Intangible Assets: Capitalize on Alternative Tax Planning Opportunities

Successful Approaches Since the Fall of Intangible Holding Companies

States Continue to Eliminate Intangible Asset and Royalty Deductions

Recording of a 90-minute CPE webinar with Q&A

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Conducted on Wednesday, August 6, 2008

Course Materials


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.



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.


John Gilbert
John Gilbert
Partner, State and Local Tax Practice Group
Pricewaterhouse Coopers

He specializes in income and sales taxation and has 28 years of experience with state tax. Previously in his career, he...  |  Read More

Thomas Steele
Thomas Steele
Morrison & Foerster

He focuses on State and Local Tax matters and on defending technology and telecom companies' tax strategies in...  |  Read More

Pilar Sansone
Pilar Sansone
Morrison & Foerster

She is attached to the firm's State and Local Tax Group, focusing on State and Local Tax controversies throughout the...  |  Read More

Peter Stathopoulos
Peter Stathopoulos

Managing Director, State and Local Tax Group
Bennett Thrasher

He previously was a state tax partner for the McGuire Woods law firm, led the SALT Practice for Morris Manning &...  |  Read More