Please join IFA USA Southern California and the Los Angeles Chapter of Tax Executives Institute for day-long conference on important international tax issues. The conference will feature speakers from the OECD and IRS LB&I and will include important discussions of international tax planning and structuring, hot topics in international tax controversy as well as an update from the OECD.

This will be an in-person event only.

CLE/CPE will be provided.

Learning objectives:

• Gain an understanding of emerging trends in international tax structuring
• Gain insight into trends in international tax controversy and compliance issues
• Gain awareness of tax issues impacting North American investment as well as the interaction between Tax and ESG

AGENDA

9:30 - 9:45 Welcome
Michael Lebovitz  –  IFA USA Regional VP
Scott Schroeder – Herbalife/TEI

9:45 – 10:30 International structuring – selected topics including substance, holding companies and financing issues
Moderator
Rishi Dalal - Herbalife

Speakers
Ethan Kroll – Baker & McKenzie
Steve Weerts – KPMG

10:30 – 11:15 North America panel - hot topics from Canada and Mexico – a fresh look at maquilas, nearshoring and other topics
Moderator
David Paul – American Honda

Speakers
Ricardo Romero – Chevez Ruiz
Fred Purkey – McCarthy Tetrault

11:15 – 12:00 International tax compliance lightning round
Moderator
Liliana Galindo - Ryan & Co

Speakers
Chris White - Andersen

12:00 – 1:15 Keynote – Update on Pillar 1 and 2

Clodagh Power – OECD – Counsellor to the Director and Deputy Director, Centre for Tax Policy and Administration
Juan Carlos Trujillo – Coordinator of International Treaties, Ministry of Finance and Public Credit – Government of Mexico

1:15 – 1:45 Tax Meets ESG
Speakers
Michael Lebovitz- Mayer Brown
Matt McNeill - KPMG

1:45 – 2:45 Trends in international tax controversy including IRS campaigns, appeals and ICAP
Speakers
Jenny Austin – Mayer Brown
Karen Kirwan – IRS LB&I Senior Advisor, Transfer Pricing
Jason Osborn – Mayer Brown
Loren Ponds – Miller & Chevalier

2:45 – 3:00 Closing remarks
David Paul  –   IFA USA Regional VP

Registration:

In person only.
Valet parking provided

Members $150
Non-members $350

Scholarship Information

Cancelation and Refund Policy

CLE/CPE Information
Recommended CLE credits: 3.75 Taxation
Recommended CPE credits: 4.5 Taxes

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. IFA USA National Registry Sponsor # 112000
Program Level: Basic-CPE, Intermediate-CLE
Program prerequisites: None
Advanced Preparation: None

USA Branch, International Fiscal Association Inc. (IFA USA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

National Registry Sponsor #112000