Tax Executives Institute, Inc. (TEI) is a professional organization of business executives who are responsible for taxation matters on an administrative or policy-making level, or whose work is otherwise primarily concerned with the problems of business taxation and in-house tax professionals.
State & Local Tax (S.A.L.T.)
Part 1
April 20, 2021
10 am - 12:00 pm
- Federal Tax Policy Outlook
- State Budget Reactions to Changes (or Lack of Change) in Federal Policy
Presented by PwC
State & Local Tax (S.A.L.T.)
Part 2
April 21, 2021
10 am - 12:00 pm
- Multistate Credits & Incentives Update
- West Coast Update
- State Tax Issues to Consider in an M&A Transaction
Presented by PwC
SOFTWARE DAY!
Part 1
May 11, 2021
9 am - 11:00 am
Status of Unilateral Actions
-DST Implementation Status
-Other Countries Pending
-Section 301 Results & Next Steps
-EU Digital Levy
Taking Stock of the UN Committee of Experts
-'Software' in Royalties Article
-Art 12A & 12B
-Transfer Pricing
FTC Regulations Deep Dive
-Jurisdictional Nexus Test
-Other Proposed Rules Changes
-Industry Comments
Presented by Baker McKenzie
SOFTWARE DAY!
Part 2
May 12, 2021
9 am - 11:00 am
OECD Expectations / Inclusive Framework Process
-July G20 Decision Meeting
-Prospects for Agreement
-Implementation Roadmap
-Global Consensus in Not Achieved?
-Amount A & B Possible Results
Biden Tax Roadmap
-Section 174
-Regulations & Enforcements
Presented by Baker McKenzie
SOFTWARE DAY!
Part 3
May 13, 2021
9 am - 11:00 am
TP Planning for Software
- Effect of BEPS Actions 8-10
-Software Controversies
-Recent Audit Experiences
Presented by Baker McKenzie
Software Revenue Characterization Roundup
-Ex-US, Mexico, Spain, Australia, Italy
-18 & 19 Regulations
-Highlights of SALT Characterization Issues
Presented by Baker McKenzie
Many topics to keep you updated and current in the tax changing envirnoment:
Stay in the know on all upcoming meetings
TEI advocates to improve overall tax administration through uniform enforcement of tax law, while minimizing administrative and compliance costs. Advocacy work is focused on striking a balance between fair, administrable rules and sound tax administration, which impact taxpayers in every aspect of a corporate tax department’s work and in every industry.
President:
Stephen Dunphy, Ross Stores
Chapter Representative:
Eric Johnson, Ross Stores
1st Vice President:
Daniel Smith, Google
2nd Vice President:
Kristen Bauer, Stripe
Treasurer:
Chris Kmak, Intel
Secretary:
Howard Schneck, Varian Medical
Past President 2019-2020
Cindy Duquette
Anu Bedi, Fitbit - 2021
Fenella Salmonsson, Microsoft - 2021
Grace Chu, Dolby Laboratories - 2022
Clara Lee, VMware - 2022
Chris Anderson, Facebook - 2023
Jay Lall - ServiceNow - 2023
(Get Involved, Join or Inquire)
Federal Tax:
Mark Jewett, mjewett@ea.com
State & Local Tax:
Jason Wulfhorst, jason.wulfhorst@intusurg.com
International Tax:
Kristen Bauer, kbauer@stripe.com
Financial Reporting:
Carlos Calonge, ccalonge@ea.com
IRS / Controversy:
Howard Schneck, Howard.Schneck@varian.com
Head of Tax:
Ira Cook, ira.cook@smartm.com
Membership:
Richard Eigenbrode, greigenbrode@gmail.com
Social Media:
Fenella Salomonsson, Fenella.Salomonsson@microsoft.com
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