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Conference

The Gathering Storm: 2025 and the Coming Tax and Fiscal Showdown

May 16 @ 8:00 am - May 17 @ 1:00 pm

Program Manager: KPMG

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Updates

4/18/2024 – TCPI Honors Hank Gutman with the Pillar of Excellence Award at the Annual Symposium

2/14/2024 – We recently hosted a webcast to provide a preview of the topics and issues that will be discussed at the May Symposium.  Check it out!

Program Description

Not long ago, after decades of only peripheral changes, the U.S. tax system appeared to be stable. But now the opposite seems true. With the approaching sunset of numerous corporate and individual tax cuts that are parts of the Tax Cuts and Jobs Act, the Build Back Better Act proposals, the Inflation Reduction Act, BEPS 2.0, and a looming Supreme Court tax ruling, the future of tax policy seems to be anything but stable and is expected to reach a crescendo in 2025. Elections in jurisdictions around the country and the world loom over all this, with potentially great effect on the direction of change.

This dynamic sets up a series of difficult, yet critical, questions for policymakers and taxpayers alike as they try to navigate through the coming storm of changes.

On the domestic front, these questions include how soaring deficits and high interest rates will dictate the coming tax agenda. Other pressing matters include:

  • How could, or should, the next Congress handle the trillions of dollars of expiring TCJA tax cuts?
  • How will the composition of future legislative, regulatory, judicial, and other governmental institutions impact the answer to that question?
  • What lessons have we learned from the policies enacted in the TCJA? Moreover, how should policymakers interpret the six-plus years of TCJA economic and tax data as they shape the coming tax agenda?
  • How are companies preparing for possible outcomes of upcoming elections?

And on the international front, U.S. policymakers must determine how to respond to not only other jurisdictions implementing the various pieces of Pillar Two, but also the undeniable additional important issues arising from it, including:

  • How will governments assess whether adoption of Pillar Two will set off a new round of global tax competition?
  • What policy tools will governments use to continue to compete for global investment?
  • And what will become of important issues addressed and unaddressed by Pillar One? Are digital taxes an inevitability and, if so, what consequences might that trigger?

Adjacent to these questions, others will demand urgent attention from taxpayers, tax administrators and tax policy makers. For example:

  • Will Treasury’s ongoing guidance projects provide taxpayers with clarity or simply more complexity?
  • How could a Supreme Court ruling in the Moore case change an already complex tax policy agenda?
  • Will the coming wave of mandatory tax disclosures, at home and abroad, impact how taxpayers operate and how they are viewed by the public, tax administrators, and other stakeholders?

And of the most immediate importance, what are companies doing to navigate this uncertain and rapidly evolving environment?

At the 25th Annual Tax Policy & Practice Symposium we will ask and debate each of these questions, while providing real world guidance on how to best prepare for the changes that will continue to be presented to corporate tax professionals.

Plan now to join the dialogue with tax executives, policymakers, administrators, economists, tax advisors, thought leaders and academics, as we come together to explore emerging policy considerations, share insights, and exchange practical strategies for navigating the gathering storm.

 

Registration

Early bird registration (register by COB Tuesday, April 16, 2024):  $1,100

Regular registration (register after April 16, 2024):  $1,450

Government employees and Academics (full-time faculty and students):  $350

 

Continuing Education

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 from those states that require it, which participants list on their registration form. The total amount of earned CLE credits varies by states.

CPE: 12 credit hours (based on a 50-min per credit hour standard)
CLE: 12 credit hours (based on a 50-min per credit hour standard); 10 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

May 16 - 17, 2024
Annual Symposium
The Ritz-Carlton
1150 22nd Street NW
Washington, DC, Washington, DC
+ Google Map

Program Manager

KPMG

The Agenda.

Day 1

  • 7:15 AM - 7:55 AM

    Continental Breakfast and Registration

  • 7:55 AM - 8:05 AM

    Welcome Remarks and Recognition of Symposium Mission

  • 8:05 AM - 9:00 AM

    The TCJA Six Years On: Economic and Policy Lessons Learned

    It has been six years since passage of the $1.5 trillion Tax Cuts and Jobs Act (TCJA). The TCJA drastically reduced the corporate tax rate, fundamentally reformed U.S. taxation of international income, and significantly reduced individual taxes. Some changes were temporary or delayed, creating uncertainty. The panel will discuss the effect of these changes on the economy, with particular attention to the effect on economic growth, the magnitude and location of investment, development and migration of intellectual property, and corporate tax receipts.

