Twelfth AnnualRegion II Tax Forum

June 5-6, 2017Borgata Hotel Atlantic City, NJ

Dear Members and Friends of Tax Executives Institute Region II:

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Region II is returning to the Borgata Hotel in Atlantic City, New Jersey, for the 2017 Region II Tax Forum. Our 12th Annual Tax Forum will be held on Monday and Tuesday, June 5-6, at this exquisite location. We are honored to have Eversheds Sutherland andPricewaterhouseCoopers LLP partnering with us as co-sponsors of the 2017 Tax Forum.

As you can see from this brochure, the Tax Forum will include 5 plenary and 8 breakoutsessions offering a wide selection of Federal, International, and State & Local topics. Presenters will be the top-level speakers from our sponsoring fi rms. From Tax Reform,OECD Developments, IRS Audit Update, SALT controversy and regional update, M&A,accounting periods and methods, ethics, tax department evolution, and partnerships, the Tax Forum has something for every corporate tax professional concerned with thekey issues of the day. Monday’s keynote luncheon speaker will be a person from the IRS Chief Counsel’s offi ce.

The $225 registration fee covers all of the technical sessions, breakfast, lunch and refreshments on both days, as well as our Monday evening reception. An estimated 11.5 CPE or 11.5 CLE credits will be available.

As in the past, this will be a “green” meeting. Handout materials will be available online only. You will have the option of either printing the materials in advance or bringing a mobile device. Although Wi-Fi will be available in all meeting rooms, you may want to download the materials in advance of the conference.

This will truly be an event not to be missed and I look forward to seeing you in Atlantic City!

Sincerely,

GlenGlen R StrobelVice President, Region IITax Executives Institute

Ashland Group LLC Bloomberg BNACFO Services Inc. CorptaxDST Advisory Group Inc. Global Tax Management Inc.

Henderson Harbor Group Longview MonaeoVertex, Inc. Wolters Kluwer

Our Esteemed Sponsors

Our Valued ExhibitorsThomson Reuters

Twelfth AnnualRegion II Tax Forum

June 5-6, 2017Borgata Hotel Atlantic City, NJ

Dear Members and Friends of Tax Executives Institute Region II:

Lind

a A

. Kla

ngS

enio

r Vic

e P

resi

dent

Le

hman

Bro

ther

s H

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Inc.

10

1 H

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t.38

th F

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-Cor

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Jers

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302

Region II is returning to the Borgata Hotel in Atlantic City, New Jersey, for the 2017 Region II Tax Forum. Our 12th Annual Tax Forum will be held on Monday and Tuesday, June 5-6, at this exquisite location. We are honored to have Eversheds Sutherland and PricewaterhouseCoopers LLP partnering with us as co-sponsors of the 2017 Tax Forum.

As you can see from this brochure, the Tax Forum will include 5 plenary and 8 breakout sessions offering a wide selection of Federal, International, and State & Local topics. Presenters will be the top-level speakers from our sponsoring firms. From Tax Reform, OECD Developments, IRS Audit Update, SALT Controversy and Regional Update, M&A, Transfer Pricing, to Accounting Periods and Methods, Ethics,Tax Department Evolution, and Partnerships, the Tax Forum has something for every corporate tax professional concerned with the key issues of the day.

The $225 registration fee covers all of the technical sessions, breakfast, lunch and refreshments on both days, as well as our Monday evening reception. An estimated 11.5 CPE or 11.5 CLE credits will be available.

As in the past, this will be a “green” meeting. Handout materials will be available online only. You will have the option of either printing the materials in advance or bringing a mobile device. Although Wi-Fi will be available in all meeting rooms, you may want to download the materials in advance of the conference.

This will truly be an event not to be missed and I look forward to seeing you in Atlantic City!

Sincerely,

GlenGlen R StrobelVice President, Region IITax Executives Institute

AsAshlahlandnd GroGroup,up, LLLLCCBloBloombomberg BNACFO ServicescesCorCorptaptaxDST Advisory GrG oup Inc.

