2007 Broadband Tax Institute (BTI) Conference
Preliminary Agenda
The Broadband Tax Institute
Invites You to Attend the
2007 BTI Annual Tax Conference
Hyatt Gainey Ranch - Scottsdale Arizona
October 21 - 24, 2007
You will meet and learn from telecommunication industry tax professionals and tax consultants from the top CPA and legal firms in the United States. All of the conference sessions are presented live with panel discussions and participant interaction. You will be updated on topics relevant to you and have the opportunity to discuss developments, issues and solutions to areas of taxation affecting you and your company.
Learning Objectives:
· Understand Financial and Legislative developments affecting the industry
· Focus on trends and new developments in tax policy for:
§ Federal Income Taxation
§ State Income Taxation
§ Property Taxation
§ Transactional/ Regulatory Taxation
· Practical aspects of working with GAAP accountants under FIN 48
· Review new software developments in tax compliance and reporting
· Manage tax function integration in Merger and Acquisition Transactions
· Review the Due Diligence process in evaluating target company’s tax processes
· Roundtable discussion to address current audit issues in process
Earn up to 19.5 CPE Credits
Program Level: Intermediate
Delivery Method: Live, Panel-Led Discussion
Prerequisites: None
Advance Preparation: None
Who Should Attend?
Tax Vice President Tax Partners
Tax Director Senior Managers
Tax Manager Managers
Tax Senior Seniors
For Additional Information regarding the Conference topical agenda, Contact Andy Ottinger, 2007 BTI Programming Director at 720-888-8824 or
The Broadband Tax Institute is in the process of registering with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the national Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. It is anticipated that the 2007 annual conference will be approved for qualified CPE credits.
Sunday, October 21, 2007
8:30 - 11:00 AM Board of Director’s Breakfast & Meeting
11:45 AM BTI Annual Golf Outing (Hyatt Gainey Ranch)
6:30 PM Cocktail Reception (Palm Court)
Sunday Evening Dinner - On Your Own
Monday, October 22, 2007
7:00 - 8:00 AM Breakfast and Registration
8:00 - 8:15 AM Welcome
8:15 - 9:15 AM General Session - Wall Street Perspective - Today’s Debt Market and the Telecom Industry
9:15 - 9:30 AM Short Break
9:30 - 10:30 AM General Session - Communications Industry’s Onerous Tax Burden - Recent Studies and Reports
10:30 - 10:45 AM Short Break
10:45 - 12:00 PM General Session - Federal Legislative Initiatives Impacting State Taxation - ITNA Status; BAT; Cell Phone Tax Moratorium; 4R (and FET); VoIP Sourcing Act
12:00 - 1:15 PM Lunch
1:30 - 3:10 PM Breakout #1 - State Income Tax - Consolidated/Combined Unitary Reporting - States Moves to Mandatory Consolidated/Combined Reporting
Breakout #2 - Property Tax - Unitary Assessment - Current Methods and Trends
Breakout #3 - Transaction Tax/Regulatory Fee - The Triple Play - Transaction Tax Implications, Regulatory Fee Implications, Billing Systems Implications
3:00 - 3:30 PM Break
3:30 - 5:10 PM Breakout #1 - Administration - Working for the Accountants - FIN 48
Breakout #2 - State Income Tax - Lanco and MBNA Denied Cert. - Where are we on economic presence?
Breakout #3 - Property Tax - Obsolescence - Documenting Your Case
5:30 - 7:00 PM Tennis Tournament
Monday Evening Dinner - On Your Own
Tuesday, October 23, 2007
7:30 - 8:00 AM Breakfast
8:00 - 8:15 AM Broadband Tax Institute Annual Membership Meeting
8:15 - 9:30 AM General Session - Technology Developments - What’s New for the Industry?
9:30 - 10: 20AM General Session - Federal Income Tax Legislative Update
10:20 - 10:35 AM Break
10:35 - 11:50 PM General Session - Leveraging Technology in the New Age of Tax
11:45 - 1:30 PM Lunch
Speaker - Pro Football Hall of Fame Quarterback, Len Dawson
1:30 - 3:10 PM Breakout #1 - Transaction Taxes/Regulatory Fees - Comprehensive Billing System Review - Are We Doing It Right? How Do We Fix It?
Breakout #2 - State Income Tax - MTC Developments - “51-State Spreadsheet,” Apportionment of Telecom Income, Uniform Statistical Sampling Statues
Breakout #3 - Property Tax - Expanding Unitary Assessment - Jurisdictional Boundaries
3:10 - 3:30 PM Break
3:30 - 5:10 PM Breakout #1 - Transaction Tax/Regulatory Fees - Presentation of Taxes/Fees On The Bill (Prohibitions On Pass-Through - 1st Amendment, Truth-In-Billing)
Breakout #2 - Property Tax - Roundtable - Current Issues Across the Country
Breakout #3 - Federal Income Tax - § 409A - New Regulations & Planning Implications
6:30 PM Cocktail Reception/Dinner (La Puesta)
Wednesday, October 24, 2007
7:30 - 8:00 AM Breakfast
8:15 - 10:00 AM General Session - Industry Consolidation Via M&A - Tax Department Integration Products, Billing Systems, ERPs, Compliance, Transition, Synergies, Centralization/Decentralization
Wednesday, October 24, 2007 - Continued
9:45 - 10:00 AM Break
10:15 - 12:00 PM Breakout #1 - Federal Income Tax - Merger & Acquisitions Issues & Developments
Breakout #2 - State Income Tax - State Income Tax Audit Roundtable
Breakout #3 - Programming - Programming Issues & Developments
Breakout #4 - Transaction Tax/Regulatory Fees - Transaction Tax/Regulatory Fee Audit Roundtable
12:00 PM Conference Concludes
2