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Hindsight is 2020: What the TCJA and Global Developments Tell Us About the Future of Tax

February 13 - 14, 2020

Program Manager: KPMG

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Updates.

(2/11/20) Press Release: Policymakers and Professionals to Examine U.S. Tax Reform, Global Developments and Future of Tax at TCPI Symposium

(2/7/20) Interview: “Practitioner’s Corner: Wolters Kluwer Interviews TCPI Symposium Experts on Current and Future State of Tax Policy

(1/31/20)   Press Release: “TCPI Honors OECD’s Grace Perez-Navarro at Annual Symposium

(12/11/19)  Press Release: “TCPI’s 21st Annual Symposium to Explore U.S. Tax Reform, Global Developments, and Future of Tax

Program Description.

After years of effort, Congress finally enacted comprehensive tax reform in late 2017.  With Congress’s work done, the tax community then began the complex process of implementing the new domestic and international business tax system.

But, a lot has happened since 2017.  Plus, history tells us that the tax law is never “done” — it’s always evolving.  It evolves in response to both internal forces (such as economic and political developments, differing points of view and priorities, and other pressures within the United States) and external forces (such as tax, trade, economic, and political developments outside the United States).  Indeed, the current drive by some OECD countries to make massive changes to fundamental principles of business taxation seems virtually unprecedented and is moving at a surprisingly fast pace.

So even as the United States continues to work to put its new regime into place, internal and external forces might compel even more changes to the U.S. tax system in the new decade — possibly further shifting the landscape for both domestic and multinational businesses.

To evaluate and to anticipate these possible changes, they must be identified and evaluated relative to current law — that is, do they make the tax system better or worse, do they raise or lose revenue, and so on.

The 2020 program will review the current state of the U.S. tax law, as substantially modified by the 2017 tax reform legislation.  The internal and external pressures on the tax system will be examined to assess whether the policy choices reflected in the current Tax Code are still the right ones today, especially with regard to the taxation of domestic and multinational businesses.

In other words, the program will ask the question: what policy changes could, or should, be explored based upon what we know now about the functioning of the substantially modified U.S. tax system, given both recent worldwide developments and our two years of experience so far with the new U.S. tax rules?

After all, hindsight is “2020.”

Join business, government, and academic leaders at the 21st Annual Tax Policy & Practice Symposium as we consider how the U.S. tax system might evolve in response to internal and external forces.  Below are just a few of the critical topics that leaders of the tax community will explore over our two days together.

  • What are the real world effects of the TCJA and how has it changed thinking about global investment?
  • Innovation — does the new U.S. tax system strike the right balance to encourage high value activity in the United States?
  • How does the new interest deduction limitation (and the even lower “cap” scheduled to go in effect in 2022) change financing decisions and structures?
  • What’s the state of play of the OECD’s efforts to reform international tax standards — what’s really motivating these efforts and how might actions by other countries drive changes to U.S. tax policy?
  • With two years of experience, how are the GILTI rules working relative to other anti-base erosion proposals?
  • What might some of the significant changes to the U.S. system that have recently been proposed mean for the future of domestic and multinational tax?

 

The program also will introduce new features to make the Symposium particularly engaging and relevant — including expanded use of technology, as well as “mini-sessions” with lively debates on topical issues interspersed with more in-depth discussions.  Breakout sessions — with separate tracks for domestic, international, policy, and technical issues — will also drill down into key issues of interest to tax executives, practitioners, policy makers, advisers, and all others concerned with the tax policy process.

 

Continuing Education.

CPE: 11 credit hours (based on a 50-min per credit hour standard)
CLE: 11 credit hours (based on a 50-min per credit hour standard); 9.25 credit hours (based on a 60-min per credit hour standard)

The Tax Council Policy Institute 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 website: http://www.nasbaregistry.org/.

When & Where

February 13 - 14, 2020
Annual Symposium
The Ritz-Carlton
1150 22nd Street NW
Washington, DC, Washington, DC

Program Manager

KPMG

The Agenda.