Globalbal Tax Mananagemmentent, Inc.Hendederson HHarbor Gr GrouroupMonaeoaeoVertex, IInc.nWolW ters Ks Kluwweer

Our Esteemed Sponsors

Our Valued ExhibitorsThomson Reuters

MONDAY, JUNE 10, 2013 Registration/Breakfast 8:00 AM to 8:45 AM

Welcome 8:45 AM to 8:50 AM Opening Remarks TEI RVP Barry Agranoff

Plenary Session (D) Jonathan Traub8:50 AM to 10:00 AM Federal Legislative Update and Outlook (S) Cary Pugh

(T) Raymond Salort BREAK 10:00 AM to 10:15 AM

Concurrent Session I 10:15 AM to 11:15 AM International Tax Developments - Treaty issues (D) Dave Warco - Repatriation/cash pooling (S) Hal Hicks

- APA changes (S) Bob Green - Cross border debt/equity (T) Bruce Maggin

Concurrent Session II 10:15 AM to 11:15 AM State Income Tax Case and Legislative Roundup (D) Dan Shirley

(S) Carl Erdmann (T) Mark Mishler Concurrent Session III 11:15 AM to 12:15 PM Transfer Pricing Developments (D) Rob Plunkett

- IP and supply chain matters (S) John Breen- Cost sharing (T) James Silvestri

Concurrent Session IV 11:15 AM to 12:15 PM State Sales/Use Tax Case and Legislative Roundup (D) Stephanie Csan

- State advisory opinions and court cases (S) Carl Erdmann- State legislative sessions activity (T) Paul Bulzacchelli- Pending Federal legislation

Lunch and Keynote Speakers 12:15 PM to 2:00 PM TEI Regional Vice President - Barry Agranoff Sponsored by Deloitte Tax Deloitte Tax - Phil Morrison

Skadden Arps - Fred Goldberg TEI Institute Executive Director - Eli Dicker

Concurrent Session V 2:15 PM to 3:15 PM State Income Tax Planning (D) Gary Perler - State planning and CFC structures (D) Paul Thomas - Legal entity simplifi cation (T) Linda Klang

- Captive insurance company stuctures

Concurrent Session VI 2:15 PM to 3:15 PM Financial Reporting for Taxes (D) Rita Benassi

- Regulatory developments (S) Jody Brewster - Tax implications of IFRS (T) John Orr - Governance and risk management considerations

BREAK 3:15 PM to 3:30 PM

Concurrent Session VII 3:30 PM to 4:45 PM Mergers & Acquisitions 101 (D) Raffi Baroutjian

- Core acquisition and disposition structures (S) Steve Matays - Common diligence issues ( WavertrobeWl - Technical traps Concurrent Session VIII 3:30 PM to 4:45 PM IRS Controversy Matters (D) John Keenan

- Tax litigation (S) B. John Williams- TEFRA examination issues (T) Charlie Hayes

- Information gathering - summons and IDRs Hospitality Reception 6:00 PM to 7:30 PM Networking Sponsored by Skadden Arps

Dinner - On Your Own

TUESDAY, JUNE 11, 2013

Breakfast 8:00 AM to 8:45 AM

Concurrent Session IX 8:45 AM to 10:00 AM Advanced M&A Transactions (D) Raffi Baroutjian

- Domestic (S) Stu Finkelstein- Cross border (T) Jeff Cheshire- Examination of recent noteworthy transactions- Innovative restructuring techniques

Concurrent Session X 8:45 AM to 10:00 AM Foreign Account Tax Compliance Act (FATCA) Implications (D) Denise Hintzke

- Non-fi nancial companies (S) Pamela Endreny- Foreign pension plans (T) Paul Heller- Acquisitions/divestitures- Update on additional Regulations and

Intergovernmental Agreements

Break 10:00 AM to 10:15 AM

Concurrent Session XI10:15 AM to 11:30 AM LB&I Panel Discussion (D) Kathy Petronchak

- Compliance Assurance Process (CAP) (S) David Robison- UTP reporting (T) Mike Heiman- Fast Track and Industry Resolution

Concurrent Session XII 10:15 AM to 11:30 AM Executive Compensation/Employee Benefi ts Update (D) Elizabeth Drigotas

(S) Regina Olshan(T) Andrew Landau

Concurrent Session XIII 11:30 AM to 12:30 PM LB&I Appeals Update (I) Joseph Ali

- Current status of Issue Coordination & Appeals (D) Kathy Petronchak- Procedural developments: Rapid Appeals Process, (S) Diane Ryan

Alternative Dispute Resolution, and Issue Development (T) Lori Matulewicz- Penalties

Concurrent Session XIV 11:30 AM to 12:30 PM Tax Technology (D) Stephen Losavio

- Update on tax provision products (D) Jim Sullivan- New technologies in the workplace (T) Ron Lerner- Tax technology trends for the future

Buffet Lunch 12:30 PM to 1:15 PM Closing Remarks TEI RVP Barry Agranoff

(D) Jorge Caballero(S) David Robison

1:15 PM Afternoon Activities - On Your Own

Tax Executives Institute’sTwelfth Annual Region ll Tax Forum

June 5-6, 2017Borgata Hotel, Atlantic City, NJ

Hotel Information

Reservations at the Borgata Hotel can be made by calling 1-866-692-6742 and identifying yourself as a member of the TEI conference (Group Code GBTAX17A).

