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Tuesday
Afternoon Break
03:00pm - 03:30pm Eastern - October 26, 2021 | Room: Osceola E

Concurrent Sessions
03:30pm - 04:30pm Eastern - October 26, 2021

Tuesday
What is ESG and Why it Matters to Corporate Tax Departments
03:30pm - 04:30pm Eastern - October 26, 2021 | Room: Osceola D
Filter by Track: CTM FIN
Total Minutes: 60

The Environmental, Social, and Governance (“ESG”) movement brings a reporting environment of greater public transparency into the management and control of tax affairs. Our esteemed panelists have designed this session to provide in-house tax professionals with a more informed understanding of the ESG movement and how it pertains to tax reporting. A general discussion of ESG reporting will flow into a discussion of the evolving landscape, regulatory trends, and tax reporting references. Our panelists’ interactive dialog will convey that it’s ultimately about being better prepared to build an ESG strategy by actively engaging stakeholders, aligning with broader organization initiatives, assessing readiness, identifying gaps, and developing a plan of execution to meet mandatory and/or voluntary disclosure needs.

At the conclusion of this course, participants should:

  • Have a more informed understanding of the evolving ESG landscape, regulatory trends, and tax reporting references;
  • Understand the fundamentals of building an ESG strategy as it pertains to tax matters;
  • Be aware of how companies have addressed ESG tax matters through actively engaging stakeholders, aligning with broader organization initiatives, assessing readiness, identifying gaps, and developing a plan of execution to meet mandatory and/or voluntary disclosure needs.

Tuesday
Latest Developments in Cross-Border Reporting Under DAC6 and in Public CbCR
03:30pm - 04:30pm Eastern - October 26, 2021 | Room: Celebration
Filter by Track: INTL
Total Minutes: 60

This session will discuss recent updates to the EU’s reporting regime under “DAC6” as well as the potential implementation of public country-by-country tax reporting in certain jurisdictions.

After this session, participants will be able to:

  • Identify the recent updates and possible changes to DAC6 cross-border tax reporting in the European Union;
  • Assess the implications for, and possible need for modifications to, their employer’s business operations as a result; and 
  • Pepare for the possible public disclosure of the country-by-country reporting required under OECD BEPS action 13 as implemented in the EU and around the world.

Tuesday
Partnership Taxation Update, Including BBA Audit Developments and Trends
03:30pm - 04:30pm Eastern - October 26, 2021 | Room: Allendale
Filter by Track: FED INTL IRSAA
Total Minutes: 60

This session will provide a substantive overview of recent legislative proposals, and discuss recent IRS actions and initiatives, relevant to the federal income tax treatment of partnerships and their partners—both domestic and foreign.


After this session, participants should be able to:

  1. Identify the major partnership tax legislative proposals and where each stands in the legislative process
  2. Understand how—and when—these proposals might impact the entities and owners they support
  3. Articulate recent partnership tax-related developments at the IRS, including implementation of the new Schedules K-2 and K-3 for Form 1065, along with the latest BBA audit developments and trends

Tuesday
Mid-Afternoon Break
04:30pm - 04:45pm Eastern - October 26, 2021 | Room: Osceola E

Concurrent Sessions
04:45pm - 05:45pm Eastern - October 26, 2021

Tuesday
All Things Digital - Taxation of Digital Goods and Services
04:45pm - 05:45pm Eastern - October 26, 2021 | Room: Allendale
Filter by Track: INTL SALT
Total Minutes: 60

Taxing authorities have greatly expanded the taxation of many goods and services delivered electronically. This session will explore recent development in the taxation of digital goods and services, including software, applications, information services, and other goods – in the U.S. and on a global basis.


Tuesday
Data Management Strategies
04:45pm - 05:45pm Eastern - October 26, 2021 | Room: Celebration
Filter by Track: TECH
Total Minutes: 60

Data management strategies are critical to an effective and efficient tax function. This session will address best practices to take command of your tax data, and how to mine tax data to make strategic decisions.


Tuesday
Current Issues and Trends in U.S. Outbound Taxation
04:45pm - 05:45pm Eastern - October 26, 2021 | Room: Osceola D
Filter by Track: INTL
Total Minutes: 60

This session will provide a general update on the latest regulatory and legislative developments in the taxation of U.S. based corporations’ overseas operations.

After this session, participants will be able to: 

  • Understand the latest regulatory updates to the U.S. taxation of non-U.S. business operations;
  • Comprehend the proposed legislative changes modifying the GILTI and FDII regimes; 
  • Assess the impact of these updates and changes on their employer’s business operations

Tuesday
TEI Reception
06:30pm - 08:30pm Eastern - October 26, 2021 | Room: Event Lawn
Track: This Session is In-Person Only

Wednesday

Please join us for a panel discussion focusing on how tax professionals can leverage tax research and technology tools to assist their growing company. As your company and tax department grow, there are many decisions that need to be made related to outsourcing, co-sourcing and in-sourcing tax function processes. The right solutions can create efficiencies related to research, data management, compliance and getting your deliverables out the door accurately & on time even with ever changing roles and responsibilities. Connect with our panel of experts and your peers on trends in the marketplace and get some examples of small changes that can have some great rewards in reducing time spent on your tax processes!


Wednesday

Please join our panel discussion to learn more about how you can plan for success with the right roadmap, partners, and technology to navigate the current and future requirements of a Corporate Tax Department.

