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2020 Tax Legislative and Regulatory Update Conference and Reception 

 January 23, 2020 | 8 a.m. - 6:30 p.m.
D.C. Bar Headquarters | 901 4th Street NW
*Inclement weather date: Friday, January 24, 2020


Home • Agenda & Speakers • Register • Sponsors . Program Partners


Registration and Continental Breakfast

7:30 a.m. to 8:30 a.m.


Opening Remarks

8:25 a.m.

CONFERENCE CHAIR: Scott M. Levine, Partner, Jones Day, Adjunct Professor of Law, Georgetown University Law Center


Plenary Session

8:30 a.m. to 9:30 a.m.

Legislative Update

MODERATOR: Janice Mays, PricewaterhouseCoopers LLP

    PANELISTS:
  • Tiffany Smith, Chief Tax Counsel, Democratic Staff, Senate Finance Committee
  • Mark Warren, Chief Tax Counsel, Republican Staff, Senate Finance Committee
  • Randy Gartin, Chief Tax Counsel, Republican Staff, House Committee on Ways and Means
  • Andrew Grossman, Chief Tax Counsel, Democratic Staff, House Committee on Ways and Means
  • Thomas Barthold, Chief of Staff, Joint Committee on Taxation

Breakout Session 1

9:45 a.m. to 10:45 a.m.

International Tax: Repatriation Issues: PTI, Basis and the Participation Exemption

MODERATOR: Layla J. Asali, Member, Miller & Chevalier Chartered

    PANELISTS:
  • Jose E. Murillo, Partner, Ernst & Young LLP
  • Ronald Dabrowski, Principal, KPMG LLP
  • Logan Kincheloe, Attorney, Office of Chief Counsel (International), Branch 4, Internal Revenue Service
  • James S. Wang, Attorney-Advisor, Office of Tax Policy, U.S. Department of the Treasury

Corporate Taxation: Mergers and Acquisitions Update

MODERATOR: Devon M. Bodoh, Weil Gotshal & Manges LLP

    PANELISTS:
  • Amie Breslow, Of Counsel, Jones Day
  • Timothy Shuman, Partner, McDermott, Will & Emery LLP
  • Wade Sutton, Senior Counsel, Office of Tax Policy, U.S. Department of the Treasury, Adjunct Professor of Law, Georgetown University Law Center
  • Katherine Zhang, Attorney, Office of Associate Chief Counsel (Corporate), Internal Revenue Service

Partnership Tax: Hot Topics Including Partnership Issues Relating to Section 1061, Section 168(k), and Certain International Provisions

MODERATOR: Ari Berk, Principal, Deloitte Tax LLP

    PANELISTS:
  • Audrey Ellis, Principal, PricewaterhouseCoopers LLP
  • Bryan Rimmke, Attorney-Advisor, Office of Tax Policy, U.S. Department of the Treasury, Adjunct Professor of Law, Georgetown University Law Center
  • Melinda Harvey, Branch Chief, Office of Associate Chief Counsel (International), Branch 2, Internal Revenue Service
  • Faith Colson, Senior Counsel, Office of Associate Chief Counsel (Passthroughs and Special Industries), Branch 1, Internal Revenue Service

Tax Exempt: The New Section 4960 Excise Tax on Executive Compensation Paid by Exempt Organizations and Related Entities

MODERATOR: Gil J. Ghatan, Counsel, Ropes & Gray LLP

    PANELISTS:
  • Brian Galle, Professor of Law, the Georgetown University Law Center
  • Preston Quesenberry, Managing Director, KPMG LLP
  • Elinor Ramey, Attorney-Advisor, Office of Tax Policy, U.S. Department of the Treasury
  • Amber Salotto, Attorney-Advisor, Office of Benefits Tax Counsel, U.S. Department of the Treasury

Break Out Session 2

11:00 a.m. to 12:15 p.m.

