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28th Annual TEI-SJSU High Tech Tax Institute
Palo Alto, California, 94306
November 12th, 2012 - November 13th, 2012
8:00 AM (UTC -8:00), California, USA
Event Speaker
Annette Nellen
MST Program Director, San Jose State University
ANNETTE NELLEN
San Jose State University
Annette Nellen, CPA, ESQ., is a professor in and director of San Jose State University's
graduate tax program (MST), teaching courses in tax research, accounting methods,
property transactions, state taxation, employment tax, ethics, tax policy, tax reform, and
high technology tax issues. Annette is the past chair of the AICPA Individual Taxation
Technical Resource Panel and is a member of the Executive Committee of the Tax
Section of the California Bar. Annette is a regular contributor to the AICPA Tax Insider
and Corporate Taxation Insider e-newsletters. She is the author of BNA Portfolio #533,
Amortization of Intangibles. Annette has testified before the House Ways & Means
Committee, Senate Finance Committee, California Assembly Revenue & Taxation
Committee, and tax reform commissions on various aspects of tax reform. She maintains
the 21st Century Taxation website and blog (www.21stcenturytaxation.com). Prior to
joining SJSU, Annette was with Ernst & Young and the IRS.
MST Program Director, San Jose State University
ANNETTE NELLEN
San Jose State University
Annette Nellen, CPA, ESQ., is a professor in and director of San Jose State University's
graduate tax program (MST), teaching courses in tax research, accounting methods,
property transactions, state taxation, employment tax, ethics, tax policy, tax reform, and
high technology tax issues. Annette is the past chair of the AICPA Individual Taxation
Technical Resource Panel and is a member of the Executive Committee of the Tax
Section of the California Bar. Annette is a regular contributor to the AICPA Tax Insider
and Corporate Taxation Insider e-newsletters. She is the author of BNA Portfolio #533,
Amortization of Intangibles. Annette has testified before the House Ways & Means
Committee, Senate Finance Committee, California Assembly Revenue & Taxation
Committee, and tax reform commissions on various aspects of tax reform. She maintains
the 21st Century Taxation website and blog (www.21stcenturytaxation.com). Prior to
joining SJSU, Annette was with Ernst & Young and the IRS.
Event Description
Welcome
Murray Dean – Intel; President - Santa Clara Valley TEI Chapter
Annette Nellen, MST Program Director - SJSU
International High Technology U.S. Tax Current Developments
Jim Fuller, Partner - Fenwick & West LLP
Breakout A - Business Restructurings – What's Happening and What's New?
Paul Fahy, Partner - A&L Goodbody
Ivan Humphreys, Partner – Wilson Sonsini
David P. Hering, Partner – KPMG
Rachel D. Kleinberg, Partner - Davis Polk & Wardwell LLP
Breakout B - Indirect Taxes and Emerging Industries
Kim Reeder, Partner - Reeder Wilson LLP
Steve Oldroyd, Director – BDO
James D. Robinson, Senior VAT Manager - KPMG
William Lasher, Senior Director, Indirect Taxes - eBay Inc.
Luncheon Speaker - Post-Election Tax Perspectives
Nick Giordano, Principal - Ernst & Young
Section 199 – Hardware and Software Issues
Paul DiSangro, Partner – Mayer Brown
Roderick K. "Rod" Donnelly, Partner – Morgan Lewis LLP
Rich Shevak, Sr. Manager – Grant Thornton
The New World of International Examination and Enforcement
Sergio E. Arellano, Director of International Business Compliance - IRS
Kelly Nall, Director, Federal Tax Controversy - Hewlett Packard
Deborah M. Nolan, Partner – Ernst & Young LLP; Former Commissioner - IRS LB&I Division
Don Rath, VP Tax - Symantec
Todd Simmens, Partner - BDO
Tuesday November 13, 2012
ASC 740, SEC, UPT and More
Antonio J. Rebelo, Partner– Ernst & Young
Gregory J. Rowley, Partner – PwC
Jeff Sokol, Partner – Deloitte
Rusty Thomas, Partner – KPMG
Breakout C - IP Migration
David Forst, Partner – Fenwick & West LLP
John Peterson, Partner – Baker & McKenzie
Ben Shreck, Tax Counsel - Tax Executives Institute, Inc.