During this session you will hear best practices on how to define your current state, capture your future vision and perform a gap assessment. You will experience how the ONESOURCE Platform will position you and your team to address the gaps beginning with a holistic approach of optimizing data management for all tax processes, and leveraging big data technology to get actionable insights for the business. Connect with ONESOURCE Product Experts to learn more about the ONESOURCE Platform Roadmap and share your ideas which will provide valuable input into the future direction.


Concurrent Sessions
08:30am - 09:30am Eastern - October 27, 2021

Wednesday
Indirect Tax Developments and Reporting Trends
08:30am - 09:30am Eastern - October 27, 2021 | Room: Celebration
Filter by Track: INTL SALT TECH
Total Minutes: 60

Significant changes are occurring in the indirect tax area. This session will address trends, such as what is taxed, how it is taxed, how the compliance and reporting obligations are changing, and how tax departments may need to adapt and adjust to accommodate these changes. It will also explore how global developments are expected to impact U.S. tax reporting responsibilities.


Wednesday
Resolving Compliance Issues with the IRS in a Remote Working Environment
08:30am - 09:30am Eastern - October 27, 2021 | Room: Osceola D
Filter by Track: IRSAA
Total Minutes: 60

Like all of us, the Internal Revenue Service has experienced a variety of pandemic-related disruptions, and, in some instances, these disruptions have created significant challenges in its interactions with taxpayers. TEI members facing such challenges have assembled a team of leading tax practitioners to discuss new pressure points and work-arounds when dealing with the IRS in this new normal. Panelists will address: (1) the challenges faced by the IRS and taxpayers in communicating in a remote work environment; (2) best practices for interacting with the IRS in a virtual environment, including the use of the IRS's Taxpayer Digital Communications (TDC) platform, video conferencing, and virtual reading rooms; and (3) expectations for the future as both the IRS and taxpayers develop hybrid work models.


At the conclusion of this session, participants should:

  • Have a more informed understanding of challenges faced by the IRS in communicating in a remote work environment and how this relates to their interactions with the IRS
  • Understand and be able to apply to their situation best practices for interacting with the IRS in a virtual environment, including the use of the IRS's Taxpayer Digital Communications platform, video conferencing, and virtual reading rooms
  • Understand expectations for the future as both the IRS and taxpayers develop hybrid work models

Wednesday
Energy Tax Update - Major Changes Afoot
08:30am - 09:30am Eastern - October 27, 2021 | Room: Allendale
Filter by Track: FED
Total Minutes: 60

This panel will provide an update on energy tax legislative proposals and views on the path forward for those proposals, as well as updates on regulatory guidance, recent regulatory guidance, energy topics in the 2021-2022 Priority Guidance Plan. and recent energy tax judicial decisions.

In this session, participants will gain knowledge of:

  • recent energy legislative proposals, including extensions of existing rules and what’s new 
  • current views on the path forward for these proposals, 
  • recent energy regulatory guidance 
  • energy topics in the 2021-2022 Priority Guidance Plan, 
  • recent judicial opinions involving renewables, oil and gas, and fuels credits, and 
  • frequently asked questions panelists have received.

Wednesday
Morning Break
09:30am - 09:45am Eastern - October 27, 2021 | Room: Osceola E

Concurrent Sessions
09:45am - 10:45am Eastern - October 27, 2021

Wednesday
State Tax Consequences of Recent Federal Legislation
09:45am - 10:45am Eastern - October 27, 2021 | Room: Celebration
Filter by Track: SALT
Total Minutes: 60

The Biden administration is contemplating numerous tax reforms, including increases to corporate tax rates, base expansion for GILTI, a replacement tax for BEAT, and a minimum tax on book income. This session will discuss how states are likely to respond to these proposed reforms, as well as how states are addressing key elements of the CARES Act and TCJA.


Wednesday
Research Credit Audits after Little Sandy Coal
09:45am - 10:45am Eastern - October 27, 2021 | Room: Allendale
Filter by Track: FED IRSAA
Total Minutes: 60

The Tax Court’s recent decision in Little Sandy Coal Company, Inc. v. Commissioner, has had an immediate impact on research credit examinations, emboldening revenue agents to challenge taxpayer positions on the elements of a process of experimentation. This session brings together leading research credit specialists from law, accounting, and research credit specialty firms to evaluate the opinion and its wide-ranging impacts. Panelists will address what has changed in research credit audits since Little Sandy Coal, how taxpayers should prepare for examinations in this new landscape, questions and information requests taxpayers should expect to see in IDRs, critical positions taxpayers will need to sustain to prevail, and impacts on Appeals’ consideration of research credit issues.

At the conclusion of this course, participants should:

  • Have a more informed understanding of the Tax Court’s holdings in Little Sandy Coal and their impacts on research credit audits
  • Understand how taxpayers should prepare for examinations in this new landscape
  • Be aware of questions and information requests taxpayers should expect to see in IDRs
  • Understand critical positions taxpayers will need to sustain to prevail
  • Be aware of possible impacts the decision may have on Appeals’ consideration of research credit issues

Wednesday
Current Trends in M&A Taxation
09:45am - 10:45am Eastern - October 27, 2021 | Room: Osceola D
Filter by Track: FED INTL
Total Minutes: 60