Use the
navigation menu on the left side of the screen to view information about each
program in 2004
5th
Annual Conference On Accounting for Income
Taxes for U.S. Multinational Companies (FAS#109)
A two-day technical update on the new corporate accountability rules and
key issues multinationals need to address in preparing their tax provision for
U.S. financial statements.
Topics Include:
-
Overview of FAS #109 and
the new corporate governance rules
-
FAS #109 - Case Study
-
Issues in consolidating
the results of global operations
-
Accounting for Foreign
Income Taxes
-
Reporting the results of
Mergers, Acquisitions, and Dispositions
-
Accounting and disclosure
of Financial Products and Other Reportable Transactions
-
Role of transfer pricing
in preparing financial statements
-
Using export sales to
reduce the U.S. Effective Tax Rate
Up to 16 CPE/CLE Course
Credits Available
Tax
Accounting Update for Corporate Tax Executives
A two day introduction and update with live instruction on the FAS #109
U.S. tax accounting rules and how to satisfy the corporate governance rules
under the Sarbanes-Oxley law in 2004.
Topics Include:
6th
Annual Conference on Current U.S. Tax Aspects of Mergers & Acquisitions
A two day update on the latest U.S. tax implications for merger and
acquisition transactions by U.S. and foreign acquirers in 2004, featuring
a special session on work-outs and acquiring assets of an insolvent
company.
Topics include
- Tax
free reorganizations
- Making
a Sec 338(h) election
- Using
Partnerships LLC's & Hybrids
- Tax
due diligence
- Contingent
liabilities
- Spin
off's
- Recent
M&A transactions
- Issues
involving bankrupt or insolvent companies
- Consolidated
return issues in acquisitions and dispositions
- Recent
tax issues involving Executive Compensation
- Latest
U.S. and Cross-Border Acquisition tax strategies
- Issues
involving related party redemptions under Sec 304
Up to 16 CPE/CLE Course Credits
Available
Managing the Global
Corporate Tax Provision
A two-day technical
update on accounting and tax issues affecting how your company computes
its tax provision and recent strategies for managing effective tax rates after
Sarbanes-Oxley.
Topics Include:
- How
U.S. multinationals assemble the U.S. Tax Provision
- Understanding
the Sarbanes-Oxley Legislation
- Issues
in consolidating the results of global operations
- How
U.S. international Tax Rules affect the worldwide effective tax rate
- Role
of valuation experts in financial statement preparation
- FAS
#109 and special corporate tax accounting issues - permanent or
temporary differences
- Special
ETR issues for mergers and acquisitions
- Reducing
your ETR through transfer of intangibles
- Using
transfer pricing to reduce the global effective tax rate
- Accounting
and disclosure of financial products and other reportable transactions
- Utilizing
export tax incentives to reduce the U.S. tax rate
Up to 16 CPE/CLE Course
Credits Available
U.S.
International Tax Planning
and Compliance
- Basic to Intermediate
level
A two and one-half day technical update with live instruction on the
latest U.S. international tax strategies for U.S. multinationals
Topics
include:
- How
to claim direct foreign tax credit benefits
- Structuring
foreign operations
- Reporting
results of foreign operations and activities
- Computing
indirect foreign tax credit benefits
- How
Subpart F Anti-Tax Deferral Rules operate
- Understanding
the Expense Appointment Rules
- Computing
the U.S. Tax on gain from Sale of Shares in a foreign corporation
- Complying
with the IRS regulations for intercompany transactions
- Migrating
intangibles offshore to enhance corporate profits
- Understanding
the Extraterritorial Income Exclusion (ETI)
- Corporate
International Tax Compliance
- Special
issues in International Mergers and Acquisitions
- Hot
compliance issues facing corporate tax executives
Up to 20 CPE/CLE Course Credits Available
U.S. International
Tax Reporting & Compliance
– Basic level
A two-day introduction and update session on the practical U.S. tax issues
in obtaining and reporting the tax accounting results of foreign entities
and operations.
Topics Include:
- How
the U.S. taxes income from foreign activities
- Preparing
form 5471
- Reporting
requirements for U.S. controlled partnerships
- Claiming
foreign tax credit benefits on form 1118
- Reporting
Subpart F Income
- Corporate
Tax Compliance
- Filing
a check-the-box election
- Reporting
the formation, acquisition, or merger of a foreign corporation under
Section 367
- Documenting
related party transactions
- Claiming
tax benefits for exports
- Interrelationship
with the tax accounting rules
Up to 16 CPE/CLE Course Credits
Available
U.S. Transfer
Pricing Planning & Controversies - intermediate
A two-day intermediate
level conference with live instruction for tax practitioners involved in
establishing and documenting cross-border transactions
Topics include:
-
Managing the corporate
transfer pricing function
-
Recent U.S. transfer
pricing cases
-
Maximizing your
oportunities with intangibles and cost-sharing agreements
-
Use of economists in
preparing transfer pricing studies
-
Critical elements of global
methodologies and IRS focus
-
Resolving IRS transfer
pricing controversies
-
Alternative dispute
resolution mechanisms
-
Documentation strategies
for avoiding transfer pricing penalties
-
Collateral adjustments with
respect to allocations under Section 482
-
Administrative resolution
of transfer pricing disputes
Up to 16 CPE/CLE Course Credits
Available
4rd
Annual Conference on Legal, Financial and Tax Aspects of Doing Business in China –
Basic
A two-day technical update on the latest legal, tax, and accounting issues
facing companies starting up, manufacturing, or acquiring operations in China.
