Our History


Date
Topic
Speakers
2015 Past Seminars
December 9
Outbound Asset Transfers - Panel Discussions
Stephen Blough (KPMG)
Patrick Jackman (General Electric Company)
Brenda L. Zent (Office of International Tax Counsel, Office of Tax Policy, U.S. Department of the Treasury)
November 11
Untangling the BEPS Hybrid Mismatch Rules
Robert Cassano
(Fried, Frank, Harris, Shriver & Jacobson LLP)

October 21
Partnerships - International Tax Planning and Recent IRS Guidance in this Area
Chris Trump (Deloitte Tax LLP)
Seth Green (KPMG LLP)
Jason T. Smyczek (Internal Revenue Service)

September 28
Sept 28 Back to the Future: Section 267(a)(3)(B) and its Impact on CFCs
Joe Calianno (BDO)
Paul J. Crispino (Deloitte Tax LLP)
Brett York (U.S. Department of Treasury)

July 14
Splitting Headaches: Final Regulations Under IRC Section 909 Suspend
(and Sometimes Eliminate) Foreign Tax Credits in 'Splitter' Transactions
 

James J. Tobin, Chair (Ernst & Young)
Andrew R. Walker (Milbank, Tweed, Hadley & McCloy)
Suzanne M. Walsh  (Internal Revenue Service)

June 17
VAT, the Only Answer That is a Real Answer
 Professor Michael Graetz
 (Columbia Law School)

May 27
The U.K.'s Diverted Profits Tax: What are the Implications for US Multinationals?  Is this a sign of things to come?

Harrison Cohen (Deloitte LLP)
Russell Fielder (KPMG LLP)
Matthew Newnes (EY LLP)
Matthew Ryan (PwC LLP)

 April 28
 Trade & Customs - Unlocking Above-the-Line Savings and Identifying Hidden Risks

Richard M. Belanger (Sidney Austin LLP)
Andrew Siciliano (KPMG LLP)

March 18
 Navigating the Subpart F Services Rules

Lowell Yoder(McDermott Will & Emery)
Marjorie Rollinson (Internal Revenue Service)

February 20

 Managing Foreign Earnings and Profits

Jasper Cummings (Alston & Bird)
Sam Kaywood (Alston & Bird)

January 16     
Tax Rulings, APAs, Mismatches and IP Regimes Under Attack by the European Commission - What is Going On?                                                                

Dr. Dennis Weber (Univ. of Amsterdam, Loyens & Loeff)
Dr. Johanna Hey (Univ. of Cologne, NYU)
Dr. Dennis Weber (Loyens & Loeff)





Prior Programs –
​Topics & Speakers



Date
Topic
Speakers
2014 Past Seminars
December 3
Spotting & Taxing Permanent Establishments: Frontier Issues
Richard Andersen (WilmerHale)
November 21
Corporate Inversions 
Deborah Paul, (Wachtell, Lipton, Rosen and Katz)
Steve Edge, (Slaughter and May)
Professor Stephen Shay, (Harvard Law School)
Robert Stack (U.S. Department of Treasury) 

October 16
What Happens When You Uncheck a First-Tier Foreign Disregarded Entity?
You Thought It Was Simple?

James P. Fuller, Esq., (Fenwick & West LLP)
September 11
Captive Insurance / Still Confused After All These Years
J. Walker Johnson, (Steptoe & Johnson LLP)
July 17 
Dual consolidated loss rules in light of BEPS - lessons learned?
 John J. Merrick, (Internal Revenue Service)
 Calum Dewar, (PricewaterhouseCoopers LLP)
 Carl A. Dubert, (PricewaterhouseCoopers LLP)
 Philip Fried, (PricewaterhouseCoopers LLP)
June 18
Current Developments in Cross Border Transactions  Ron Dabrowski, (United States Treasury)
James M. Gannon, (Deloitte Tax LLP)
John Womack, (Deloitte Tax LLP)

May 20
International tax reform: US and non-US developments
and the impact of the OECD's BEPS project

Eric E. Oman, (Ernst & Young)
Gerrit Groen, (Ernst & Young)
Daniel Brandstätter, (Ernst & Young)

