Tax Matters: Federal, State, and Global Taxes in Turbulent Times

Continental Breakfast and Registration

Welcome Remarks and Recognition of Symposium Mission

Opening Keynote Address

Speaker:
Kenneth Kies
Assistant Secretary for Tax Policy
United States Department of the Treasury

Tax law changes: What are the challenges and opportunities presented by recent and potential US tax legislative changes?

Hear from former senior tax officials on Capitol Hill and at Treasury as they unpack how recent - and potential - tax law changes are influencing policy direction, administrative priorities, and taxpayer expectations.

Moderator:
Morgan Crabtree, Senior Tax Counsel, Tax Policy, Exxon Mobil Corporation

Panelists:
- Courtney Connell, Principal, Washington Council EY
- Mark Roman, Deputy Managing Principal, Tax Policy Group, Washington National Tax, Deloitte Tax
- Anna Taylor, Managing Principal, Tax Policy Group, Washington National Tax, Deloitte Tax

Fireside Chat

A conversation with Senator Ron Wyden (D-OR), Ranking Member of the Senate Finance Committee, facilitated by Anna Taylor, Managing Principal - Tax Policy Group, Washington National Tax, Deloitte.

Break

From idea to implementation and beyond: What are the hallmarks of practical, actionable tax guidance in a shifting regulatory landscape?

Join Treasury and IRS officials for a discussion of the administration’s tax regulatory agenda, including priority guidance, timing considerations, and implications for taxpayers. The panel will also explore how policymakers are approaching the regulatory process and administrative law risk after Loper Bright, and what that may mean for drafting, defending, and implementing future tax regulations.

Moderator:
Shahira Knight, Managing Principal, Policy & Government Relations (PGR) Group, Deloitte

Panelists:
- Emily M. Lesniak, Deputy Associate Chief Counsel (Procedure and Administration), Internal Revenue Service
- Mark Mazur, Former Assistant Secretary for Tax Policy, U.S. Department of the Treasury
- Kevin Salinger, Deputy Assistant Secretary for Tax Policy, U.S. Department of the Treasury

Fireside Chat

A conversation with Congressman Jason Smith (R-MO), Chairman of the House Committee on Ways and Means, facilitated by Mark Roman, Deputy Managing Principal - Tax Policy Group, Washington National Tax, Deloitte.

Artificial intelligence, quantum computing and the next big innovation: Where and when might these continually evolving technologies impact taxation and how?

Buffet Lunch & Luncheon Discussion

Luncheon Discussion - “Reconciliation Unpacked: A Roundtable with Perspectives from the Negotiating Table"

Speakers:
- Mark Prater, Managing Director, Tax Policy Services, PwC
- Anna Taylor, Managing Principal, Tax Policy Group, Washington National Tax, Deloitte Tax

Federal and state tax dynamics: How might states reconcile and resolve growing tax administrative complexity with the budgetary pressures created by recent and potential US tax legislative changes?

Join state and local tax experts for a discussion of how states are assessing the impact of the OBBBA as they weigh federal tax conformity decisions amid their own budget constraints and competing policy priorities. Panelists will explore how different conformity approaches may affect revenue, taxpayers, and incentives, and what state-specific political and economic considerations are shaping legislative and administrative responses.

Moderator:
John Stowell, Senior Vice President – Tax, Incentives & International Financial Reporting, The Walt Disney Company

Panelists:
- Leonore Heavey, Senior Tax Counsel, COST
- Steve Kranz, Partner, McDermott Will & Schulte
- Alexis Morrison-Howe, Principal and Leader – Multistate Tax Group, Washington National Tax, Deloitte Tax

Dispute Resolution

This session will look at current trends in global dispute resolution including MAPS and APAs. Get the latest on exam developments, controversy issues and litigation trends.

Moderator:
Anthony O’Donnell, Vice President, Tax, EMD Holding

Panelists:
- Elizabeth Askey, Of Counsel, Tax Controversy and Litigation, Skadden Arps Slate Meagher & Flom
- Monalissa Cairncross, Principal, Transfer Pricing, Washington National Tax Services, PwC
- Tadd Fowler, Senior Vice President – Treasurer and Global Tax Operations, Procter & Gamble
- Douglas O’Donnell, Senior Managing Director, Washington National Tax, KPMG

Break

Where we are now from an economist’s point of view?