Day 1

  • 7:15 am - 8:00 am

    Continental Breakfast and Registration

  • 8:00 am - 8:25 am

    Welcome Remarks and Recognition of Symposium Mission

  • 8:25 am - 8:30 am

    Opening Video: TCJA's Principals Make the Case

    Featuring commentary from Senate Finance Chairman Chuck Grassley (R-IA), Ways and Means Ranking Member Kevin Brady (R-TX), Senator Pat Toomey (R-PA) and Congressman Mike Kelly (R-PA).

  • 8:30 am - 9:00 am

    Keynote Address: CBO Outlook

    The U.S. is hard at work implementing a new tax regime. But more changes may soon be in store. Phillip Swagel, Director of the Congressional Budget Office, will examine economic forces that are poised to shape the U.S. budgetary outlook – including both spending commitments and revenue sources.

    Speaker:
    Phillip Swagel, Director, Congressional Budget Office

  • 9:00 am - 9:05 am

    Video: Policy Objectives of the TCJA

    Featuring commentary from Senate Finance Chairman Chuck Grassley (R-IA), Ways and Means Ranking Member Kevin Brady (R-TX), Senator Pat Toomey (R-PA) and Congressman Mike Kelly (R-PA)

  • 9:05 am - 10:00 am

    The Economists’ View

    Enacting comprehensive tax reform in 2017 marked a monumental change to the U.S. tax system. Now, two years in, we can begin to understand its broad economic impact. Join a panel of experienced economists as they offer their views on how new U.S. tax rules have affected business financing, structuring investment, innovation, trade, and other aspects of the U.S. economy.

    Moderator:
    Rosanne Altshuler, Professor of Economics, Rutgers University
    Panelists:
    Robert Carroll, Co-Director, Quantitative Economics & Statistics Group (QUEST), EY
    Kyle Pomerleau, Resident Fellow, American Enterprise Institute
    Martin A. Sullivan, Chief Economist, Tax Analysts

  • 10:00 am - 10:10 am

    Video: Grading the TCJA and What Comes Next

    Featuring commentary from Senate Finance Chairman Chuck Grassley (R-IA), Ways and Means Ranking Member Kevin Brady (R-TX), Senator Pat Toomey (R-PA) and Congressman Mike Kelly (R-PA)

  • 10:10 am - 10:30 am

    Mini-Session: Corporate Rate Point/Counterpoint

    One of the most significant provisions of the TCJA is the cutting of the U.S. corporate income tax rate. It is also one of the most intensely debated. Is 21% the right rate for a healthy business environment? What were the intended goals of the rate cut and are those goals being achieved? The session provides a brief point-counterpoint on this “tent-pole” aspect of the TCJA.

    Participants:
    Aparna Mathur, Resident Scholar, American Enterprise Institute
    Steven M. Rosenthal, Senior Fellow, Urban-Brookings Tax Policy Center

  • 10:30 am - 11:00 am

    Break

  • 11:00 am - 11:45 am

    The TCJA in Action: Tax Reform in the Real World

    Part of the promise of the TCJA, as set forth in the Unified Framework on tax reform, was “to make America the jobs magnet of the world by leveling the playing field for American businesses.” Two years on from enactment, can we begin to evaluate to what extent and how the new law achieves these goals? This panel of senior tax executives will discuss the real-world effects of the most fundamental aspects of U.S. tax reform on American businesses and workers, including the lower corporate tax rate, the participation exemption system, GILTI, and more.

    Moderator:
    Ronald Dabrowski, Principal and Technical Deputy, Washington National Tax, KPMG
    Panelists:
    Kevin Conway, Senior Vice President, Tax, AmerisourceBergen
    Jacqueline Crouse, Vice President, Tax, Amgen, Inc.
    Heather Crowder, General Tax Officer, Phillips 66

  • 11:45 am - 12:30 pm

    From Hindsight to Insight: Assessing Tax Reform’s Effect on Innovation and other High-Value Activity

    From R&D and scientific discovery to technology commercialization, spurring American innovation was a major goal of the TCJA. This panel will assess those elements of U.S. tax reform - including the FDII deduction, the BEAT, and the capitalization of Section 174 expenses - that were designed, either directly or indirectly, to incentivize and support innovation. The panel will also evaluate the global state of play concerning innovation and brainstorm how America might enhance its environment for innovation through future tax changes.

