Pacific Tax Policy Institute
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Pacific Rim Tax Conference Agenda 2024

The agenda for the upcoming conference in 2023 will be posted when available.

The following is the agenda for the past event.

BEPS’ GloBE & International Taxation Cross Currents

Draft Agenda: subject to change
All sessions are held in the Sequoia Room unless noted.
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THURSDAY, JUNE 13, 2024

7:30 – 8:30

Continental Breakfast & Registration

8:30 – 8:45

Welcome and Introductions

  • Dr. Stewart Karlinsky; Executive Director; Pacific Tax Policy Institute
  • Grace Chu; Vice President of Tax and Treasurer, Dolby Laboratories; Co-Chair, Silicon Valley Tax Directors Group
  • Howard Schneck; President, TEI Silicon Valley; Director Corporate Tax, Varian Medical systems

8:45 – 10:45
(Press Welcome)

GloBE & BEPS Pillar 2 Current Developments:
Minimum Tax, QDMTT, Top-Up Taxes (IIR & UTPR), Safe Harbors & DST

  • Gary Sprague; Partner; Baker McKenzie [Moderator]
  • Marcus Heyland; Principal; KPMG (formerly tax policy advisor at OECD)
  • Michael Lebovitz; Partner; Evershed-Sutherland
  • Mirko Severi; Partner; Maisto e Associato

10:45 – 11:15(Press Welcome)

Adjusting Financial Statements Needed in Computing ETR and CAMT & Refundable vs Transferable Credits

  • Ty Kanaaneh; Tax Partner; PwC

11:15 – 12:45 (Press Welcome)

Transfer Pricing and Dispute Resolution, Including Insurance vs APA; Impact of BEPS; Control/Acquisition Premiums

  • Elizabeth (Liz) Stevens; Member; Caplin & Drysdale [Moderator]
  • Robin Hart; Principal; Charles River Associates
  • Aurelio Massimiano; Partner; Maisto e Associato
  • Paul Stephen Manning; US Attorney, Tax Consultant; Kim & Chang
  • Julia Ushakova-Stein; Tax Partner; Fenwick

12:45 – 2:15
(Press Welcome)

Lunch and Keynote Speaker

  • John Peterson; Acting Head of Division International Cooperation & Tax Administration; OECD

2:15 – 3:30
(Press Welcome)

M&A post-BEPS: Stock vs Asset vs Deemed Asset Acquisitions; Post-Acquisition IP; Materiality Disclosure and Global ETR

  • Angela Evans; Tax Partner; EY
  • Gary Wilcox; Partner; Mayer Brown
  • Gabe Gartner; Principal National Tax Services; PwC
  • Greg Hartker; Partner; Morgan Lewis

3:30 – 4:30
(Press Welcome)

Government Officials Administrative Round Table Discussion MAP, APA, MLI, STTR, MLC, CAP & ICAP

  • Linda Cheng; Group Tax Specialist, TP, MAP APA; Inland Revenue Authority of Singapore
  • Young-Jun Kim; Senior Advisor; Kim & Chang (former Assistant Commissioner International Tax, NTS)
  • Rachel Saint; Deputy Commissioner; Australian Tax Office
  • Nicole Welch; Director of Treaty and Transfer Pricing Operations Practice Area; Internal Revenue Service

4:30 – 5:15
(Press Welcome)

Presentation with Bruno Guzman, Expert Auto Rally Driver

5:15 – 6:15

Reception

   

FRIDAY, JUNE 14, 2024

7:30 – 8:30

Continental Breakfast

8:30 – 9:30
(Press Welcome)

BEPS Pillar 1 & DST

  • Lauren Ross; Special Counsel; Covington & Burling
  • Heather Schafroth; Associate; Caplin & Drysdale

9:30 – 10:30

Current Supreme Court & Tax Court Cases: Charles G. Moore v. US (Section 965 Deemed Repatriation); Loper Bright & Relentless v Dept. of Commerce (Federal Regulatory Power;
Status of Chevron Doctrine)

  • Kevin Otero; Partner; Covington & Burling [Moderator]
  • Gary Scanlon; Technical Deputy, Washington National Tax; KPMG (formerly attorney-adviser in the Treasury Department’s Office of Tax Policy)
  • Scott Frewing; Partner; Baker McKenzie
  • William Skinner; Tax Partner; Fenwick

10:30 – 12:00
(No Press)

Government Panel #1: Breakout Sessions and Round Table Discussions

1A: Vietnam

  • Mai Xuan Thanh, General Director of General Tax Department (invited)

1B: India

  • Mukesh Butani, Managing Partner; BMR Legal [Moderator]
  • Vinay Kumar Singh; Competent Authority; India Revenue Service (Invited)

12:00 – 1:30
(Press Welcome)

Lunch and Keynote Speaker

1:30 – 3:00
(No Press)

Government Panel #2: Breakout Sessions and Round Table Discussions

2A: Australia

  • Michelle Markham; Professor, Law Faculty, Research Integrity Advisor; Bond University, Australia [Moderator]
  • Heather Jurek; Vice President, Tax; eBay (invited)
  • Mark Konza; Head of Tax Controversy; MinterEllison
  • Rececca Saint; Deputy Commissioner; Australian Tax Office
  • John Stowell; Sr. Vice President – Tax, Incentives & International Financial; The Walt Disney Company

2B: Brazil

  • Andy Mattson; Tax Partner; Moss Adams [Moderator]
  • Katherine Pinzon; Americas Transfer Pricing Leader; EY
  • Cláudia Lucia Pimentel Martins Da Silva; Subsecretariat of Taxation & Litigation FRS of Brazil (invited) OR
    Daniel Teixeira Prates; Tax Officer; FRS of Brazil (invited)

3:00 – 4:30
(No Press)

Government Panel #3: Breakout Sessions and Round Table Discussions

3A: Singapore

  • Linda Cheng; Group Tax Specialist, TP, MAP APA; Inland Revenue Authority of Singapore

3B: Canada

  • Michael Jennings; Director, Competent Authority; Canada Revenue Agency
  • Benita Wold; Vice President, Tax; Liftoff Mobile