Chapter Events

 

  • Region VIII Tax Conference

    Starts: 06/11/12 Ends: 06/13/12
    Location: Hyatt Regency, Mission Bay, San Diego
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    TEI Region VIII Conference Agenda
    June 11 to June 13, 2012
    Hyatt Regency at Mission Bay, San Diego
     
     
    Monday, June 11
    Time
    Topic
    Speaker
    Facilitator
    Comments
     
    8:00-8:15
    (15 minutes)
    Opening remarks
    TEI
     
     
    8:15-9:45
    (90 minutes)
    International update
    Jim Fuller and
    Adam Halpern Fenwick West
    Brian Ugai
    650.335.7205
    jpfuller@fenwick.com
    9:45-10:00
    (15 minutes)
    Break
    N/A
    N/A
     
    N/A
     
    10:00-11:30
    (90 minutes)
    State update
    Jeff Freidman
    Sutherland
    Brian Ugai
    202.383.0718
    jeff.friedman@sutherland.com
    11:30-1:00
    (90 minutes)
    Lunch
     
     
     
    1:00:-2:30
    (90 minutes)
    International tax planning
    Tim Tuerff
    Deloitte
    Brian Ugai
    202.378.5223
    ttuerff@deloitte.com
    2:30-2:45
    Break
    N/A
    N/A
     
    N/A
     
    2:45-4:00
    (75 minutes)
    Effective tax lobbying (Federal and California)
    Teresa Casazza CalTax
    Nick Giordano.
    E&Y
    Mike Bernard
     916.930.3109
     teresa@caltax.org
     
    202.467.4316
    nick.giordano@wc.ey.com
    4:00-4:15
    Break
    N/A
    N/A
     
    N/A
     
    4:15-5:30
    (75 minutes)
    Subpart F
    Sean Duggan
    Squar Milner
    Bonnie Nobel
     
     

    TEI Region VIII Conference Agenda
    June 11 to June 13, 2012
    Hyatt Regency at Mission Bay, San Diego
     
     
    Tuesday, June 12
    Time
    Topic
    Speaker
    Moderator
    Comments
     
    8:15-9:45
    (90 minutes)
    Legislative update-Washington D.C.
    Nick Giordano.
    E&Y
     
    Brian Ugai
    202.467.4316
    9:45-10:00
    (15 minutes)
    Break
    N/A
    N/A
     
    N/A
     
    10:00-11:30
    (90 minutes)
    FIN48/FAS 109
    Paul Vitola
    Deloitte
    Manu Sabharwal
     
    11:30-1:30
    (120 minutes)
    Lunch
    Luncheon speaker: Tax Department Operations
    Jeffrey Bogan
    KMPG
    Manu
    Sabharwal
    480-469-3475
    1:30-3:00
    (90 minutes)
    Tax Controversy
    Jim O’Brien
    Patricia Rexford
    Baker and  McKenzie
    Brian Ugai
    james.m.o'brien@bakernet.com
    312-861-8602
    3:15-3:30
    (15 minutes)
    Break
    N/A
    N/A
     
    N/A
     
    3:30-5:00
    (90 minutes)
    Transfer Pricing
    Update
    Mike Patton
    DLA Piper
    Katherine Kimball
    Charles River Associates
     
     
    Bonnie Nobel
    310-595-3199
     
    858-794-1408.
     
     

    TEI Region VIII Conference Agenda
    June 11 to June 13, 2012
    Hyatt Regency at Mission Bay, San Diego
     
     
    Wednesday, June 13
    Time
    Topic
    Speaker
    Moderator
    Comments
     
    8:15-9:30
    (75 minutes)
    Partnership Planning
    Jim Songey, Josh Harms and Doreen Griffith
    Grant Thornton
    Brian Ugai
     
    9:30-9:45
    (15 minutes)
    Break
    N/A
    N/A
     
    N/A
     
    9:45-10:45
    (60 minutes)
    Capitalization and other accounting methods
    Dennis Tingey
    PWC
    Dave Mandelbaum
    dennis.tingey@us.pwc.com
    10:45-11:00
    (15 minutes)
    Break
     
     
     
    11:00-12:00
    (60 minutes)
    Professional Ethics
    Timothy McCormally
    Dan De Jong
     TEI
    Open
    ddejong@tei.org
    12:00-1:00
    (60 minutes)
    Lunch
     
     
     
     
    ​

  • State and Local Taxation Update

    Starts: 05/16/12 Ends: 05/16/12
    Location: Lakewood County Club -- 6800 West 10th Ave, Lakewood, CO
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  • Tax Department Management

    Starts: 04/18/12 Ends: 04/18/12
    Location: Lakewood County Club -- 6800 West 10th Ave, Lakewood, CO
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  • Tax Controversies

    Starts: 03/22/12 Ends: 03/22/12
    Location: Lakewood County Club -- 6800 West 10th Ave, Lakewood, CO
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  • International Taxation Update

    Starts: 02/15/12 Ends: 02/15/12
    Location: Lakewood County Club -- 6800 West 10th Ave, Lakewood, CO
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  • Federal Taxation Update

    Starts: 12/7/11 Ends: 12/7/11
    Location: Lakewood County Club -- 6800 West 10th Ave, Lakewood, CO
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  • Compensation - Heath & Welfare Plans

    Starts: 10/19/11 Ends: 10/19/11
    Location: Lakewood County Club -- 6800 West 10th Ave, Lakewood, CO
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  • Annual Golf Outing - Hosted by KPMG

    Starts: 09/19/11 Ends: 09/19/11
    Location: Lakewood County Club -- 6800 West 10th Ave, Lakewood, CO
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  • Accounting Methods - Tax Accounting

    Starts: 09/19/11 Ends: 09/19/11
    Location: Lakewood County Club -- 6800 West 10th Ave, Lakewood, CO
    More Details