A limited number of rooms are available at the preferred rate of $150 per night until May 15, 2017. For directions, log on to: www.theborgata.com

MONDAY, JUNE 5, 2017 Registra on/Breakfast 7:30 AM to 8:30 AM Registra on Welcome8:30 AM to 8:40 AM Opening Remarks Glen Strobel, TEI Region II Vice- President

Plenary Session 1 Federal Tax Reform (ES) Taylor M. Kiessig 8:40 AM to 9:30 AM (PwC) Todd Metcalf

(TEI) Tom Fezza, Moderator Plenary Session 2 OECD Developments - BEPS, State Aid (ES) Ben Jones9:30 AM to 10:45 AM (PwC) Frances Horner

(TEI) Harold Spitzfaden, Moderator

Break10:45 AM to 11:00 AM

Concurrent Session 3A IRS Audit Update (ES) Amish M. Shah 11:00 AM to 12:15 PM (PwC) Paul DeNard (TEI) Aus n Murphy, Moderator

Concurrent Session 3B State and Local Income Tax Controversies (ES) Marc A. Simone 11:00 AM to 12:15 PM (ES) Todd A. Lard (PwC) Sco L. Aus n

(PwC) Michael Zargari (TEI) Lori Matulewicz, Moderator

Luncheon and Keynote Address - Session 4 12:15 PM to 2:00 PM TEI Regional Vice-President - Glen Sponsored by PwC

Strobel Keynote Speaker: TBD Eli Dicker, TEI Execu ve Director

Plenary Session 5 Mergers and Acquisi ons: Federal and (ES) Robert S. Chase II2:15 PM to 3:30 PM State Tax Implica ons (ES) Maria M. Todorova

(PwC) Sco A. Rock (PwC) Vitaliy Los

(TEI) Bruce Maggin, Moderator

Break3:30 PM to 3:45 PM

Concurrent Session 6A Federal and Interna onal Partnership (ES) H. Karl Zeswitz3:45 PM to 5:00 PM and Joint Venture Developments (ES) Alan Connell

(PwC) Daniel F. Carmody (TEI) Paul Cevoli, Moderator

Concurrent Session 6B Regional State and Local Tax Update (ES) Open Weaver Banks3:45 PM to 5:00 PM (ES) Nicole Boutros (PwC) Hardeo Bissoondial (TEI) Linda A. Klang, Moderator

Hospitality Recep on 5:00 PM to 6:30 PM Networking Sponsored by Eversheds Sutherland Dinner - on your own

Agenda

Registration

Please register no later than May 25, 2017 either online by credit card (using Option A) or by check (using Option B) at http://2017taxforum.eventbrite.com.

Registrants paying by check should mail the check, made payable to TEI Region ll

Tax Forum in the amount of $225.00, with a copy of the Eventbrite registration to:

Anthony D. Bernice

Director of Taxation

Sharp Electronics Corporation

100 Paragon Drive

Montvale, NJ 07645

Notes: (1) Informa on on the Borgata Hotel can be obtained at “www.theborgata.com”.(2) Breakfasts, Luncheons and the Recep on are open to spouses, guests and vendor-sponsors as well.(3) Golf, casinos, transporta on to the Boardwalk, spa and other ac vi es are available at all

mes; arrangements can be made. A endees will be responsible for fees/costs.(4) Speaker A lia ons: (PwC) PricewaterhouseCoopers; (ES) Eversheds Sutherland; (TEI) TEI Moderator.

Mee ng Informa on: An es mated 11.5 hours of CPE credits and an es mated 11.5 hours of CLE creditsincluding 1 hour of ethics credit (pending in NY and NJ) will be o ered.

A re: Business Casual

Cancella on Policy: Refunds will be made for cancella ons received in wri ng on or before May 31, 2017.