    Moderator:
    Louise Weingrod, Vice President, Global Taxation, Johnson & Johnson
    Panelists:
    Jennifer Acuña, Principal, Federal Legislative and Regulatory Services, Washington National Tax, KPMG
    John Bates, Principal, Washington National Tax, Deloitte Tax LLP
    B. Chase Wink, Partner, Tax, Skadden, Arps, Slate, Meagher & Flom LLP
    Christopher Wolter, Vice President, Taxes, The Boeing Company

  • 12:30 pm - 12:45 pm

    Commentary from Michael Desmond, Chief Counsel, Internal Revenue Service; Assistant General Counsel, U.S. Department of the Treasury

  • 12:45 pm - 2:15 pm

    Luncheon and Pillar of Excellence Award Presentation

    Pillar of Excellence Award Recipient: Grace Perez-Navarro, Deputy Director, Centre for Tax Policy and Administration, Organisation for Economic Cooperation and Development

  • 2:30 pm - 3:20 pm

    Breakout Sessions:

    1. Survival Mode: Staying Afloat in the Wake of the Flood of TCJA Domestic Tax Guidance [domestic track - technical]

    Enactment of the TCJA marked a new dawn for the U.S. tax system. But for domestic tax compliance leaders, it was just the first of countless changes to come - and to somehow manage. Post-tax reform, U.S. regulators issued technical guidance at an unprecedented pace, with each new development posing a new implementation challenge. This panel will explore real-world survival stories from the 2018 compliance season, when most guidance was either not available or still in proposed form. It will also look ahead to the next filing season, offering tax compliance leaders practical options for handling continued uncertainty regarding key provisions such as cost recovery, income recognition, and the interest limitation.

    Moderator:
    Heather Harman, Managing Director, Andersen
    Panelists:
    Madeleine Barber, Senior Vice President and Chief Tax Officer, CBRE
    Michael Desmond, Chief Counsel, Internal Revenue Service
    Mitch Thompson, Partner, Squire Patton Boggs



    2. Will Non-OECD Nations Push the US Toward a Destination-Based Tax System? [international track - policy]

    Many developing countries impose destination-based tax systems. As their share of global GDP increases, their consumer markets grow, and they attract more foreign investment, what challenges do these tax regimes present for multinational corporations doing business within their borders? Are destination-based tax systems sustainable in today’s global economy - and will the U.S. ever seriously consider such a system? This session will explore these fundamental questions about the future of international tax and its impact on the U.S. business community.

    Moderator:
    Harold Hancock, Shareholder, Brownstein Hyatt Farber & Schreck
    Panelists:
    Myrtle Jones, Senior Vice President - Tax, Halliburton
    Scarlet Pereira, Senior Vice President, International Tax Planning & Compliance, MasterCard
    Marijn Verhoeven, Head of the Global Tax Team and Lead Economist, World Bank

  • 3:25 pm - 4:15 pm

    Breakout Sessions:

    1. Transfer Pricing: Developments and the Path Forward [international track – technical]

    Recent developments at home and abroad, including the enactment of several new international provisions under the TCJA and the OECD’s ongoing work addressing novel nexus and profit allocation issues presented by the digitalization of the economy, are making the management of transfer pricing challenges even more complex. This panel of senior tax executives and transfer pricing experts will take an in-depth look at transfer pricing through the lens of these developments, and answer key questions including: What tensions exists between the well-established transfer pricing rules under section 482 and the inbound anti-base erosion measure codified under section 59A? What are the recent trends in transfer pricing litigation? Is the arm’s length standard dead, and if so, what are the alternatives in today’s constantly changing global economy?

    Moderator:
    Melissa Hall, Senior Vice President – Tax, Assurant Inc.
    Panelists:
    Cory Hillier, Senior Counsel (Tax Law), International Monetary Fund
    Ron Lang, Chief Tax Officer, Ford Motor Company
    David Noren, Partner, McDermott Will & Emery
    Loren Ponds, Member, Miller & Chevalier Chartered



    2. The Future Role of the Corporate Income Tax [domestic track – policy]

    The TCJA was seen as one of the largest overhauls of the U.S. tax code ever. And the new, lower corporate rate was considered by many to be the most significant change. This panel will explore the real-world impact of business tax changes under the TCJA and what they might mean for domestic tax policy in future - particularly if a separate tax on corporate income will still be relevant in America’s changing economic and political climate.

