RSM

Detroit TEI Meeting /
Date: December 5, 2017
Facilitator/moderator: / Larry Keyler
Speakers: / Larry Keyler, Patti Burquest, Nick Gruidl, Tom Chrzanowski, Craig Ridenour, Mike Carabott, Stefan Gottschalk, Christian Wood

Agenda Items

Topic

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Facilitator

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Time

1.  Welcome and introductions / Larry Keyler, Office Managing Partner, Detroit / 8:00-8:15
2.  Legislative update: this section will discuss:
a.  U.S. tax reform and relevant tax proposals
b.  Tax Reform 2018 and beyond / Patti Burquest
Partner, Washington National Tax / 8:15-9:30
3.  Controversy hot topics: This session will address:
a.  An update on the appeals procedures, penalties, and large exam process
b.  Discuss the IRS process changes around LB&I Examination Process features, LB&I campaigns,examinationand case processing, appeals impacts of the new Appeals Judicial Approach and Culture process, and new appeals procedures / Patti Burquest
Partner, Washington National Tax / 9:30-10:30
Break / 10:30-10:45
4.  Breakout session 1a: Economic nexus: This breakout session will discuss:
a.  Where we are now?
b.  Where we are going?
c.  What should you be doing? Planning for the future / Tom Chrzanowski
Senior Manager
Craig Ridenour
Partner, State and Local Tax Partner in Charge / 10:45-11:45
5.  Breakout Session 1b: Robotics in the corporate tax department: This breakout session will:
a.  Explore the future of robotics and impact on the corporate tax department / Mike Carabott
Senior Manager, Tax Process and Technology Washington National Tax / 10:45-11:45
Lunch / 11:45-12:45
6.  Accounting methods update: This session will focus on:
a.  Implications of Rev Rec and ASC 606
b.  Tax reform and accounting method developments
c.  Bonuses and other compensation accruals / Christian Wood
Partner, Washington National Tax / 12:45-2:00
7.  M&A tax update: This session will cover:
a.  Recent guidance from Treasury/IRS andcourt decisions
b.  Transaction trends in M&A
c.  Overview of planning considerations / Nick Gruidl
Partner, Washington National Tax / 2:00-3:00
Break / 3:00-3:15
8.  State tax reform: This session will cover: hissession will:
a.  Review theevolving status ofstate taxreform in light of the state-level budget crisis, Current environment
b.  Reform considerations
c.  Potential outcomes and tax department value drivers / Craig Ridenour
Partner, State and Local Tax Partner in Charge / 3:15-3:45
9.  Breakout session 2a: State sales and use tax developments: This breakout session will:
a.  Provide an update on key developments and how to plan for changes
b.  Discussion regarding Quill and other relevant court decisions and the impact on sales and use tax considerations / Tom Chrzanowski
Senior Manager, State and Local Tax / 3:45-4:30
10.  Breakout Session 2b: M&A tax issues surrounding debt: This breakout session will cover:
a.  Issuances, debt modification implications and tax treatment
b.  Debt extinguishment issues
c.  Overview of planning considerations / Nick Gruidl
Partner, Washington National Tax
Stefan Gottschalk
Senior Director, Washington National Tax / 3:45-4:30