TUESDAY, JUNE 6, 2017

Breakfast7:30 AM to 8:00 AM

Plenary Session 7 Ethics: Diverse Workforce (ES) Vanessa A. Sco 8:00 AM to 9:00 AM (PwC) Marvin Mendoza (TEI) Barbara Buklad, Moderator

Plenary Session 8 Managing Tax Controversies - A Global (ES) Thomas A. Cullinan9:00 AM to 10:00 AM Perspec ve (ES) Giles Salmond (PwC) Kevin Brown (TEI) Barry Agrano , ModeratorBreak 10:00 AM to 10:15 AM Concurrent Session 9A State and Local: Alterna ve Tax Li ga on (ES) Carley A. Roberts10:15 AM to 11:15 AM (ES) Andrew D. Appleby (TEI) Joanne Bon glio, Moderator

Concurrent Session 9B The Tax Department of the Future (PwC) Michelle S. Lee10:15 AM to 11:15 AM (PwC) Je Lower

(TEI) Kelvin Crumby, Moderator

Break 11:15 AM to 11:30 AM

Concurrent Session 10A Accoun ng Methods-Signi cant Issues (ES) Ellen McElroy11:30 AM to 12:30 PM and Tax Planning Opportuni es (PwC) Chris ne Turgeon (TEI) John Orr, Moderator

Concurrent Session 10B Transfer Pricing Developments: (ES) Marco Melisse11:30 AM to 12:30 PM Interna onal and State and Local (ES) Eric S. Tresh

(PwC) Anthony Cur s (TEI) Andy Landau, Moderator

Bu et Lunch 12:30 PM to 1:30 PM Closing Remarks

1:30 PM Adjourn/A ernoon Ac vi es - On Your Own

MONDAY, JUNE 10, 2013 Registration/Breakfast 8:00 AM to 8:45 AM

Welcome 8:45 AM to 8:50 AM Opening Remarks TEI RVP Barry Agranoff

Plenary Session (D) Jonathan Traub8:50 AM to 10:00 AM Federal Legislative Update and Outlook (S) Cary Pugh (T) Raymond Salort BREAK 10:00 AM to 10:15 AM Concurrent Session I 10:15 AM to 11:15 AM International Tax Developments - Treaty issues (D) Dave Warco - Repatriation/cash pooling (S) Hal Hicks - APA changes (S) Bob Green - Cross border debt/equity (T) Bruce Maggin

Concurrent Session II 10:15 AM to 11:15 AM State Income Tax Case and Legislative Roundup (D) Dan Shirley (S) Carl Erdmann (T) Mark Mishler Concurrent Session III 11:15 AM to 12:15 PM Transfer Pricing Developments (D) Rob Plunkett - IP and supply chain matters (S) John Breen - Cost sharing (T) James Silvestri

Concurrent Session IV 11:15 AM to 12:15 PM State Sales/Use Tax Case and Legislative Roundup (D) Stephanie Csan - State advisory opinions and court cases (S) Carl Erdmann - State legislative sessions activity (T) Paul Bulzacchelli - Pending Federal legislation

Lunch and Keynote Speakers 12:15 PM to 2:00 PM TEI Regional Vice President - Barry Agranoff Sponsored by Deloitte Tax Deloitte Tax - Phil Morrison Skadden Arps - Fred Goldberg TEI Institute Executive Director - Eli Dicker

Concurrent Session V 2:15 PM to 3:15 PM State Income Tax Planning (D) Gary Perler - State planning and CFC structures (D) Paul Thomas - Legal entity simplifi cation (T) Linda Klang - Captive insurance company stuctures

Concurrent Session VI 2:15 PM to 3:15 PM Financial Reporting for Taxes (D) Rita Benassi - Regulatory developments (S) Jody Brewster - Tax implications of IFRS (T) John Orr - Governance and risk management considerations BREAK 3:15 PM to 3:30 PM Concurrent Session VII 3:30 PM to 4:45 PM Mergers & Acquisitions 101 (D) Raffi Baroutjian - Core acquisition and disposition structures (S) Steve Matays - Common diligence issues (T) Glenn Strobel - Technical traps Concurrent Session VIII 3:30 PM to 4:45 PM IRS Controversy Matters (D) John Keenan - Tax litigation (S) B. John Williams - TEFRA examination issues (T) Charlie Hayes - Information gathering - summons and IDRs Hospitality Reception 6:00 PM to 7:30 PM Networking Sponsored by Skadden Arps