    Moderator:
    Hank Gutman, Of Counsel, Ivins, Phillips & Barker
    Panelists:
    Beth Bell, Tax Counsel, House Committee on Ways and Means
    Mark Mazur, Robert C. Pozen Director, Urban-Brookings Tax Policy Center
    Saul Rosen, Senior Tax Counsel, Citigroup
    Alan D. Viard, Resident Scholar, American Enterprise Institute

  • 4:15 pm - 4:45 pm

    Break

  • 4:45 pm - 5:30 pm

    Debating Debt: What’s the Real Deal with the Interest Limitation?

    Since the TCJA was enacted, taxpayers have been consumed with a host of technical questions about how the new limit on the deductibility of business debt applies. But there’s a bigger question: Do the new rules really reverse the tax code’s preferential treatment of debt and tip the scales toward equity? The panel will address how the new limitation is affecting C-suite decisions and business behavior, what its real-world impact is shaking out to be, and how the scheduled future change to the limitation might affect the tax landscape.

    Moderator:
    Tom West, Principal, Passthroughs Group, KPMG
    Panelists:
    Vipul Amin, Managing Director, The Carlyle Group
    Morgan Holtman, Partner, Baker Hostetler
    Robert Levine, Director, Tax Strategy, Anheuser-Busch
    Agnieszka Samoc, Vice President, Tax Counsel, Danaher Corporation

  • 5:30 pm - 5:40 pm

    Day-end Recap

  • 5:45 pm - 7:00 pm

    Networking Reception

Day 2

  • 7:30 am - 8:00 am

    Continental Breakfast

  • 8:00 am - 8:20 am

    Welcome Back

  • 8:20 am - 8:40 am

    Video: The OECD speaks

    Featuring commentary for OECD CTPA Director Pascal Saint-Amans on the current state of the digital tax project at the OECD.

  • 8:40 am - 9:10 am

    The U.S. Responds

    Moderator:
    Tom Roesser, Senior Director, Tax Affairs, Microsoft Corporation
    Panelists:
    Beth Bell, Tax Counsel, House Committee on Ways and Means
    Randy Gartin, Chief Tax Counsel - Republican, House Committee on Ways and Means
    Tiffany Smith, Chief Tax Counsel, Democratic Staff, Senate Finance Committee
    Mark Warren, Chief Tax Counsel – Republican, Senate Finance Committee

  • 9:10 am - 10:10 am

    Grappling with Global Reform

    The OECD continues to push toward a global solution to address the tax challenges presented by the digital economy. The specter of major changes to the international tax system looms large, yet nothing is certain - even whether consensus will be reached. However the OECD’s work unfolds, businesses will need to adapt and react. This panel will help multinational businesses manage the uncertainty of this moment with insights on the latest OECD proposals and practical discussion on how to navigate the current fluid state of international tax rules.

    Moderator:
    Brett Weaver, Partner, National Leader, Value Chain Management, KPMG
    Panelists:
    William Morris, Deputy Global Tax Policy Leader, PwC
    Grace Perez-Navarro, Deputy Director, Centre for Tax Policy and Administration, OECD
    Sandy Radmanesh, Tax Attache, German Embassy Washington DC
    Amy Roberti, Director, US Federal Government Relations Leader and Global Tax Policy, Procter & Gamble

  • 10:10 am - 10:25 am

    Mini-Session: Weighing Unilateral Options Available to the U.S.

    As the OECD seeks a global solution on digital taxation, single jurisdictions are pursuing unilateral actions, creating great complexity for multinational businesses. This mini-session will debate the possible responses available to U.S. policymakers. Is doubling the tax rate on other countries under section 891 a real option? Are there other tax measures available? Or is trade the most likely retaliatory tool?

    Speaker:
    Itai Grinberg, Professor of Law, Georgetown Law

  • 10:25 am - 10:55 am

    Break

  • 10:55 am - 11:45 am

    Case Erosion: GILTI, Minimum Taxes and the Future of Outbound Taxation Post U.S. Tax Reform

    The GILTI was designed as the principal outbound anti-base erosion measure of the new U.S. international tax system. Does the provision hit the mark? This panel will examine the design of the GILTI regime, its interaction with BEAT, the key issues it raises for U.S.-based multinationals, and practical considerations for corporations adapting to the new law. Hear analysis of complex questions, including: Has the GILTI regime succeeded in preventing outbound base erosion? How have policy decisions by U.S. authorities influenced its effectiveness? What alternatives have been proposed by domestic and international policymakers and what impact would they have on taxpayers in different industries?

