Intangible Assets: Capitalize on Alternative Tax Planning Opportunities

Successful Approaches Since the Fall of Intangible Holding Companies

CD/DVD of a 90-minute CPE teleconference with Q&A


Conducted on Wednesday, August 6, 2008
Now available on CD/DVD


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

Teleconference on CD

Purchase a CD of the full event proceedings, including Q&A and PDF files of all handouts (available 10 days after the seminar).

For CLE only, this program is pre-approved for self-study credit in AK, AZ, CA, MO, MT, VT, WV.

Self-study CLE credits are also available in CT*, CO, GA, ID, KY, LA, ME, NV, ND, NY*, OR, TX, UT, WA, WI, WY.
Please call us if you will be self-reporting in one of these states. *For CT and NY, Strafford needs to process the CLE — see below to purchase this option

Self-study CPE is not offered on CD purchases.

CD $247.00 plus $9.45 S&H


CPE on Live Event

Continuing Professional Education credit processing is available for an additional $35 per person. You may register for CPE credit processing at any time before or after the program.

Strafford is registered with the National Association of State Boards of Accountancy (NASBA) as a CPE sponsor.

CPE Processing $35.00

Program Materials

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CPE Credit

Strafford 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

Offered different view points and real life, practical examples.

Angela Chretin

Northrop Grumman

This teleconference greatly helped us understand the new challenges.

Andrew Toth

Tronconi Segarra & Associates

Real life examples that we could relate to.  Keep up the great work.

Brett Terrebonne

Entergy

Timely coverage of a complicated subject.

William Ahlstrom

Kerber Eck & Braeckel

It was an excellent program!!

Marni Odermann

Supervalue

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

Partner

Thompson Coburn

John Garippa

Senior Partner

Garippa Lotz & Giannuario

Joseph Geiger, Esq., CPA

Tax Consultant

Vertex

Kenneth Graeber

VP & Management Consultant

Marvin F. Poer & Co.

Don Griswold

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

Jeff Miller

Partner

Incentis Group

Foy Mitchell

Vice President

Marvin F. Poer & Co.

Walter Pickhardt

Partner

Faegre & Benson

Richard Pomp

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

Tammy Propst

President

taxadvantage group

Mark Semerad

Manager of Property Tax

Level 3 Communications

Tom Windram

Managing Director & National Leader, Federal Tax Credits & Incentives

RSM McGladrey

Will Yancey

Independent Consultant

Dr. Will Yancey, CPA

Thomas Zaino

Member

McDonald Hopkins