 April 23
Current Developments for U.S. Investment in Canada 

 Firoz Ahmed, (Osler, Hoskin & Harcourt LLP)
Gordon Warnke, (Linklaters LLP)

March 18
Tax Morality, Professional Responsibility and Potential Penalties
in the International Tax Arena

Bryan C. Skarlatos, Esq., (Kostelanetz & Fink, LLP)

Feb 18

Transfer Pricing and Advance Pricing Agreements - State of the Union

Steven C. Wrappe, (Ernst & Young LLP)
Natalie Hodapp, (Internal Revenue Service)

January 21  
How Do You Put A Cross Border Debt/Equity Case Together?

Don Korb, (Sullivan & Cromwell)
Jim Gadwood, (Sullivan & Cromwell)







Date
Topic
Speakers
2008 Past Seminars
December 9


Dividend Withholding Avoidance Techniques
  

Stuart Leblang (Akin Gump)
November 11
Taxation of Foreign Investments in U.S. Distressed Debt
 David S. Miller (Cadwalader)
 Stephen Land (Linklaters)
October 21

 Canada Protocol — Anti Hybrid Provisions

 Michael Mundaca (International Tax Affairs, Dept of the Treasury)
 Kim Blanchard (Weil Gotshal)
September 16


 Is Transfer Pricing Broken?

 Edward D. Kleinbard (Joint Committee of Taxation)
 Willard Taylor (Sullivan & Cromwell)
July 15

The Derivative Benefits Provision of U.S. Income Tax Treaties

 Hans de Groot (Loyens & Loeff)
 Michael J. Miller (Roberts & Holland)
June 17

Transfer Pricing Disputes

Reeves C. Westbrook (Covington)
 Louis E. Carlow (PWC)
 Richard Tremblay (Osler)

May 13

The IRS's Approach to Cost Sharing Buy-in Payments

Rocco V. Femia (Miller & Chevalier)
 David Blair (Miller & Chevalier)

 April 22

Proposed Contract Manufacturing Regulations

Michael A. DiFronzo (IRS)
Peter Connors (Orrick)
Colleen O'Neill (Ernst & Young)

March 11

Cross-Border Issues of Life Settlements

Jim Guadiana (Torys)

John T. Lutz (McDermott Will & Emery)

February 20

Cross-Border Implications of Notice 2008-2 Regarding Prepaid Forward Contracts

Mark H. Leeds (Greenberg Traurig)
Jeffrey L. Dorfman (IRS)

January 8

Corporate Repos — The Next Income Trust?

 Jeffrey D. Scheine (Kaye Scholer)
 William Corcoran (Osler)







Date
Topic
Speakers
2009 Past Seminars
December 8


Volcker Tax Reform Panel – International Recommendations

 Paul Oosterhuis (Skadden Arps)
 Peter Canellos (Wachtel, Lipton)
November 10
Bilateral and Multilateral Information Sharing – How “They” Are Gathering Information About You! And What You Should and Shouldn’t Do About It!
 Donald L. Korb (Former IRS Chief Counsel and now Sullivan & Cromwell)
 Diana L. Wollman (Sullivan & Cromwell LLP)
October 20

 Foreign Corporations With U.S. Headquarters: What Tax Exposure?

Peter Glicklich (Davies Ward Phillips & Vineberg LLP)
Abraham Leitner (Davies Ward Phillips & Vineberg LLP)
September 15

 “Foreign Tax Credit” Generator Transactions

Bruce Kayle (Milbank)
July 7

Pending International Tax Legislative Proposals:  What Do They Say and What Effect Will They Have?