    Moderator:
    Danielle Rolfes, Partner, Co-lead International Tax, Washington National Tax, KPMG
    Panelists:
    Patrick Brown, US International Tax Policy Leader, PwC
    George Callas, Managing Director, Government Affairs & Public Policy, Steptoe & Johnson
    Anthony Gedeller, Global Tax & Currency Director, Mars, Incorporated

  • 11:45 am - 12:30 pm

    20/20 Vision – Looking Ahead to the 2020 Elections and Beyond

    Experts will draw from their tax, economic and governmental expertise to focus upon what impact the results of the 2020 presidential and congressional elections could have upon the tax world. Panelists will discuss various tax proposals from both Democrats and Republicans and focus on the future in a post-2020 Washington.

    Moderator:
    Paul Nolan, Vice President, Tax & Government Affairs, McCormick & Company, Inc.
    Panelists:
    Barbara Angus, Global Tax Policy Leader, EY
    Shahira Knight, Principal, Deloitte
    Arshi Siddiqui, Partner, Akin Gump

  • 12:30 pm - 12:45 pm

    Closing Remarks

The Speakers.

Michael Desmond

Chief Counsel
Internal Revenue Service

Grace Perez-Navarro

Deputy Director, Centre for Tax Policy and Administration
Organisation for Economic Cooperation and Development

Pascal Saint-Amans *via video

Director, Centre for Tax Policy and Administration
Organisation for Economic Cooperation and Development

Phillip Swagel

Director
Congressional Budget Office

Jennifer Acuña

Principal, Federal Legislative and Regulatory Services
KPMG

Rosanne Altshuler

Professor of Economics
Rutgers University

Vipul Amin

Managing Director
The Carlyle Group

Barbara Angus

Global Tax Policy Leader
EY

Madeleine Barber

Senior Vice President & Chief Tax Officer
CBRE

John Bates

Principal, Washington National Tax
Deloitte Tax LLP

Beth Bell

Tax Counsel
House Committee on Ways and Means

Patrick Brown

US International Tax Policy Leader
PwC

George Callas

Managing Director, Government Affairs & Public Policy
Steptoe & Johnson

Robert Carroll

Co-director, Quantitative Economics & Statistics Group (QUEST)
EY

Kevin Conway

Senior Vice President, Tax
AmerisourceBergen

Jacqueline Crouse

Vice President, Tax
Amgen, Inc.

Heather Crowder

General Tax Officer
Phillips 66

Ronald Dabrowski

Principal and Technical Deputy, Washington National Tax
KPMG

Tadd Fowler

Vice President – Treasury, Assistant Treasurer, and Global Tax Operations
Procter & Gamble

Randy Gartin

Chief Tax Counsel - Republican
House Committee on Ways and Means

Anthony Gedeller

Global Tax & Currency Director
Mars, Incorporated

Itai Grinberg

Professor of Law
Georgetown Law

Harry L. Gutman

Of Counsel
Ivins, Phillips & Barker

Melissa Hall

Senior Vice President - Tax
Assurant Inc.

Heather Harman

Managing Director
Andersen

Cory Hillier

Senior Counsel (Tax Law)
International Monetary Fund

Morgan Holtman

Partner
Baker Hostetler

Myrtle Jones

Senior Vice President - Tax
Halliburton

Shahira Knight

Deputy Managing Principal, Policy & Government Relations
Deloitte

Robert Levine

Director, Tax Strategy
Anheuser-Busch

Aparna Mathur

Resident Scholar
American Enterprise Institute

Mark Mazur

Robert C. Pozen Director
Tax Policy Center

William Morris

Chair, Business at OECD Taxation Committee
Deputy Global Tax Policy Leader, PwC

Paul Nolan

Vice President, Tax & Government Affairs
McCormick & Company, Inc.

