PRELIMINARY AGENDA TEI Region VII Annual Conference Westin Resort, Hilton Head Island June 25 – June 29, 2014 Wednesday, June 25, 2014 7:30 – 10:00 Opening Reception – Family Fun Greetings Sponsored by BDO USA, LLP Thursday, June 26, 2014 11:00 – 1:00 Registration and Special Vendor Presentations 1:00 – 1:05 Welcome and Logistics– Mitch Trager and Walter Doggett, III (Region VII Vice-President) 1:05 - 2:00 Federal Legislative Update and the Washington Scene Kevin Levingston, PWC & Bob Adams, McGladrey 2:00 – 2:55 2:55 – 3:20 3:20 – 4:20 State Tax Planning Matt Polli, Deloitte Kelly Smith, PWC, & Mark Siegel , BDO Break and Check-in (Special Break sponsored by Experis) State Tax Controversy Updates (Open Discussion) Eric Tresh, Sutherland, Phil Tatarowicz and Chris Fields, Morrison & Foerster 4:20 – 5:10 Tax Function Best Practices Debbie Schleicher & Wontae Shin, GT, Emily VanVleet,Deloitte 5:10 – 5:40 Entity Rationalization Louis Cole and Michael Boykin, Grant Thorntion 5:40 – 5:50 5:40 – 6:40 7:30 – 10:00 Mini Break and Prize Drawing Transfer Pricing –Updates and Opportunities Mark Schuette, Duff & Phelps, Michiko Hamada Haney, BDO and Howard Wagner, Crowe *Welcoming Cocktail Reception and Dinner *Sponsored by Grant Thornton and Thomson Reuters *All Children and Teens registered to attend their own function. PRELIMINARY AGENDA TEI Region VII Annual Conference Westin Resort, Hilton Head Island June 25 – June 29, 2014 Friday, June 27, 2014 7:00 – 8:00 Breakfast Session-Credits & Incentives Low Hanging Fruit? Alice Nolen, Experis, Dean Uminski, Crowe and Hartley Powell, KPMG 8:00 – 9:00 Significant Developments and Transactions Impacting Partnerships Eric Sloan, Deloitte Tax LLP and David Evans, Dixon Hughes 9:00 – 9:10 MINI BREAK and PRIZE DRAWING 9:10 – 10:10 Corporate Transactions Eric Solomon, E & Y, and Mark Silverman, Steptoe and Johnson 10:10 - 10:35 Refreshment Break Sponsored by Deloitte Thomson Reuters Tax & Accounting Presentation (10:00 to 10:15) 10:35 –11:35 Key Developments with the IRS and Appeals Update Mike Dolan, KPMG, Robert Loray, UPS, & Patti Burquest, McGladrey 11:35 - 12:25 Tangible Property Regulations and Capitalization Glenn Carrington, & Brandon Carlton, E & Y and Joe O’Neill, Grant Thornton 12:25 – 1:15 Tax Accounting Update and Key Accounting Issues Tamara Williams, PWC and Ted Thomas, Grant Thorton 1:15 – 2:30 Special Lunch & Learn Moderated by Susan Bauer. Dan Megathlin and Gary Peric, Crowe Horwath (1/2 hour CPE) Only for Conference Attendees —No Spouses or children 1:00 – 1:50 Golf Tournament (Lunch for golfers at course) Beverage Cart and lunch Sponsored by Ernst & Young, Special Prizes and Contest sponsored by McGladrey 2:00 – 2:50 Sales Tax Gotchas Katherine Gauntt, Experis and TBA 6:00 – 7:00 *Cocktail Reception Hosted by CCH 7:00 – 9:30 *KPMG Dinner – *All Children and Teens registered to attend their own function PRELIMINARY AGENDA TEI Region VII Annual Conference Westin Resort, Hilton Head Island June 25 – June 29, 2014 Saturday, June 28, 2014 7:15 – 8:15 Continental Breakfast 7:25 Bonus Session –Developing State Tax Audit Management Strategies & Current Trends Myron Vansickel, Experis, Peter Giroux,-Dixon, Jim Eads, Ryan 8:15 – 9:05 Accounting Methods, Changes and Opportunities Joyce Mace, PWC and Ben Rohrer and James Atkinson, KPMG 9:05 – 9:10 Mini Break and Prize Drawing 9:10 – 10:00 International Tax Update – Leslie Alston, Marty Collins and Byron Lambert, PWC 10:00 - 10:50 KPMG Data and Tax TBA 10:50 – 11:05 Refreshment Break and Gift Drawings Bonus session (10:30 – 10:45)— CCH, a part of Wolters Kluwer 11:05 – 11:55 Payroll Taxes, Fringe Benefits and Compensation Deductions: Hot Audit Issues, Pending Legislation, IRS Guidance, and Best Practices Handy Hevener, Morgan, Lewis, & Bockius & TBA 11:55 – 12:20 Executive Compensation Update and Plan Update Andy Gibson, BDO 12:20 – 1:20 Tax Ethics and how a Tax Department needs to operate (ETHICS HR) Timothy McCormally, KPMG, Matt Lerner, Sidley and Austin and Greg Kidder, Steptoe and Johnson 6:30 – 7:30 Cocktail Reception sponsored by Experis 7:30 – 10:00 PWC’s - A Special Family Dinner A fun evening that will get you moving Sponsored by PWC (A Family Event) PRELIMINARY AGENDA TEI Region VII Annual Conference Westin Resort, Hilton Head Island June 25 – June 29, 2014 Sunday, June 29, 2014 8:00 - 10:30 Fly/Drive Away Breakfast (For TEI Members only) See Mitch on Saturday for Coupons to be used in Restaurant 10:00 -12:00 Audit Roundtable (Optional Discussion)—See Julie Bradlow by Sat if interested and for the room location—Special Prize Drawing and 2 hours CPE 12:00 Check-out of Hotel—See you next year! !!!!!PLEASE CHECK THE BOARD FOR THE LOCATIONS FOR ALL EVENTS!!!!!!!! MST\h\agenda2014 Region PRELIMINARY AGENDA TEI Region VII Annual Conference Westin Resort, Hilton Head Island June 25 – June 29, 2014 SPECIAL THANKS TO OUR MANY SPONSORS WHO’S SUPPORT ALLOWS US TO BRING TO YOU THE REGION VII CONFERENCE AT AN AFFORDABLE PRICE! ADP Tax Credit Services Alvarez and Marsal Ashland Group, LP BDO USA, LLP Bloomberg BNA CCH, a part of Wolters Kluwer CFO Services Cherry Bekaert, LLP CORPTAX Crowe Horwath LLP Deloitte Tax LLP Dixon, Hughes, & Goodman LLP DuCharme, McMillen & Associates, Inc. Duff & Phelps E&Y Equifax Workforce Solutions Experis First Advantage Grant Thornton Interest & Penalty Recovery Group KPMG Longview Solutions McGladrey Monaeo, Inc. Moore & VanAllen PWC Ryan, LLC Southeast Tax Connection Stonehenge Capital Company, LLC Steele Consulting, LLC Sutherland Tax Search/Tax Talent Temmes Management Services PRELIMINARY AGENDA TEI Region VII Annual Conference Westin Resort, Hilton Head Island June 25 – June 29, 2014 Thomson Reuters WTP Advisors