Starts: 05/2/12 Ends: 05/2/12
Location: Pacific Coast Brewing Company, 906 Washington Street, Oakland, CA Please join the San Francisco Chapter of TEI for a Mixer
- Learn about TEI
- Discuss the latest Tax issues and Industry trends
- Network with other Tax professionals
- Enjoy Food and Drinks
When: WEDNESDAY, MAY 2, 2012 (5:30PM-7PM)
Where: PACIFIC COAST BREWING CO.
906 WASHINGTON ST., OAKLAND, CA.
(BETWEEN 9TH AND 10TH ST.)
LOCATED NEAR OAKLAND CITY CENTER
(510) 836-2739
WWW.PACIFICCOASTBREWING.COM
RSVP to: JIMMY JOE via email: jojoe@bechtel.com
BY FRIDAY, APRIL 27, 2012
Starts: 04/19/12 Ends: 04/19/12
Location: Golden Gate University, 536 Mission Street, San Francisco, CA Roger J. Grabowski, ASA, Managing Director of Duff & Phelps, LLC
Registration / Breakfast Buffet 7:45-8:30 a.m.
Members $60
Guests $70 Since the Financial Crisis of 2008 the economy has been on a roller coaster, creating unprecedented challenges to valuations. For example, risk-free interest rates serve as the benchmark upon which cost of equity capital models are built. But during three periods since the fall of 2008 (including today) risk free interest rates are abnormally low resulting in indications of the cost of equity capital that do not match the business risk.
· How does one match business risks with cost of equity capital estimates?
· What is the difference between Fair Value of Intangibles vs. Fair Market Values? In analyzing an acquisition, should the value of assets be different for financial reporting (Fair Value for ASC 805 under ASC 820) compared to income tax reporting (Fair Market Value for transfer of those the same intellectual property rights to a different legal entity)?
· What cost of capital issues should be considered when valuing foreign subsidiaries?
· What are the issues when valuing worthless stock?
Additionally, Roger invites our members to submit a brief description of valuation issues that you have recently or are currently dealing with so he can include a discussion of those issues in his presentation. Roger’s e-mail address is roger.grabowski@duffandphelps.com.
Prior to joining Duff and Phelps, Roger was a Managing Director of Standard and Poor’s Corporate Value Consulting Practice and before that a partner at Price Waterhouse where he founded its U.S. Valuation Services Practice and managed the real estate appraisal practice.
Make check payable to Tax Executives Institute, Inc.Send to: TEI, 985 Darien Way, San Francisco, CA 94127 or fax to 415-586-6606 by April 16, 2012.
The San Francisco Chapter of TEI has been approved by the State Bar of California to provide continuing legal education (CLE) credits. This specific program is scheduled to provide at least 2.75 hours of CLE credits based on 60 minute hours. In addition, the chapter follows the continuing professional education (CPE) guidelines specified in the California Chapter of Accountancy Regulations. Based on 50 minute hours, this specific program is scheduled to provide at least 3.0 hours of CPE credits.
Starts: 04/5/12 Ends: 04/5/12
Location: Golden Gate University, 536 Mission Street, San Francisco, CA 94105 Speakers:
Guillaume Barbier, Louis Carlow, Ken Gao
PricewaterhouseCoopers
Scott Frewing, Bob Tarun, Arseny Seidov
Baker & McKenzie
Cindy Hustad, Daniel Yamamoto
Deloitte Tax
Brian Joyce, Alex Levchenko, Hitesh Sawhney
Ernst & Young
Carlo Maria Paolella, McDermott Will & Emery
Vasal Vikas, Paul Webb, KPMG
Please join IFA and the Tax Executives Institute for current insights from country specialists on substantive areas creating significant compliance risks. The program focuses on 7 countries, U.S., Russia, China, India, Brazil, France and Italy.
Topics covered will include:
· Substantive areas creating significant compliance risks
· Unique/unusual procedural aspects of the tax compliance environment
· Required disclosures
· Liability standards for third parties
· Issues arising from tax provisions
· Transfer Pricing issues
· Pasquantino issues
· Payroll/Employment tax issues
· Information reporting issues
· Pitfalls during exam
· Responding to a criminal inquiry
· Foreign Corrupt Practices Act application to tax matters
○ Member/Guest 125.00
MC/VISA/Amex
Make check payable to Tax Executives Institute, Inc.
TEI, 985 Darien Way, San Francisco, CA 94127 or fax to 415-586-6606
by April 2, 2012.
You are responsible for payment unless cancellation is made at least three working days before the event.
