Event Description
Date – January 11, 2023 – March 2, 2023
Format – Simulive (Virtual Simulated Live Sessions)
Registration is now open!
Event Description
The U.S. International Tax Course builds upon the Institute’s success in educating tax professionals on the fundamentals, challenges, and opportunities present in U.S. international taxation, and is relevant to professionals working for both U.S. and non-U.S. headquartered companies. Designed for in-house tax professionals with five or fewer years of experience in U.S. international tax matters, the course covers the central concepts of the U.S. taxation of multi-national enterprises, including sessions addressing:
- Sourcing of income and expenses
- The U.S. foreign tax credit
- Transfer pricing under section 482
- FATCA and other withholding and reporting requirements
- The U.S. subpart F regime
The sessions feature a world-class faculty, and a practical and succinct perspective presented as a virtual “Simulive Edition” of the in-person U.S. International Tax Course conducted earlier this year. We are airing the sessions in a Simulive format, which means we will replay the recorded sessions from the seminar and will have session speakers on hand to answer questions through chat and a live Q&A at the end of the session. Each Simulive session will qualify for CPE credit depending on the length of the session, with a maximum total of 36 CPE hours offered.
Simulive U.S. International Tax Course registrants will also receive on-demand access to the recorded sessions at the conclusion of the Simulive seminar on March 2, 2023. Please note that CPE is not available for on-demand viewing of the sessions.
Agenda (All times are Eastern Standard Time)
Development of International Tax Law & Policy
- January 11, 2023 - 11:00 am - 12:15 pm (part 1 of 4) | 1:00 pm - 2:15 pm (part 2 of 4)
- January 12, 2023 - 11:00 am - 12:15 pm (part 3 of 4) | 1:00 pm - 2:15 pm (part 4 of 4)
Joshua Rabon | Associate, Tax, Skadden, Arps, Slate, Meagher & Flom LLP
Sections 861-863: Sourcing Income & Expenses
Anna Voortman | International Tax Services, Ernst & Young LLP
- January 19, 2023 - 11:00 am - 12:15 pm (part 1 of 3) | 1:00 pm - 2:15 pm (part 2 of 3)
- January 20, 2023 - 11:00 am - 12:15 pm (part 3 of 3)
Anna Voortman | International Tax Services, Ernst & Young LLP
Foreign Tax Credit
Samuel Pollack | Partner, Global Tax Practice, Baker McKenzie LLP
Julia Skubis Weber | Partner, Global Tax Practice, Baker McKenzie LLP
- January 25, 2023 - 11:00 am - 12:15 pm (part 1 of 3) | 1:00 pm - 2:15 pm (part 2 of 3)
- January 26, 2023 - 11:00 am - 12:30 pm (part 3 of 3)
Samuel Pollack | Partner, Global Tax Practice, Baker McKenzie LLP
Julia Skubis Weber | Partner, Global Tax Practice, Baker McKenzie LLP
Inbound Issues: U.S. Taxation of Nonresident Companies
- February 1, 2023 - 11:00 am - 12:15 pm (part 1 of 2) | 1:00 pm - 2:15 pm (part 2 of 2)
Steve Hadjilogiou| Partner, McDermott Will & Emery LLP
Foreign Currency Issues, including Section 987
Bob Leonard | Senior Manager, Ernst & Young LLP
- February 2, 2023 - 11:00 am - 12:15 pm (part 1 of 2) | 1:00 pm - 2:15 pm (part 2 of 2)
Bob Leonard | Senior Manager, Ernst & Young LLP
FATCA, Withholding Tax and Other Reporting Requirements for Foreign Investments
Kelli Wooten | Tax Principal, Information Reporting and Withholding Tax Services, KPMG LLP
- February 8, 2023 - 11:00 am - 12:15 pm (part 1 of 2) | 1:00 pm - 2:15 pm (part 2 of 2)
Kelli Wooten | Tax Principal, Information Reporting and Withholding Tax Services, KPMG LLP
Earnings & Profits
Paul Wagoner | Deloitte Tax LLP
- February 9, 2023 - 11:00 am - 12:15 pm (part 1 of 2) | 1:00 pm - 2:15 pm (part 2 of 2)
Paul Wagoner | Deloitte Tax LLP
Subpart F and GILTI
- February 15, 2023 - 11:00 am - 12:30 pm (part 1 of 3)