Eric Solomon (Assistant Secretary of the Treasury,
Tax Policy)
Philip R. West (Steptoe & Johnson LLP)
June 16

Undeclared Foreign Accounts, Tax Fraud and the UBS Prosecutions: United States and European Perspectives on Voluntary Disclosure

Lawrence S. Feld (Offices of Lawrence S. Feld)
Jean Paul van den Berg (Stibbe)

May 12

Dual Consolidated Losses, Pitfalls and Opportunities

Guy A. Bracuti (KPMG)
Hal Hicks (Skadden Arps)

 April 15

U.S. vs. EU Approaches to Business Restructuring

Marc M. Levey (Baker & McKenzie LLP)
Monique van Herkson (Baker & McKenzie LLP)

March 10

Foreign Currency Structuring in the Current Economic Environment

Jeffrey Maddrey (PricewaterhouseCoopers)
Yoram Keinan (Greenberg Traurig LLP)

February 10


Extension of Anti-Conduit Financing Regulations to Disregarded Entities and Hybrid Instruments

Phyllis E. Marcus (IRS Branch Chief)
Mark Stone (Holland & Knight LLP)

January 21

Repatriation Alternatives Considering Notice 2008-91

Colleen O’Neil (Ernst & Young)
 James Tobin (Ernst & Young)





International Tax Institute, Inc.

 



Date
Topic
Speakers
2013 Past Seminars
December 17

International Commerce: State and  Local Tax Considerations                                                            

 Keith D. Eisenstein, (Ernst & Young LLP)
Jeffrey Friedman, (Sutherland, Asbill & Brennan LLP)
Arthur R. Rosen, (McDermott Will & Emery LLP)
November 12
Impact of FATCA on non-financial entities--how will we deal with this new information reporting regime?
Philip Wagman, Esq. (Clifford Chance)
Andrew R. Walker, Esq. (Milbank, Tweed, Hadley & McCloy)

October 16
How Reinvestment or Repatriation Plans Effect Financial Statement Reporting of Foreign Earnings? 
Cullen D. Walsh (Financial Accounting Standard Board)
Mark Bielstein (KPMG LLP)
Edward J. Abahoonie (PricewaterhouseCoopers)
Michael Steinsaltz (Deloitte Tax LLP)

September 18



Corporate Inversions - Will They Ever End? Is there a Solution?

 

John Merrick (Special Counsel to the Associate Chief Counsel (International), Internal Revenue Service)
Lewis R. Steinberg (Managing Director -
Head of Strategic Advisory, Credit Suisse Securities (USA) LLC)
Willard Taylor (Adjunct Professor, NYU Law School)
July 18
How Common Foreign Currency Transactions by a Multinational's "Treasury Center" CFC Can Give Rise to Unfavorable Subpart F Whipsaws
 Danielle E. Rolfes
 International Tax Counsel (U.S. Department of the Treasury)
 Michael Farber (Davis Polk & Wardwell LLP)
Chip Harter (PricewaterhouseCoopers LLP)
Yaron Z. Reich (Cleary, Gottlieb Steen & Hamilton LLP)
June 20


Cross-Border Debt Push-Downs in M&A Transactions: Selected Tax Issues

Olivier Dauchez (Gide Loyrette Nouel LLP)
Sally A. Thurston (Skadden, Arps, Slate, Meagher & Flom LLP)
Jeffrey Trossman (Blake, Cassels & Graydon LLP)
May 20

Learning from the Masters - What Sergio Garcia and Retief Goosen Can Teach Us About the Tax Treatment of Endorsement Contracts

Fred Feingold (Feingold & Alpert, LLP)
Amanda H. Nussbaum (Proskauer Rose LLP)

 April 17
Rethinking the Tax Treatment of Cross Border Derivatives Under U.S. Tax Law and Treaties

Mark E. Erwin, Chief, Branch 5,
Office of Associate Chief Counsel (INTL) (Internal Revenue Service)
Yoram Keinan (Greenberg Traurig LLP)
Anthony Tuths (Withum Smith & Brown, PC)

March 14


Foreign Tax Law: Its Relevance in Resolution of U.S. Tax Law Issues 
  

Jefferson VanderWolk (International Tax Counsel, Senate Finance Committee, U.S. Senate)
Kimberly S. Blanchard (Weil, Gotshal & Manges LLP)
Erika W. Nijenhuis (Cleary Gottlieb Steen & Hamilton LLP)

February 13

FATCA - The Final Word?