Breakout D - IRS Examinations, Appeals and More
Cheryl P. Claybough, Director of Communications, Technolgy and Media - IRS, LB&I Division
Julia M. Kazaks, Partner - Skadden Arps
Larry R. Langdon, Partner - Mayer Brown LLP; former Commissioner LMSB, IRS
Laurel Robinson, Area Counsel Attorney - IRS
Luncheon Speaker - IRS International Tax Enforement
Sergio E. Arellano, Industry Director, International Business Compliance Industry, LB&I - Internal Revenue Service
Research Tax Credit Developments
Michael Goldbas – Deloitte
Joe Stoddard., Sr. Manager – Grant Thornton
What is a Patent Box and Do We Want One?
Sang Kim, Partner - DLA Piper
Kendall B. Fox, Partner – PwC
Kent Wisner, Managing Director - Alvarez & Marsal Taxand, LLC
Federal Domestic and State Tax Updates
Annette Nellen, Professor – San José State University; Director – SJSU MST Program
Jennifer Peterson, Partner - KPMG
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Murray Dean – Intel; President - Santa Clara Valley TEI Chapter
Annette Nellen, MST Program Director - SJSU
International High Technology U.S. Tax Current Developments
Jim Fuller, Partner - Fenwick & West LLP
Breakout A - Business Restructurings – What's Happening and What's New?
Paul Fahy, Partner - A&L Goodbody
Ivan Humphreys, Partner – Wilson Sonsini
David P. Hering, Partner – KPMG
Rachel D. Kleinberg, Partner - Davis Polk & Wardwell LLP
Breakout B - Indirect Taxes and Emerging Industries
Kim Reeder, Partner - Reeder Wilson LLP
Steve Oldroyd, Director – BDO
James D. Robinson, Senior VAT Manager - KPMG
William Lasher, Senior Director, Indirect Taxes - eBay Inc.
Luncheon Speaker - Post-Election Tax Perspectives
Nick Giordano, Principal - Ernst & Young
Section 199 – Hardware and Software Issues
Paul DiSangro, Partner – Mayer Brown
Roderick K. "Rod" Donnelly, Partner – Morgan Lewis LLP
Rich Shevak, Sr. Manager – Grant Thornton
The New World of International Examination and Enforcement
Sergio E. Arellano, Director of International Business Compliance - IRS
Kelly Nall, Director, Federal Tax Controversy - Hewlett Packard
Deborah M. Nolan, Partner – Ernst & Young LLP; Former Commissioner - IRS LB&I Division
Don Rath, VP Tax - Symantec
Todd Simmens, Partner - BDO
Tuesday November 13, 2012
ASC 740, SEC, UPT and More
Antonio J. Rebelo, Partner– Ernst & Young
Gregory J. Rowley, Partner – PwC
Jeff Sokol, Partner – Deloitte
Rusty Thomas, Partner – KPMG
Breakout C - IP Migration
David Forst, Partner – Fenwick & West LLP
John Peterson, Partner – Baker & McKenzie
Ben Shreck, Tax Counsel - Tax Executives Institute, Inc.
Breakout D - IRS Examinations, Appeals and More
Cheryl P. Claybough, Director of Communications, Technolgy and Media - IRS, LB&I Division
Julia M. Kazaks, Partner - Skadden Arps
Larry R. Langdon, Partner - Mayer Brown LLP; former Commissioner LMSB, IRS
Laurel Robinson, Area Counsel Attorney - IRS
Luncheon Speaker - IRS International Tax Enforement
Sergio E. Arellano, Industry Director, International Business Compliance Industry, LB&I - Internal Revenue Service
Research Tax Credit Developments
Michael Goldbas – Deloitte
Joe Stoddard., Sr. Manager – Grant Thornton
What is a Patent Box and Do We Want One?
Sang Kim, Partner - DLA Piper
Kendall B. Fox, Partner – PwC
Kent Wisner, Managing Director - Alvarez & Marsal Taxand, LLC
Federal Domestic and State Tax Updates
Annette Nellen, Professor – San José State University; Director – SJSU MST Program
Jennifer Peterson, Partner - KPMG
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