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As 2024 comes to a close, join us for our annual financial reporting seminar focused on the topics and legislative developments relevant to your financial reporting.

Eligible for up to 4.0 State Bar of California MCLE credits and up to 5.0 California Board of Accountancy CPE credits. 

8:00am-9:00am: Breakfast and Registration

9:00am-12:00pm: Morning Program

12:00pm-1:00pm: Lunch and Networking

1:00pm-3:00pm: Afternoon Program

Topics

• PwC:  Year End Tax Accounting Update, Complexities, and Legislative and Policy Updates
• Deloitte:  Pillar Two – What Did We Learn Over the Last Year?
• EY:  Tax Accounting Automation Developments 
• EY:  State Legislative Update
• Andersen:  R&D Credit and Section 174 Reporting Considerations
• KPMG:  ASU 2023-09 – Improvements to Income Tax Disclosures 

  Ease back into the work week and have some SALT with your leftover turkey at TEI's Annual SALT Update. Join us for some quality presentations and robust discussion with an all-star cast of SALT presenters from Eversheds Sutherland. Ask your toughest questions and get free advice from the best in the business! Network with your fellow SALT practitioners and learn how to band together through legislative activism with our special guest lunch speaker from CalTax. 

Eligible for up to 5.0 State Bar of California MCLE credits and up to 6.0 California Board of Accountancy CPE credits. 

8:00am-9:00am: Breakfast and Registration

9:00am-12:00pm: Morning Program

12:00pm-1:00pm: Lunch - Guest Speaker

1:00pm-3:30pm: Afternoon Program

Topics

• To Pay or Not to Pay, That is the Question!
• Are You Gross? Net?
•  Luncheon Discussion with Robert Gutierrez of CalTax  
•  The Empire (State) Strikes Back: A New York Update for Non-New York Based Businesses
• Uniformly Not Uniform

 The TEI Silicon Valley Chapter International Tax Committee invites members and non-members to our quarterly International Tax Lunch and Roundtable:

U.S. Tax Policy Expectations 

 The Roundtable discussion will be moderated by DLA Piper’s tax partners Evan Migdail (tax policy and regulatory affairs leader, based in Washington D.C.) and Anil Kalia (international and transactional tax planning expert based in Palo Alto).

11:30 am: Check-in and Lunch

12:00 pm - 2:00 pm: Roundtable Discussions

Please plan for active participation!

 Our Financial Reporting Roundtables are in-person events held on the second Thursday of the last month of each calendar quarter, hosted by public accounting firms, and followed by a networking happy hour.  The firms present a timely topic for discussion followed by discussion among your industry peers.  These roundtables are a great chance to connect and share best practices. 

2:00 pm - 3:00 pm Presentation

3:00 pm - 4:30 pm Roundtable

4:30 pm- 6:00 pm Happy Hour

September 12, 2024:  San Jose, CA

Hosted by PwC

December 12, 2024:  San Jose, CA

Hosted by Deloitte