David Noren

Partner
McDermott Will & Emery

Scarlet Pereira

Senior Vice President, International Tax Planning & Compliance
MasterCard

Kyle Pomerleau

Resident Fellow
American Enterprise Institute

Loren Ponds

Member
Miller & Chevalier Chartered

Sandy Radmanesh

Tax Attache
German Embassy Washington DC

Amy Roberti

US Federal Government Relations Leader and Global Tax Policy Director
Procter & Gamble

Tom Roesser

Senior Director, Tax Affairs
Microsoft Corporation

Danielle Rolfes

Partner, Co-lead International Tax, Washington National Tax
KPMG

Saul Rosen

Senior Tax Counsel and Managing Director
Citigroup

Steven M. Rosenthal

Senior Fellow
Urban-Brookings Tax Policy Center

Agnieszka Samoc

Vice President, Tax Counsel
Danaher Corporation

Arshi Siddiqui

Partner
Akin Gump

Tiffany Smith

Chief Tax Counsel, Democratic Staff
Senate Finance Committee

Martin A. Sullivan

Chief Economist
Tax Analysts

Russell Sullivan

Shareholder
Brownstein Hyatt Farber & Schreck

Mitch Thompson

Partner
Squire Patton Boggs

Marijn Verhoeven

Head of Global Tax Team and Lead Economist
World Bank

Alan D. Viard

Resident Scholar
American Enterprise Institute

Mark Warren

Chief Tax Counsel - Republican
Senate Finance Committee

Brett Weaver

Partner, National Leader, Value Chain Management
KPMG

Louise Weingrod

Vice President, Global Taxation
Johnson & Johnson

Tom West

Principal, Passthroughs Group
KPMG

B. Chase Wink

Partner, Tax
Skadden, Arps, Slate, Meagher & Flom LLP

Christopher Wolter

Vice President, Taxes
The Boeing Company

Planning Committee.

AbbVie

Scott Reents
Vice President, Tax and Treasury

AmerisourceBergen

Kevin Conway
Senior Vice President, Tax

Amgen Inc.

Jacqueline Crouse
Vice President, Tax

Andersen

Ellen MacNeil
Managing Director
Program Manager Advisory Committee

Assurant Inc.

Melissa Hall
Senior Vice President - Tax

Boeing Company, The

Christopher Wolter
Vice President, Taxes

Brownstein Hyatt Farber Schreck

Russ Sullivan
Shareholder
Program Manager Advisory Committee

Carlyle Group, The

Shannon Stafford
Managing Director

Caterpillar Inc.

Chad Withers
Chief Tax Officer

CBRE

Madeleine Barber
Senior Vice President & Chief Tax Officer

Citigroup

Saul Rosen
Senior Tax Counsel and Managing Director

Deloitte Tax LLP

Jon Traub
Managing Principal, Tax Policy Group
Program Manager Advisory Committee

Eli Lilly and Company

Katie Lodato
Vice President, Global Tax

EY

Barbara Angus
Global Tax Policy Leader
Program Manager Advisory Committee

Facebook

Alan Lee
Head of Global Tax Policy

FedEx

Robert L. Brown
Corporate Vice President Tax

Ford Motor Company

Ron Lang
Chief Tax Officer

Intel Corporation

Sharon Heck
Corporate Vice President, Treasurer and Chief Tax Officer

Ivins, Phillips & Barker

Hank Gutman
Of Counsel
Program Manager Advisory Committee

Johnson & Johnson

Louise Weingrod
Vice President, Global Taxation

KPMG

Manal Corwin
Principal in Charge, Washington National Tax
Program Manager

KPMG

John Gimigliano
Principal-in-Charge, Federal Legislative and Regulatory Services
Program Manager

Lockheed Martin Corporation

Urvi Doshi Sood
Vice President, Taxes & General Tax Counsel

Loews Corporation

Susan Becker
Vice President, Chief Tax Officer

Mars, Incorporated

Anthony Gedeller
Global Tax & Currency Director

Martin Marietta Materials Inc.

Pam Kelly
Vice President, Corporate Tax

Masco Corporation

Lawrence Leaman
Vice President - Global Taxes

MasterCard Worldwide

Scarlet Pereira
Senior Vice President, International Tax Planning & Compliance

McCormick & Company, Inc.