International Taxation: GILTI & Subpart F Developments Including FTCs

MODERATOR: Michael Caballero, Partner, Covington & Burling, Adjunct Professor of Law, Georgetown University Law Center

    PANELISTS:
  • Gretchen Sierra, Principal, Deloitte Tax LLP
  • Danielle Rolfes, Partner, KPMG LLP
  • Suzanne M. Walsh, Senior Counsel, Office of Associate Chief Counsel (International), Branch 3, Internal Revenue Service
  • Wade Sutton, Senior Counsel, Office of Tax Policy, U.S. Department of the Treasury, Adjunct Professor of Law, Georgetown University Law Center
  • Jason Yen, Attorney-Advisor, Office of Tax Policy, U.S. Department of the Treasury

Corporate Taxation: Spin-Off Update

MODERATOR: Steve Fattman, Principal, Ernst & Young LLP

    PANELISTS:
  • Derek Cain, PricewaterhouseCoopers LLP
  • Matthew Shaw, Director and Tax Counsel, Head of Federal Tax Planning and M&A, Nestlé USA, Inc.
  • Colin Campbell, Attorney-Advisor, Office of Tax Policy, U.S. Department of the Treasury
  • W. Reid Thompson, Attorney, Office of Associate Chief Counsel (Corporate), Branch 4, Internal Revenue Service

Partnership Taxation: Section 163(j) and Partnerships

MODERATOR: Eric B. Sloan, Partner, Gibson Dunn

    PANELISTS:
  • Jennifer Ray, Principal, Deloitte Tax LLP
  • Jeff Erickson, Principal, Ernst & Young LLP
  • Bryan Rimmke, Attorney-Advisor, Office of Tax Policy, U.S. Department of the Treasury, Adjunct Professor of Law, Georgetown University Law Center
  • Adrienne Mikolashek, Branch Chief, Office of Associate Chief Counsel (Passthroughs and Special Industries) Branch 3, Internal Revenue Service

Charitable Giving and Estate Planning

MODERATOR: Edward J. Beckwith, Partner, Baker Hostetler LLP, Adjunct Professor of Law, Georgetown University Law Center

    PANELISTS:
  • Beth Shapiro Kaufman, Member, Caplin & Drysdale, Chartered
  • Cathy Hughes, Attorney-Advisor, Office of Tax Policy, U.S. Department of the Treasury

Plenary Session

12:30 p.m. to 1:30 p.m.

Lunch and Keynote

SPEAKER, Michael Desmond, Chief Counsel, Internal Revenue Service and Assistant General Counsel, U.S. Department of the Treasury


Break Out Session 3

1:45 p.m. to 3:00 p.m.

International Tax: Cross-Border Financing: Hybrid Issues, Section 163(j), and Other Financing-Related Issues

MODERATOR: David G. Noren, Partner, McDermott Will & Emery LLP

    PANELISTS:
  • Michael DiFronzo, Principal, PricewaterhouseCoopers LLP
  • Natan J. Leyva, Partner, Vinson & Elkins LLP
  • Shane McCarrick, Senior Counsel, Office of Associate Chief Counsel (International), Branch 4, Internal Revenue Service
  • Brett York, Acting Deputy Tax Legislative Counsel, U.S. Department of the Treasury

Corporate Tax: Consolidated Update

MODERATOR: Joshua Brady, Principal, Grant Thornton LLP

    PANELISTS:
  • Andrew Dubroff, Partner, Ernst & Young LLP
  • Graham Magill, Partner, Weil Gotshal & Manges LLP
  • Russell G. Jones, Special Counsel to the Associate Chief Counsel (Corporate), Internal Revenue Service
  • John Lovelace, Office of Chief Counsel (Corporate), Branch 5, Internal Revenue Service

Partnership Taxation: Opportunity Zone Update

MODERATOR: Lisa Zarlenga, Partner, Steptoe & Johnson LLP

    PANELISTS:
  • Benjamin Leff, Professor of Law, American University Washington College of Law
  • Sam Kamyans, Partner, Akin Gump Strauss Hauer & Feld LLP
  • Bryan Rimmke, Attorney-Advisor, Office of Tax Policy, U.S. Department of the Treasury, Adjunct Professor of Law, Georgetown University Law Center
  • Joy Spies, Senior Technician Reviewer, Office of Associate Chief Counsel (Passthroughs and Special Industries) Branch 1, Internal Revenue Service

Tax Controversy: Exploring Tax Issues Related to Regulatory Authority, Chevron Deference, and the Administrative Procedure Act

MODERATOR: David Foster, Partner, Skadden, Arps, Slate, Meagher & Flom LLP

    PANELISTS:
  • Joseph Judkins, Partner, Baker McKenzie LLP
  • Gilbert Rothenberg, Former Chief, Appellate Division, Tax Division, U.S. Department of Justice and Adjunct Professor of Law, Washington College of Law, American University
  • Emily M. Lesniak, Special Counsel, Procedure and Administration, Office of Chief Counsel, Internal Revenue Service 
  • Michael Carvin, Partner, Jones Day

