Tax

Corporate

Published: July 2006
Last Updated: September 2013

Published: September 2009

Course Handbook on CD-ROM from the program The Partnership Tax Practice Series: Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances 2009, held May, 2009.

Recorded on: Mar. 30, 2010

SPEAKER 1: Welcome back. To finish day one, we're turning to a discussion of tax and accounting issues. These issues are relevant to most, if not all, of the products, all of them really in one way or another, that we're talking about today. The accountant and the tax lawyer have flipped a coin, or otherwise decided that Brad McGrath from KPMG will lead-off and discuss some accounting issues affecting the financial services market. Brad is a ...

Recorded on: Mar. 30, 2010

[JAZZ MUSIC PLAYING] [SILENCE] SPEAKER 1: Welcome to today's PLI program. We hope that you will find it informative and valuable. Before we start the program, please listen carefully to the following important information. If you have any questions, please feel free to stop by the registration desk. For CLE credit purposes, please be sure to sign in at the registration desk before the program start. Also, sign out at the registration desk at the ...

Course Handbook on CD-ROM from the program The Corporate Tax Practice Series: Strategies for Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings 2009, held October, 2009.

Recorded on: Apr. 27, 2010

[DEBT-FOR-DEBT EXCHANGES IN TROUBLED TIMES PANEL COMMENCES] MATTHEW STEVENS: So we're going to immediately start the next panel so as not to get behind and preserve the sanctity of the break. Our next panel will discuss Debt-for-Debt Exchanges in Troubled Times, a topic which has been done before, but nowhere better than here. And to moderate, we have Mike Shulman, who is a partner at Shearman & Sterling in Washington, D.C., and I believe ...

Recorded on: Apr. 27, 2010

STACEY GREENBLATT: Good morning. My name is Stacey Greenblatt. I'm a program attorney with PLI, and I'd like to welcome you to Taxation of Financial Products and Transactions 2010. Before we get started, I just want to let you know that if you visit our bookstore during the break today, you can get 35% off on today's featured book: Financial Product Fundamentals. Now I'd like introduce the chair of today's program, Matthew Stevens. Matthew is ...

Recorded on: Apr. 27, 2010

SPEAKER 1: [UNINTELLIGIBLE] featuring Richard Larkin and company, dealing with a convertible debt instruments, and the tax issues arising there from. Richard is a partner at Ernst and Young in Washington. And he will now introduce the remainder of his panel. RICHARD LARKIN: Thank you Matthew. To my immediate right is Tom Kelly. Tom is director in the Deloitte Tax Washington National Tax office. And as a sidebar, Tom and I were actually office ...

Recorded on: Jun. 21, 2010

KIRSTEN AUNAPU: Thank you, Eric. It's my pleasure to introduce one of my partners, Sam Doolittle, from the San Francisco office. Sam is a member of Deloitte's Financial Accounting and Reporting Services offering. And he's been instrumental in leading Deloitte's development of the International Financial Reporting Standards, or IFRS-- I'm so used to saying the acronym-- the IFRS assessment and conversion methodology. He also advises our strategic clients ...

Recorded on: Aug. 11, 2010

BARRY WILLIAMS: I appreciate the introduction. I also have to say, it's a pleasure to come and speak to a group of practicing professionals. On a day to day basis, I speak to undergraduate students who don't understand-- or I shouldn't say don't understand-- but are not as keenly aware of the importance that accounting and law have on not only the individual businesses in this country, but the economy in general. Having been both a CPA and an attorney, ...

Published: September 2010
Last Updated: September 2013

Course Handbook and CD-ROM's from the program The Partnership Tax Practice Series: Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances 2010, held May 2010.

Recorded on: Jan. 27, 2011

STUART M. FINKELSTEIN: Good morning. Little do you know, this is going to be the highlight of your day, talking for two hours about tax. Now, actually, to help me a little bit, there are no tax people here, right? Anyone here a tax person? No one really willing-- ah, we have one that's willing to admit it. The rest are corporate types? Yes? Pretty much? OK. Any repeat customers? Anybody that's been to a seminar here before this seminar? No. OK. Good. ...

