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UPCOMING MEETINGS

Tax Executives Institute – New York Chapter

FIFTY NINTH ANNUAL TAX SYMPOSIUM

December 14, 2022

Convene Conference Center

75 Rockefeller Plaza, NY, NY – 31st floor

PROGRAM

Registration and Breakfast: 8:15 A.M. - 9:15 A.M.

Morning Technical Sessions: 9:15 A.M. - 11:45 A.M.

Lunch: 11:45 – 1:00 PM

Afternoon Technical Sessions: 1:00 P.M. - 4:00 P.M.

MORNING SESSION 9:15 A.M. - 10:00 A.M.

Bring Out the Crystal Ball: the Legislative and Administrative Outlook Post Mid-Term Election

• Federal legislative activity during lame duck session (if any)
• What to expect from the Biden Administration in 2023-2024
• IRS Guidance on the Inflation Reduction Act – what can we expect?
• A look ahead to 2023 State legislative sessions - what to watch for

Speakers:

• David Brunori, Senior Director RSM
• John P. Napoli, Partner Seyfarth Shaw
• Michael Lobie, Associate Seyfarth Shaw

Morning break: 10:00 A.M. - 10:15 A.M

MORNING SESSIONS 10:15 A.M. - 11:45 A.M.

CONCURRENT SESSIONS: 1 or 2

1 - Federal and State/Local Impact of the Pandemic – Tax Practice in a Post-Covid World

The pandemic has had a lasting impact on how we live and work. It has created new challenges and new opportunities.

• What’s changed and what’s the same?
• Tax Departments
• Tax Compliance
• Tax Planning
• Tax Controversy and Litigation

Speakers:

• Jeffrey Friedman, Partner Eversheds Sutherland LLP
• Sharon Katz-Pearlman, Shareholder Greenberg, Traurig

2 - International Tax Planning in an Uncertain Global Tax and Economic Environment

Alongside the rapidly evolving foreign exchange and interest rate environment, and ongoing global supply chain disruption, Pillar 2 will have a major impact on the global tax footprint and reporting processes for multinationals. The panel will discuss:

• Expected timing of this major global tax reform and
• Impact of these trends on corporate structures, global financing and treasury, tax incentives and where IP is held/developed.
• ALSO: The new proposed Foreign Tax Credit regulations (published November 22, 2022)- key changes

Moderator:

Serge Huysmans, BEPS Desk Ernst &Young LLP

Speakers:

• Jason Yen, US National Tax Ernst & Young LLP
• Lee Holt, Director of Capital Markets Ernst & Young LLP
• Daniel Rees, UK Tax Desk Ernst & Young LLP
• Gagan Malik, APAC Tax Desk Leader Ernst & Young LLP

Lunch: 11:45 – 1:00 P.M.

AFTERNOON SESSION 1:00 P.M. – 2:30 P.M.

Year End Considerations: Things to Account For

• Will The CY22 Year-end Process Look Different?
• Vast Impact of a Mobile Workforce
• Evaluating New Rules, New Filings, New Liabilities, New Exposures
• Continuing State Conformity Issues
• Tick Tock – To-Dos By December 31?

Speakers:

• Eric M. Andersen, Managing Director Andersen Tax
• Eleni Lagos, Partner BDO USA LLP

Afternoon break: 2:30 P.M. - 2:45 P.M.

AFTERNOON SESSION 2:45 P.M. – 4:00 P.M.

Learning from the Past and Present and Prepared for the Future - Federal, State & Local and International

• The latest federal, international and state & local developments impacting how we analyze positions and transactions going forward integration planning including mergers & acquisitions for multinational groups.
• How tax groups should evaluate global (Pillar II) and domestic (TCJA, IRA, and related changes) developments, along with considering state and local tax consequences.

These developments affect

• How acquisitions and dispositions are structured,
• How companies should think about overall corporate structure (such as holding company considerations), and
• How to integrate recently acquired IP and businesses.

Speakers:

• Caroline Ngo, Partner McDermott Will & Emery LLP
• Katie Quinn, Partner McDermott Will & Emery LLP
• Timothy Shuman, Partner McDermott Will & Emery LLP

To register for the Symposium log onto https://teiny2022symposium.eventbrite.com. The registration fee for TEI members is $200 but there is an "early bird special " of $150 if registration is made before 12/13/22. The registration fee for non-TEI members is $250 but there is an "early bird special" of $200 if registration is made before 12/13/2022. Only credit card payments will be accepted for this event. Refund requests will be honored if received by December 12, 2022. Send refund requests to [email protected] Note: All refunds will be net of Eventbrite's fees which are non-refundable.