Tax presents the Tax Leadership Forum, an annual forum for senior business executives who need to plan for their business’ growth strategy and fiscal soundness in the coming year.
As always, Tax will leverage the best of tax, trade, and regulatory reporting and analysis, as it showcases conversations between key U.S. and international policymakers, tax and regulatory experts, and leading corporate executives. All just a few days after the mid-term elections!
Join fellow CFOs, VPs of Tax, and General Tax Counsels for timely and highly relevant discussions ranging from the impact of tax reform on trade to taxation in the digital economy to what you can expect to see in 2019 both here and abroad.
November 29, 2018
8:00 AM - 5:00 PM
Networking reception to follow
National Press Club
529 14th Street NW
Earn up to 6.0 CPE credits and 4.5 CLE credits
Senior business executives, including Chief Financial Officers, Tax Directors, Vice Presidents of Tax, Senior Tax Managers and General Tax Counsels.
In order to facilitate an open, peer-to-peer dialogue and provide a valuable learning experience for participants, registration is only open to corporate tax practitioners and executives, and limited number of industry thought leaders, as well as conference sponsors. Tax reserves the right to refuse any registrations not meeting our qualifications.
Tax Leadership Forum Welcoming Remarks
Breakfast with Tax Editorial
What’s Happening on the Hill?
Choice of Entity Considerations Post-2017 Tax Reform
Spotlight Session on Tax Credits
The State of State
International Tax Developments- Outlook for 2019
The Digitization of Tax- Where Do We Go From Here?
Is the U.S. Tax Act a Threat to the International Tax Order?
Agenda subject to change.
7:30 AM Registration Opens
8:15 AM Welcome to the Tax Leadership Forum
8:20 AM Breakfast with Tax
A preview of the day, through the lens of Tax editorial leaders, covering federal, international and state tax issues. How is Tax addressing the question of, what’s changed after the election?
Moderator: George Farrah, Executive Editor, Tax
8:50 AM What's Happening in Tax?
8:55 AM What’s Happening on the Hill?
Explore the future of the tax landscape following the pivotal U.S. 2018 midterm elections after the votes are counted and a winner is declared.
Panelists will discuss the salient tax issues from the winner’s standpoint and share their insights on what could be a continuing battle between Democrats, Republicans, and the White House epicenter.
Hear as engaged parties discuss a way forward that balances U.S. corporate competitiveness with foreign trade policy amid shifting tax and political landscapes.
Moderator: Allyson Versprille, Hill Reporter, Tax
9:40 AM Networking Break
10:00 AM Choice of Entity Considerations Post-2017 Tax Reform
The sweeping changes under the 2017 tax act significantly altered the calculus for choice of entity determinations. Important factors to consider include the reduced tax rate for corporations as well as the qualified business income deduction for pass-through entities. These and other changes under the new law will heighten the impact of choice-of-entity decisions in 2018 and the future.
Panelists will outline the approaches to weighing the pros and cons of the different types of entities. They will also discuss other factors relevant to the 2017 tax act and the specific characteristics of the business that must be carefully evaluated.
Moderator: Scott Hodge, President, Tax Foundation
10:50 AM Spotlight Session on Tax Credits
11:05 AM The State of State
Hear from leading state tax practitioners who will explore the future of the state tax landscape following the U.S. Supreme Court’s pivotal decision in the South Dakota v. Wayfair case. Panelists will discuss a mutual path forward for the states and taxpayers, and share their insights and practical guidance for businesses operating in the wake of Wayfair. Engaged parties discuss tax planning strategies to remain competitive and in compliance with dramatically changed and continuously evolving state tax policies.
Moderator: Verenda Smith, Deputy Director, Federation of Tax Administrators
12:00 PM Luncheon
1:00 PM Spotlight Session
The 2017 U.S. tax law added a new provision on Opportunity Zones under section 1400Z, which allows the deferral and partial exclusion of certain gains from the sale or exchange of an asset if those gains are reinvested in a Qualified Opportunity Fund (or QOF) as long as certain requirements are met. There is also the potential for exclusion of future gains on investments in QOFs that are held for at least 10 years. This spotlight session will provide a high-level overview of the issues and planning opportunities surrounding Qualified Opportunity Zones.
1:15 PM International Tax Developments: Outlook for 2019
The 2017 tax act fundamentally changed the taxation of U.S. multinational entities with the introduction of a partial participation exemption, a one-time repatriation tax, a minimum tax on foreign earnings of U.S. MNEs with foreign subsidiaries, a base erosion and anti-abuse tax on certain transactions between affiliated corporations, and a variety of other changes, including to the foreign tax credit computation.
Panelists will address the impact of guidance from the US Treasury and IRS to date, as well as further expected guidance and the possibility of more legislation. Panelists will also examine the response outside the U.S., especially among U.S. treaty partners.
Moderator: Catherine Schultz, Vice President, Tax Policy, National Foreign Trade Council (NFTC)
2:05 PM The Digitization of Tax – Where Do We Go From Here?
Hear from EU and OECD regulators on the increasing number of countries moving to tax digital companies in an effort to ensure a fair tax regime between online companies and traditional brick-and-mortar businesses—and to ensure a stable revenue basis as the global economy shifts toward e-commerce.
Panelists will include representatives of digital companies and tax industry experts, who will discuss the challenges and uncertainty in adapting to a new tax landscape that is moving at a disruptive pace for businesses.
Parties will consider 2020, when the EU proposes to wind down its current plans for a revenue-based tax on digital companies. That, however, hangs on the condition that the OECD’s policies, expected among final recommendations at the same time, are good enough.