Topics Include:
-
Trade and economic update
-
Establishing a new company
in China
-
Tax and accounting issues
in China after Sarbanes-Oxley
-
VAT and other direct taxes
in China
-
Legal and tax aspects of
merger and acquisition activities
-
Use of a holding company in
China
-
Repatriating earnings from
China
-
Transfer pricing planning
in China
-
Chinese tax compliance and
administration
-
Intellectual property
issues
-
Taxation of executives in
China
-
Greater China Region -
Legal, tax and Trade developments
Up to 15 CPE/CLE Course
Credits Available
Legal and
Tax Aspects of Doing Business in Brazil
A two-day introduction to key legal and tax issues for U.S. companies investing
and operating in Brazil and their advisors
Topics Include:
-
Investment climate in
Brazil
-
Brazilian and U.S. Tax
Aspects of Structuring Operations
-
Understanding the Tax
System in Brazil
-
VAT Taxes in Brazil
-
Intellectual Property
Issues
-
Brazilian Transfer Pricing
Rules
-
Planning for Remittance
from Brazil
-
Acquiring or Reorganizing a
Business in Brazil
-
How Brazil Taxes Expatriate
-
Financing Operations in
Brazil
-
Brazilian Tax Compliance
for U.S. Companies Doing Business in Brazil
Up to 16 CPE/CLE Course Credits
Available
U.S.
International Transfer Pricing 101
A two-day introduction and update on the U.S. transfer pricing rules under
Section 482.
Topics Include:
-
Managing the Corporate
Transfer Pricing Function
-
Establishing an
Arm's-Length Price for Sales and Leases
-
Arranging for Intercompany
Transfers of Intangible Property
-
How Section 482 Affects
Intercompany Loans and Indebtness
-
Use of an Economist
-
Understanding the Latest
Rules for Intercompany Services
-
Resolving IRS Transfer
Pricing Controversies
-
Administrative Resolution
of Transfer Pricing Disputes
-
Collateral and Correlative
Adjustments in Section 482 Audits
-
Interrelationship With
Foreign Tax Credit Rules
-
Role of Transfer Pricing in
Managing Your Global Effective Tax Rate
Up to 16 CPE/CLE Course Credits
Available
5th
Annual Conference on Key European Tax Developments Affecting U.S. Multinationals
Today
A two-day technical update on recent tax developments in the European Union,
featuring Country Tax Updates for Belgium, France, Germany, Luxembourg, the
Netherlands, Switzerland, and the United Kingdom.
Topics Include:
-
Understanding the EU Tax
System
-
Tax-Efficient Structuring
of European Operations
-
Financing Strategies for
European Operations
-
Understanding European
Customs and Value Added Taxes
-
Germany Tax Update
-
UK Tax Update
-
European Transfer Pricing
Update
-
France Tax Update
-
Switzerland Tax Update
-
Benelux Tax Update
-
Mergers in Europe
Up to 16 CPE/CLE Course Credits
Available
7th
Annual U.S. Inbound and Withholding Tax Update
A two-day technical update on the latest U.S.
Income and Withholding tax planning strategies for foreign-controlled U.S.
companies and tax advisors responsible for U.S. Inbound investments.
Topics Include:
-
Washington IRS and
Legislative Update
-
Special Tax Issues
Affecting PEs and Branches of a Foreign Parent
-
Tax Aspects of Acquiring or
Restructuring U.S. Operations
-
Financing the Growth of
U.S. Operations
-
Avoiding IRS Controversies
on Sales of Tangible Property and Performance of Services
-
Transfer Pricing Issues
Involving Intangible Property
-
State Tax Update
-
Understanding the U.S.
Withholding Tax Regime and Preparing for IRS Audits
-
New Withholding Tax Rules
for Partnerships
-
U.S. Tax Treaty Update
-
Issues Involving Offshore
Investment Funds, Hedge Funds, and Venture Capital Vehicles
-
FIRPTA Withholding -
Dispositions of U.S. Real Property Interests (USRPIs)
Up to 16 CPE/CLE Course Credits
Available