Compensation & Benefits Taxation: Latest Developments

MODERATOR: Rachel Levy, Partner, Groom Law

    PANELISTS:
  • Vanessa A. Scott, Partner, Eversheds Sutherland (US) LLP, Adjunct Professor of Law, Georgetown University Law Center
  • Kathryn Johnson, Senior Counsel, Health Policy, American Benefits Counsel
  • Dara Alderman, Attorney-Advisor, Office of Benefits Tax Counsel, U.S. Department of the Treasury

Break Out Session 4

3:15 p.m. to 4:15 p.m.

International Taxation: Exploring the Final BEAT Regulations and Related Issues

MODERATOR: Paul W. Oosterhuis, Of Counsel, Skadden, Arps, Slate, Meagher & Flom LLP

    PANELISTS:
  • Robert E. Culbertson, Partner, Covington & Burling LLP
  • Caroline H. Ngo, Partner, McDermott, Will & Emery LLP
  • Peter Merkel, Branch Chief, Office of Associate Chief Counsel (International), Branch 5, Internal Revenue Service
  • Kevin C. Nichols, Senior Counsel, Office of Tax Policy, U.S. Department of the Treasury

Corporate Taxation: Corporate Issues and Opportunity Zones

MODERATOR: Jeffrey Vogel, Principal, KPMG LLP

    PANELISTS:
  • Ross Poulsen, Of Counsel, Jones Day, Adjunct Professor of Law, Georgetown University Law Center
  • Colin Campbell, Attorney-Advisor, Office of Tax Policy, U.S. Department of the Treasury
  • Austin Diamond-Jones, Assistant to the Branch Chief, Office of Associate Chief Counsel (Corporate), Branch 1, Internal Revenue Service

Partnership Taxation: Latest Developments on the Section 199A Qualified Business Income Deduction

MODERATOR: Steve R. Schneider, Partner, Baker McKenzie, Adjunct Professor of Law, Georgetown University Law Center

    PANELISTS:
  • Matthew Lay, Managing Director, Deloitte, LLP
  • Wendy L. Kribell, Senior Counsel, Office of Associate Chief Counsel (Passthroughs and Special Industries), Branch 3, Internal Revenue Service

Tax Controversy: Tax Litigation Update Including Recent Decisions, Procedural Issues, and the Impact on Both Corporate and Individual Taxpayers

MODERATOR: Kathy Keneally, Partner, Jones Day

    PANELISTS:
  • Nancy Abramowitz, Professor of Practice of Law and Director of the Janet R. Spragens Federal Tax Clinic, American University, Washington College of Law
  • Thomas A. Cullinan, Counselor to the Commissioner, Internal Revenue Service
  • Miriam L. Fisher, Partner, Latham & Watkins, LLP
  • David Hubbert, Deputy Assistant Attorney General for Civil Matters, Tax Division, Department of Justice

Compensation & Benefits Tax Reform: Retirement Plan Legislation - How it May Impact Individuals and Employers

MODERATOR: Robert Neis, Partner, Eversheds Sutherland (US) LLP

    PANELISTS:
  • Kara Getz, Chief Counsel, Democratic Staff, House Committee on Ways and Means
  • Aliya Robinson, Senior Vice President, Retirement & Compensation Policy, The ERISA Industry Committee
  • Amber Salotto, Attorney-Advisor, Office of Benefits Tax Counsel, U.S. Department of the Treasury

Plenary Session

4:30 p.m. to 5:30 p.m.

The OECD/G20 Inclusive Framework on BEPS: Latest Developments

MODERATOR: Manal Corwin, Principal, KPMG LLP

    PANELISTS:
  • L.G. "Chip" Harter, Deputy Assistant Secretary (International Tax Affairs), U.S. Department of the Treasury
  • Robert Stack, Managing Director, Deloitte Tax LLP
  • Itai Grinberg, Professor of Law, The Georgetown University Law Center
  • Sandy Radmanesh, Senior Tax Counselor, German Embassy, D.C.

After Hours Reception

5:30 p.m. to 6:30 p.m.

Sponsored by:

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