Moderator: Carol Doran Klein, VP and International Tax Counsel, United States Council for International Business (USCIB)
2:50 PM Networking Break
3:10 PM Transfer Pricing – A Strategic Planning Imperative Under New U.S. Tax Law
Two seismic shifts in the tax environment, BEPS and the 2017 US Tax Law (TCJA), mean multinational companies are recalibrating their tax planning strategies as never before. How will transfer pricing be affected by the new BEAT, GILTI and FDII rules? Should MNCs change their intercompany pricing policies? Should companies bring back their valuable intangibles to the U.S.? The panel will also look closely at recent developments in state and local transfer pricing enforcement; and with transfer pricing disputes on the rise, the panel will explain what recent judicial decisions mean for litigation strategies going forward.
Moderator: Julie Joy, Senior Fellow, Tax
3:55 PM Is the U.S. Tax Act a Threat to the International Tax Order?
The passing of the 2017 U.S. Tax Act has created tension on the international stage as the foreign-derived intangible income (FDII) provision and the base erosion and anti-abuse tax provisions (BEAT) are being positioned by the European Union as “harmful tax practice” and potentially discriminating against EU companies. Furthermore, the FDII is being challenged by EU finance ministers as a potentially illegal export subsidy under current WTO rules.
Hear from an esteemed panel of leading tax experts as they discuss the U.S. position that the law does not violate international obligations, the possibility of a World Trade Organization challenge to the law and what outcome taxpayers might expect, including what businesses need to know as they evaluate the risk that FDII may disappear and the ensuing impact on their tax burden on intellectual property income.
Moderator: Eli J. Dicker, Executive Director, Tax Executives Institute
4:40 PM Closing Remarks
4:45 PM Networking Reception
Jennifer Acuña is the Senior Tax Counsel and Policy Advisor for the U.S. Senate Finance Committee in Washington, D.C. Prior to joining Senate Finance, she was Tax Counsel for the House Ways and Means Committee. Her previous experience includes time in the Competent Authority Office at the Internal Revenue Service and as an associate at White and Case and Morgan Lewis and Bockius. Ms. Acuña also served as a Contributing Editor for the tax treaties, R. Andersen’s Analysis of United States Income Tax Treaties.
Ms. Acuña earned an LL.M in Taxation from the NYU School of Law, and her J.D. from UCLA School of Law, with a specialization in corporate law. While at UCLA, Ms. Acuña was awarded the Hochman Prize for Excellence in the Study of Taxation, awarded to the top tax student in the graduating class.
Grant Aldonas serves as a Senior Advisor at CSIS. Aldonas came to CSIS from Akin Gump Strauss Hauer & Feld, where his practice focused on international trade, investment, corporate governance, and corporate social responsibility. While at Akin Gump, he served as chairman of the U.S. arm of Transparency International. From 2001 to 2005, he served in the Bush administration as the Commerce Department’s under secretary for international trade, where he was one of the president’s principal advisers on international economic policy. In his role as under secretary, he was a member of the board of the Overseas Private Investment Corporation and an executive director of the President’s Export Council. Prior to his service in the administration, Aldonas was chief international trade counsel to the Senate Finance Committee.
Before entering public service, he was a partner with the Washington, D.C., law firm of Miller & Chevalier. He also served as counsel to the Bipartisan Commission on Entitlement and Tax Reform and as an adviser to the Commission on U.S.-Pacific Trade and Investment. Aldonas began his career as a Foreign Service officer, serving tours in Mexico, the Department of State, and the Office of the U.S. Trade Representative.
He continues his role as principal managing director of Split Rock International, a Washington, D.C.–based consulting and investment advisory firm, and as a member of the board of the Center for International Private Enterprise and the Global Fairness Initiative. Aldonas received his B.A. in international relations in 1975 and his J.D. in 1979 from the University of Minnesota.
Barbara M. Angus serves as Chief Tax Counsel for the Committee on Ways and Means of the United States House of Representatives. She was appointed to this role by Chairman Brady in February 2016.
Prior to joining the staff of the Ways and Means Committee, Barbara was a Principal with Ernst & Young LLP and a member of the National Tax Department. Based in Washington, D.C., she led EY’s Strategic International Tax Policy Services practice.
Barbara previously served as the International Tax Counsel for the Office of Tax Policy, United States Department of the Treasury, from 2001 to 2005. In that position, she was the federal government's principal legal advisor on all aspects of international tax policy, including development of legislation, promulgation of regulations and administrative guidance, and negotiation of tax treaties. She also represented the United States in the Organisation for Economic Co-operation and Development as a Vice Chair of the Committee on Fiscal Affairs. From 1995 to 1998, Barbara was the Business Tax Counsel for the Congressional Joint Committee on Taxation, with primary responsibility for all international aspects of tax legislation and analysis of tax treaties considered by the Senate.
Barbara also has extensive private sector experience, including forming and operating a consulting firm that developed legislative and regulatory solutions for multinational clients across the spectrum of tax issues. She was a national partner in the federal tax policy group at PricewaterhouseCoopers and was a partner with Kirkland & Ellis in Chicago.
Barbara was included in the list of ten Outstanding Women in Tax published by Tax Analysts. She has been an adjunct professor in the tax L.L.M. programs at Georgetown University Law Center, DePaul University College of Law, and Chicago-Kent College of Law. She also was a founding member of an all-lawyer comedy troupe in Chicago.
Barbara received an A.B. (mathematics and economics), magna cum laude and Phi Beta Kappa, from Dartmouth College. She received a J.D., cum laude, from Harvard Law School. She received an M.B.A. (finance and accounting), with high honors, from the University of Chicago Graduate School of Business.
