Transfer Pricing & BEPS Update

November 13 - 14, 2017 in Houston, TX

Early Registration $1095 (by Oct 14) Regular Registration $1295 Groups of 2 or more Save $200 off each registrant

In the last year, the focus on inter-company transactions has been a concern for many U.S. multinationals.  The costs of goods, services and transaction documentation must be kept for disclosure to governments. Don't miss this opportunity to learn from our tax experts, who will discuss and analyze the effects on U.S. multinationals inter-company transactions and the global outlook on U.S. multinationals, the OECD's latest action plans under the BEPS.

This basic to intermediate level 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 10 CPE/CLE Credits

Monday, November 13, 2017

8:00 AM - Registration and Continental Breakfast

8:45 AM – 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

9:45 AM - Refreshment Break

10:00 AM - 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

11:15 PM – 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

12:30 PM - Luncheon

1:15 PM – Advanced Pricing Agreements & Competent Authority

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

2:45 PM - Refreshment Break

3:00 PM 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

5:00 PM Summit adjourns for the day

Tuesday, November 14, 2017

8:00 AM - Continental Breakfast

9:00 AM - Handling Tax Controversies on Intangible Assets

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

10:15 AM Refreshment Break

10:30 AM - 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

12:30 PM Conference Concludes

Conference Location:

Networking Seminars Conference Room c/o Regus,
Two Allen Center, 1200 Smith Street, 16th Floor,
Houston, Texas, 77002

Hotel: Doubletree Hotel Houston Downtown, 400 Dallas St, Houston, TX 77002 Phone: (713) 759-0202