Practical Approaches to Common Transfer Pricing Concepts

May 16-17, 2019 in Houston, TX

SPonsored by polsinelli LLP

SPonsored by polsinelli LLP

Registration $795. Please see our Terms & Conditions for our Cancellation, Administrative and Other Policies

A unique seminar that combines theory with hands-on practical applications. This transfer pricing seminar focuses on the various aspects of the transfer pricing documentation process. Using real-life examples, case studies, and templates, instructors show practical approaches to compile, analyze and manage common intercompany transactions.

This introductory seminar provides participants with a working knowledge of key transfer pricing concepts and an understanding of steps needed to document intercompany transactions.

During the first day, the seminar focuses on the principles and methodologies of transfer pricing. The next day, participants go over examples and case studies to reinforce key transfer pricing concepts.

This seminar covers the following:

  • Primary transfer pricing methodologies and typical fact patterns

  • Gathering and analyzing internal and external data

  • Preparing functional analyses

  • Creating/updating benchmarking data

  • Step-by-step preparation of a transfer pricing report

  • Master, country and local file preparation

  • Country-by-country reporting

  • Handling transfer pricing controversies

This seminar is for corporate tax, accounting and finance executives, transfer pricing specialists, economists,  corporate counsel, CPAs, controllers, treasurers, tax attorneys.  There is no advance preparation or prerequisites for this group-live seminar. Field of Study: Taxes Earn up to 15 CPE/CLE Credits

Chairperson:    Klaus Oehring, Transfer Pricing Consulting, Houston, TX

Thursday, May 16, 2019

8:0 AM - Registration and Continental Breakfast

8:45 AM – Welcome and Overview of Transfer Pricing

Klaus Oehring, Transfer Pricing Consulting, Houston, TX

9:15 AM - Analyzing Intercompany Transfers of Tangible Property

  • Types of manufacturers

  • Types of distributors

  • Choice of transfer pricing methods

  • Practical examples

Bob Bamsey, Senior Manager, RSM, Minneapolis, MN

10:45 AM - Refreshment Break

11:00 AM - Analyzing Intercompany Services

  • Types of services

    • Shareholder activities and intra-group services

  • Allocation keys

  • Types of service providers

  • Coordination with OECD Guidelines

  • Practical examples

Bob Bamsey, Senior Manager, RSM, Minneapolis, MN

12:30 PM - Luncheon

1:15 PM – Analyzing the Intercompany Transfers of Intangible Property

  • Defining intangible property

    • Royalty determination

    • Pricing intangible transfers

  • Coordination with OECD Guidelines

  • Developing a supportable IP structure

  • Practical examples

Patrick McColgan, Managing Director, Duff & Phelps, Atlanta, GA

2:15 PM - Analyzing Intercompany Financial Transactions

  • Understanding the changing intercompany finance environment

  • Developing a supportable intercompany finance policy

  • Practical examples and documentation best practices

Kerim Keser, Managing Director, Duff & Phelps, Munich, Germany

3:15 PM - Refreshment Break

3:30 PM Contemporaneous Documentation

  • Country-by-Country Reporting (CbCR)

  • Strategies for optimal implementation of global documentation

Klaus Oehring, Transfer Pricing Consulting, Houston, TX
Bob Bamsey, Senior Manager, RSM, Minneapolis, MN
Patrick McColgan, Managing Director, Duff & Phelps, Atlanta, GA

Kerim Keser, Managing Director, Duff & Phelps, Munich, Germany

5:30 PM Summit adjourns for the day

Friday, May 17, 2019

8:00 AM - Continental Breakfast

8:30 AM - Preparing a Transfer Pricing Documentation

  • Financial analysis         

  • Risk-function analysis

Klaus Oehring, Transfer Pricing Consulting, Houston, TX

10:30 AM Refreshment Break

10:45 AM - Preparing a Transfer Pricing Study – continued

  • Economic analysis

  • Case study – benchmarking analysis

11:30 AM - Practical Approaches to Common Transfer Pricing Documentations

  • Examples

  • Case Studies

Klaus Oehring, Transfer Pricing Consulting, Houston, TX

12:15 PM - Drafting a Transfer Pricing Report

  • Examples

Klaus Oehring, Transfer Pricing Consulting, Houston, TX

2:00 PM Conference Concludes

Conference Location:

Polsinelli LLP, 1000 Louisiana Street, Suite 6400, Houston, TX 77002 Phone: 713.374.1600

Hotel Recommendation: Hyatt Regency Houston, 1200 Louisiana St, Houston, TX 77002. (713) 654-123