Virtual

40th Annual TEI-SJSU High Tech Tax Institute (2024)

Date: Dec. 3 - 4, 2024

Time: 8:30 a.m. – 12:30 p.m. PT

CPE: 12

Overview

The SJSU MST Program manages and co-sponsors three annual tax conferences. The hallmark High Tech Tax Institute started in 1988, is a two-day conference held each November. Speakers and attendees come from around the world. Leading-edge topics relevant to high-tech companies and their tax professionals are addressed by nationally and internationally recognized practitioners and government representatives with practical implementation experience. The learning opportunities make the annual TEI-SJSU High Tech Tax Institute an invaluable educational tax experience for accountants, attorneys, and corporate representatives who serve high-technology businesses.

This is a recording of much of the live conference held on November 4 & 5, 2024 in Palo Alto by TEI-San Jose State University; speakers will be monitoring the Q&A box at the virtual event.

This one-of-a-kind conference will help you stay on top of new rules and issues facing high-tech businesses. Don’t miss it.

IRS employees may contact the CalCPA Customer Success Team at (800) 922-5272 to register and receive a discount

Product Code
1000003577
Credit Type
CPE: 12
CPE-Technical: 12
Format
Virtual
Intended Audience
CPAs, attorneys and tax professionals wanting to learn more about high-technology taxation topics.
NASBA Field of Study
Taxes
Level of Difficulty
Update
Prerequisites
None
Advance Preparation
Some knowledge of technology taxation topics.

Learning Objectives

Recognize key tax issues of relevance to corporate tax departments, accounting and law firms, the IRS and academics.

Agenda

Welcome

International High Technology U.S. Tax Current Developments
Speaker(s)
Julia Ushakova-Stein David Forst

Break

The Latest and Greatest in Equity Compensation

Lunch

R&D in Uncertain Tax Times
Speaker(s)
Tony Coughlan Kevin Edward Dangers

Break

AI in the Corporate Tax Department – Let’s See It!
Speaker(s)
Katherine Riemersma
Tyler Jerome Gasperlin
Stephen J Bonovich
Gregory Frank Homen

Welcome

Global Mobility Best Practices
Speaker(s)
Bridget Ahern

Monetizing Energy and CHIPS Tax Credits – Tax and GAAP Relevance
Speaker(s)
Wendy Punches
Jared Steven Huish

Break

Federal Tax Controversy – Year 2 of the Strategic Operating Plan
Speaker(s)
Howard Schneck
Paul DiSangro Kathleen M Kruchten

Faculty

Bridget Ahern

More about Bridget Ahern

Stephen J Bonovich

More about Stephen J Bonovich

Tony Coughlan

Tony has more than 25 years of experience in tax planning, tax controversy, and tax policy, including 10 years on the U.S. Senate Finance Committee staff as senior tax counsel. He has extensive experience in the Section 41 research credit, the Section 174 R&E deduction, international tax, payroll tax, real estate tax, and statutory construction. During his time with the Senate Finance Committee, he advised on corporate and international tax le...

More about Tony Coughlan

Kevin Edward Dangers

Kevin Dangers is a Partner in Ernst & Young’s West Region Quantitative Services group, and has specialized in providing federal tax solutions and services to clients in the high-technology, financial services and Fintech, manufacturing, and consulting service industries for over twenty-five years.Kevin specializes in research credit and tax accounting methods, including income and expense recognition, ASC 606 and capitalization issues. Kevin h...

More about Kevin Edward Dangers

Paul DiSangro

Paul DiSangro is a trusted advisor to CFOs and tax directors in San Francisco and Silicon Valley. He has 25 years of experience across a range of industries including software, technology, financial services (including fintech), insurance, energy, media, pharma, biotech and retail. He prides himself on delivering value with practical solutions. Paul’s experience includes: Exams, administrative appeals, and litigation with federal and state ag...

More about Paul DiSangro

David Forst

David focuses on international corporate taxation. David has been named 2021 Tax Leaders by the International Tax Review’s Tax Leaders Expert Guide. David is included in Euromoney’s Tax Advisors Expert Guides (World’s Leading Tax Advisors, World’s Leading Transfer Pricing Advisors and was named one of the Top 30 U.S. Tax Advisors). He is also in The Legal 500 Hall of Fame and is regularly recognized in the Law and Business Research’s Internati...

More about David Forst

Tyler Jerome Gasperlin

More about Tyler Jerome Gasperlin

Gregory Frank Homen

More about Gregory Frank Homen

Jared Steven Huish

More about Jared Steven Huish

Kathleen M Kruchten

Kathy currently serves as the Director, Western Compliance Practice Area (WCPA) in the Large Business and International (LB&I) Division of the Internal Revenue Service. In this role, Kathy provides leadership on the full range of pre-filing, filing, and post-filing programs and activities for large and mid-size businesses in Washington, Oregon, Alaska, Hawaii, Idaho, Montana, Wyoming, California, Nevada, Utah, Colorado, Arizona, Kansas, Texas,...

More about Kathleen M Kruchten

Wendy Punches

Wendy Punches is a Tax Director in PwC's San Jose Office. She has 15 years of experience serving a diverse set of clients (from multinational Fortune 500 companies to VC backed start-ups), bringing significant technical and project management expertise to her clients. A leader in PwC's Silicon Valley Cleantech and Sustainable Business Solutions Teams, Ms. Punches focuses on reporting, compliance, carbon trading and the use of federal and sta...

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Katherine Riemersma

More about Katherine Riemersma

Howard Schneck

More about Howard Schneck

Julia Ushakova-Stein

Julia advises on U.S. tax planning and tax controversy matters, with an emphasis on international tax planning (inbound and outbound), mergers and acquisitions, and transfer pricing. She represents clients from a diverse set of industries and geographic areas. She has represented a number of Fortune 500 companies in U.S. federal income tax matters and has successfully represented clients in federal tax controversies at all levels.Julia was nam...

More about Julia Ushakova-Stein

40th Annual TEI-SJSU High Tech Tax Institute (2024)

Overview

Product Code

Credit Type

Format

Intended Audience

NASBA Field of Study

Level of Difficulty

Prerequisites

Advance Preparation

Learning Objectives

Agenda

8:30 – 8:31 a.m. PT

Welcome

8:31 – 10:15 a.m. PT

International High Technology U.S. Tax Current Developments

Speaker(s)

10:15 – 10:30 a.m. PT

Break

10:30 a.m. – 12 p.m. PT

The Latest and Greatest in Equity Compensation

12 – 12:30 p.m. PT

Lunch

12:30 – 2 p.m. PT

R&D in Uncertain Tax Times

Speaker(s)

2 – 2:15 p.m. PT

Break

2:15 – 3:45 p.m. PT

AI in the Corporate Tax Department – Let’s See It!

Speaker(s)

8:30 – 8:31 a.m. PT

Welcome

8:31 – 9:30 a.m. PT

Global Mobility Best Practices

Speaker(s)

9:30 – 10:45 a.m. PT

Monetizing Energy and CHIPS Tax Credits – Tax and GAAP Relevance

Speaker(s)

10:45 – 11 a.m. PT

Break

11 a.m. – 12:30 p.m. PT

Federal Tax Controversy – Year 2 of the Strategic Operating Plan

Speaker(s)

Faculty