TEI-SJSU Tax Policy Conference on August 2 - you're invited

We hear a lot about tax reform at the federal level.  Will anything ever happen?  I think so.  There are some significant problems that need to be adjusted such as the system being outdated and too complex.

The annual TEI-SJSU Tax Policy Conference will delve into some key/hot tax reform topics - August 2 from 8:20 - 3:30 in Santa Clara.

Here is the line up of topics and speakers including two from DC.

Tax Reform – Getting Ready for Action in 2017

Tuesday, August 2, 2016

8:00 am – 3:30 pm

Biltmore Hotel in Santa Clara (Google map)

http://www.tax-institute.com (for registration)

Topics and Presenters

Inside Washington – What Must Be Done, What Might Get Done 

• Nicholas P. Giordano, Principal / Tax Policy Leader – Ernst & Young LLP, Washington, DC

A Look Back in Tax Reform Time for Lessons Learned  

·         Annette Nellen, Professor – SJSU MST Program

Inside Sacramento – What Must Be Done, What Might Get Done  

• Nikki Dobay, West Coast Tax Counsel – Council on State Taxation (COST)
• Tracey Grose, Chair – California Controller’s Council of Economic Advisors on Tax Reform; former vice president of Bay Area Council Economic Institute
• Oksana Jaffe, Chief Consultant – California Assembly Committee on Revenue and Taxation
• John Paek, Partner – Baker & McKenzie LLP
• David Ruff, Principal Consultant – California Assembly Committee on Revenue and Taxation
• Greg Turner, Special Counsel – Sheppard Mullin; former Senior Tax Counsel with COST

New State Taxes – What and Why?

• Nikki Dobay, West Coast Tax Counsel – Council on State Taxation (COST)
• John Paek, Partner – Baker & McKenzie LLP

Corporate Integration as An Answer to Tax Reform Needs

• Tony Coughlan, Tax Counsel - Senate Finance Committee, Washington, DC 
• Roger Royse, Founder - Royse Law Firm

Takeaways for Businesses

• Eric Johnson, Tax Director – Ross Stores; TEI Silicon Valley Chapter 1^st Vice President, moderator

Registration

Fee (includes refreshments, lunch, materials): $180 General ($155 TEI member)  $90  Gov't and non-profit

Register and pay online at http://www.tax-institute.com         

March 1 Tax Policy Conference - Don't miss out!

I'm pleased to see the TEI-SJSU Tax Policy Conference reach its third year!  The 2013 conference will be held on March 1, 2013 at Techmart in Santa Clara.

The topic - Tax Policies for Multijurisdictional Income.

This is a topic of increasing attention by national and state governments as well as organizations such as the OECD and MTC.  The topic gains attention as jurisdictions want to ensure they are getting their fair share of the income of a multijurisdictional business.  Also, new types of income, such as generated from ads on websites, is not easily sourced widely and jurisdictions worry about eroding tax bases.

The agenda and great list of speakers is included below.  Registration fees by February 1 range from $75 to $150 (including lunch and materials); $25 higher after February 1.

To register, visit  http://www.tax-institute.com.

Registration and Light Breakfast   8 - 8:30

Welcome   8:30 am

Setting the Stage - Theories and Aspects of Multijurisdicational Income
    Annette Nellen, Professor, San Jose State University

 Taxation of International Income – Theories, Actions and Trends

   Holly Glenn, Principal Economist, Baker McKenzie
   Susan C. Morse, Associate Professor, UC Hastings College of the Law
   Eric D. Ryan, Partner, DLP Piper
   Stephen P. Sedler, Senior Vice President of Taxes and International Trade Administration, Seagate   Technology - moderator

Lunch - provided

Economic Report – Global, US and California Data and Trends
   Dr. Jon Haveman, Chief Economist, Bay Area Council Economic Institute

State Taxation of Multijurisdictional Income – History, Actions and the Role of Congress
   Greg Turner, Senior Tax Counsel, Council on State Taxation (COST)

State Taxation of Multistate Income – Theories, Actions and Trends
    Dean Andal, Director, PwC - moderator
    Dr. Justin Garosi, Legislative Analyst's Office
    Dr. LeAnn Luna, Associate Professor, The University of Tennessee
    J. Pat Powers, Partner, Baker McKenzie

How Should Multijurisdictional Income Be Taxed? - Review of the Day and Looking Forward    Dan Kostenbauder, VP Tax Policy, Hewlett Packard Company
   Kim Reeder, Partner, Reeder Wilson
  + Opportunity for comments from attendees

Tax Reform: Status, Needs & Realities -Conference on Feb 3, 2012

TEI and SJSU are once again holding a 1 day Tax Policy Conference to provide an opportunity for people to get up to speed on the inevitable tax reform of some degree that will happen at the federal and California levels due to deficit issues, complexity, inequities, inefficiences, and competitiveness.

The 2012 conference will be February 3, 2012 at Techmart, 5201 Great America Parkway, Santa Clara, CA. We have a great slate of speakers including Joshua Odintz who recently left Treasury where he worked on various tax reform projects. We also have Dean Andal, formerly with BOE and the State Assembly, Fred Silva with California Forward, Gina Rodriquez with CalTax, Greg Turner with COST and several more.

We will cover federal activities and prospects and delve into the Camp territorial proposal, we will also explore some reforms suggested for California including upcoming ballot proposals. There will also be time for attendees to share ideas and provide input.

For a detailed agenda and to register - please see http://www.tax-institute.com. Registration fees are $150 general and $75 for government/non-profit attendees.