AGENDA

Click here for the 2017 Annual Institute Bios

 

Click here for the 2017 Annual Institute Participant List

 

** Click on panel discussion topics to

download handouts associated with each panel

 

Thursday, November 30, 2017

7:30 am - 8:30 am

Breakfast

         

 

*The Internal Revenue and the U.S. Department of Treasury are not sponsoring the
breakfast and their participation in the breakfast is not intended as an endorsement
of the sponsor.
8:15 am - 8:30 am

Welcome and Introductions
8:30 am - 9:30 am

Global Dispute Resolution (REVISED)
9:35 am - 10:35 am Cross-Border Individual Matters (REVISED)
10:35 am - 10:50 am Break

 

  
 

*The Internal Revenue and the U.S. Department of Treasury are not sponsoring the break and their participation in the break is not intended as an endorsement of the sponsor.
10:50 am - 11:50 am Treaties (REVISED)
12:00 pm - 1:30 pm

Luncheon with Address by Kirsten Wielobob, Deputy Commissioner for Services and Enforcement, Internal Revenue Service, Washington, DC

Kirsten Wielobob has served as the Deputy Commissioner for Services and Enforcement of the Internal Revenue Service since March 2017. In that role, she provides direction to the four taxpayer-focused IRS operating divisions, including Wage and Investment, Large Business & International, Small Business/Self-Employed, and Tax Exempt & Government Entities. She also oversees the Criminal Investigation Division, Office of Professional Responsibility, Online Services, the Return Preparer Office and the Whistleblower Office.

Ms. Wielobob began her IRS career in 1997 as Assistant to the Commissioner. Since that time, she has held positions in many offices within the organization, such as SB/SE, Operations Support and the Office of Chief Counsel. Immediately prior to joining Services & Enforcement earlier this year, she was the Chief, Appeals.

Before joining the IRS, Ms. Wielobob worked as an associate in the law firm of Burt, Staples & Maner, and later at the law firm of Baker & McKenzie.

Ms. Wielobob holds a B.A. in economics from Smith College and a J.D. from the George Washington University Law School. She is a member of both the Massachusetts Bar and District of Columbia Bar.
 
1:45 pm - 3:00 pm Hot Topics in Supply Chain Planning
3:00 pm - 3:15 pm Break

 

  
 

*The Internal Revenue and the U.S. Department of Treasury are not sponsoring the
break and their participation in the break is not intended as an endorsement of the
sponsor.

 
3:15 pm - 4:30 pm International Tax Reform – Practical Impacts and Considerations
4:35 pm - 5:50 pm From the Corner Office: A Discussion with Senior Tax Executives (REVISED)
6:00 pm -7:15 pm Reception

 

 

 

 

 

   

*The Internal Revenue and the U.S. Department of Treasury are not sponsoring the
reception and their participation in the reception is not intended as an endorsement of
the sponsors.

 

 

Friday, December 1, 2017

7:00 am - 8:00 am

Breakfast

 

 

*The Internal Revenue and the U.S. Department of Treasury are not sponsoring the breakfast and their participation in the breakfast is not intended as an endorsement of the sponsor.
8:00 am - 9:00 am

Debate: Transfer Pricing
9:05 am - 10:20 am

Current Developments
10:20 am - 10:35 am Break

 

 

*The Internal Revenue and the U.S. Department of Treasury are not sponsoring the break and their participation in the break is not intended as an endorsement of the sponsor.
10:35 am - 11:45 am Ethics
11:45 am - 1:15 pm

Luncheon with Address by David J. Kautter, Assistant Secretary for Tax Policy, U.S. Department of Treasury, Washington, DC

David J. Kautter was confirmed as the U.S. Department of the Treasury’s Assistant Secretary for Tax Policy on August 3, 2017.

As the Assistant Secretary for Tax Policy, Mr. Kautter is responsible for developing and implementing federal tax policies and programs, reviewing regulations and rulings to administer the Internal Revenue Code, negotiating tax treaties, and providing economic and legal policy analysis for domestic and international tax policy decisions. He is also responsible for providing revenue estimates for the President's budget, fiscal policy decisions, and cash management decisions. In addition, Assistant Secretary Kautter is responsible for the Alcohol and Tobacco Tax and Trade Bureau (TTB). TTB is responsible for enforcing and administering laws covering the production, use, and distribution of alcohol and tobacco products. TTB also collects excise taxes for firearms and ammunition.

Most recently, Assistant Secretary Kautter was the Partner in Charge of RSM’s Washington National Tax practice. Prior to that, Mr. Kautter was the Managing Director and inaugural leader of the Kogod Tax Center at American University where he was also Executive in Residence in the Department of Accounting and Taxation at the Kogod School of Business. Before leading the Kogod Center, he was with Ernst & Young for over 30 years. During that time, he served as the Director of National Tax and was that firm’s lead specialist in the taxation of compensation and benefits.

Assistant Secretary Kautter has published more than 50 articles on various areas of federal taxation Assistant Secretary Kautter also served as Tax Legislative Counsel for former U.S. Senator John C. Danforth. He advised Senator Danforth, a member of the Senate Finance Committee, on matters affecting taxation, securities law, and banking regulation and drafted the original version of the research and development tax credit.

Assistant Secretary Kautter holds a Juris Doctorate from Georgetown University Law School and a Bachelor of Business Administration (with high honors) from the University of Notre Dame.
 
1:30 pm - 2:30 pm Cross-Border Spin-Offs, Issues and Planning
2:15 pm - 2:45 pm Break

*The Internal Revenue and the U.S. Department of Treasury are not sponsoring the break and their participation in the break is not intended as an endorsement of the sponsor.
2:45 pm - 3:45 pm Global Tax Trends/Impact on US MNCs
3:45 pm - 4:45 pm Views from the Government

Privacy Policy