    Moderator:
    Marty Sullivan, Chief Economist, Tax Analysts
    Speakers:
    Christine Dobridge, Principal Economist, Federal Reserve Board of Governors
    Tadd Fowler, Senior Vice President – Treasurer and Global Tax Operations, Procter & Gamble
    Karl Russo, Principal, National Economics and Statistics Leader, PwC

  • 9:00 AM - 9:30 AM

    A Fireside Chat with Senator Ron Wyden (D-OR), Chairman, Senate Finance Committee

    Facilitated by Evan Giesemann, Manager, Washington Council EY

  • 9:30 AM - 10:00 AM

    The U.S. Budget and Economic Outlook

    Remarks by Phillip Swagel, Director, Congressional Budget Office.

  • 10:00 AM - 10:10 AM

    Break

  • 10:10 AM - 11:05 AM

    Debt, Deficits, and Revenues: Implications for Tax Policy

    The CBO is projecting growing deficits and debt on a trajectory many characterize as unsustainable. Deficits are estimated to increase from 5.6% of GDP in FY2024 to 6.1% of GDP by 2034, while debt is projected to grow from 99% of GDP in 2024 to 116% by 2034. Longer-term projections continue this trend line. This panel will discuss the economic impact of this fiscal instability, potential tax solutions, and political obstacles.

    Moderator:
    Nadiya Beckwith-Stanley, Associate, Tax, Skadden, Arps, Slate, Meagher & Flom
    Speakers:
    Jennifer Acuna, Principal, Federal Tax Legislative and Regulatory Services, KPMG
    Marc Goldwein, Senior Vice President and Senior Policy Director, Committee for a Responsible Federal Budget
    Hank Gutman, Of Counsel, Ivins Phillips & Barker
    Mark Mazur, former Assistant Secretary for Tax Policy, U.S. Department of the Treasury

  • 11:05 AM - 12:00 PM

    The Outlook and Implications for the TCJA Expiring Tax Provisions

    Over 25 tax provisions from the Tax Cuts and Jobs Act are scheduled to expire at the end of 2025. These provisions will have a broad impact on stakeholders of every type, from the low-income individual to the large multinational corporation, and everything in between. This panel will consider the multitude of policy options that are available to lawmakers as they begin negotiating a tax package to address this massive disruption to the tax code. The panel will highlight the trade-offs that likely will be weighed in this multi-year legislative exercise. The panel also will explore the real-world ramifications of policy options including corporate tax base broadeners. Finally, the panel will discuss the economic impact of Congressional inaction.

    Moderator:
    Ken Goldberg, Vice President, Tax, International Paper
    Panelists:
    Mary Duffy, Managing Director, Andersen
    Christopher H. Hanna, Alan D. Feld Endowed Professor of Law and Altshuler Distinguished Teaching Professor, Southern Methodist University
    Richard Rubin, U.S. Tax Policy Reporter, The Wall Street Journal
    Anna Taylor, Deputy Leader - Tax Policy Group, Washington National Tax, Deloitte Tax

  • 12:00 PM - 1:30 PM

    Lunch & Presentation of the 2024 TCPI Pillar of Excellence Award

    Award Recipient: Harry L. (Hank) Gutman

  • 1:30 PM - 2:25 PM

    In the Shadow of the Storm: Treasury’s Guidance Agenda Sails On

    This session will begin with a review of recent significant guidance issued by Treasury and the IRS, and a discussion of guidance perhaps still coming, including whether certain guidance (e.g., guidance under the Inflation Reduction Act or targeting perceived abuses) may be accelerated because of the impending 2024 elections. Panelists will consider whether particular items of guidance may or may not be within Treasury’s regulatory authority, as well as possible limitations under the Congressional Review Act. In addition, the potential impact of changes in Treasury and IRS leadership, and reductions in IRS funding, will be examined. Finally, panelists will debate whether the Chevron challenge currently before the Supreme Court may affect this Treasury’s (or future Treasury’s) regulatory agenda. Throughout the session, the issue of how tax directors can be in the best position to manage the risks associated with all of these variables will be discussed.