The San Francisco Chapter of TEI has been approved by the State Bar of California to provide continuing legal education (CLE) credits. This specific program is scheduled to provide at least 5.5 hours of CLE credits based on 60 minute hours. In addition, the chapter follows the continuing professional education (CPE) guidelines specified in the California Chapter of Accountancy Regulations. Based on 50 minute hours, this specific program is scheduled to provide at least 6.5 hours of CPE credits.
Starts: 02/16/12 Ends: 02/16/12
Location: Golden Gate University, 536 Mission Street, San Francisco, CA 94105 Stay abreast of trends in technology through this demonstration and discussion of best practices that can help your tax department achieve new levels of operational excellence. $60 Members $70 Guests 3.5 CPE hours includes Breakfast Buffet
Speakers: Ira Cook, VP Tax, Good Technology
Debbie Jones, Manager State Tax
Chevron Corporation
David Green, Director, Tax Administration
Clorox Corporation
Mark Carlson, Tax Manager, Clorox Corp
Mary Chew, Tax Manager, Clorox Corp
Megan Mac, Tax Manager, Clorox Corp
Tina Robillard, Tax Manager, Clorox Corp
Teresa Tsang, Tax Manager, Clorox Corp
- Experienced industry professionals share the issues involved in automating their corporate tax function and how they implemented these efficiencies by examples and explanation.
- Leverage automation through workpaper standardization to integrate the provision and compliance tasks.
- Survey the many technology alternatives from compliance and provision software, to the calendar and document management.
Advances in tax technology allow time to focus on the interpretation of changing tax laws and new statutes. Tax directors and their staff are invited to take part in this timely discussion and presentation.
Make check payable to: Tax Executives Institute, Inc.
of charge my MC/VISA/Amex Send to: TEI, 985 Darien Way, San Francisco, CA 94127 or fax to 415-586-6606 by February 13, 2012.
You are responsible for payment unless cancellation is made at least three working days before the event.
The San Francisco Chapter of TEI follows the continuing professional education (CPE) guidelines specified in the California Chapter of Accountancy Regulations. Based on 50 minute hours, this specific program is scheduled to provide at least 3.5 hours of CPE credits.
Starts: 01/26/12 Ends: 01/26/12
Location: San Francisco City Club, 155 Sansome Street, San Francisco 94108 The speakers will discuss new developments and initiatives at the IRS. The agenda includes the following panelists:
Kathleen Arras (IRS Director, Appeals Area 8)
Donald Focht (IRS San Francisco Territory Manager CTM)
Timothy McCormally (TEI Executive Director)
Tony Shabazz (IRS San Jose Territory Manager CTM)
David Stanley (IRS Program Manager, Planning, Analysis, Inventory & Research)
Topics to include
• UTP/PAIR – IRS will discuss preliminary research findings regarding 2010 Sch UTP on Forms 1120 and 2010 FIN 48 disclosures on Forms 10K
• Appeals and Other Dispute Resolution Programs including Fast Track
• Compliance Assurance Process and pre-CAP
• Quality Examination Process
Questions for the IRS or TEI can be submitted in advance to Ron Height at ronald.height@chevron.com.The IRS representatives will also answer questions from the audience.
TAX EXECUTIVES INSTITUTE
MEETING RESERVATION FORM
Date: January 26, 2012 at 9:00 a.m.
If you have more than three reservations for this event, please make copies of this form.
Name______________________ Company Name____________________Phone #______________
o Member (with lunch) $70.00
o Member (without lunch) $50.00
o Guest (with lunch) $80.00
o Guest (without lunch) $60.00
o IRS Employee $40.00
Make check payable to Tax Executives Institute, Inc.
Send to: TEI, 985 Darien Way, San Francisco, CA 94127 by January 19th or Fax to 415-586-6606.
Your are responsible for payment unless cancellation is made at least three working days before the event.
Starts: 01/19/12 Ends: 01/19/12
Location: Golden Gate University, 536 Mission Street, San Francisco Craig Tatlonghari, Ernst & Young, LLP
Mark Wood, Ernst & Young, LLP
Kimberly Bott, Ernst & Young, LLP
Joseph Padre, Ernst & Young, LLP
7:30AM Registration
8:30AM-12:00PM Main Program
12:00PM-1:00PM Lunch
1:00PM-4:45PM Main Program
$100 Members $100 Guests
Send to: TEI, 985 Darien Way, San Francisco, CA 94127 or fax to 415-586-6606 by January 16, 2012.
You are responsible for payment unless cancellation is made at least three working days before the event.
With businesses paying $619 billion in total state and local taxes (“SALT”) during 2010, having a strong foundation in the concepts, rules and limitations that apply in the SALT arena is even more imperative for the tax professional. This seminar will provide attendees with a working knowledge of the fundamentals which govern this complex and fast evolving area of taxation. Whether you’re a seasoned professional looking to brush up your SALT knowledge or a new professional looking to make sense of the myriad of taxes and concepts that exist across the country, you’re sure to find this seminar valuable.