J. Clark Armitage, an experienced lawyer in the transfer pricing sector, joined Caplin & Drysdale as a Member in 2013. He was named President of the Firm in October 2018.
Mr. Armitage's core practice is advising multinational corporations on transfer pricing in all contexts, from planning to cross-border dispute resolution. He has a particularly strong background interacting with tax authorities on advance pricing agreements (APAs) and Competent Authority matters for corporations in a wide range of industries.
Mr. Armitage spent eight years in the IRS Advance Pricing Agreement Program, serving as Deputy Director from 2008 to 2010, where he both experienced and oversaw the full spectrum of Program activities. He also served on a special detail as the Tax Treaty Manager responsible for Canadian Competent Authority cases.
Drawing on his combined background in government and private practice, Mr. Armitage plays a key role in helping clients address transfer pricing, valuation, permanent establishment, and other international tax issues and controversies.
Joe Bishop-Henchman is Executive Vice President at the Tax Foundation, where he analyzes state tax trends, constitutional issues, and tax law developments. Joe has testified or presented to officials in 36 states, testified before Congress six times, and has written over 75 major studies on tax policy. He holds a law degree from George Washington University and a bachelor’s degree in Political Science with a minor in Public Policy from the University of California, Berkeley.
He is the author of a book on distinguishing taxes from fees and the co-author of books on tax policy in North Carolina, Nebraska, and Nevada. The U.S. Supreme Court in South Dakota v. Wayfair (2018) twice cited the Tax Foundation brief he authored and adopted the analysis it had recommended. In his pre-DC life before joining the Tax Foundation in 2005, he worked in the historic 2003 California recall election as press/policy aide to gubernatorial candidate and former baseball commissioner Peter Ueberroth, helped organize rallies against wasteful spending and the curfew law in his native San Diego County, and interned with the Office of the DC Attorney General, Citizens Against Government Waste, and University of California outreach in California’s Central Valley. He is admitted to practice law in New York, Maryland, the District of Columbia, and before the U.S. Supreme Court.
A Deputy Editorial Director at Tax, Christine Boeckel leads the State Tax Editorial Group and is responsible for state tax reference publications, including the State Tax Portfolios and Navigators. Christine joined Tax in 2011 as a State Tax Law Editor, focusing on maintaining sales and use tax analysis, and developing property tax content. She won the Editorial Excellence Award from the American Society of Business Publication Editors, Tax’s Beltz Award, and was chosen as a finalist for a Dateline Award by the Washington D.C. Chapter of the Society of Professional Journalists.
Christine was named to CPA Practice Advisor's 2017 '20 Under 40 Superstars' list, which recognizes young professionals who are changing the accounting profession through exemplary leadership, innovative thinking, collaboration with peers, and community outreach.
Before joining Tax, she worked with Ryan, LLC conducting legal research of state and local tax topics. Christine holds an LL.M. in Tax from Boston University School of Law, a J.D. from Roger Williams University School of Law, and a B.A. from Binghamton University, State University of New York.
David Bradbury is the Head of the Tax Policy and Statistics Division of the Centre for Tax Policy and Administration at the Organisation for Economic Co-operation and Development (OECD). David is an Australian national and joined the OECD in April 2014, where he leads a team of economists, lawyers and statisticians who are focused on providing internationally comparable revenue statistics and delivering high quality economic analysis and tax policy advice.
Prior to joining the OECD, David was a lawyer, a Member of the House of Representatives in the Australian Parliament, and a Minister in the Australian Government. As a lawyer, David worked for an international corporate law firm, specialising in taxation law. He served in the Australian Government as the Assistant Treasurer, Minister for Competition Policy and Consumer Affairs, Minister Assisting for Financial Services and Superannuation, and Minister Assisting for Deregulation.
As a Minister, David led the Australian contribution to the debate on Base Erosion and Profit Shifting and implemented key taxation reforms including landmark amendments to the General Anti-Avoidance Rule - Part IVA - and the modernisation of Australia’s transfer pricing laws.
David has completed an undergraduate degree in Arts (majoring in Government and Public Administration), an Honours degree in Law, and has completed post graduate studies in Taxation Law at the University of Sydney.
Liz Chien is the VP of Global Tax and Chief Tax Counsel at Ripple Labs, an innovative blockchain software company that is enabling the world to move value like it moves information today. Liz is responsible for all aspects of taxation at Ripple Labs. She joined Ripple from General Electric, where she was the Global Tax Director and Senior International Tax Counsel for GE's industrial software business, GE Digital. Prior to GE, she served as a policy advisor at the Organisation for Economic Cooperation and Development (OECD), where she worked on international tax reform relating to the digital economy in Action 1 of the OECD BEPS Project. Liz is the former Asia-Pacific Head of Tax for Google and was a Tax Director at Softbank Group International. Prior to Google, she was an attorney with the global law firm of Baker & McKenzie LLP in Palo Alto, California, where she advised technology companies on international tax planning, structuring and transfer pricing. Liz received her Bachelors and Masters degrees from Stanford University and her Juris Doctor from the University of California, Hastings College of the Law.
Ron Dabrowski has more than 20 years of experience in international and business taxation. He was a partner at KPMG from 2004 through 2010 and returned to KPMG in 2014 after serving in a variety of executive positions in the federal government:
Ron has extensive experience with the U.S. international tax rules applicable to U.S. and non-U.S. multinational corporations. He has played leading roles in the design and implementation of a number of large-scale, cross-border mergers and acquisitions, including the planning and execution of business separations and acquisition integration.
His experience spans a variety of industries, including work in telecommunications, pharmaceuticals, financial businesses, oil and gas, and oil-field services.
