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New England Region Fall Conference
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When: Thursday, November 17, 2016
8:00 AM - 2:00 PM
Where: The Langham Hotel
250 Franklin Street
Boston, Massachusetts  02110
United States
Contact: IFA USA

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Thursday, November 17, 2016

Program: 8:00 AM - 2:00 PM


Event Location:

The Langham Hotel

250 Franklin Street

Boston, MA 02110


7:30 - 8:00 AM

Registration and Continental Breakfast


8:00 – 8:15 AM

Welcome and Opening Remarks


Lisa Pinchin,  Regional Vice President, New England Region of IFA USA





8:15 – 9:45 AM

Final Sec. 385 Regulations

By the end of the session, participants will have an understanding of:

1) The regulations’ general documentation requirements and the regulations’ “automatic” characterization of instruments in connection with certain transactions.

2) The policy and practical issues that were considered by the Treasury Department and the IRS in the development of the regulations.

3) The likely impact of the regulations on multinationals’ cash pooling and other internal financing activities.



Ronald Dabrowski, KPMG  LLP

Kevin Nichols, U.S. Department of Treasury

Stephen E. Shay, Harvard Law School

Jason Yen, U.S. Department of Treasury



9:45 – 10:15 AM







10:15 - 12:15 PM

UK Tax Update

By the end of the session, participants will have an understanding of:

1) Recent UK tax legislative developments.

2) The potential implications of “Brexit” for UK tax policy.

3) The implications of Sec. 577A of the Finance Act of 2016.



Carlo Bertucci, State Street Corp.

Ingrid Gardner, BDO USA LLP

Brainard  (Skip) Patton, Counselor at Law

Benedict Wagner-Rundell, British Embassy, Washington D.C. 




   Ken Vacovec, Vacovec Mayotte and Singer LLP, Newton, MA






12:30 – 2:00 PM

Luncheon Speaker



Marjorie Rollinson,  Office of Associate Chief Counsel , Internal Revenue Service




This event is open to IFA USA members and non-members.

Full time Government Employees and Professors receive a 50% discount on registration. See superscript 2 below for instructions on how to claim this discount.


Federal Tax ID 23-7068849 On or Before
Oct 30


Oct 31

IFA Member $275 $300
New Member Discount1 $175 $175
Non Member $300 $325
Academic/Student/Government2  $150 $150

1If you would like to join IFA and receive the discounted member rate, click here and join before registering for the seminar:

2Government/Academic Discount applies only to full-time government employees and full -time professors.

Financial Hardship Policy

Scholarships are available in the event of financial hardship. An individual wishing to obtain a scholarship should apply in writing at least 2 weeks in advance of the program date, explaining the circumstances of such person's financial hardship. The amount of the scholarship generally depends on salary as follows:

Unemployed – Full Scholarship; Income up to $15,000 – 75% discount;
Income $15,000–$30,000 – 50% discount; Income above $30,000 – no discoun

Cancellation Policy:
Speakers, content and panel order are subject to change without notice, and registrations may be limited due to space or other constraints.

This seminar is subject to cancellation due to insufficient registration or other reasons, in which case refunds will be made free of processing fees. All other refund requests are subject to a $30 processing fee and must be received in writing at the above address on or before July 12, 2016; no refunds will be given with respect to requests received after that date. Substitutions are welcome at any time (including by walk-in registration).


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