Michael Hirschfeld (Dechert LLP)
Mark Leeds (Mayer Brown LLP)
Humberto M. Reboredo (Credit Suisse AG)
Edward Tanenbaum (Alston & Bird LLP) 

January 9  
 U.S. REITs Investing Globally

Ameek Ponda (Sullivan & Worcester LLP)
Will Dixon (Citigroup Global Markets Inc)





Past Seminars


Members have access to an extensive library of program materials. Become a member today! Click here to join.



DateTopic
Speakers

2017 Past Seminars

July 18The Panicked World of Permanent Establishment PlanningPeter Barnes (Counsel to Caplin & Drysdale and a Senior Fellow at Duke University)
June 13
The Partnership Aspects of the Regulations Under Section 385

Robert Cassanos (Fried Frank)

Brenda Zent (US Depart. of Treasury)

May 16
​Section 987

Stephen Jensen (IRS)

Jeffrey Dorfman (PWC)

Mike Mou (Deloitte Tax)

Lee Holt (E&Y)

Howard Wiener (KPMG)

April 13
Corporate and International Tax Reform

Ray Beeman (Principal E&Y)
Viva Hammer (Legislation Counsel with Congress's Joint Committee on Taxation)

David S. Miller (Partner at Proskauer Rose LLP)

Gretchen Sierra (Deloitte LLP)

March 14
Section 987 Regulations

Jeffrey Dorfman (PWC)
Brad Fein (Deloitte)
Lee Holt (E&Y)

Stephen Jensen (IRS)

Howard Weiner (KPMG)

February 14
The Section 901(m) Regulations:  Hybridity Breeds Complexity

Seth Green (KPMG LLP)

Jeffrey Parry (IRS)

Brenda Zent (Int'l Counsel, U.S. Treasury)

January 17
Die Hard 6:  Repat Free or Tax Hard

Karen Gilbreath Sowell (Ernst & Young LLP)
Brian Reed (Ernst & Young LLP)

Gary Scanlon (Attorney-Advisory, Int'l Tax Counsel U.S. Treasury)

Gordon Warnke (Linklaters LLP)





Past Seminars


Members have access to an extensive library of program materials. Become a member today! Click here to join.



DateTopic
Speakers

2016 Past Seminars

December 13An In-Depth Look at the Loan Origination Issue

Pamela Endreny (Skadden, Arps, Slate, Meagher & Flom)

Erika Nijenhuis (Cleary Gottlieb Steen & Hamilton LLP)

Stephen Shay (Harvard Law School)

Mark Stone (Holland & Knight)

November 17Fundamental Tax Aspects of the State Aid Controversy

David Rosenbloom (Caplin & Drysdale)

John Ryan (Matheson's)

Karl Soukup (European Commission)

Harmen van Dam (Loyens & Loeff)

October 18
Consolidating Acquired Intangible Property

Michael Steinsaltz (Deloitte Tax)

Robert B. Williams, Jr. (Senior Counsel, IRS Branch 4)

September 15

Privilege in the Cross-Border Context

Diana Wollman (Cleary Gottlieb Steen & Hamilton LLP)

Jaume Bonet (Partner of the law firm Cuatrecasas, Goncalves Pereira in Barcelona)

Michael Colburne - Thorsteinssons LLP

July 19
Current Issue Under Section 956
Andrew H. Braiterman (Hughes Hubbard & Reed)
William L. McRae (Cleary Gottlieb Steen & Hamilton)
Peter F.G. Schuur (Debevoise & Plimpton)
June 14
The New §385 Regulation
Peter Blessing (KPMG)
Michael Mollerus (Davis Polk & Wardwell)
Raymond J. Stahl
(Asst to the Chief Branch 5/IRS, Associate Chief Counsel)
May 17
So, What's New in the New Model Treaty?