Dinner - On Your Own

TUESDAY, JUNE 11, 2013 Breakfast 8:00 AM to 8:45 AM

Concurrent Session IX 8:45 AM to 10:00 AM Advanced M&A Transactions (D) Raffi Baroutjian - Domestic (S) Stu Finkelstein - Cross border (T) Jeff Cheshire - Examination of recent noteworthy transactions - Innovative restructuring techniques Concurrent Session X 8:45 AM to 10:00 AM Foreign Account Tax Compliance Act (FATCA) Implications (D) Denise Hintzke - Non-fi nancial companies (S) Pamela Endreny - Foreign pension plans (T) Paul Heller - Acquisitions/divestitures - Update on additional Regulations and Intergovernmental Agreements Break 10:00 AM to 10:15 AM Concurrent Session XI 10:15 AM to 11:30 AM LB&I Panel Discussion (D) Kathy Petronchak - Compliance Assurance Process (CAP) (S) David Robison - UTP reporting (T) Mike Heiman - Fast Track and Industry Resolution

Concurrent Session XII 10:15 AM to 11:30 AM Executive Compensation/Employee Benefi ts Update (D) Elizabeth Drigotas (S) Regina Olshan (T) Andrew Landau

Concurrent Session XIII 11:30 AM to 12:30 PM LB&I Appeals Update (I) Joseph Ali - Current status of Issue Coordination & Appeals (D) Kathy Petronchak - Procedural developments: Rapid Appeals Process, (S) Diane Ryan Alternative Dispute Resolution, and Issue Development (T) Lori Matulewicz - Penalties Concurrent Session XIV 11:30 AM to 12:30 PM Tax Technology (D) Stephen Losavio - Update on tax provision products (D) Jim Sullivan - New technologies in the workplace (T) Ron Lerner - Tax technology trends for the future Buffet Lunch 12:30 PM to 1:15 PM Closing Remarks TEI RVP Barry Agranoff (D) Jorge Caballero (S) David Robison 1:15 PM Afternoon Activities - On Your Own

Tax Executives Institute’sTwelfth Annual Region ll Tax Forum

June 5-6, 2017Borgata Hotel, Atlantic City, NJ

Hotel Information

Reservations at the Borgata Hotel can be made by calling 1-866-692-6742 and identifying yourself as a member of the TEI conference (Group Code GBTAX17A).

A limited number of rooms are available at the preferred rate of $150 per night until May 15, 2017. For directions, log on to: www.theborgata.com

MONDAY, JUNE 5, 2017 Registra on/Breakfast 7:30 AM to 8:30 AM Registra on Welcome 8:30 AM to 8:40 AM Opening Remarks Glen Strobel, TEI Region II Vice- President

Plenary Session 1 Federal Tax Reform (ES) Taylor M. Kiessig 8:40 AM to 9:30 AM (PwC) Todd Metcalf (TEI) Tom Fezza, Moderator Plenary Session 2 OECD Developments - BEPS, State Aid (ES) Ben Jones9:30 AM to 10:45 AM (PwC) Frances Horner (TEI) Harold Spitzfaden, Moderator

Break 10:45 AM to 11:00 AM Concurrent Session 3A IRS Audit Update (ES) Amish M. Shah 11:00 AM to 12:15 PM (PwC) Paul DeNard (TEI) Aus n Murphy, Moderator Concurrent Session 3B State and Local Income Tax Controversies (ES) Marc A. Simone 11:00 AM to 12:15 PM (ES) Todd A. Lard (PwC) Sco L. Aus n (PwC) Michael Zargari (TEI) Lori Matulewicz, Moderator

Luncheon and Keynote Address - Session 4 12:15 PM to 2:00 PM TEI Regional Vice-President - Glen Sponsored by PwC Strobel Keynote Speaker: TBD Eli Dicker, TEI Execu ve Director

Plenary Session 5 Mergers and Acquisi ons: Federal and (ES) Robert S. Chase II2:15 PM to 3:30 PM State Tax Implica ons (ES) Maria M. Todorova (PwC) Sco A. Rock (PwC) Vitaliy Los (TEI) Bruce Maggin, Moderator Break 3:30 PM to 3:45 PM Concurrent Session 6A Federal and Interna onal Partnership (ES) H. Karl Zeswitz3:45 PM to 5:00 PM and Joint Venture Developments (ES) Alan Connell (PwC) Daniel F. Carmody (TEI) Paul Cevoli, Moderator

Concurrent Session 6B Regional State and Local Tax Update (ES) Leah Robinson 3:45 PM to 5:00 PM (ES) Amy F. Nogid (PwC) Hardeo Bissoondial (TEI) Linda A. Klang, Moderator Hospitality Recep on 5:00 PM to 6:30 PM Networking Sponsored by Eversheds Sutherland Dinner - on your own

Agenda

Registration

Please register no later than May 25, 2017 either online by credit card (using Option A) or by check (using Option B) at http://2017taxforum.eventbrite.com.