Published: March 2011
Last Updated: April 2013

Recorded on: Jun. 6, 2011

ERIC SLOAN: --them as they come up. Our first discussion is going to focus on the overview of relevant accounting framework and sources of information, and to handle this we're very fortunate to have Erik Moe. Erik is a director in Deloitte's financial accounting and reporting services market offering, which provides multifunctional convergence and IFRS assessment and conversion services for our clients. He has more than 15 years of experience servicing ...

Course Handbook CD-ROM's from the program Tax Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances 2011, held May 2011.

Recorded on: Oct. 12, 2011

MARK: We move to introduce our first speaker. Bradley McGrath, to my right, is a director in the Transaction and Restructuring Practice at KPMG. That, too, falls under advisory. Brad and I have had the occasion to work together. We had a project just recently where we were assisting outside counsel and general counsel's office with some derivative disclosure issues that they've had in their financial statements. So Brad has been with KPMG for about ...

Recorded on: Dec. 21, 2011

AMY TAUB: Thank you. Greetings. My name is Amy Taub and I am a program attorney with PLI. I would like to welcome you to today's briefing, Computing Tax in the Cloud, State and International Implications. Before we begin, I have some administrative announcements. This briefing will be one hour in length. Please feel free to send questions at any time during the briefing. Please remember that you have access to materials for this briefing via the course ...

Recorded on: Jan. 17, 2012

SPEAKER 1: And our next panel is the federal tax considerations panel, which we'll actually take a little break in between and then come back. And we'll finish up right before lunch, if you're following our schedule. But we're going to get started right now. And our speaker is Stuart Finkelstein. He's with Skadden, Arps, and he's the head of the firm's New York tax group where he represents clients on a wide range of tax matters, with particular ...

Recorded on: Feb. 10, 2012

ROBERT S. RISOLEO: Richard Larkins moves up here I will introduce him. Richard is another veteran of the program. And thank you, Richard, for returning again this year. Richard is a partner at Ernst & Young LLP in the capital markets tax practice in their national tax department in Washington DC, where he focuses on the federal income taxation of financial instruments and products. He's a frequent speaker on the subject that he's going to address ...

Recorded on: Feb. 23, 2012

LOTHAR DETERMANN: Our slides are here. I have now the great pleasure of introducing my fellow partner, Pat Powers. Pat is helping technology companies with tax minimization strategies all over the world but also, particularly, on the state and local tax basis. And one of the things Mary's just said in her program is that it's important to talk to finance and get finance on board with respect to IP licensing programs. It's equally true that the tax ...

Recorded on: Mar. 22, 2012

SANFORD C. PRESANT: OK. Our next speakers are Michael Hirschfeld and Gino Bianchini. Michael Hirschfeld, former partner of mine at-- MICHAEL HIRSCHFELD: [INAUDIBLE]. SANFORD C. PRESANT: Where was it? Where was it, OK? Tell me. OK. Oh, Gino. Perfect. Wonderful. OK. SPEAKER 1: --and Presant. SANFORD C. PRESANT: He's a partner in the New York office of Dechert LLP. He specializes in international corporate workout partnership matters. He's Vice President ...

Recorded on: Mar. 22, 2012

SANFORD PRESANT: Here we go. We have some new additions to the panel, for those of you who are sticking around to see the close of this. We have double left of mine, we have Fred Witt. Fred is the new addition here, the new male addition. Fred is a partner in Deloitte Tax. He's provided debt work, restructuring, bankruptcy, tax consulting services for over 25 years. He's co-author of Sheinfeld, Witt, and Hyman, Collier on Bankruptcy Taxation. That's ...

Recorded on: Mar. 22, 2012

BLAKE D. RUBIN: OK, why don't we get started. We've got some new speakers joining the panel. To my immediate right is David Levy. David is a partner at Skadden Arps here in New York City. He specializes in REIT and other real estate related tax matters. To David's right is Lary Wolf. Lary's a partner at Roberts & Holland here in the city. Roberts and Holland, for those who don't know, it's a small firm, but a very fine tax boutique. I guess they ...