- February 16, 2023 - 11:00 am - 12:15 pm (part 2 of 3) | 1:00 pm - 2:15 pm (part 3 of 3)
Adam Halpern | Partner & Chair, Tax, Fenwick & West LLP
William Skinner | Partner, Tax, Fenwick & West LLP
William Skinner | Partner, Tax, Fenwick & West LLP
Sections 367 and 7874: International Reorganizations & Inversions
- (new date) February 15, 2023 - 1:00 pm - 3:00 pm (part 1 of 1)
Michael Cardella | Counsel, Tax, Skadden, Arps, Slate, Meagher & Flom LLP
Jeff Romero | Associate, Tax, Skadden, Arps, Slate, Meagher & Flom LLP
Jeff Romero | Associate, Tax, Skadden, Arps, Slate, Meagher & Flom LLP
Section 482, BEPS, and Foreign Tax Regimes
Nicholas Mowbray | Counsel, BakerHostetler
- February 23, 2023 - 11:00 am - 12:15 pm (part 1 of 2) | 1:00 pm - 2:15 pm (part 2 of 2)
Nicholas Mowbray | Counsel, BakerHostetler
Documentation and Information Reporting from Foreign Affiliates (Including Forms 5471 and 5472)
Brendan Sinnott | Senior Director, Alvarez & Marsal Taxand LLC
- February 24, 2023 - 11:00 am - 1:00 pm (part 1 of 1)
Brendan Sinnott | Senior Director, Alvarez & Marsal Taxand LLC
Bringing It All Together: Structuring of Foreign Transactions & Operations to Minimize the Corporate Tax Burden
Michael Thompson | Partner, Audit & Assurance, Deloitte Tax LLP
- March 1, 2023 - 11:00 am - 12:15 pm (part 1 of 3) | 1:00 pm - 2:15 pm (part 2 of 3)
- March 2, 2023 - 11:00 am - 12:30 pm (part 3 of 3)
Michael Thompson | Partner, Audit & Assurance, Deloitte Tax LLP
CLICK HERE to download a copy of the Preliminary Program.
Registration is now open. (Click the blue button above to register.)
CPE/CLE Information
This conference will offer up to 36 hours of internet-based Continuing Professional Education (“CPE”). CPE is only available for participation in the live broadcast of the session; CPE is not available for the on-demand playback of the sessions.
Program Level: Basic
Delivery Method: Internet Live
Field of Study: Taxes
CPE Credit: Max. 36 (based on a 50-minute hour)
Sponsoring Organization: Tax Executives Institute, Inc. TEI Education Fund, 1200 G. Street, NW, Suite 300, Washington, DC 20005
Tax Executives Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org.
For more information regarding administrative policies such as complaint or refund, or for questions related to this or other TEI events please contact TEI, directly, at 202.638.5601 or meetings@tei.org.
Registration
Registration Fees:
Member $1,195
Non-Member $1,395
Member $195
Non-Member $295
Member rates are available to TEI members only. Member benefits, such as member pricing, are not transferrable to non-members.
Need to renew? Visit www.tei.org, login, and select "Membership Expired -- Rejoin Today" above your profile.
Not a member? Learn more about the benefits of membership and join today to save up to $155 on this event and gain access to all TEI member benefits and TEI educational offerings.
REMINDER: TEI Events are normally open to members of TEI and other in-house tax professionals only. However for this online event, individuals engaged in private law, accounting, or other consulting practice are eligible to attend. Government employees are still ineligible to attend.
Registrant List
CLICK HERE for a weekly list of registrants (updated Mondays).
Cancellation and Substitution Policy
Cancellation - All cancellations must be received in writing by January 6, 2023 at meetings@tei.org.
Cancellations will be subject to a $50 cancellation fee. There are no partial refunds if you can only attend some of the sessions. Substitutions may be made prior to the start of the series; however, there are no partial registrations or sharing of registration for CPE purposes. Substitutions requests should be emailed to meetings@tei.org and are subject to a $25 fee.
If you have any questions or concerns leading up to the sessions, please contact meetings@tei.org.