Registrants paying by check should mail the check, made payable to TEI Region ll

Tax Forum in the amount of $225.00, with a copy of the Eventbrite registration to:

Anthony D. Bernice

Director of Taxation

Sharp Electronics Corporation

100 Paragon Drive

Montvale, NJ 07645

Notes: (1) Informa on on the Borgata Hotel can be obtained at “www.theborgata.com”. (2) Breakfasts, Luncheons and the Recep on are open to spouses, guests and vendor-sponsors as well. (3) Golf, casinos, transporta on to the Boardwalk, spa and other ac vi es are available at all mes; arrangements can be made. A endees will be responsible for fees/costs. (4) Speaker A lia ons: (PwC) PricewaterhouseCoopers; (ES) Eversheds Sutherland; (TEI) TEI Moderator. Mee ng Informa on: An es mated 11.5 hours of CPE credits and an es mated 11.5 hours of CLE credits including 1 hour of ethics credit (pending in NY and NJ) will be o ered.

A re: Business Casual

Cancella on Policy: Refunds will be made for cancella ons received in wri ng on or before May 31, 2017.

TUESDAY, JUNE 6, 2017

Breakfast 7:30 AM to 8:00 AM Plenary Session 7 Ethics: Diverse Workforce (ES) Vanessa A. Sco 8:00 AM to 9:00 AM (PwC) Marvin Mendoza (TEI) Barbara Buklad, Moderator Plenary Session 8 Managing Tax Controversies - A Global (ES) Thomas A. Cullinan9:00 AM to 10:00 AM Perspec ve (ES) Giles Salmond (PwC) Kevin Brown (TEI) Barry Agrano , ModeratorBreak 10:00 AM to 10:15 AM Concurrent Session 9A State and Local: Alterna ve Tax Li ga on (ES) Carley A. Roberts10:15 AM to 11:15 AM (ES) Andrew D. Appleby (TEI) Joanne Bon glio, Moderator

Concurrent Session 9B The Tax Department of the Future (PwC) Michelle S. Lee10:15 AM to 11:15 AM (PwC) Je Lower (TEI) Kelvin Crumby, Moderator

Break 11:15 AM to 11:30 AM Concurrent Session 10A Accoun ng Methods-Signi cant Issues (ES) Ellen McElroy11:30 AM to 12:30 PM and Tax Planning Opportuni es (PwC) Chris ne Turgeon (TEI) John Orr, Moderator Concurrent Session 10B Transfer Pricing Developments: (ES) Marco Melisse11:30 AM to 12:30 PM Interna onal and State and Local (ES) Eric S. Tresh (PwC) Anthony Cur s (TEI) Andy Landau, Moderator

Bu et Lunch 12:30 PM to 1:30 PM Closing Remarks 1:30 PM Adjourn/A ernoon Ac vi es - On Your Own

MONDAY, JUNE 10, 2013 Registration/Breakfast 8:00 AM to 8:45 AM

Welcome 8:45 AM to 8:50 AM Opening Remarks TEI RVP Barry Agranoff

Plenary Session (D) Jonathan Traub8:50 AM to 10:00 AM Federal Legislative Update and Outlook (S) Cary Pugh (T) Raymond Salort BREAK 10:00 AM to 10:15 AM Concurrent Session I 10:15 AM to 11:15 AM International Tax Developments - Treaty issues (D) Dave Warco - Repatriation/cash pooling (S) Hal Hicks - APA changes (S) Bob Green - Cross border debt/equity (T) Bruce Maggin

Concurrent Session II 10:15 AM to 11:15 AM State Income Tax Case and Legislative Roundup (D) Dan Shirley (S) Carl Erdmann (T) Mark Mishler Concurrent Session III 11:15 AM to 12:15 PM Transfer Pricing Developments (D) Rob Plunkett - IP and supply chain matters (S) John Breen - Cost sharing (T) James Silvestri

Concurrent Session IV 11:15 AM to 12:15 PM State Sales/Use Tax Case and Legislative Roundup (D) Stephanie Csan - State advisory opinions and court cases (S) Carl Erdmann - State legislative sessions activity (T) Paul Bulzacchelli - Pending Federal legislation

Lunch and Keynote Speakers 12:15 PM to 2:00 PM TEI Regional Vice President - Barry Agranoff Sponsored by Deloitte Tax Deloitte Tax - Phil Morrison Skadden Arps - Fred Goldberg TEI Institute Executive Director - Eli Dicker

