Special Chapter and Regional Meetings

  • Financial Services Industry Conference

    Starts: 09/17/15 Ends: 09/17/15
    Location: Ted Weiss Federal Building, 290 Broadway, 30th Floor
    More Details

    The Tax Executives Institute New York Chapter is once again partnering with the Internal Revenue Service for a conference on September 17, 2015

     
    This is a unique opportunity to hear from the Internal Revenue Service LB&I  as well as Tax Practitioners who are experts in the field
     
    ·        LB&I Update featuring IRS LB&I Commissioner, Doug O’Donnell as well as Rosemary Sereti, IRS Director, Financial Services 
     
    ·        Global Tax Update – Featuring  LB&I Acting Deputy Commissioner (International) Dave Horton, Ted Setzer, Acting Assistant Deputy Commissioner, International and Dave Varley, Acting Director of Transfer Pricing Operations
     
    Breakout sessions: 
     
    ·        Significant Domestic Tax Issues
    o   Repair Regulations
    o   Section I99 Update
    o   Accounting Methods
    o   Appeals Update
     
    ·        FATCA and Chapter 3 Compliance Updates and Issues
     
    ·        Financial Products
    o   Notice 2015-47/Notice 2015-48
    o   Penalties and Financial Products – The Wright case
    o   IRC 871 (m)
    o   IRC 1234A Pilgrim Price Tax Court case
    o   Notional Principal Contract Issues
    o   Debt Modification and other IRS 1001 issues
     
    To see the full agenda click here.
     
    The Conference fee is $125 for the full day program including lunch – CPE credits will be awarded to participants
     
    The conference will be held at the IRS facility:
    Ted Weiss Federal Building, 290 Broadway, 30th Floor, New York, NY
     
    Seating is LIMITED!!
     
     
    Questions?  Contact: Linda A. Klang – linda.klang@lehmanholdings.com