Intangible Assets: Capitalize on Alternative Tax Planning Opportunities
Successful Approaches Since the Fall of Intangible Holding Companies
Recording of a 90-minute 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
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Customer Reviews
The speakers were knowledgeable and presented useful information.
Karen Shaffer-Levy
Reed Elsevier
Great information regarding recent case law.
Nicole Ressue
Santangelo Law Offices
I enjoyed the quality of the presentations and the information presented.
Cassandra Pullen
Fresenius Medical Care North America
Strafford’s program provided a good discussion of the varying and changing standards in this area.
Lauren London
Dykema
The speakers were obviously experienced and communicated the relevant information very well.
Stephen Bozarth
Dean Mead et al PA
Corporate Tax Advisory Board
David Adler
Director of Multistate Tax Services
Deloitte Tax
Silvia Aguirre
President
Tax Technology Services
David Bowen
Principal
Grant Thornton
Elizabeth Bowman
Tax Research Analyst
ADP Tax Credit Services
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
Richard Weiss
Tax Research Manager
ADP Tax Credit Services
Tom Windram
Managing Director & National Leader, Federal Tax Credits & Incentives
RSM McGladrey
Member
McDonald Hopkins
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