Concurrent Session V 2:15 PM to 3:15 PM State Income Tax Planning (D) Gary Perler - State planning and CFC structures (D) Paul Thomas - Legal entity simplifi cation (T) Linda Klang - Captive insurance company stuctures

Concurrent Session VI 2:15 PM to 3:15 PM Financial Reporting for Taxes (D) Rita Benassi - Regulatory developments (S) Jody Brewster - Tax implications of IFRS (T) John Orr - Governance and risk management considerations BREAK 3:15 PM to 3:30 PM Concurrent Session VII 3:30 PM to 4:45 PM Mergers & Acquisitions 101 (D) Raffi Baroutjian - Core acquisition and disposition structures (S) Steve Matays - Common diligence issues (T) Glenn Strobel - Technical traps Concurrent Session VIII 3:30 PM to 4:45 PM IRS Controversy Matters (D) John Keenan - Tax litigation (S) B. John Williams - TEFRA examination issues (T) Charlie Hayes - Information gathering - summons and IDRs Hospitality Reception 6:00 PM to 7:30 PM Networking Sponsored by Skadden Arps

Dinner - On Your Own

TUESDAY, JUNE 11, 2013 Breakfast 8:00 AM to 8:45 AM

Concurrent Session IX 8:45 AM to 10:00 AM Advanced M&A Transactions (D) Raffi Baroutjian - Domestic (S) Stu Finkelstein - Cross border (T) Jeff Cheshire - Examination of recent noteworthy transactions - Innovative restructuring techniques Concurrent Session X 8:45 AM to 10:00 AM Foreign Account Tax Compliance Act (FATCA) Implications (D) Denise Hintzke - Non-fi nancial companies (S) Pamela Endreny - Foreign pension plans (T) Paul Heller - Acquisitions/divestitures - Update on additional Regulations and Intergovernmental Agreements Break 10:00 AM to 10:15 AM Concurrent Session XI 10:15 AM to 11:30 AM LB&I Panel Discussion (D) Kathy Petronchak - Compliance Assurance Process (CAP) (S) David Robison - UTP reporting (T) Mike Heiman - Fast Track and Industry Resolution

Concurrent Session XII 10:15 AM to 11:30 AM Executive Compensation/Employee Benefi ts Update (D) Elizabeth Drigotas (S) Regina Olshan (T) Andrew Landau

Concurrent Session XIII 11:30 AM to 12:30 PM LB&I Appeals Update (I) Joseph Ali - Current status of Issue Coordination & Appeals (D) Kathy Petronchak - Procedural developments: Rapid Appeals Process, (S) Diane Ryan Alternative Dispute Resolution, and Issue Development (T) Lori Matulewicz - Penalties Concurrent Session XIV 11:30 AM to 12:30 PM Tax Technology (D) Stephen Losavio - Update on tax provision products (D) Jim Sullivan - New technologies in the workplace (T) Ron Lerner - Tax technology trends for the future Buffet Lunch 12:30 PM to 1:15 PM Closing Remarks TEI RVP Barry Agranoff (D) Jorge Caballero (S) David Robison 1:15 PM Afternoon Activities - On Your Own

Tax Executives Institute’sTwelfth Annual Region ll Tax Forum

June 5-6, 2017Borgata Hotel, Atlantic City, NJ

Hotel Information

Reservations at the Borgata Hotel can be made by calling 1-866-692-6742 and identifying yourself as a member of the TEI conference (Group Code GBTAX17A).

A limited number of rooms are available at the preferred rate of $150 per night until May 15, 2017. For directions, log on to: www.theborgata.com

MONDAY, JUNE 5, 2017 Registra on/Breakfast 7:30 AM to 8:30 AM Registra on Welcome 8:30 AM to 8:40 AM Opening Remarks Glen Strobel, TEI Region II Vice- President

Plenary Session 1 Federal Tax Reform (ES) Taylor M. Kiessig 8:40 AM to 9:30 AM (PwC) Todd Metcalf (TEI) Tom Fezza, Moderator Plenary Session 2 OECD Developments - BEPS, State Aid (ES) Ben Jones9:30 AM to 10:45 AM (PwC) Frances Horner (TEI) Harold Spitzfaden, Moderator

