June 22 - 24, 2018: Tax Section Summer Meeting, Portland, Maine

JOIN US FOR OUR SUMMER MEETING!
THE PRESS HOTEL
119 EXCHANGE STReet
PORTLAND, MAINE
FOR LODGING INFO., CALL: 518-487-5573


REGISTer ONLINE NOW!
OR 
DOWNLOAD Meeting registration Form
DOWNLOAD FULL MEETING BROCHURE


TAX SECTION SUMMER MEETING AGENDA:

FRIDAY, JUNE 22

4:00 – 6:30 pm        
Registration – Press Hotel Art Gallery

6:00 – 7:00 pm
Welcome Reception
– Composing Room

7:00 pm                   
Dinner on your own in one of Portland’s Fantastic Restaurants


SATURDAY, JUNE 23


8:00 – 9:30 am            
Continental Breakfast
– Editorial Room/Art Gallery
           
8:00 am – Noon          
Registration
– Composing Room Foyer

9:00 am – 12:00 noon   
General Session
– Composing Room

9:00 – 9:10 am         
Tax Section Welcome
Karen Gilbreath Sowell, Esq., Tax Section Chair
Ernst & Young LLP
Washington, DC

9:10 am – 10:30 am
Are You Feeling GILTI, or Just BEAT?  Some [Unintended?] Intersections of the New International Tax Rules 
Join us to discuss the frustrating fracas of international tax reform, where new acronyms are layered on top of vintage rules.  The panel will cover puzzling issues involving foreign tax credits, previously-taxed income, basis, expense allocation and more.  We will also consider how this fabulous new world applies to consolidated groups and partnerships.  

Panel Chair
Kimberly S. Blanchard, Esq.
Weil, Gotshal & Manges LLP
New York City

Panelists
William L. McRae, Esq.
Cleary Gottlieb Steen & Hamilton LLP
New York City

Jose E. Murillo, Esq.
Ernst & Young LLP
Washington, DC

Marjorie A. Rollinson, Esq.
Associate Chief Counsel (International)
Internal Revenue Service
Washington, DC

Stephen E. Shay, Esq.
Harvard University
Boston, MA

10:30 –10:45 am    
Coffee Break

10:45 am – 12 noon
A Token Gesture: Tax Considerations for Cryptocurrencies and Utility Tokens
This panel will focus on the tax consequences to both issuers and purchasers of cryptocurrencies and utility tokens.  We will discuss the new meaning of forks (they are not just for eating) and SAFEs (they are not just for protecting your will).   

Panel Chair
John T. Lutz, Esq.

McDermott Will & Emery LLP
New York City

Panelists
Edward E. Gonzalez, Esq.

Skadden, Arps, Slate, Meagher & Flom LLP
New York City

Karl T. Walli, Esq.
Senior Counsel
Office of Tax Policy
U.S. Department of Treasury
Washington, D.C.

Lisa M. Zarlenga, Esq.
Steptoe & Johnson
Washington, D.C.

12 noon – 1:30 pm 
State & Local Tax Committee Lunch and CLE (Registered Attorneys Only):

Optional Session.  Preregistration is required.

CLE Program Runs 12:15 to 1:30 pm
2018-2019 New York State Budget Bill: What’s In, What’s Out, and What it All Means

This panel will discuss certain provisions of the 2018-2019 New York State enacted budget, as well as the proposals that were not enacted.  We will explore how these developments may impact the landscape of state and local taxation in New York State and City, including how the enacted budget provisions may result in lack of clarity, areas of controversy, planning opportunities, traps for the unwary, new administrative guidance, and future legislative action.

Panel Chair
Jack Trachtenberg, Esq.
Deloitte LLP
New York City

Panelists
Megan L. Brackney, Esq.
Kostelanetz & Fink, LLP
New York City

Paul R. Comeau, Esq.
Hodgson Russ LLP
Buffalo   

Leah S. Robinson, Esq.
Mayer Brown LLP
New York City

2:00 pm
OPTIONAL GROUP WALKING TOURS 
OR TIME TO EXPLORE THE CIT ON YOUR OWN

6:30 – 10:00 pm      
OFFSITE RECEPTION & DINNER:  Brick South, 8 Thompson’s Point, Portland

Transportation Provided to and From Hotel.

SUNDAY, JUNE 24

7:30 – 9:30 am        
Continental Breakfast  – Art Gallery

8:00 – 9:00 am        
Executive Committee Breakfast Meeting
– Editorial Room
Open to Executive Committee Members Only

8:00 am – Noon     
Registration – Composing Room Foyer

9:15 am – 12:00 noon  
General Session  –  Composing Room

9:15 – 10:30 am
Relearning Corporate Transactions

This year's “usual corporate panel” is not about reorganizations or spin-offs, but will discuss how corporate transactions will adapt to a new menu of good and bad ideas.

Panel Chair
William D. Alexander, Esq.
Skadden, Arps, Slate, Meagher & Flom LLP
Washington, D.C.

Panelists
Tijana J. Dvornic, Esq.
|
Wachtell, Lipton, Rosen & Katz LLP
New York City

Kathleen L. Ferrell, Esq.
Davis, Polk & Wardwell LLP
New York City

John J. Merrick, Esq.
Senior Level Counsel to the Associate Chief Counsel
(International)
Internal Revenue Service
Washington, DC

10:30 – 10:45 am    
Coffee Break 

10:45 am – 12 noon
Aggregate vs. Entity Theory after TCJA

This panel will discuss the manner in which various provisions of the TCJA address partnerships using an entity approach, an aggregate approach or a hybrid of both approaches.  

Panel Chair
Michael B. Shulman, Esq.

Shearman & Sterling LLP
New York City   

Panelists
Andrew W. Needham, Esq.    
Cravath, Swaine & Moore LLP  
New York City                                                                                               

Amanda H. Nussbaum, Esq.
Proskauer Rose LLP
New York City                         

Krishna P. Vallabhaneni, Esq.
Deputy Tax Legislative Counsel
U.S. Treasury Department
Washington, DC

                         

Questions on this Program?  Contact Catheryn Teeter, 518-487-5573 or cteeter@nysba.org