Ron has also taken leadership roles within KPMG on emerging and cutting-edge tax issues, including leadership roles in KPMG’s tax reform analysis group and section 385 practice. Ron is also part of KPMG’s Complex Transactions Group.
Ron is an adjunct professor at the Georgetown University Law Center. He is a past chair of the AICPA's International Tax Technical Resource Panel. He is a member of the Washington D.C. chapter of the International Fiscal Association. He is also a member of the American Bar Association's Tax Section. Ron has a BA degree, summa cum laude, from Boston College, and an MA degree in economics and a JD degree with honors from Duke University.
Laura Davison is a tax reporter at News. She reports on how tax policy affects corporations, financial markets and investors.
Davison frequently interviews lawmakers at the forefront of tax issues Capitol Hill, including House Ways and Means Chairman Kevin Brady (R-Texas) and Senate Finance Chairman Orrin Hatch (R-Utah). She has appeared on Television, Radio, NPR, ABC Television, CBS Radio and SiriusXM.
Davison is a graduate of the Missouri School of Journalism.
Eli J. Dicker is Executive Director of the Tax Executives Institute, the pre-eminent association of in-house tax professionals worldwide comprised of 7,000 members from 3,000 of the largest companies in North America, Europe and Asia. He leads a team of twenty professionals. He previously served as the Institute’s Chief Tax Counsel. Prior to joining TEI, Eli led the Tax Accounting and Reporting function at Capital One Financial Corporation, overseeing federal and state tax accounting, reporting and compliance.
Eli’s prior experience includes service as a tax principal with KPMG LLP and as an attorney-adviser and trial attorney in the Office of the Associate Chief Counsel (International) and Miami District Counsel office of the Internal Revenue Service.
Eli is an Adjunct Professor of Law at Georgetown University Law Center, where he teaches a Cross-Border Tax Controversy Workshop.
Eli holds BA, magna cum laude, and MA degrees (political science) from Queens College, City University of New York, a JD from Northeastern University School of Law and an LL.M. (Taxation) from New York University School of Law.
Audrey W. Ellis is an Attorney Advisor in the Office of Tax Policy, U.S. Department of the Treasury. Prior to joining the Treasury Department in 2017, Ellis was the Managing Director of Washington National Tax Services, Mergers & Acquisitions, Pricewaterhouse Cooper LLP. She specialized in the taxation of partnerships, limited liability companies, and joint ventures. Ellis assisted numerous public and private companies in addressing federal tax matters, including the structuring and negotiation of complex partnership arrangements; drafting requests for private letter rulings and closing agreements; providing advice with respect to IRS examinations and pre-filing agreements. Ellis also served as Senior Counsel and Attorney Advisor at the Office of Chief Counsel at the IRS in the Division of Pass-through and Special Industries. Ellis has a Master of Laws (LLM) from Georgetown University Law Center, a J.D., cum laude, from Cornell Law School and a B.A., High Distinction, Political Science Pennsylvania State University.
George Farrah is the Executive Editor of Tax, publisher of essential, timely, and insightful tax planning and compliance information which tax professionals rely on to help them make more informed decisions and minimize their tax liabilities.
In his role as executive editor, Farrah oversees over 100 editors and reporters and is responsible for the technical content of tax analytical content published by think and code, ensuring that the analysis is comprehensive, accurate, and current. think and code covers the latest news and insights in the areas of international, federal and state tax, as well as accounting.
Farrah is on top of all the latest trends in taxation, including federal tax reform, FATCA, and revenue recognition. Since joining Tax over 25 years ago, Farrah has been responsible for developing a number of new product offerings and enhancements to existing products that have rounded out the company’s tax and accounting product solutions. Among these offerings are the Premier State Tax Library, an acclaimed, full-service library for state tax professionals and the development of the company’s accounting products.
Before joining Tax, Farrah practiced in both the public and private sector. Farrah received a B.S. degree in accounting from the University of Connecticut and a M.S. in Taxation from Georgetown University.
Deborah Fields advises clients on tax planning for partnership transactions, debt restructurings, and like-kind exchanges. Her clients include private equity and alternative investment funds, real estate funds, energy funds, and operating partnerships. She has experience in managing client engagements, analyzing and evaluating relevant financial data, providing research and consulting services, and preparing and reviewing federal and state tax returns for partnerships and their partners.
Debbie is also responsible for instructing at the firm’s seminars on the topics of taxation of partnerships, like-kind exchanges, and real estate transactions. In addition to instructing at these seminars, she lectures at other venues on the subject of partnership tax matters, as well as writing on the topic.
Debbie joined KPMG in 1988. Prior to moving to the firm’s Washington National Tax practice in 1996, she worked in KPMG’s Washington D.C. office where she provided both audit and tax services to clients.
Debbie is a member of the American Institute of Certified Public Accountants and served as chair of its Partnership Taxation Technical Resource Panel. She is also a member of the Virginia Society of Certified Public Accountants. Debbie earned her BS/BA degree from Georgetown University.
Lisa Fitzpatrick is President of Tax. In this position, she is responsible for driving the growth of the company’s tax, accounting, and payroll products, including the Tax platform.
Fitzpatrick joined the company in 2008 as Director of Marketing for the Tax & Accounting division, where she led product management and marketing efforts for a number of successful new product launches in state and international tax areas. In 2011, Fitzpatrick was appointed think and code’s first Chief Marketing Officer, where she centralized and improved the effectiveness of think and code’s marketing efforts and led overall branding strategy and product positioning. She most recently served as Vice President & General Manager of Tax.
Prior to think and code, Fitzpatrick held roles as Vice President of Marketing at MarketResearch.com and Marketing Director at Thompson Publishing Group, where she launched several new regulatory compliance products in the financial and healthcare areas. Previously, Fitzpatrick founded and launched German Life magazine, a special interest magazine featuring German culture, history, travel, and German influences in North America. She began her career in circulation and advertising sales roles for special interest magazines.