Quyen Huynh (Treasury)
Michael Miller (Roberts & Holland)

April 20
The Mounting Pressure on the Arm's Length Standard

Michael L. Schler (Cravath Swaine & Moore)
Richard W. Skillman (Caplin & Drysdale)

March 15
The REIT Provisions of the PATH Act

Peter Genz (King & Spalding)
David A. Levine (Office of Associate Chief Counsel-Int'l)
Jason Yen (Office of International Tax Counsel)

February 16
Inversion Transactions Update - Notice 2015-79 - An Awakened Force

Will Dixon (Citigroup Global Markets Inc.)
Philip B. Wright (Bryan Cave)

January 12
Practical Applications of Section 871(m) Regulations to Financial Instruments

Jeffrey Hochberg (Sullivan & Cromwell LLP)
Karl Walli (US Department of the Treasury)







Date
Topic
Speakers
2011 Past Seminars
December 14

Naughty or Nice -- Cross-Border Tax Issues in an Economic Downturn
 

Deborah L. Paul (Wachtell, Lipton, Rosen & Katz)
T. Eiko Stange (Wachtell, Lipton, Rosen & Katz)


November 9
 How U.S. Tax Law Encourages Investment Through Tax Havens
 

Carol B. Tan (Special Counsel, IRS, Office of Associate
Chief Counsel (International))
 David S. Miller (Cadwalader, Wickersham & Taff LLP)

October 22


FIRPTA - Tales from the Crypt

Kimberly Blanchard (Weil, Gotshal & Manges LLP)
Michael Miller (Roberts & Holland LLP)

September 22

Recent Developments in the Taxation of Cross-Border Hybrid Instruments

Lucy W. Farr (Davis Polk & Wardwell LLP)
Yoram Keinan (Greenberg Traurig LLP)
July 13


Protecting the Treaty Interests of Cross-Border Portfolio Investors

 Patricia Brown (University of Miami School of Law)
Keith Lawson (Investment Company Institute)

June 8

FATCA Revisited: Notice 2011-34 and Beyond

Jesse Eggert (Associate International Tax,

 Department of the Treasury, Washington, DC)
Erika Nijenhuis (Cleary Gottlieb Steen & Hamilton LLP)
John Staples (Burt, Staples & Maner LLP)

May 11


"Blockers" Corporations, Pass-throughs and More

 John C. Hart (Simpson Thacher & Barlett LLP)
Willard B. Taylor (Sullivan & Cromwell LLP)

 April 6


Competent Authority Demystified

Michael Danilack, Deputy Commissioner (LB&I, IRS)
Carol Dunahoo (Baker & McKenzie LLP)

March 9

Offshoring" Intangibles - Section 367(d) - Existing Questions and Budget Proposals

Charles W. Cope (KMPG LLP)
David R. Hardy (Osler, Hoskin & Harcourt LLP)
Philip Tretiak (Bank of America Merrill Lynch)

February 9

The Hopscotch Rule: Section 956 Foreign Tax Credits Before and After Section 960(c)

John Merrick (IRS)
Gary M. Friedman (Debevoise)
Lewis Steinberg (Credit Suisse)

January 18

Passive Foreign Investment Companies - Things You  Need to Know About PFICs But Never Dared to Ask
 

Jeffery G. Mitchell (IRS)
Edward Gonzalez (Skadden Arps)
Zvi Hahn (Katten Muchin) 







Date
Topic
Speakers
2010 Past Seminars
December 7


Foreign Tax Credit Splitting Events: Interim Guidance and Other Selected Topics
 

 Ron A. Dabrowski (IRS)
 Andy Braiterman (Hughes Hubbard)
 Erika Nijenhuis (Cleary)
November 9
Dividend Equivalent Witholding - Equity Swaps, Stock Loans and More
 Michael Farber (Davis Polk LLP)
 David Miller (Cadwalader, Wickersham & Taft LLP)
October 14

Releasing Reserved Tax Assets -Survey of Different Countries' Rules

Stuart Chessman (Vivendi)
Mark Van Der Linden (Greenberg Traurig)
September 14

The Current State of Subpart F

James Tobin (Ernst & Young)
Colleen O'Neill (Ernst & Young)
 
July 13


International Tax Revenue Raisers Contained in the American Jobs and Closing Tax Loopholes Act

 

Jose Murillo, (US Dept of the Treasury)
Robert H.C. Wilkerson (KPMG)


June 8

The (Im)Proper Use of Holding Companies

Lodewijk Berger (Loyens & Loeff (USA) BV)
 Drew Morier (Osler, Hoskin & Harcourt)
 Richard Reinhold (Willkie, Farr & Gallagher LLP)

May 11

Container Corporation and the State of Guarantees

Will Dixon (Citigroup)
Gordon E. Warnke (Dewey & LeBoeuf LLP)

 April 20

The VERITAS Case and Cost Sharing Agreements

Will Dixon (Citigroup)
Gordon E. Warnke (Dewey & LeBoeuf LLP)

March 10

Is There Cross-Border Tax Planning After Schering Plough and Other Recent Cases?

