Intangible Assets: New Tax Planning Strategies
Successful Approaches after the Fall of Intangible Holding Companies
CD/DVD of a 90-minute CPE teleconference with Q&A
Conducted on Thursday, September 20, 2007
Now available on CD/DVD
Description
State legislatures and courts have forced the once-lucrative intangible holding company (IHC) and passive investment company (PIC) tax strategies out of existence. Many states now will declare income tax nexus on companies leasing intangible assets like trademarks from related entities.
However, new possibilities arose in the wake of those outlawed tax-planning strategies. For example, corporate parents might consider charging related entities service fees rather than royalties, creating embedded royalty companies, or selling intangible assets under Sect. 197.
Staying abreast of the new opportunities being crafted to replace IHCs and PICs is imperative for tax professionals and counsel to take advantage of their substantial savings potential.
Listen as our panel of veteran tax advisors updates you on evolving tax planning strategies and practices you can use now.
Benefits
The panel will review these and other key guidelines:
- Performing a detailed review of your company's structure of legal entities.
- Implementing improvements in your tax department's modeling, making sure it's sufficiently dynamic across time and jurisdiction.
- Evaluating new technology products that can bolster your modeling capabilities.
- Understanding specific tax planning strategies now being employed by other corporations.
Faculty
Kenneth Zemsky,
State Tax Partner
Ernst & Young, New York
He is a frequent lecturer and author on state tax matters. He has represented clients before New York state and city tax tribunals.
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.
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
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
Great preparatory material. Conference helped to highlight some of the points that I need to consider going forward.
Rick Campbell
Corptax
Real life examples that we could relate to. Keep up the great work.
Brett Terrebonne
Entergy
I liked that the program went beyond the guidance in the regs to offer a real-world perspective.
Jerry Bourlier
Yazaki Management Co.
The program had excellent presenters that were extremely knowledgeable.
Lisa R. Volland
Legacy Professionals
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
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
Partner
Incentis Group
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
taxadvantage group
Mark Semerad
Manager of Property Tax
Level 3 Communications
Tom Windram
Managing Director & National Leader, Federal Tax Credits & Incentives
RSM McGladrey
Independent Consultant
Dr. Will Yancey, CPA
Member
McDonald Hopkins