Transfer Pricing & BEPS Update

September 18 - 19, 2017 in New York, NY

Early Registration $1095 (by Aug 19) Regular Registration $1295 Groups of 2 or more Save $200 off each registrant. Please see our Terms & Conditions for our Financial Aid, Cancellation, Administrative and Other Policies

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 12 CPE/CLE Credits  (We need to apply for NYS MCLE for this Course)

Monday, September 18, 2017

8:00 AM - Registration and Continental Breakfast

8:45 AM – Global Transfer Pricing Update, Trends & Outlook

  • Overview of 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

Oliver Minguillon, Senior Manager, KPMG LLP, New York

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

Stefanie Perrella, Director, Duffs & Phelps LLP, New York

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

Justin Donatello, Senior Manager, KPMG LLP, New York

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

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

2:45 PM - Refreshment Break

3:00 PM - Transfer Pricing in Other Countries

  • Update on Canadian Developments
  • Other Jurisdictions
  • The impact of BREXIT and other developments in Europe

Paul Tados, Partner, DSN Associates, New York, NY

5:00 PM Summit adjourns for the day

Tuesday, September 19, 2017

8:00 AM - Continental Breakfast

8:45 AM - Handling Tax Controversies on Intangible Assets

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

10:00 AM Refreshment Break

10:15 AM - BEPS: Where we are and what’s next?

  • BEPS current state – OECD
    • Final reports
    • 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

12:15 PM Conference Concludes

Conference Location:

AMA Executive Conference Center
1601 Broadway, 8th Floor (at the corner of 48th Street)
New York, NY 10019

Hotel Accommodations
Crowne Plaza Manhattan
1605 Broadway
New York, NY 10019
Phone (212) 977-4000