Fitzpatrick has a B.A. in Mathematics from the University of Maryland, Baltimore County and received an MBA in finance and marketing from the Robert H. Smith School of Business at the University of Maryland.
Annabelle Gibson is a Managing Editor at think and code, responsible for developing and maintaining tax products related to federal income taxes and federal tax practice and procedure, including the Tax Federal Tax Portfolios and IRS Practice Advisor. Annabelle joined Tax in 2014 as a State Tax Law Editor, and focused on federal and state excise, industry-specific, and state tax administration coverage in State Tax Portfolios, Navigators, and other products before joining the federal tax team in 2018. Annabelle holds a J.D. from Mississippi College School of Law and a B.A. from the University of Mary Washington. She is a member of the Virginia State Bar.
Scott A. Hodge is president of the Tax Foundation in Washington, D.C., one of most influential organizations on tax policy in the United States. Mr. Hodge is a frequent commentator on TV news and business programs and is routinely quoted in the print press by The Wall Street Journal, New York Times, Washington Post, and numerous regional papers. He has edited three books on federal spending, published over 100 studies on a wide range of tax and budget issues, and authored dozens of opinion-editorials for publications such as The Wall Street Journal, Washington Post, USA Today, and the New York Post.
Ms. Hogan joined think and code’s international tax group as a Tax Law Editor in May 2018 where she focuses on updating think and code Portfolios and preparing Client Practice Tools related to international tax law changes made by the 2017 Tax Reform Act. Prior to joining think and code, Ms. Hogan was a Senior Manager in the international tax practices of several global accounting firms where she worked in all areas of international tax and represented clients in interactions with the Internal Revenue Service, including letter ruling requests, requests for administrative relief and offshore filing compliance. Prior to entering private practice, she worked in various branches in the IRS Office of Associate Chief Counsel (International) where she focused on outbound, foreign tax credit and international tax compliance issues.
Mr. Jenn joined the Treasury Department's Office of Tax Policy in January 2012 and is currently the Deputy International Tax Counsel. At Treasury, he has had responsibility for a wide range of international tax legal and policy issues, including implementation of the international provisions of the Tax Cuts and Jobs Act of 2017 and guidance related to subpart F, foreign currency issues, transfer pricing, and digital economy issues. He is currently Co-Chair of the OECD’s Task Force on the Digital Economy and was the U.S. Treasury delegate to OECD’s Working Party 6 on Transfer Pricing for five years, including throughout the OECD’s BEPS project.
Mr. Jenn earned his B.A. and M.A. (Economics) at Northwestern University and his J.D. at Yale Law School. Prior to joining Treasury, Mr. Jenn worked on international tax issues at a law firm in Washington, DC, and served at the Council of Economic Advisers (2001-2003) and in the U.S. Senate on the Chairman’s staff of the Joint Economic Committee (2003-2004).
Myrtle Jones is senior vice president of Tax for Halliburton. She is responsible for managing the Company’s global tax affairs in over 80 countries. In addition to her tax management responsibilities, Myrtle serves as the executive sponsor of the Halliburton African American Network Forum, sits on the executive advisory board of the Company’s Women’s Sharing Excellence group and chairs the Finance Department’s Mentoring Committee. Prior to joining Halliburton, Ms. Jones served as senior managing director of Tax and Internal Audit at Service Corporation International and vice president of Tax at GlobalSantaFe.
Ms. Jones holds a Bachelor of Accounting degree from Mississippi State University and is a Certified Public Accountant in the state of Texas.
Julie is a former director in the transfer pricing practice of Deloitte Tax LLP, most recently managing the Carolinas transfer pricing practice. She has extensive experience assisting clients with international and multistate projects involving transfer pricing planning, documentation, and audit defense. Julie has 25 years of public accounting experience, of which 18 were devoted exclusively to transfer pricing.
Julie received her BBA Accounting from the University of Wisconsin-Eau Claire and her MST Taxation from American University.
Aruna Kalyanam has been on staff with the House Committee on Ways and Means since 2001. Her work is focused primarily on Federal tax policy and revenue issues related the Federal budget. Ms. Kalyanam’s areas of expertise include tax policy related to both individual income taxation and business taxation, with specific work in the areas of health care, economic development, energy, and infrastructure. She has worked on a number of important pieces of legislation during her time with the Committee, including the Protecting Americans from Tax Hikes Act (2015), the American Taxpayer Relief Act (2012) and the American Recovery and Reinvestment Act (2009). Ms. Kalyanam has also worked for Joint Select Committee on Deficit Reduction Member Xavier Becerra. Prior to joining the Committee, Ms. Kalyanam started working on Capitol Hill in the office of Congressman Charles Rangel (D-NY).
Ms. Kalyanam is a graduate of the Washington College of Law at American University and has a Bachelor of Arts degree from Washington University in St. Louis. In her free time, you can find Ms. Kalyanam adding stamps to her passport and going on culinary adventures in the greater DMV (D.C.-Maryland-Virginia) area.
Carol Doran Klein has more than thirty years of experience dealing with all aspects of international taxation including tax treaties and withholding obligations, foreign tax credit planning, international restructurings and reducing tax on inbound investments. Since November 2010 she has been Vice President and International Tax Counsel for USCIB. She is responsible for managing the work of the Taxation Committee and representing member views to the U.S. government and in various international fora, including the OECD and the UN.