This panel will examine the economic and financial outlook, with a primary focus on the United States and key global linkages. The panelists will discuss prospects for U.S. growth, the fiscal trajectory and debt dynamics, and the outlook for monetary policy and inflation. The conversation will also explore how trade and immigration policies are shaping the labor market, affordability, competitiveness, and long-term growth, while placing the U.S. outlook in a broader global context.

Moderator:
Fabio Natalucci, Chief Executive Officer, Andersen Institute for Finance & Economics

Panelists:
- Laurence Ball, Professor of Economics, John Hopkins University
- Jason Thomas, Head of Global Research & Investment Strategy, The Carlyle Group
- Rodrigo Valdes, Director, Fiscal Affairs Department, International Monetary Fund

Joint Committee on Taxation Chiefs Roundtable: “Discussion on the History, Purpose and Evolution of the JCT”

“Discussion on the History, Purpose and Evolution of the JCT”

Moderator:
Tom Barthold, Chief of Staff, Joint Committee on Taxation (2009-now)

Panelists:
- Hank Gutman, Former JCT Chief of Staff, 1991-1993
- Lindy Paull, Former JCT Chief of Staff, 1998-2003
- Bob Shapiro, Former JCT Chief of Staff, 1977-1981

Presentation of the 2026 TCPI Pillar of Excellence Award

Recipient: Collective Staff of the Joint Committee on Taxation

Networking Reception

Continental Breakfast

Welcome Back

Fireside Chat

A conversation with Manal Corwin, Director of the Centre for Tax Policy and Administration, OECD, and Rebecca Burch, Deputy Assistant Secretary for International Tax Affairs, United States Department of the Treasury. Facilitated by Barbara Angus, Consultant, EY.

Pillar 2: Implementation Realities and Next Steps for Global Minimum Taxes

While the OECD agreed earlier this year to a “side-by-side” framework applicable to certain global minimum taxes paid by US multinationals, there remains a number of questions for chief tax officers to consider. Determining how and when the new rules will be enacted by local legislatures, what reporting obligations and tax liabilities should be considered, the timing and impact of filing taxes this year and the effect on foreign-parented inbound companies as they look to navigate these new rules. This session will examine these issues and discuss next steps as multinational companies navigate an uncertain global tax environment.

Moderator:
Tom Roesser, Tax Policy Counsel, Microsoft

Panelists:
- Steve Kohart, Partner, International Tax Services, PwC
- Alyson Lawrence, Vice President, Global Taxation, Johnson & Johnson
- Danielle Rolfes, Partner in Charge, Washington National Tax, KPMG

International Tax Developments: The Future of Pillar One, On-Going Debate Regarding DSTS and Planning for OBBBA International Tax Changes

This session examines the rapidly evolving international tax landscape including the current state of Pillar One, the latest regarding on-going efforts by taxing jurisdictions to assess Digital Service Taxes (DSTs) and the potential impact of international tax changes from the OBBBA.

Moderator:
Daniel Smith, Senior Director, International Tax Planning and Policy, Google

Panelists:
- Beth Bell, Principal, Tax Policy Services, Washington National Tax Services, PwC
- Rocco Femia, Member, Miller & Chevalier
- Michael Plowgian, Principal, Washington National Tax, KPMG

Break

Tariffs and Trade

This panel examines the evolving tariff landscape through two critical lenses: the implications of a Supreme Court case with potential to reshape U.S. trade authority, and the current and future role of the USMCA. Panelists will discuss legal, economic, and cross-border impacts for businesses operating in North America.

Moderator:
Paul Nolan, Vice President – Tax, Government Affairs and Strategic Real Estate, McCormick & Company, Inc.

Panelists:
- Blake Harden, Managing Director, Washington Council EY
- Jennifer Hillman, Co-Director, Center for Transnational Legal Studies; Professor of Practice, Georgetown University Law Center

A view from the executive suite: How are today’s business leaders adapting their strategies and operations to manage current and potential future risks and opportunities in this dynamic environment?

During this final session, senior tax leaders will share their key takeaways from the two days of symposium discussions. The conversation will focus on strategies for forging ahead through the ongoing wave of challenges and uncertainty.

Moderator:
TBA

Panelists:
Melissa Hall, Senior Vice President in Finance and Global Head of Tax, Assurant
Paul Hoogsteden, Head of Tax – United States, Novo Nordisk
Natalie Rorem, Vice President, Tax, Boeing

Additional speakers will be added.

Closing Remarks