Intangible Assets: Capitalize on Alternative Tax Planning Opportunities
Successful Approaches Since the Fall of Intangible Holding Companies
Recording of a 90-minute CPE teleconference with Q&A
Conducted on Wednesday, August 6, 2008
Recorded event now available
Description
Recent changes in the law make it difficult for companies to leverage tax benefits from intercompany business activities. Intangible holding companies and passive investment companies are rare, and many states now declare income tax nexus on leasing intangible assets such as trademarks.
However, tax-saving opportunities have not completely vanished. Strategic corporate tax pros can scrutinize the nature of payments between related entities, how they conduct procurement and how they sell intangible assets to identify a different approach to trim tax exposure.
Staying abreast of evolving opportunities such as a successor to IHC and PIC structures is imperative for tax professionals and counsel to take advantage of their substantial savings potential.
Listen as our panel of veteran tax advisors points you toward tax planning strategies and practices that could be worth considering.
Benefits
The panel gives you the background and insights you need to start pursuing alternative approaches in these and other key areas:
- Evaluating whether your company has a good case to challenge a state's addback.
- Studying potential tax savings from reorganizing your corporate group along functional lines.
- Gaining a better understanding of the pros and cons of tax strategies involving intangible assets and procurement entities.
Faculty
John Gilbert,
Partner, State and Local Tax Practice Group
Pricewaterhouse Coopers, Boston
He specializes in income and sales taxation and has 28 years of experience with state tax. Previously in his career, he worked for the former Coopers & Lybrand and as Chief of Litigation for the Massachusetts Revenue Department.
Thomas Steele,
Partner
Morrison & Foerster, San Francisco
He focuses on State and Local Tax matters and on defending technology and telecom companies' tax strategies in litigation. He has been a firm partner since 1982 and chairs the firm's West Coast State and Local Tax Practice Group.
Pilar Sansone,
Associate
Morrison & Foerster, San Francisco
She is attached to the firm's State and Local Tax Group, focusing on State and Local Tax controversies throughout the U.S.
Peter Stathopoulos,
Managing Director, State and Local Tax Group
Bennett Thrasher, Atlanta
He previously was a state tax partner for the McGuire Woods law firm, led the SALT Practice for Morris Manning & Martin, and was a principal consultant in the SALT Practice of PricewaterhouseCoopers.
Ordering
Recorded Event
Includes full event recording plus handouts (available after live seminar).
CPE: Self-study CPE is not offered on recorded events.
CD $49.00
plus $9.45 S&H
Available ten business days after the live event
NASBA CPE Sponsor

Strafford is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417 or by visiting www.nasba.org.
CPE Credit
Strafford is a NASBA CPE sponsor and our live seminars qualify for CPE credits. They offer you a high quality, cost effective, and convenient CPE option, with no lost travel time or expenses.
Customer Reviews
Timely coverage of a complicated subject.
William Ahlstrom
Kerber Eck & Braeckel
Real life examples that we could relate to. Keep up the great work.
Brett Terrebonne
Entergy
Offered different view points and real life, practical examples.
Angela Chretin
Northrop Grumman
It was an excellent program!!
Marni Odermann
Supervalue
Very interesting, informed us on the most recent updates.
Kristin Thompson
Global Tax Management
Corporate Tax Advisory Board
David Adler
Director of Multistate Tax Services
Deloitte Tax
Silvia Aguirre
President
Tax Technology Services
David Bowen
Principal
Grant Thornton
Rick Bregitzer
Manager of Domestic Taxes
Parker–Hannifin Corp.
Joseph Calianno
Partner, National Tax Practice
Grant Thornton
Stephanie Anne Lipinski-Galland
State and Local Tax Attorney
Senior Partner
Garippa Lotz & Giannuario
Joseph Geiger, Esq., CPA
Tax Consultant
Vertex
VP & Management Consultant
Marvin F. Poer & Co.
State & Local Tax Partner
Reed Smith
George Manousos
Partner
PricewaterhouseCoopers
Diane Matulich
Senior Manager, Local Taxes
Advanced Micro Devices
Betty McIntosh
Director, Location Incentives Group
Cushman & Wakefield
Foy Mitchell
Vice President
Marvin F. Poer & Co.
Partner
Faegre & Benson
Professor of Tax Law
University of Connecticut
Richard J. Prem
Vice President, Indirect Taxes & Tax Reporting
Amazon.com
Michael Press
Managing Principal
M.R. Press Consulting
President
taxadvantagegroup
Mark Semerad
Manager of Property Tax
Level 3 Communications
Tom Windram
Managing Director & National Leader, Federal Tax Credits & Incentives
RSM McGladrey
Member
McDonald Hopkins