Transfer Pricing Summit publication

TP Cover image_Page_1.jpg
TP Cover image_Page_1.jpg

Transfer Pricing Summit publication

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Publication includes presentations on the following:

Introduction & Overview of Transfer Pricing

  • Introduction to transfer pricing
  • Sources of transfer pricing regulations, i.e., recent U.S. and global transfer pricing environments
  • Overview of U.S. transfer pricing methods
  • Examples of transfer pricing analyses
  • Penalties and documentation
  • Base Erosion Profit Shifting (BEPS) Overview

Brian Andreoli, CPA, International Tax Attorney & Consultant, New York

Transfer Pricing Documentation

  • Documentation in a Post-BEPS World
  • Local File
  • Master File
  • Country by Country Reporting; Specific Instructions
  • Implications of Proposed Section 385 Regulations

Stefanie Perrella, Director, Duff & Phelps LLP, New York, NY

Transfer Pricing Examination and Audit Strategies

  • Preparing your “best method” audit defense
  • Defending your choice of transfer pricing method to the authorities
  • Factors that will trigger a tax audit
  • Types of information requests and taxpayer response strategies
  • Responding to draft proposed adjustments
  • Litigation preparation

Justin Donatello, Senior Manager, Repute Resolution & Controversy, KPMG LLP, New York


Advanced Pricing Agreements & Competent Authority

  • When to Consider an Advanced Pricing Agreements
  • The APA Process
  • Competent Authority Process
  • Arbitration

Steve Wrappe, National Leader, Transfer Pricing & Dispute Resolution, KPMG LLP, Washington, DC

Global Transfer Pricing Developments

  • Canadian Developments
  • Developments in Latin America (Brazil, Mexico, Argentina, Chile & Columbia)
  • Developments in Asia
  • The effect of BREXIT and other developments in Europe


Brad Rolph, Partner, Grant Thornton LLP, Toronto
Mike Valdes, Partner, VD&T International LLC, Miami
Paul Tadros, President, DSN Consultants Inc., Atlanta

Handling Tax Controversies on Intangible Assets

  • Background & Definitions
  • Transfer of Intangibles: substance and valuation
  • Intercompany Services
  • Litigate or Settle
  • Case Studies

Paul Flignor, Principal Economist, DLA Piper LLP, Chicago
B.J. Dechsakulthorn, Associate, DLA Piper LLP, New York

BEPS: Where we are and what’s next?

  • BEPS current state – OECD
    • 2015 final reports
    • 2016 work plan
    • Future work
  • BEPS current state – Areas of focus and practical insights
  • BEPS adoption around the globe
  • Conclusion and key takeaways

Uziel Alvarez, Senior Manager, KPMG LLP, New York
Brad Humprey, Senior Manager, KPMG LLP, New York