Keeping Up with Changes in International Tax

Date / Time

Venue

This is a virtual event, accessible online and over phone. Access instructions will be provided after registration.

Description

This is a complimentary program sponsored by Vistra.

The 2017 Tax Cuts and Jobs Act fundamentally altered the tax environment for U.S. multinational companies (“MNCs”). In addition, the OECD BEPS project, the EU’s Anti-Tax Avoidance Directive and other local country regulations are adding to the complexity that finance and tax executives of MNCs are facing daily. In order to maximize tax benefits and cost savings, companies need to rethink their corporate structure, their financial priorities, and their tax strategy.

Join us for this informative webinar, where our subject matter experts will outline recent and upcoming changes, and provide strategies for navigating the complexities of the new tax landscape both inside and outside the U.S. Our subject matter experts will discuss the current state of U.S. and international regulations, the practical consequences of failing to comply with changing tax laws, and the best approaches your organization can take to be proactive in your tax compliance strategy.

Educational Objectives:

• Gain meaningful insights into the latest regulations from the US Treasury and IRS
• Learn best practices to implement tax-effective corporate structures across multiple international jurisdictions
• Understand how your company can maximize the benefits of the new tax rules while minimizing practical compliance challenges

Who would benefit most from attending this program?

Executives, business leaders, tax & finance professionals, tax counsel, and executives working on international tax or overseas operations.

Presenters

Jon Lamphier
  • Managing Director, US Tax Practice
  • Vistra

Jon Lamphier is managing director of Vistra’s US tax and accounting practice. Jon has deep practical experience helping corporate and private equity clients negotiate the changing global tax landscape. He joined Vistra from Discovery, Inc., where he led tax planning for the Fortune 500 company. He has held senior tax positions at Ernst & Young and Deloitte, as well as a classified role in the US Marine Corps. He received a law degree from Fordham Law School and a Masters of Law in taxation from New York University School of Law. He is a member of the tax sections of the American Bar Association and the New York State Bar Association.

Catherine Schultz
  • Vice President, Tax Policy
  • National Foreign Trade Council

Catherine Schultz is the vice president for tax policy at the National Foreign Trade Council. Her responsibilities include international tax policy including legislative, regulatory, administration, and tax treaty activity. Prior to joining the NFTC, she was a principal at Capital Strategies Group, LLC, where she represented client interests on pending tax legislation and served as a legislative advocate on international taxation, research and development, depreciation and capital gains. Catherine also was a director of tax legislation and regulatory affairs at WorldCom and Honeywell. In addition, she had been a tax analyst at a number of firms including Miller & Chevalier, Hogan & Hartson, and Caplin & Drysdale. She has held various leadership positions in the Tax Coalition, where she was a member of the Board of Directors and a former private sector chair.

John F. Settineri
  • Partner
  • Loeb & Loeb LLP

John Settineri is a hands-on, dedicated tax attorney who works across a full range of domestic and international transactions. He has a particular passion for cross-border mergers and acquisitions, initial public offerings, private placements, restructurings, and joint ventures. With the ever-changing domestic and international tax laws, Mr. Settineri helps his clients fully understand complicated matters and provides user-friendly counsel.

Mr. Settineri has prepared tax disclosures with respect to, and advised, numerous public companies, including special purpose acquisition companies (SPACs), both in their initial public offerings and in their subsequent acquisitions of target businesses. He has advised public companies as they transition to private companies, and enjoys working on acquisitions by public companies. He provides tax advice and planning to overseas businesses in accessing U.S. capital markets and in developing their operations. Additionally, Mr. Settineri works with domestic businesses seeking to expand their operations abroad.

Thomas Zollo
  • International Tax Principal, Washington National Tax
  • KPMG LLP

Tom Zollo focuses on advising with respect to structuring the operations of multinational corporations, primarily in the industrial and consumer market sectors. Tom has led a number of international supply chain redesign projects for U.S.-based multinationals involving the establishment of regional entrepreneur companies. He also has significant experience advising non-U.S. multinationals on issues related to the establishment and operation of their U.S. businesses, including the application of treaty provisions, the U.S. effectively connected income rules, and the U.S. interest-stripping rules. In addition, Tom has considerable experience in tax controversy matters, particularly those involving transfer pricing. He has represented taxpayers before IRS Appeals throughout the United States, in the U.S. Tax Court, and in competent authority proceedings.

Continuing Education

Credits:
1.2 CPE, 1.0 CLE, 1.0 General COA
Practice Areas:
Tax & Accounting
Prerequisite:
A basic understanding of international tax law
Level:
Intermediate
Production Date:
10/30/2018