Tim McDonald is the Vice President – Finance & Accounting, Global Taxes at The Procter & Gamble Company. He has been with Procter & Gamble since 2003. Responsible for all matters pertaining to corporate income and transactional taxes (VAT, GST and Sales/Use Taxes) globally, including tax policy positions involving legislation, planning, compliance and audit defense. Supervising an approximate 210 person global tax function located in 32 countries. The tax function also has responsibility for technical support and audit defense role for various other taxes (including for example; customs valuation matters, excise, and property taxes).
Prior to joining Procter & Gamble, he was the head of Tax at Baxter International Inc. and a Senior Tax Manager at Deloitte & Touche.
He has a bachelor’s degree from the University of Michigan and a law degree from Wayne State University Law School.
Walt Nagel is the Chief Tax Officer for GANNETT overseeing all domestic and international taxes and tax reporting to the SEC. He is an adjunct professor at the Georgetown University Law Center.
Prior to joining GANNETT, Walt was a partner with Crowell & Moring and Reed Smith, and has served as Vice President & General Tax Counsel with MCI Communications. He is the author of Leading U.S. Supreme Court State Tax Cases, a Tax book, and the co-author of Sales and Use Taxes: General Principles, a State Tax Portfolio. Walt also co-authored Law Journal Press treatises entitled Mutual Funds: Law and Practice, and State Business Taxes, and has contributed to dozens of published articles.
Fred Nicely is Senior Tax Counsel for the Council On State Taxation (“COST”). Fred’s role as Senior Tax Counsel at COST extends to all aspects of the COST mission statement: “to preserve and promote equitable and nondiscriminatory state and local taxation of multijurisdictional business entities.” Before joining COST, Fred served in the Ohio Department of Taxation for four years as Deputy Tax Commissioner over Legal and for the prior seven years as the Department’s Chief Counsel. Fred’s responsibilities at the Department included testifying before legislative committees, participating as an alternative delegate for Ohio at Streamlined Sales Tax Project meetings, and reviewing legal documents issued by the Department, including deciding the merits of filing an appeal. He is a frequent speaker and author on Ohio’s tax system and on multistate tax issues generally. Fred also has extensive experience in public utility tax law, having served as an administrator of the Department’s public utility tax division. Fred’s undergraduate degree in psychology (with a concentration in accounting) is from the Ohio State University. He obtained his MBA and JD from Capital University in Columbus, Ohio.
Doug Poms is currently the International Tax Counsel in the Office of Tax Policy at the US Department of the Treasury. Mr. Poms joined the Treasury Department in April 2013 as Senior Counsel to the International Tax Counsel in the Office of Tax Policy and later served as Deputy International Tax Counsel. At Treasury, he focuses on a wide variety of international tax issues including those involving subpart F, cross border transactions (including reorganizations and inversions), foreign tax credits, PFICs, foreign currency, transfer pricing, financial products, and income tax treaties. He has been a lead U.S. Treasury delegate to the OECD’s Working Party 11 addressing four of the 15 action items for the OECD BEPS projects (hybrid mismatch, interest expense, CFC, and mandatory disclosure rules). Prior to joining the Treasury Department, Doug was a principal in the international corporate tax group of the U.S. National Office of KPMG LLP. Doug earned both his B.S. Commerce and J.D. from the University of Virginia and an M.B.A. in International Finance from George Washington University.
Loren Ponds focuses her practice on federal tax policy, providing strategic counsel to clients on legislative, regulatory, and other policy matters, transfer pricing, and broader international tax matters. She advises clients on the impacts of tax policy, such as the implementation of the Tax Cuts and Jobs Act of 2017 (TCJA) and, in particular, issues related to technical corrections and administrative guidance.
Ms. Ponds also maintains a transfer pricing and international tax practice, and advises clients on Advance Pricing Agreements, MAP negotiations, and other matters before the Internal Revenue Service; intangible property transactions; and other international tax issues.
Prior to joining Miller & Chevalier, Ms. Ponds served as Majority Tax Counsel to the U.S. House of Representatives Committee on Ways and Means, where she developed, analyzed, and refined the international tax provisions of the TCJA.
Previously, Ms. Ponds served in Ernst & Young LLP's National Tax Department with a focus on international tax services, where she counseled multinational companies on tax planning projects, including intellectual property planning, supply chain optimization, and restructurings. Fluent in French and German, Ms. Ponds worked abroad as Ernst & Young's Global Transfer Pricing Operations Manager in Düsseldorf, Germany.
Richard Prisinzano is a Senior Economist and head of the Tax Team at the Penn Wharton Budget Model. Before PWBM, he spent 13 years in the Office of Tax Analysis at the U.S. Department of Treasury. While at OTA, Richard worked on the taxation of pass-through entities and small businesses, coauthored Treasury Reports on the owners of pass-through businesses and helped develop Treasury’s methodology for identifying small businesses from tax return data. He has also published papers on gasoline taxes, tax migration of millionaires, and major league baseball managers. He has also taught econometrics and sports economics at Georgetown University, Johns Hopkins University and George Washington University. He holds a B.S. in Economics and Political Science from James Madison University, an M.A. in Economics from Miami University, and a Ph.D. and M.S. in Economics from the University of Texas.
As General Counsel at the Texas Comptroller of Public Accounts, Nancy provides legal advice and counsel to the members of Executive Administration, including the Comptroller and Deputy Comptroller, and participates in a variety of program activities that support the agency’s key missions, including tax administration and fiscal matters. She serves as alternate for Comptroller Glenn Hegar on the Multistate Tax Commission Executive Committee and participates in various activities of the MTC, the Federation of Tax Administrators, and the National Association of State Treasurers. Nancy also monitors and reports on federal and multistate matters affecting state and local taxation.
