Tax Executives Institute: Pittsburgh Chapter Meeting
Jorge Castro, Thomas Cryan, Steven Dixon, Andrew Howlett, Maria Jones, Tony Provenzano, and Lisandra Ortiz will present to the Tax Executives Institute's (TEI's) Pittsburgh Chapter on February 5, 2020.
Castro will present, "Tax Policy Update." This presentation will focus on the current tax legislative agenda, pending legislative developments, and the prospect for further changes to the Internal Revenue Code.
Cryan and Provenzano will present, "Hot Topics in Executive Compensation, Fringe Benefits, and Employment Tax." This panel will cover issues frequently targeted by the IRS on audit, the impact of tax reform on several popular fringe benefits, and an overview of the new proposed regulations under 162(m).
Dixon and Ortiz will speak on the panel titled, "The BEAT Goes On," which will focus on the base erosion and anti-abuse tax (BEAT), the minimum tax imposed by Section 59A. The panel will address the current state of the guidance, complexities raised by application of the BEAT rules, planning strategies and opportunities to minimize exposure, and what to expect going forward.
Jones and Howlett will present, "Ethics, Reportable Transactions, and Circular 230 For In-House Personnel." This presentation provides an overview of key ethical issues that in-house tax personnel may face, including a discussion of potentially applicable reportable transaction rules and an explanation of how the rules in Circular 230 may apply to certain in-house employees. The panel also will address attorney-client and tax practitioner privileges, work product protection and Kovel arrangements.