This program will focus on the history of state income tax concepts, developments, and compliance related issues normally encountered. The presentation will include a review of the states’ fiscal conditions, the landmark cases that have been decided by the U.S. Supreme Court and State Supreme Courts. The presentation will include an in-depth review of items that are encountered during the compliance process such as apportionment sourcing concepts, state net operating losses, deferred intercompany stock accounts, as well as other specialty taxesimposed by various satate. Additionally, the program will cover items normally encountered during the controversy process with a focus on California controversy procedural items.
Starts: 12/10/11 Ends: 12/10/11
Location: Marriott Hotel (Union Square) San Francisco The San Francisco Chapter of
Tax Executives Institute
Cordially invites you to celebrate
The Holidays!
Saturday, December 10, 2011
Cocktails 7:00 p.m.
Dinner and Dancing 8:00 p.m.
With Dining, Dancing and Sharing Festive Cheer.
Entertainment provided by David Green and “The Convertibles”
Marriott Hotel (Union Square)
480 Sutter Street, San Francisco
(Corner of Sutter and Powell)
Reservation by December 2, 2011
□ Yes, I want to attend □ * Yes, I am a prepaid member
Name:_______________________________
Guest:_______________________________
(Please print)
Dinner Choice of:
Member: □ Short Ribs or □ Halibut or □ Vegetarian
Guest: □ Short Ribs or □ Halibut or □ Vegetarian
$75 per person
No. of Reservations________________
Complimentary wine, iced tea or soft drinks
All members of your department are also welcome to come for dancing ONLY at 9 p.m.
(No charge except for alcoholic drinks (other than wine))
* Note: There is no meal cost to you and your spouse if you are a prepaid member.
Credit Card #__________________________ Expiration ___________
Send check to: TEI, 985 Darien Way, San Francisco, CA 94127 or fax to 415-586-6606.
Starts: 11/17/11 Ends: 11/17/11
Location: Golden Gate University, 536 Mission Street, San Francisco Kathleen McEligot, Deloitte, LLP, San Francisco
Cindy Hustad, Deloitte, LLP, San Francisco
7:30 AM Registration
8:30-11:30 AM Program
$60 Members, $70 Guests
Breakfast Buffet
3.0 CPE 2.25 CLE
Make check payable to: Tax Executives Institute
Send check to: TEI, 985 Darien Way, San Francisco, CA 94127
FAX 415-586-6606
More DetailsIssues to consider in year-end provision calculations:
*Recent SEC comments.
*Treatment of "Errors" vs. "Changes in Estimates".
*Commonly misunderstood items.
*Planning for possible corporate rate changes.
*Planning for other possible tax law changes.
*Hot topics in tax controversy.
Starts: 10/26/11 Ends: 10/26/11
Location: Golden Gate University, 536 Mission Street, San Francisco Kathleen McEligot, Deloitte, LLP, San Francisco
Cindy Hustad, Deloitte, LLP, San Francisco
Issues to consider in year-end provision including:
*Recent SEC comments
*Treatment of "Errors" vs. "Changes in Estimates"
*Commonly misunderstood items
*Planning for possible corporate tax rate changes
*Planning for possible law changes
*Hot topics in tax controversy More Details7:30 AM Registration
8:30 AM-11:30 AM Program
5th Floor Auditorium, Golden Gate University
$60 Members $70 Guests
Make Checks Payable to Tax Executives Institute
Send to: TEI, 985 Darien Way, San Francisco, CA 94127
FAX to: 415-586-6606
3 hours CPE credit, 2.75 CLE credit
Starts: 10/20/11 Ends: 10/20/11
Location: Golden Gate University 536 Mission Street, 5th Floor Auditorium, Room 5310 San Francisco, CA 94105 David J. Plewa, DLA Piper, East Palo Alto, CA
Eric D. Ryan, DLA Piper, East Palo Alto, CA
Stacy Paz, DLA Piper, East Palo Alto, CA
Steve Weerts, DLA Piper, East Palo Alto, CA
Friedemann Thomma, DLA Piper, East Palo Alto, CA More DetailsAreas for discussion will include:
• Trends In M&A Due Diligence and Agreement Negotiations
• Topics Not Commonly Addressed in M&A Treatises
• Uncommon Transaction Structures in the News
• Repatriation Strategies
• Continued Importance of 338(g) Elections
• Asset and Stock Cherry Picking
• VAT Surprises
• Post-Acquisition Integration of Foreign Subs and Related Issues
• Financing Structures
○ Member $60.00
○ Guest $70.00
Make check payable to Tax Executives Institute, Inc.
