The 7th Annual USD School of Law Transfer Pricing Innovation Symposium

Date and Time

Friday, May 10, 2024

• Friday, May 10, 2024 from 7:30 a.m. to 6 p.m.

Cost

Sponsor(s)

• School of Law

Details

• Agenda (updated: 04-16-24)

   

  TIME	EVENT
  7:30 AM	Check-in & Continental Breakfast
  8:00 AM	Opening Remarks David N. Bowen, Professor of Practice, USD School of Law
  8:10 AM - 9:00 AM	Director’s Cut:  The U.S. APA Program Moderator: Richard Slowinski, Alston & Bird Government Guest:  John Wall, IRS APMA Specialists: Ameet Kapoor, EY David Farhat, Skadden Mark Horowitz, KPMG David Paul, American Motor Honda
  9:00 - 9:50 AM	International Tax Policies – Driving Outcomes from Multilateral Tax Initiatives Moderator: Rocco Femia, Miller Chevalier Special Guest:  Jacob Mook, Dutch Tax Inspector (past) Specialists: Quyen Huynh, KPMG Adam Kern, Professor of Law, USD School of Law
  9:50 - 10:10 AM	Break
  10:10 - 10:50 AM	U.S. Border Countries – New Considerations Specialists: Glen Haslhofer, GT Canada Simón Somohano, Deloitte Impuestos y Servicios Legales, S.C.
  10:50 - 11:40  AM	U.S.-Japan – Then and Now Moderator: Fred Johnson, JohnsonTP Government Guest:  Spencer Stowe, IRS Specialists: Ameet Kapoor, EY Sho Murai, PwC
  11:40 AM - 12:15 PM	Open Forum Lightening Round Ryan Finley, Contributing Editor, Tax Notes International Presenting three theorems from his recent transfer-pricing articles for debate.
  12:15 - 1:10 PM	Lunch: US Tax Legislation Presenting:  Mark Prater, PwC  “Federal Tax Legislative Update with a Special Focus on Post- 2024 Federal Election Tax Cuts and Jobs Act Structural Changes Looming For 2025”
  1:10 - 2:10 PM	Special Presentation: Innovative Economic Methods Moderator: Kathrin Zoeller, Kraft Heinz  Economists: Kevin Kiyan, Andersen Anjit Bajwa, KPMG Vladimir Starkov, NERA Jon Jenni, RSM
  2:10 - 3:15 PM	Litigation Part I - For the Tax Professional Marshalling Facts, Dealing with Experts, and Managing Transfer Pricing Disputes in a post-Liberty Global World  Litigators: Morgan Lewis Trial Teams Tom Linguanti Michael Kummer Drew Cummings Bart Bassett Kathrin Zoeller, Kraft Heinz Marc Levey, Baker McKenzie, Commentator (Invited)
  3:15 - 3:30 PM	Break
  3:30 - 4:45 PM	Litigation Part II – What If? – An Open Debate: What if Prior Transfer Pricing Cases had been Litigated and Decided at a time when Economic Substance and Business Purpose were on Equal Footing as the Arm’s Length Standard?    Featuring: Tom Linguanti, Michael Kummer, Drew Cummings, Bart Bassett, of Morgan Lewis; Marc Levey, Baker McKenzie, Commentator (Invited) Topical Examples: New trials of old cases under current US and international transfer pricing methods; Non -US sovereign law vs. U.S.; OECD as common denominator; HVIP and HTVI (highly valuable and hard-to-value IP); cases (Coca Cola, Medtronics, others)
  4:45 - 5:45 PM	Ethics – Mock Disciplinary Hearing (CLE Ethics Credit) Opponents: Burgess J. William Raby, Esq. Mac Levey, Baker & McKenzie Audience (the “Judge and Jury”)
  5:45 PM	Closing Remarks - Path Forward

• Continuing Education

  MCLE

  USD School of Law is a State Bar of California-approved provider of MCLE. Please check back for the total amount of CLE credits that will be offered.