Become a member or renew your membership today

 In this program, you will gain a better understanding of top priority global tax legislation developments, U.S. federal and state tax legislation, and controversy trends relevant to International Taxation of U.S. companies. 

Eligible for up to 5.75 State Bar of California MCLE credits and up to 6.8 California Board of Accountancy CPE credits. 

Topics

• Newton's Third Law Applied in International Tax: US Tax Actions and EU Reactions
• Recent U.S. Tax Developments and Traps for the Unwary in International Taxation
• OECD Pillar Two (Global Minimum Tax): Almost One Year In – What Have We Learned?
• M&A Transactions: Practical Considerations for In-House Tax Professionals
• Preparing for Challenges Based on the Economic Substance Doctrine (ESD), the General Anti-Avoidance Rule (GAAR) and Similar Rules
• What is the Significance of Regulations and Statutes After the Recent Supreme Court Decisions in Loper Bright and Corner Post?

• Breakout Session 1:

1. Australian Tax Developments (or)
2. Indirect Tax Controversies

• Breakout Session 2: 

1.  Recent Major EU Tax Directives Affecting US Multinational Companies (or)
2. Transfer Pricing – Audits, Ruling Foot Faults, and Impact of Amount B

Hear from experts on important tax matters facing

 high tech businesses.

Topics

• International High Tech Tax Developments
• M&A Equity Compensation and Global Mobility Updates
• R&D in Uncertain Tax Times
• AI in the Corporate Tax Department
• Accounting for Income Taxes
• Pillar 2
• IP Developments in Other Countries
• Federal Tax Controversy
• Domestic and Multistate Tax Update
• And more

Keynote Speakers

Danny Werfel, IRS Commissioner (Nov 4)

 Dave Kautter, former Assistant Secretary of Tax Policy at Treasury (Nov 5)

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 
• Andersen:  R&D Credit and Section 174 Reporting Considerations
• KPMG:  ASU 2023-09 – Improvements to Income Tax Disclosures 

 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