2022 77th Annual Conference Simulive Edition

Date -

December 7, 2022 12:00 AM

—

December 8, 2022 12:00 AM

Location - Virtual Conference

Event Description

Date – November 29 – December 7 (10 sessions)
Format – Simulive (Virtual Simulated live sessions)

Registration is now open!

Event Description

Although TEI’s 77th Annual Conference has concluded – October 26 was the final day – TEI has hand-picked 10 sessions focused on U.S. federal, international, and state & local tax, and financial reporting for a virtual
“Simulive edition” of this year’s Annual Conference. These ten sessions represent the latest thinking and perspective on critical topics for in-house tax professionals.

We are airing these 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 1.0 CPE credit. Simulive 77th Annual Conference registrants will also receive on-demand access to the ten recorded sessions at the end of the Simulive seminar. Please note that CPE is not available for on-demand viewing of the sessions. TEI reserves the right to substitute live programming in place of the recorded session if the session content has been outdated or the recording is otherwise compromised.

Upcoming Agenda (All times are Eastern Standard Time)

Applying the New Foreign Tax Credit Regulations - December 7 - 11:00 am - 12:15 pm

** This session will be aired live, not in simulive format. **

Joe Calianno | Managing Director, Andersen
Matthew Jenner | Partner, Baker & McKenzie LLP
Kenneth Murwanto | Senior Manager, International Tax, RSM US LLP

The Fundamentals of Section 704(c) – Understanding Partnership Book-Tax Differences - December 7 - 1:00 - 2:15 pm

Completed Sessions (All times are Eastern Standard Time)

FASB/Financial Reporting Update - November 29 - 11:00 am - 12:15 pm
Stephen Dunphy | VP, Tax Operations, Ross Stores, Inc. | Moderator
Damien Boudreau | US Tax Accounting Services Leader, PricewaterhouseCoopers LLP
Paul Vitola | Partner, Deloitte Tax LLP

The Inflation Reduction Act’s Book Minimum Tax - November 29 - 1:00 - 2:15 pm
Eric Johnson | Senior Vice President of Tax, Ross Stores | Moderator
Jamie Brown | Partner, Ivins, Phillips & Barker, Chartered
Michael Lebovitz | Partner, Mayer Brown LLP
Heather Roush | Managing Director, Andersen Tax LLC

OECD/G20 BEPS Pillars One & Two – Where Are We and Will We Cross the Finish Line? - November 30 - 11:00 am - 12:15 pm
Josie Scalia | Head of Tax, Nestle Health Science (Treasurer, Tax Executives Institute) | Moderator
Quyen Huynh | Principal, KPMG LLP
Alison Lobb | Partner, Deloitte UK LLP
Will Morris | Deputy Global Tax Policy Leader, PwC

OECD G20 BEPS Pillar Two Implementation – Holistic and Practical Issues - November 30 - 1:00 - 2:15 pm
Sarah Winters | SVP, Chief Tax Officer & Global Treasurer, Cushman & Wakefield | Moderator
Rafic Barrage | Partner, Baker & McKenzie LLP
Danielle Rolfes | Co-Leader - International Tax Group, KPMG LLP
Jason Yen | Principal, International Tax and Transaction Services, Ernst & Young LLP

Unpacking the Tax Treatment of Post-2021 R&E Expenditures Under Section 174 and Potential Implications Across the Return - December 1 - 1:00 - 2:15 pm
Betty Mak | Senior Manager, Tax, Maxar Technologies Inc. (Vice Chair, TEI’s Federal Tax Committee) | Moderator
Mark Hindes | Senior Manager, Deloitte Tax LLP
Hogan Humphries | Managing Director, KPMG LLP
Kathleen King | Managing Director and National R&D Practice Leader, Alvarez & Marsal Taxand, LLC

NOLs – The Most Valuable State Tax Assets You Only Think You Have - December 6 - 11:00 am - 12:15 pm
Natalie Friedman | Senior Manager, Tax, Charter Communications, Inc. | Moderator
Jessica Morgan | National Tax, Senior Manager, Ernst & Young LLP
Craig Fields | Partner, Blank Rome LLP
Charlie Kearns | Partner, Eversheds Sutherland (US) LLP

The Worst SALT Decisions of the Year - December 6 - 1:00 - 2:15 pm
Michell Rodriguez | Director, Corporate Income Tax, Costco | Moderator
Leah Robinson | State & Local Tax Partner, Mayer Brown LLP
Amy Nogid | Counsel, Alston & Bird LLP
Rebecca Balinskas | Of Counsel, Morrison & Foerster LLP

CLICK HERE to download the preliminary program.

Registration is now open. (Click the blue button above to register.)

CPE/CLE Information

This conference will offer up to 10 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.

Prerequisite: Registrant must be a corporate tax professional

Program Level: Basic

Advanced Preparation: No advance preparation required

Delivery Method: Group Internet Based

Field of Study: Taxes

CPE Credit: Max. 10 (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 is now open.

Prices:

All Sessions:

TEI Member = $495.00

Non-member = $650.00

Individual Sessions:

TEI Member = $100.00

Non-member = $150.00

Member rates are available to TEI members. 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 open to members of TEI and other in-house tax professionals. Individuals engaged in private law, accounting, or other consulting practice, as well as government employees, are ineligible to attend.

Cancellation and Substitution Policy

Cancellation - All cancellations must be received in writing by November 25, 2022 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.

TEI’s liability is limited to the return of the registration fee. TEI’s Federal Taxpayer ID Number is 52-0239291.

If you have any questions or concerns leading up to the sessions, please contact meetings@tei.org.