Break 10:45 AM to 11:00 AM Concurrent Session 3A IRS Audit Update (ES) Amish M. Shah 11:00 AM to 12:15 PM (PwC) Paul DeNard (TEI) Aus n Murphy, Moderator Concurrent Session 3B State and Local Income Tax Controversies (ES) Marc A. Simone 11:00 AM to 12:15 PM (ES) Todd A. Lard (PwC) Sco L. Aus n (PwC) Michael Zargari (TEI) Lori Matulewicz, Moderator

Luncheon and Keynote Address - Session 4 12:15 PM to 2:00 PM TEI Regional Vice-President - Glen Sponsored by PwC Strobel Keynote Speaker: TBD Eli Dicker, TEI Execu ve Director

Plenary Session 5 Mergers and Acquisi ons: Federal and (ES) Robert S. Chase II2:15 PM to 3:30 PM State Tax Implica ons (ES) Maria M. Todorova (PwC) Sco A. Rock (PwC) Vitaliy Los (TEI) Bruce Maggin, Moderator Break 3:30 PM to 3:45 PM Concurrent Session 6A Federal and Interna onal Partnership (ES) H. Karl Zeswitz3:45 PM to 5:00 PM and Joint Venture Developments (ES) Alan Connell (PwC) Daniel F. Carmody (TEI) Paul Cevoli, Moderator

Concurrent Session 6B Regional State and Local Tax Update (ES) Leah Robinson 3:45 PM to 5:00 PM (ES) Amy F. Nogid (PwC) Hardeo Bissoondial (TEI) Linda A. Klang, Moderator Hospitality Recep on 5:00 PM to 6:30 PM Networking Sponsored by Eversheds Sutherland Dinner - on your own

Agenda

Registration

Please register no later than May 25, 2017 either online by credit card (using Option A) or by check (using Option B) at http://2017taxforum.eventbrite.com.

Registrants paying by check should mail the check, made payable to TEI Region ll

Tax Forum in the amount of $225.00, with a copy of the Eventbrite registration to:

Anthony D. Bernice

Director of Taxation

Sharp Electronics Corporation

100 Paragon Drive

Montvale, NJ 07645

Notes: (1) Informa on on the Borgata Hotel can be obtained at “www.theborgata.com”. (2) Breakfasts, Luncheons and the Recep on are open to spouses, guests and vendor-sponsors as well. (3) Golf, casinos, transporta on to the Boardwalk, spa and other ac vi es are available at all mes; arrangements can be made. A endees will be responsible for fees/costs. (4) Speaker A lia ons: (PwC) PricewaterhouseCoopers; (ES) Eversheds Sutherland; (TEI) TEI Moderator. Mee ng Informa on: An es mated 11.5 hours of CPE credits and an es mated 11.5 hours of CLE credits including 1 hour of ethics credit (pending in NY and NJ) will be o ered.

A re: Business Casual

Cancella on Policy: Refunds will be made for cancella ons received in wri ng on or before May 31, 2017.

TUESDAY, JUNE 6, 2017

Breakfast 7:30 AM to 8:00 AM Plenary Session 7 Ethics: Diverse Workforce (ES) Vanessa A. Sco 8:00 AM to 9:00 AM (PwC) Marvin Mendoza (TEI) Barbara Buklad, Moderator Plenary Session 8 Managing Tax Controversies - A Global (ES) Thomas A. Cullinan9:00 AM to 10:00 AM Perspec ve (ES) Giles Salmond (PwC) Kevin Brown (TEI) Barry Agrano , ModeratorBreak 10:00 AM to 10:15 AM Concurrent Session 9A State and Local: Alterna ve Tax Li ga on (ES) Carley A. Roberts10:15 AM to 11:15 AM (ES) Andrew D. Appleby (TEI) Joanne Bon glio, Moderator

Concurrent Session 9B The Tax Department of the Future (PwC) Michelle S. Lee10:15 AM to 11:15 AM (PwC) Je Lower (TEI) Kelvin Crumby, Moderator

Break 11:15 AM to 11:30 AM Concurrent Session 10A Accoun ng Methods-Signi cant Issues (ES) Ellen McElroy11:30 AM to 12:30 PM and Tax Planning Opportuni es (PwC) Chris ne Turgeon (TEI) John Orr, Moderator Concurrent Session 10B Transfer Pricing Developments: (ES) Marco Melisse11:30 AM to 12:30 PM Interna onal and State and Local (ES) Eric S. Tresh (PwC) Anthony Cur s (TEI) Andy Landau, Moderator

Bu et Lunch 12:30 PM to 1:30 PM Closing Remarks 1:30 PM Adjourn/A ernoon Ac vi es - On Your Own