Paul Nolan
Vice President, Tax & Government Affairs

McDermott Will & Emery

David Noren
Partner
Program Manager Advisory Committee

Microsoft Corporation

Thomas Roesser
Senior Director - Tax Affairs

Miller & Chevalier Chartered

Patricia Sweeney
Member
Program Manager Advisory Committee

PepsiCo, Inc.

Jeffrey Coniaris
Senior Vice President, Tax Planning

Phillips 66

Heather Crowder
General Tax Officer

Procter & Gamble

Amy Roberti
US Federal Government Relations Leader and Global Tax Policy Director

PwC

Pam Olson
US Deputy Tax Leader and Washington National Tax Services (WNTS) Leader
Program Manager Advisory Committee

Skadden Arps Slate Meagher & Flom

Armando Gomez
Partner
Program Manager Advisory Committee

Squire Patton Boggs

Matthew Cutts
Partner
Program Manager Advisory Committee

Steptoe & Johnson

Eric Solomon
Partner
Program Manager Advisory Committee

T-Mobile

Chris Miller
Senior Vice President, Tax

Uber

Francois Chadwick
Vice President, Tax & Accounting

United Technologies Corporation

Ross Kearney
Corporate Vice President, Tax

Walt Disney Company, The

John Stowell
Senior Vice President, Corporate Tax

Hotel Information.

The Ritz-Carlton Washington DC
1150 22nd Street NW
Washington, DC 20036
+1 202 835 0500

$355 per night plus tax and fee

Only Symposium attendees are allowed to use our block.  If we see your name in our room block, we will consider you as a registered attendee and payment will be requested.

Reservation Method (choose one):

  1. Call 202-835-0500 or 800-241-3333 and reference “2020 TCPI Symposium”
  2. Reserve online – click here

All reservations should be received by no later than Wednesday, January 22, 2020.  After this date, room availability and pricing cannot be guaranteed.

** There is a limited number of rooms available three days prior to and three days after the conference dates.  If you would like to add to your stay, please contact Marcia Gomes at Marcia.Gomes@ritzcarlton.com.

Check-in and Check-out

  • Check in: 4:00 PM
  • Check out: 1a:00 AM

Room Cancellation Policy:

72 hours prior to arrival

Additional Information.

Who should attend?

The program is designed for CFOs, VPs of Tax, VPs of Finance, corporate tax directors, government tax professionals, tax counsels, attorneys, and managers. The method of delivery will be group-live at an intermediate to advanced level. Participants should possess an advanced knowledge of tax policy and practice.

Does the registration cost include hotel reservation?

No. You must make your own hotel reservation. A limited number of rooms has been put on hold at The Ritz-Carlton Washington DC (1150 22nd Street NW) for the evenings of Feb 12th and 13th for $355 per night (plus tax and fees). Check out the "Hotel" section for additional information.

Can I obtain continuing education credits (CLE or CPE) by attending this conference?

Participation in the Symposium will allow you the opportunity to receive continuing education credits. TCPI is registered with NASBA, and in accordance with its policies, up to 12 CPE credits can be earned. (NASBA Field of Study: TAXATION.) TCPI will also apply for CLE accreditation post-conference from those states that require it, which participants list on their registration forms. The total amount of earned CLE credits varies by states.

How do I become an exhibitor?

To obtain a copy of the exhibitor prospectus, which includes the pricing and benefits of becoming an exhibitor, please email us at general@tcpi.org. Note that spots are limited and we do sell out!

Should I bring a laptop/tablet to this conference?

YES, especially for those seeking continuing education (CE) credits. An event app and a web-version of the app will be available for the sole use of registered attendees. Submitting questions for speakers, tracking of attendance for CE accreditation, participating in polling questions, accessing conference documents (presentations and article) and many functions will be conducted through the event app. There will be wifi and writing surface available in the conference room.

What is the cancellation and refund policy?

Fees are refundable, less a $100 processing fee, if written notice is received by TCPI prior to COB Friday, January 17, 2020. There will be no refunds after January 17, 2020; however, a substitute for the original registrant will be accepted. For more information regarding registration, refund, complaint, and/or program cancellation policies, please call TCPI at (202) 822-8062 or email symposium@tcpi.org.

Join us for an amazing event full of industry insights and knowledge.

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