    Moderator:
    Shane Maloney, Vice President - Financial Tax Reporting and Tax Policy Strategy, Eaton
    Speakers:
    Micah Green, Senior Counsel, Steptoe
    Keith Martin, Co-leads, Projects, Norton Rose Fulbright
    Joe Reese, Vice President and Chief Tax Officer, NextEra Energy, Inc.
    Tom West, former Deputy Assistant Secretary for Tax Policy, U.S. Department of the Treasury

  • 2:25 PM - 3:20 PM

    The Rising Tide of Disclosures: How Will Companies Navigate Tax Disclosure Mandates in the Uncertainty of the Coming Tax Agenda?

    Around the world, tax disclosure mandates are proliferating at the very time that companies face great uncertainty as to the future of the global tax system. These twin challenges raise a pivotal question: how can companies navigate these unknowns while still meeting the call for greater tax disclosures?

    This panel will unravel the origins of the disclosure trend and ask whether the current state accomplishes those original goals. Furthermore, the panel will explore practical steps to meet the challenge of the coming disclosure mandates, including managing the large amounts of data required, communicating results to various stakeholders, and using the information to interface with policymakers.

    Moderator:
    Sharon Katz-Pearlman, Shareholder, Greenberg Traurig
    Speakers:
    Melissa Hall, Senior Vice President, Assurant
    Ed Paul, Vice President and Controller, Lockheed Martin Corporation
    Urvi Doshi Sood, Vice President, Taxes & General Tax Counsel, Lockheed Martin
    Ashley Winston, Co-Founder and CIO, Phylleos

  • 3:20 PM - 3:40 PM

    Break

  • 3:40 PM - 4:35 PM

    The Brave New World of Profit Allocation Post-Pillar One

    The proliferation of new taxes on the digital economy since BEPS 2.0 was launched in 2019 has slowed while, at the same time, other new approaches to sourced-based taxation have emerged. The panel will recap these developments, discuss how to build on the OECD efforts to develop a net-based alternative to gross-basis taxes, and reflect on where profit allocation rules/ source-based taxation might head from here.

    Moderator:
    Loren Ponds, Member, Miller & Chevalier
    Speakers:
    Lilian Faulhaber, Vice Dean and Ralph H. Dwan Chair in Taxation, Georgetown Law
    Michael McDonald, Managing Director, International Tax and Transaction Services – Transfer Pricing, EY
    David Paul, AVP Tax & Chief Tax Counsel, American Honda Motor Company, Inc.
    Michael Plowgian, Principal, Washington National Tax, KPMG

  • 4:35 PM - 5:30 PM

    The New Global Competition for Capital and Investment: What Does a Post-Pillar 2 World Look Like?

    Implementation of OECD Pillar 2 is quickly changing the international tax landscape in ways that have yet to be fully realized. Despite the changes, one thing that will remain constant is the desire of countries to attract capital and investment from multinational corporations. This panel of senior international tax experts and senior tax executives will discuss how the competition for capital and investment is likely to continue in a post-Pillar 2 world. How can countries create and implement stable and attractive Pillar 2 alternatives to traditional tax incentive? What impact will the post-Pillar 2 landscape have on companies’ effective tax rates and how tax rates are viewed?

    Moderator:
    David Noren, Partner, McDermott Will & Emery
    Speakers:
    Mindy Herzfeld, Professor of Practice, University of Florida Levin College of Law
    Marcus Heyland, Principal, Washington National Tax, KPMG
    Alyson Lawrence, Vice President, Global Taxation, Johnson & Johnson

    Additional panelist may be added.

  • 5:30 PM - 7:00 PM

    Networking Reception

Day 2

  • 7:30 AM - 8:00 AM

    Continental Breakfast

  • 8:00 AM - 8:15 AM

    Welcome Back

  • 8:15 AM - 9:00 AM

    A Fireside Chat with Manal Corwin, Director, OECD's Centre for Tax Policy and Administration

    Facilitated by Danielle Rolfes, Partner in Charge, Washington National Tax, KPMG

  • 9:00 AM - 10:00 AM

    The Present and the Future of GILTI, FDII and BEAT

    GILTI, FDII and BEAT were designed to raise revenue while making the United States a more competitive jurisdiction globally, but tax is only one of many factors that businesses must consider in deciding whether to move assets and operations back to the United States. This panel will discuss the impact of the changes to the U.S. tax system on location decisions and what the business community and policymakers can learn from those changes going into 2025. We’ll also consider the potential impact of the changes scheduled to go into effect in 2026, including the potential for double taxation as countries around the world adopt Pillar 2 taxes and U.S. tax on cross-border income increases.

