IFA New England Extended Spring Breakfast Meeting at Suffolk University Law School
Thursday April 27, 2017
7:30 – 8:00am Networking Breakfast
8:00 – 8:05am Welcome
8:05 – 8:45am Irish Tax Update
8:45 – 9:30am OECD BEPS Multilateral Instrument
9:30 – 10:00am Networking Break
10:00 - 11:00am Into the Wilderness: Wanderings Toward International Tax Reform
Suffolk University Law School, 120 Tremont Street, Boston, 02108. First Floor Function Room.
Please see this link http://www.suffolk.edu/law/explore/6629.php for information about directions and parking in the area.
No pre-registration is required but you must show photo ID at the door and indicate that you will be attending the IFA Extended Breakfast.
Topics and Speakers:
(1) Irish Tax Update:
An overview of key tax topics related to Ireland including:
· A macro overview & tax regime
- IP incentives
- Tax reform, Apple State Aid case and the Double Irish.
- Ireland & Brexit
- Typical US/Ireland structures
Paddy Stapleton - Director, RSM Ireland, Dublin, Ireland
Paddy is a Director at RSM Ireland, specializing in direct taxes. Paddy has over 12 years of tax experience. His main area of focus in practice is inward investment to Ireland, and has assisted a broad range of international businesses establish operations in Ireland.
(2) OECD BEPS Multilateral Instrument:
An overview of issues related to the OECD's multilateral instrument (the MLI), which was concluded in late 2016 and has as its goal the swift modification the worldwide tax treaty network to implement the treaty-related base erosion and profit shifting (BEPS) measures. Discussion will focus on the background and purpose of the MLI, some of its key provisions and the practical issues they will raise, and the status and expected time frame for implementation, taking into account the signature ceremony planned for June 2017.
Jesse Eggert - KPMG, Washington, DC.
Jesse is a principal at KPMG's and is part of its Washington National Tax practice. His practice covers a wide range of international tax issues, including in particular issues arising from the implementation of tax reform and base erosion and profit shifting (BEPS) measures, as well as tax-treaty related issues. Prior to joining KPMG, Jesse worked at the OECD as a senior advisor for the BEPS project, where he led the negotiation of the multilateral convention to implement the tax treaty related BEPS measures, as well as the OECD's work on the taxation of the digital economy. Prior to his time at the OECD, Jesse was associate international tax counsel at the U.S. treasury, focusing on a broad portfolio including tax treaty and withholding issues.
(3) Into the Wilderness: Wanderings Toward International Tax Reform:
Competing visions for U.S. tax reform and a fluid political environment have left tax professionals in the wilderness with a difficult landscape to traverse. The panel will scout the terrain and concentrate attention on those features of international tax reform proposals worth confronting now.
Dennis Ross - State Street Corporation, Boston, Massachusetts
Dennis is executive vice president and head of Tax and Tax Advantaged Investments at State Street, providing global leadership on all tax-related matters. He has nearly three decades of industry experience and leadership that spans government, academia and corporate sectors as well as private firm practice. He has served as chief tax officer and general counsel at Ford Motor Company in Dearborn, as a partner specializing in tax at Davis Polk & Wardwell, as an Assistant Professor of Law at the University of Michigan, and at the U.S. Treasury Department as the Acting Assistant Secretary for Tax Policy and as Tax Legislative Counsel, where he was involved in the enactment of the Tax Reform Act of 1986.
David Saltzman - Ropes & Gray LLP, Boston, Massachusetts.
David is a partner at Ropes & Gray LLP where he concentrates his practice on international tax matters. David has more than 20 years of international tax experience in Boston, New York and London where he has advised multinational business enterprises, financial institutions, investment funds and global investors on the international and domestic tax aspects of cross-border M&A private equity transactions, and business restructurings. Well-versed in innovative, multi-jurisdictional capital financing structures, David also has extensive experience in the design of new financial products, and regularly counsels clients on capital markets transactions and investments in U.S. and non-U.S. real estate.
Stephen Shay - Harvard Law School, Cambridge, Massachusetts.
Steve is a Senior Lecturer at Harvard Law School where he joined the faculty as a Professor of Practice in 2011. He has served in the United States Department of the Treasury in the Office of International Tax Counsel at the Department of the Treasury, including as International Tax Counsel, from 1982 to 1987, during which Mr. Shay actively participated in the development and enactment of international provisions in the Tax Reform Act of 1986. Prior to re-joining the Treasury Department in 2009 as Deputy Assistant Secretary for International Tax Affairs, Mr. Shay was a tax partner for 22 years with Ropes & Gray LLP.