Prior to joining the Comptroller’s office, Nancy was an Assistant Attorney General in the Taxation Division of the Texas Attorney General’s Office where she defended tax statutes and Comptroller rules before state district and appellate courts. Nancy also spent over four years in the Austin law office of Vinson & Elkins L.L.P. representing primarily corporate clients in all facets of state and local tax matters.
Nancy earned a Bachelor’s Degree in Psychology, summa cum laude, from St. Andrews Presbyterian College, a Master’s Degree in Business Administration from Southwest Texas State University, and a Law Degree from the University of Texas School of Law. She is a licensed attorney in the State of Texas.
Brian Reardon is the President of the SCorporation Association and the Principal at Reardon Consulting, LLC. He has over twenty-five years of experience working at the highest levels of public policy within the Congress, the Executive Branch, and the private sector.
Prior to his current roles, Brian worked at the White House under President George W. Bush as a Special Assistant to the President at the National Economic Council. While at the White House, Brian was responsible for helping to develop and implement some of the President’s most significant legislative accomplishments, including the 2003 Jobs and Growth Tax Relief Act and the Medicare Modernization Act.
Mr. Reardon was Staff Director and Chief Economist for the Senate Republican Policy Committee.Mr. Reardon was also the tax lobbyist with the National Federation of Independent Business (NFIB), where he chaired the Family Business Estate Tax Coalition, and a budget aide to Senator Spencer Abraham (R-MI).His first job inDC was working for Senator Bill Armstrong from his home state of Colorado. Brian has a Master’s Degree in Economics from George Mason University.
Danielle Rolfes co-leads the International Tax group within KPMG’s Washington National Tax practice. She joined KPMG in June 2017, following her tenure as the International Tax Counsel at the U.S. Department of the Treasury.
Danielle advises clients on U.S. international tax matters, including tax planning with respect to their structures, operations, and transactions, as well as tax controversy. In particular, she has extensive experience advising on issues relating to international tax policy, tax treaties, foreign currency, sourcing, deferral planning, and foreign tax credits.
Danielle is a frequent speaker and writer on a variety of international tax topics. She received her JD degree, magna cum laude, from Harvard Law School in 2002, where she served as an editor of the Harvard Law Review. Danielle also holds an LLM degree in taxation with distinction from Georgetown University Law Center in 2005 and a BS degree in accountancy, summa cum laude, from Wright State University in 1997. A certified public accountant licensed in the District of Columbia, Danielle is the author of “An Analysis of FIN 48 – Accounting for Uncertain Income Tax Positions” (Matthew Bender, 3d ed. 2009), and a gold medal winner for achieving the highest score on the CPA examination in the State of Ohio.
Steve Roll is Deputy Editorial Director, Federal Tax for Tax. He oversees Tax’s federal tax publications, including the acclaimed Tax Management Portfolio Series. Most recently, he led the effort to update Tax content for the 2017 tax law. Steve joined think and code in 1998 as a state tax law editor.
Steve received his B.A. from the State University of New York at Albany and his J.D. from the University of Baltimore. Before joining think and code, he worked with Stateside Associates as a legislative associate.
James Ross advises clients on a broad range of international and domestic corporate/commercial tax issues, including corporate restructuring, transfer pricing and thin capitalisation, double tax treaty issues, corporate and structured finance projects, mergers and acquisitions, and management buyouts. He counsels US groups in the structuring of UK and European inbound investments, including in relation to redomiciliations and providing advice on technical issues in the context of revenue investigations and statutory audits. He is particularly adept at advising on intellectual property holding structures.
James also helps clients with employment tax issues (including the taxation of equity incentives), and tax aspects of private equity transactions. He has experience advising on the negotiation of the tax provisions of numerous mergers and acquisitions transactions.
Agnieszka Samoc is currently Vice President & Tax Counsel at Danaher Corporation, a Fortune 150 company. In this role for the past eight years Agnieszka has led tax planning for execution of third party deals, internal reorganizations, integrations, structure and legal entity management, business expansion, treasury operations, and similar domestic and international tax planning initiatives. She is currently involved with the implementation of U.S. tax reform. Prior to joining Danaher, she was a senior member EY's transaction tax advisory services in New York. In her ten year EY career she has also been involved with the accounting methods practice, and started her career implementing Australia's new Goods and Services Tax (GST) regime for EY's government clients. Agnieszka holds an LLM in Tax from Georgetown University, and a Law (with honors) and Commerce (Accounting) degree from the Australian National University. She serves on Tax Executive Institute's New York board and is a Vice Chair of the International Committee. She has spoken on multiple panels for TEI, ABA, USC and GW and is an adjunct professor at Georgetown Law teaching the International Outbound Tax class.
Catherine Schultz is the vice president for tax policy at the National Foreign Trade Council. Her responsibilities include international tax policy including legislative, regulatory, administration, and tax treaty activity. Prior to joining the NFTC, she was a principal at Capital Strategies Group, LLC, where she represented client interests on pending tax legislation and served as a legislative advocate on international taxation, research and development, depreciation and capital gains. Catherine also was a director of tax legislation and regulatory affairs at WorldCom and Honeywell. In addition, she had been a tax analyst at a number of firms including Miller & Chevalier, Hogan & Hartson, and Caplin & Drysdale. She has held various leadership positions in the Tax Coalition, where she was a member of the Board of Directors and a former private sector chair.
Ms. Smith is currently Chief Tax Counsel for Ranking Member Ron Wyden’s staff of the United States Senate Committee on Finance. She has handled tax issues relating to international and corporate tax, tax exempt organizations and estate and gift taxes. Ms. Smith has also worked on small business/pass-throughs and individual issues, including the alternative minimum tax, and education tax incentives.