    Moderator:
    Daniel Winnick, Principal, International Tax Group, KPMG
    Speakers:
    Nita Asher, Principal, International Tax Services, PwC
    Chan Chea, Vice President, Global Head of Tax, Gilead
    Daniel Smith, Director, International Tax Planning & Policy, Google
    John Stowell, Senior Vice President – Tax, Incentives & International Financial Reporting, Disney

  • 10:00 AM - 10:30 AM

    Break

  • 10:30 AM - 11:30 AM

    Turning Good Ideas into Good Outcomes: How Taxpayers and Policymakers Can Work Together Effectively to Produce Good Results

    This panel will examine issues at the intersection of tax policy and effective advocacy. It will examine successful tax advocacy efforts (both with legislative and regulatory decisionmakers), focusing on efforts that fueled economic growth. Conversely, it will cover examples of tax legislation that went awry, causing confusion and disruption in its wake, and ask whether alternate advocacy methods would have been impactful. The panel will explore best practices and strategies for bridging the gap between real-world tax consequences and the ideas behind legislation.

    Moderator:
    Barbara Angus, Global Tax Policy Leader, EY
    Speakers:
    Robert Cusmano, Senior Director, Global Tax Policy, Procter & Gamble
    Joseph Novak, Vice President, Taxes, Abbott
    Tom Roesser, Tax Policy Counsel, Microsoft
    Bob Stack, Managing Director, International Tax Group, Washington National Tax, Deloitte Tax

  • 11:30 AM - 12:00 PM

    State and Priorities of the IRS

    Remarks by Doug O’Donnell, Deputy Commissioner, Internal Revenue Service

  • 12:00 PM - 1:00 PM

    The Chief Tax Officer View: Navigating the Uncertainty and Complexity of the Future

    The year 2025 is expected to bring unprecedented challenges and opportunities for tax leaders. With the uncertain tax legislative and regulatory landscape, the rapid changes in AI and technology, the challenges of attracting and developing tax talent, and the growing mandates of tax disclosures, how can tax functions prepare for the future while continuing to deliver value to their organizations and stakeholders?

    Several veteran chief tax officers share their perspectives and experiences on leading a tax function into the tax uncertainty of 2025. These topics will include:
    • Adapting to the evolving tax landscape and managing the risks and opportunities of major tax policy changes
    • Leveraging technology to enhance tax efficiency, effectiveness, and compliance
    • Developing and retaining a tax team that can cope with the changing demands and expectations of the business and policymakers
    • Communicating the challenges and opportunities for the tax function - to stakeholders, both within and outside the organization

    Moderator:
    Rema Serafi, Vice Chair – Tax, KPMG
    Speakers:
    Paul Nolan, Vice President, Tax, Government Affairs & Strategic Real Estate, McCormick & Company
    Scarlet Pereira, Executive Vice President - Tax, Mastercard
    Natalie Rorem, Vice President, Tax, Boeing
    Mark Volpe, Senior Vice President, Tax, Regeneron

  • 1:00 PM - 1:10 PM

    Closing Remarks

The Speakers.

Senator Ron Wyden (D-OR) **FEATURED SPEAKER**

Chairman
Senate Finance Committee

Manal Corwin **FEATURED SPEAKER**

Director, Centre for Tax Policy and Administration
OECD

Doug O'Donnell **FEATURED SPEAKER**

Deputy Commissioner
Internal Revenue Service

Phillip Swagel **FEATURED SPEAKER**

Director
Congressional Budget Office

Jennifer Acuna

Principal, Federal Tax Legislative and Regulatory Services
KPMG

Barbara Angus

Global Tax Policy Leader
EY

Nita Asher

Principal, International Tax Services
PwC

Nadiya Beckwith-Stanley

Associate
Skadden, Arps, Slate, Meagher & Flom LLP

Chan Chea

Vice President, Global Head of Tax
Gilead Sciences, Inc.