Send to: TEI, 985 Darien Way, San Francisco, CA 94127 or fax to 415-586-6606
by October 17th.
Starts: 09/22/11 Ends: 09/22/11
Location: Golden Gate University, 536 Mission Street, San Francisco, 94105 Speakers:
Mel Schwarz, Grant Thornton, LLP, Washington DC -
Doreen Griffith, Grant Thornton, LLP, San Francisco -
Rono Ghosh, Grant Thornton, LLP, San Francisco
More Details
* FEDERAL TAX UPDATE AND OUTLOOK *
INTERNATIONAL TAX UPDATE *
UNCERTAIN TAX POSITIONS UPDATE *
7:30-8:30 a.m. Registration/Breakfast
8:30-11:30 a.m. Main Program
Member $60.00
Guest $70.00
The San Francisco Chapter of TEI has been approved by the State Bar of California to provide continuing legal education (CLE) credits. This specific program is scheduled to provide at least 2.75 hours of CLE credits based on 60 minute hours. In addition, the chapter follows the continuing professional education (CPE) guidelines specified in the California Chapter of Accountancy Regulations. Based on 50 minute hours, this specific program is
scheduled to provide at least 3 hours of CPE credits.
Starts: 08/18/11 Ends: 08/18/11
Location: Golden Gate University, 536 Mission Street, 5th Floor Auditorium, Room 5310, San Francisco, CA Thomas M. Cryan Jr., Miller & Chevalier, Washington, DC
Eva P. McComas, Miller & Chevalier, Palo Alto, CA
Garrett A. Fenton, Miller & Chevalier, Washington, DC More Details•Hot topics in Employment Tax Audits – Including a discussion of the IRS NRP Employment Tax Audits and Procedural Issues Peculiar to Employment Tax Audits.
•Recent Developments in the 401(k) Area – Including potential IRS penalties for failure to comply with 401(k) rules and advantages and disadvantages under IRS testing rules of automatic enrollment.
•The Top 5 Tax Changes Under the Healthcare Reform Law.
7:30-8:30 a.m. Registration/Breakfast
8:30-11:30 a.m. Main Program
Members: $60 Guests: $70
Make check payable to Tax Executives Institute, Inc.
Send to: TEI, 985 Darien Way, San Francisco, CA 94127 or fax to 415-586-6606 by August 15th.
You are responsible for payment unless cancellation is made at least three working days before the event.
CPE 3.0 hour credit / CLE 2.75 hour credit
Starts: 07/14/11 Ends: 07/14/11
Location: Golden Gate University, 536 Mission Street, 5th Floor Auditorium, Room 5310, San Francisco, CA Please join SF Chapter of TEI for an update on the current issues facing state tax planning and compliance.
Areas of discussion:
Successful strategies in handling state tax controversy.
State transfer pricing and the movement to combined reporting.
State taxation of software and digital goods.
State Amazon laws and their implications.
More DetailsSpeakers: J. Pat Powers, Baker & McKenzie, Palo Alto
Theodore Bots, Baker & McKenzie, Palo Alto
Ivan A. Morales, Baker & McKenzie, Palo Alto
Amanda T. Kottke, Baker & McKenzie, Palo Alto
7:30-8:30 a.m. Registration/Breakfast
8:30-11:30 a.m. Main Program
Members $60 Guests $70
Starts: 06/9/11 Ends: 06/9/11
Location: San Francisco Marriott Union Square, 480 Sutter St., San Francisco, Speaker: Michele L. Pielsticker,
Sutherland, Asbill & Brennan LLP
Opening Remarks: L. Jay Selwitz
More DetailsReception, Dinner and Recognition of San Francisco Chapter San Francisco Tax Executives Institute Newly Elected and Outgoing Officers
State of the Chapter
Presentation of Meritorious Service Award
Presentation of President's Plaque
Presentation of President's Gavel
Starts: 05/19/11 Ends: 05/19/11
Location: Golden Gate University, 536 Mission Street, Room 2201-2, San Francisco, CA A special full-day "Just the Basics" program on accounting for income taxes. The presentation will be conducted by a team of professionals from Ernst & Young.
The program will cover the principles of ASC740 (FAS109) and will utilize a combination of presentations, case studies and group learning. The program will run a full day. More DetailsINCOME TAX ACCOUNTING BOOT CAMP
Topics covered:
Financial accounting framework for income taxes
Basic concepts of Accounting for Income Taxes under ASC740
How to prepare a tax prevision
Valuation Allowances
Interim Reporting and Discrete Items
State and Local tax considerations
International Tax Considerations
ASC740-10 (formerly FIN48)
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