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2018 Annual Conference Agenda
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46th Annual Conference of the USA Branch of the International Fiscal Association
February 22-23, 2018
The Houstonian Hotel, Houston

 

The event includes two full days, Thursday and Friday, of substantive sessions on international tax topics, featuring prominent speakers from private practice, industry, and government. In addition, the event will include two luncheons and a gala dinner at the Asia Society. Preceding the conference on Wednesday February 21 an Energy Tax Symposium will be held. A special registration fee will be offered for those who wish to attend both meetings.

 

AGENDA

Thursday February 22
 

7:30 – 8:45 a.m.

Registration Opens

7:30 – 8:45 a.m.

IFA USA Branch Council Meeting

 

8:45 – 9:00 a.m.

Welcome Remarks

Ed Osterberg, Co-Chair of Conference

Jim Roach, Co-Chair of Conference, and Regional Vice President, IFA USA Houston Region

Peter Blessing, President, IFA USA

Murray Clayson, President, International Fiscal Association

 

9:00 – 10:00 a.m.

Income Taxation and Tax Reform in the Energy Industry

Chair:

Denney Wright, Professor, University of Houston Law Center

Panelists:

Murray Clayson, Partner, Freshfields Bruckhaus Deringer LLP, London

Salvador Ugalde Mancilla, Hydrocarbons Revenues Unit, Government of México, México City

Stig Sollund, Norwegian Ministry of Finance, Oslo

Ivan Tauil, Partner, Mayer Brown, Rio de Janeiro

Mike Williams, Director, Business & International Tax, HM Treasury, London

 

10:00 – 10:30 a.m.

Refreshment Break

 

10:30 – 11:30 a.m.

Partnerships, Tax Reform and International Tax Planning

Chair:

Jason McIntosh, Partner, Vinson & Elkins, Houston

Panelists:

Alfonso Dulcey, KPMG, Miami

Natan Leyva, Partner, Vinson & Elkins, Washington

Matthew O’Halloran, Sr. International Tax Counsel, GE Power & Renewables

Barksdale Penick, Principal, Ernst & Young, Washington

Jason Yen, Office of International Tax Counsel, U.S. Department of the Treasury

 

11:30 – 12:30 p.m.

Tax Reform and other Current International Tax Developments

Chair:

Larissa Neumann, Partner, Fenwick & West, Mountain View, CA

Panelists:

Jason Bazar, Partner, Mayer Brown LLP, New York

Britt Haxton, Partner, McDermott Will & Emery, Washington

Brian Jenn, Deputy International Tax Counsel, U.S. Department of the Treasury

Robert J. Peroni, Professor, University of Texas School of Law, Austin

Marjorie A. Rollinson, Associate Chief Counsel (International), Internal Revenue Service

 

12:30 – 2:00 p.m.

Lunch with Speakers: Implementing International Tax Reform – A Corporate Perspective

Speakers:
David P. Lewis,Vice President – Global Taxes & Assistant Treasurer, Eli Lilly and Company, Indianapolis
C. N. (Sandy) Macfarlane, V.P. and General Tax Counsel, Chevron Corporation, San Ramon, CA

 

2:00 – 3:00 p.m.

Supply Chain Planning in the Changing Global Tax Environment

Chair:

Jonathan Martin, Partner, Baker & McKenzie, Houston

Panelists:

Peter Daub, Partner, Morgan Lewis & Bockius, Washington

Cliff Mangano, Director – Global Transfer Pricing, Diamond Offshore Drilling, Inc., Houston

Douglas Poms, Office of International Tax Counsel, U.S. Department of the Treasury

Ron Scharnberg, Partner, Baker Botts, Houston

Natalia Vélez, Partner, MGO LLP, Los Angeles

 

3:00 – 4:00 p.m.

Replaced by Robotics: Emerging Technologies in Tax Practice

Chair:

Dirk Suringa, Partner, Covington & Burling, Washington

Panelists:

Mark Deyo, GE Power

Joel W. Hermes, Partner, Deloitte Tax, Houston

Greg McCord, KPMG

Brigitte Muehlmann, Professor, Babson College, Boston

 

4:00 – 4:30 p.m.

Refreshment Break

 

4:30 – 5:30 p.m.