Mark Leeds (Greenberg Traurig)
Orrin Tilevitz (Juno Investments)

February 9

Corporate Inversions: The Re-Making of Section 7874?

John Merrick (IRS)
Lewis Steinberg (UBS Securities LLC)

Edward Tannenbaum (Alston + Bird LLP)

January 12

Selected Aspects of Title V of the Tax Extenders Act of 2009: The Revised FACTA Legislation

Andrew Solomon (Sullivan & Cromwell LLP)

Judith Fiorini (Sullivan & Cromwell LLP)
 







Date
Topic
Speakers
2012 Past Seminars
December 11


Selected Current Tax Issues in Outbound and Inbound Employee Transfers

M. Grace Fleeman, Senior Technical Reviewer (IRS Office of Associate Chief Counsel (International))
 Veena K. Murthy (KPMG)
Benedict Francis (KPMG)
November 14
 Do Corporations Need Tax Treaties? 
Reuven S. Avi-Yonah (The University of Michigan Law)
October 17


Notice 2012-39: The Implications of Treating Boot in an Outbound Reorganization as an Advanced Payment for Intangibles 

Ronald A. Dabrowski, Deputy Associate Chief Counsel
 (International - Technical (IRS))
 Mark Boyer (PricewaterhouseCoopers)
John Kennedy (Deloitte Tax)

September 12



Tax Treaty LoB Provisions: Selected Practical Issues
 

 

Richard L. Reinhold (Willkie Farr & Gallagher LLP)
Robert Scarborough (Freshfields Bruckhaus Deringer US)
Philip R. West (Steptoe & Johnson LLP (DC)

July 18


The Future of International Taxation - Point Counterpoint

Paul W. Oosterhuis (Skadden, Arps, Slate, Meagher
  & Flom LLP)
 Lee Sheppard (Tax Analysts)
June 6


Selected European Experience with the Patent Box - Is It Right for the U.S. and/or
 Can We Use a European One?

David Hardy (Osler, Hoskin & Harcout LLP)
Pere Pons (Uria Menendez)
John Ryan (Matheson Ormsby Prentice)
Jean-Paul van den Berg (Stibble New York)

May 9

Recent Outbound Guidance, Including Notice 2012-15 and 909/901
Where We Are Now

 John J. Merrick (Internal Revenue Service)
Colleen O'Neill Ernst & Young LLP)
Andrew P. Solomon Sullivan & Cromwell LLP)

 April 11
Cocktail Chatter: Six Sexy Ethical Issues You Will Want to Chatter About At Your Next International Cocktail Party

Bryan Skarlatos (Kostelanetz & Fink, LLP)
Diana Wollman (Sullivan & Cromwell LLP)
James R. Gadwood (Sullivan & Cromwell LLP)

March 14

Cross-Border Spin-Off Transactions
 

Devon Bodoh (KPMG LLP)
Will Dixon (Citigroup Global Markets Inc.)
David Rievman (Skadden, Arps, Slate, Meagher &
 Flom LLP)

February 8

 Section 892 Proposed Regulations --
A Big Step Towards Fixing a Big Mess

Ronald A. Dabrowski, Deputy
 Associate Chief Counsel
 (International-Technical (IRS))
William McRae
(Cleary Gottlieb Steen Hamilton LLP)
Gordon Warnke
(Dewey & LeBoeuf LLP)

January 11  
So You Wanted a Territorial Tax System. But Did You Want THIS?                                                                     

Lauren Angelilli (Cravath, Swaine & Moore LLP)
John L. Buckley (Georgetown University Law Center)
Michael Schler (Cravath, Swaine & Moore LLP)