Robert Cusmano

Senior Director, Global Tax Policy
Procter & Gamble

Christine Dobridge

Principal Economist
Federal Reserve Board of Governors

Mary Duffy

Managing Director
Andersen

Lilian Faulhaber

Vice Dean and Ralph H. Dwan Chair in Taxation
Georgetown Law

Tadd Fowler

Senior Vice President – Treasurer and Global Tax Operations
Procter & Gamble

Evan Giesemann

Manager
Washington Council EY

Ken Goldberg

Vice President, Tax
International Paper

Marc Goldwein

Senior Vice President and Senior Policy Director
Committee for a Responsible Federal Budget

Micah Green

Senior Counsel
Steptoe

Hank Gutman

Of Counsel
Ivins, Phillips & Barker

Melissa Hall

Senior Vice President
Assurant

Christopher Hanna

Alan D. Feld Endowed Professor of Law and Altshuler Distinguished Teaching Professor
Southern Methodist University

Mindy Herzfeld

Professor of Practice
University of Florida Levin College of Law

Marcus Heyland

Principal, Washington National Tax
KPMG

Sharon Katz-Pearlman

Shareholder
Greenberg Traurig

Alyson Lawrence

Vice President, Global Taxation
Johnson & Johnson

Shane Maloney

Vice President - Financial Tax Reporting and Tax Policy Strategy
Eaton

Keith Martin

Partner
Norton Rose Fulbright

Mark Mazur

Former Deputy Assistant Secretary for Tax Policy (2021), Former Assistant Secretary for Tax Policy (2012-2017)
U.S. Department of the Treasury

Mike McDonald

Managing Director, International Tax and Transaction Services – Transfer Pricing
EY

Paul Nolan

Vice President, Tax, Government Affairs & Strategic Real Estate
McCormick & Company, Inc.

David Noren

Partner
McDermott Will & Emery

Joe Novak

Vice President, Taxes
Abbott

David Paul

AVP Tax & Chief Tax Counsel
American Honda Motor Company, Inc.

Ed Paul

Vice President and Controller
Lockheed Martin Corporation

Scarlet Pereira

Executive Vice President, Tax
Mastercard

Michael Plowgian

Principal, Washington National Tax
KPMG

Loren Ponds

Executive Committee Member; Practice Co-Lead, Tax Policy
Miller & Chevalier

Joe Reese

Vice President & Chief Tax Officer
NextEra Energy, Inc.

Tom Roesser

Tax Policy Counsel
Microsoft

Danielle Rolfes

Partner in Charge, Washington National Tax
KPMG

Natalie Rorem

Vice President, Tax
Boeing

Richard Rubin

U.S. Tax Policy Reporter
The Wall Street Journal

Karl Russo

Principal, National Economics and Statistics Leader
PwC

Rema Serafi

Vice Chair - Tax
KPMG

Daniel Smith

Director, International Tax Planning & Policy
Google

Urvi Doshi Sood

Vice President, Taxes & General Tax Counsel
Lockheed Martin Corporation

Bob Stack

Managing Director, International Tax Group, Washington National Tax
Deloitte Tax

John Stowell

Senior Vice President – Tax, Incentives & International Financial Reporting
The Walt Disney Company

Martin Sullivan

Chief Economist
Tax Analysts

Anna Taylor

Deputy Leader – Tax Policy Group, Washington National Tax
Deloitte Tax

Mark Volpe

Senior Vice President, Tax
Regeneron

Tom West

Former Deputy Assistant Secretary for Tax Policy
U.S. Department of the Treasury

Daniel Winnick

Principal, International Tax, Washington National Tax
KPMG

Ashley Winston

Co-Founder and CIO
Phylleos

Planning Committee.

KPMG *2024 TCPI Symposium Program Manager*

Danielle Rolfes
Partner in Charge, Washington National Tax

KPMG *2024 TCPI Symposium Program Manager*

John Gimigliano
Principal-in-charge, Federal Tax Legislative and Regulatory Services

KPMG *2024 TCPI Symposium Program Manager*

Jennifer Acuna
Principal, Federal Tax Legislative and Regulatory Services

Abbott

Joseph L. Novak
Vice President – Taxes

AbbVie

Mark Genrizi
Tax Counsel

Agilent Technologies, Inc.

Stephen Bonovich
Vice President, Tax

Amgen Inc.

Lisa Gruber
Vice President, Tax

Andersen

Ellen MacNeil
Managing Director
Program Manager Advisory Committee (PMAC)

Apple

Phillip Bullock
Head of Global Tax

Assurant Inc.

Melissa Hall
Senior Vice President

The Boeing Company

Natalie Rorem
Vice President, Tax

The Carlyle Group

Shannon Stafford
Managing Director

Caterpillar Inc.