The Future of the Corporate Tax Department, Including the GE/PwC Relationship

Chair:

Troy Collman, Partner, PricewaterhouseCoopers, Houston

Panelists:

Peter Barnes, Professor, Duke University, Durham, NC

Patrick J. Brown, Vice President – Tax, GE Power and Renewables, Director of Tax Policy, Schenectady, NY

Sharon Heck, Partner, PwC

Bobby Marandi, Partner, PwC

 

5:30 – 6:30 p.m.

Special Receptions:
• YIN (Young IFA Network)
• WIN (Women of IFA Network)
 

6:30 – 10:00 p.m.

Cocktail Reception & Annual Banquet

Venue: Asia Society Texas Center. Asia Society Texas Center is an architectural marriage of east and west. Designed by Japan-born, Harvard-educated Yoshio Taniguchi, it combines contemporary international design with an understated elegance and serenity one associates with Asia.
1370 Southmore Boulevard, Houston 77004. Tel: 713-496-9901

 
Friday February 23
 

7:30 – 8:45 a.m.

Breakfast Seminars

 

9:00 – 10:00 a.m.

Global Mobility and Tax Reform in the World Economy

Chair:

Joe Rudberg, Partner, Thompson & Knight, Dallas

Panelists:

Jack Bernstein, Partner, Aird & Berlis, Toronto

Pedro Corona, Procopio, San Diego

Ricardo Rendón, Partner, Chevez Ruiz Zamarripa, México City

Carol Tello, Partner, Eversheds-Sutherland, Washington

Ken Vacovec, Partner, Vacovec, Mayotte & Singer, Newton, MA

 

10:00 – 10:30 a.m.

Refreshment Break

 

10:30 – 11:30 a.m.

Current Developments in Permanent Establishments and the Multi-Lateral Instrument

Chair:

Emily Whittenburg, Senior Tax Advisor – Tax Policy & Government Relations, Shell Oil Company, Houston

Panelists:

Reuven Avi-Yonah, Professor, University of Michigan Law School

Julia Ushakova-Stein, Fenwick & West, Mountain View, CA

 

11:30 – 12:30 p.m.

Cross Border Financing and Tax Reform

Chair:

Chetan Vagholkar, Partner, KPMG, Houston

Panelists:

Sherif Assef, Principal, KPMG, Washington

Alexis Bergman, Director, True Partners Consulting, Chicago

Mark Leeds, Partner, Mayer Brown, New York

David Petrick, Principal, PwC, Houston

Marjorie A. Rollinson, Associate Chief Counsel (International), Internal Revenue Service

Daniel Winnick, Attorney-Advisor (Office of Tax Policy), U.S. Department of the Treasury

 

12:30 – 1:30 p.m.

Lunch

• Annual Business Meeting of the IFA USA Branch

• IFA USA Writing Prize Presentation

 

• Luncheon Speaker
House Ways & Means Committee Chairman Rep. Kevin Brady, R-Texas

 

2:00 – 3:00 p.m.

What Every Tax Executive Should Know About State, Local and Excise Taxes

Chair:

Leah Robinson, Partner, Mayer Brown, New York

Panelists:

John Paraskevas, ExxonMobil, Houston

Alan C. Gutierrez, Entergy Services, Inc., The Woodlands

 

3:00 – 4:00 p.m.

New U.S. Offshore Tax Regime, Including Repatriation

Chair:

Deborah Byers, Ernst & Young, Houston

Panelists:

C. Martin Dunagin, Vice President, Corporate Tax, Hess Corporation, Houston

Hal Hicks, Partner, Skadden, Arps, Slate, Meagher & Flom, Washington

John J. Merrick, Senior Level Counsel to the Associate Chief Counsel (International), Internal Revenue Service

Michael Rodgers, Orrick, Houston

Gary Scanlon,   Office of International Tax Counsel, U.S. Department of the Treasury

 

4:00 – 4:30 p.m.

Refreshment Break
 

4:30 – 5:30 p.m.

International Tax Controversies and the Effect of Tax Reform

Chair:

Andrius Kontrimas, Partner, Norton Rose Fulbright, Houston

Panelists:

Mickey Culpepper, Sr. Advisor Dispute Resolution & Litigation, Baker Hughes, Houston

Robert Morris, Partner, Norton Rose Fulbright, Houston

Tim Reichert, CEO, Economics Partners, Denver

Michael J. Villegas, Tax Director, Texon LP, Houston

Jill Weise, Managing Director, Duff & Phelps, Salem, MA

 

5:30 p.m.

Adjourn

 


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E. michaeld@ifausa.org T. (604) 739-4653.

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