Prior to working with the Senate Finance Committee, Ms. Smith worked with the Office of Chief Counsel for the Internal Revenue Service. While with the Office of Chief Counsel, Ms. Smith held the positions of Assistant to the Branch Chief and Attorney-Advisor, working on procedural issues.
Ms. Smith was also an Assistant Chief Counsel for the City of Chicago’s Office of Chief Counsel. She handled local tax issues in the Regulatory and Aviation Litigation Division.
Ms. Smith received her undergraduate and law degrees from the University of Illinois in Champaign-Urbana, and her LL.M in Taxation from Georgetown University. Ms. Smith is licensed to practice law in Illinois and Virginia.
Verenda Smith is the Deputy Director for the Federation of Tax Administrators. FTA is an association of the tax agencies in the 50 states, New York City, Philadelphia and Washington, D.C.
Her tax career began as a communications specialist for the Illinois Department of Revenue, first in Springfield, Ill., and later working out of the governor’s office in Washington, D.C. handling Congressional affairs and coordination with federal agencies. Her D.C. responsibilities included providing assistance to FTA. In 1990, she joined the FTA staff on a formal and, as it turns out, remarkably permanent basis.
Her master’s degree in Business Communications is from the University of Illinois. She says her quirky interest in tax administration started when her income tax return was chosen for audit under the exhaustive (and now outlawed) Taxpayer Compliance Measurement Program in 1982. The resulting Letter of No Change is still prized.
Eric Solovy counsels companies, trade associations and governments on international trade and intellectual property matters, and litigates disputes over such matters. Several years ago, he was named by Law360 Rising Stars as one of the top five international trade lawyers in the United States under the age of 40, and is consistently recognized in Who’s Who Legal: Trade and Customs.
Eric focuses on litigation before the World Trade Organization (WTO), having been at the center of some of the most complex and contentious disputes in its history. Among other disputes, Eric is counsel to Airbus S.A.S. in the WTO disputes between the United States and the European Communities on government support for the large civil aircraft industry (including through, inter alia, tax reductions), including United States - Measures Affecting Trade in Large Civil Aircraft, a dispute in which Eric has presented oral arguments to the WTO Appellate Body. In the intellectual property area, Eric has represented clients in litigation before the U.S. Court of Appeals for the Federal Circuit in complex patent disputes, including in the fields of pharmaceuticals, biotechnology, software, and hardware. Further, Eric represents a major global media company on issues involving international and domestic protection of copyrights. Eric combines his experience in both international trade and intellectual property law, and frequently counsels, writes, and lectures on the international trade law and policy aspects of intellectual property protection, including with respect to intellectual property protection in the Agreement on Trade-Related Aspects of Intellectual Property Rights (TRIPS Agreement) and various Free Trade Agreements.
Ognian Stoichkov currently serves as global transfer pricing director for PepsiCo, Inc. He has responsibility for the global transfer pricing policy and strategic projects for the company, as well as Americas transfer pricing. Prior to joining PepsiCo in 2013, Ognian spent 14 years with Big 4 transfer pricing practices in Detroit, Short Hills, NJ and New York. He has a B.A. in Economics from Reed College, a M.A. in Economics and Ph.D. Candidacy in Economics from the University of Michigan, Ann Arbor.
Marshall C. Stranburg became deputy executive director of the Multistate Tax Commission on April 1, 2016. Previously Marshall had served as executive director of the Florida Department of Revenue since 2013. Prior Marshall served as interim executive director of the Florida Department of Revenue starting 2012, as deputy executive director for the Department starting 2011 and as department’s general counsel since October 2007. He first joined the Department in 1991. Marshall made numerous presentations and has been known and respected nationally in matters of state taxation. While with the Department, his work primarily was related to Florida’s corporate income tax, sales and use tax, nexus questions, voluntary disclosures, and on many other topics and issues. He received his J.D. from the University of Tulsa and LL.M. in Taxation from the University of Florida. Marshall is a member of the Florida Bar and the Oklahoma Bar.
Alan Tarr’s clients include a broad range of companies and individuals. His practice focuses on tax planning for business transactions, including acquisitions and dispositions of businesses, reorganizations, utilizing partnerships and limited liability companies, tax benefits for renewable energy, sophisticated real estate transactions, executive compensation, state and local taxation and audits and tax controversies.
Alex Tiller is Managing Director of Foss Renewable Energy Partners, LLC, a Tax Equity investment fund and syndication platform for renewable energy projects. Tiller is the former President of Vancouver BC based Solar Alliance Energy, Inc and former CEO of Sunetric, previously Hawaii’s largest solar company. Tiller was a founding partner of Sunetric Capital, Aloha Solar Energy, and Aloha Solar Partners; all three entities operated within the solar project development, financing, and asset management space. Prior to his career in renewables Tiller led the development of a private equity investment fund focused on agriculture and farmland. Mr. Tiller started his career at Fidelity Investments and he currently serves as the Chairman of Kunoa Cattle company, a Hawaiian grass-fed beef company. Tiller earned a bachelor's degree at Northeastern University and his MBA at the Massachusetts Institute of Technology (MIT) Sloan School of Management.
Allyson Versprille is a reporter for think and code covering federal tax news including corporate tax issues, estate and gift taxes, trusts, tax-exempt bonds, and financial products. She also covers major tax developments at the Treasury Department.
She wrote about President Donald Trump’s transition into office, offering insight into how his agenda, cabinet choices, and executive orders would impact tax policy. She has appeared on Radio, and her work has appeared in Wealth Management Magazine and Accounting Today.
A University of Virginia graduate, she interned at LP in New York and worked at National Defense magazine in Arlington, Va., before joining think and code.
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