA)

     

    Time: 8:30 AM

     

    8:00 to 8:30 AM         Registration

     

    8:30 to 8:40 AM        Chapter President’s Remarks

     

    8:40 to 11:00 AM      Uncertain Tax Positions and Key Tax

                                        Legislative and Administrative Developments

     

    (A 10 minute break will occur at 9:30)

     

    11:00 AM                   Adjourn