Chad Withers
Chief Tax Officer

CBRE

Maria Minetti
Chief Tax Officer & Treasurer

Cencora

Kevin Conway
Senior Vice President, Tax

Ciena

Gregory Sikon
Vice President, Global Tax

Deloitte Tax

Bob Stack
Managing Director, International Tax Group, Washington National Tax
Program Manager Advisory Committee (PMAC)

Eaton Corporation

Mary Kim Elkins
Senior Vice President, Taxes

Eli Lilly and Company

Katie Lodato
Vice President, Global Tax

Exxon Mobil Corporation

Morgan Crabtree
Tax Counsel

EY

Barbara Angus
Global Tax Policy Leader
Program Manager Advisory Committee (PMAC)

FedEx

Tim Wright
Staff Vice President Tax Planning & International Tax

Ford Motor Company

Nicole Puckett
Chief Tax Officer

Gilead Sciences, Inc.

Chan Chea
Vice President, Global Head of Tax

Google

Daniel Smith
Director, International Tax Planning & Policy

Greenberg Traurig

Sharon Katz-Pearlman
Shareholder
Program Manager Advisory Committee (PMAC)

IBM Corporation

Linda Evans
Director, Global Tax Policy

International Paper

Ken Goldberg
Vice President, Tax

Ivins, Phillips & Barker

Hank Gutman
Of Counsel
Program Manager Advisory Committee (PMAC)

Johnson & Johnson

Alyson Lawrence
Vice President, Global Taxation

Koch Industries, Inc.

Jason Young
Director, Tax Policy and Strategy

Lockheed Martin Corporation

Urvi Doshi Sood
Vice President, Taxes & General Tax Counsel

Loews Corporation

Brandon Holder
Vice President, Tax

Mars, Incorporated

Peter Kim
Global Tax Director

Mastercard

Scarlet Pereira
Executive Vice President, Tax

McCormick & Company, Inc.

Paul Nolan
Vice President, Tax, Government Affairs & Strategic Real Estate

McDermott Will & Emery

David Noren
Partner
Program Manager Advisory Committee (PMAC)

Meta

Alan Lee
Head of Global Tax Policy

Microsoft Corporation

Thomas Roesser
Tax Policy Counsel

Miller & Chevalier Chartered

Loren Ponds
Executive Committee Member; Practice Co-Lead, Tax Policy
Program Manager Advisory Committee (PMAC)

Netflix

Lisa Wadlin
Head of Tax

PepsiCo, Inc.

Jeffrey J. Coniaris
Senior Vice President, Tax Planning

Phillips 66

Heather Crowder
Vice President & General Tax Officer

Procter & Gamble

Tadd Fowler
Senior Vice President – Treasurer and Global Tax Operations

PwC

Kevin Levingston
Tax Policy Services Leader
Program Manager Advisory Committee (PMAC)

Regeneron

Mark Volpe
Senior Vice President, Tax

RTX

Ross Kearney
Corporate Vice President, Tax

Skadden Arps Slate Meagher & Flom

Armando Gomez
Partner – Tax
Program Manager Advisory Committee (PMAC)

Steptoe & Johnson

Lisa Zarlenga
Partner
Program Manager Advisory Committee (PMAC)

T-Mobile

Chris Miller
Senior Vice President, Tax

Uber

Kevin Nichols
Head of Tax ESG, Tax Communications, and Tax Policy

The Walt Disney Company

John Stowell
Senior Vice President – Tax, Incentives & International Financial Reporting

Hotel Information.

** THE ROOM BLOCK IS SOLD OUT. **

Here is a list of hotels near the Ritz-Carlton:

 

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

$419 per night plus tax and fee — THIS RATE IS NO LONGER AVAILABLE

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.

Rooms reserved without a processed registration will be cancelled in order to ensure space for confirmed participants.

Reservation Method (choose one):

  1. Call 202-835-0500 or 800-558-9444 and reference “2024 TCPI Symposium”
  2. Reserve online

All reservations should be received by no later than Wednesday, April 17, 2024.  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: 11:00 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 May 15th and 16th for $419 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?

YES! 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 TBA 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. Attendees must answer ALL polling questions to qualify for CLE and/or CPE credits.

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. YOU MUST ANSWER ALL POLLING QUESTIONS IN ORDER TO EARN CE CREDITS. An event app will be available for the use of registered attendees. Submitting questions for speakers, tracking of attendance for CE accreditation, participating in polling questions, accessing conference documents (presentations and articles) 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 $150 processing fee, if written notice is received by TCPI prior to COB Tuesday, April 16, 2024. There will be no refunds after April 16, 2024; 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 general@tcpi.org.

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

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