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International Tax Conference 2023 WEBCAST

Thursday, May 11
8:00am - 4:30pm PDT

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Your Desk

8.0 Credits

Member Price $359.00

Non-Member Price $459.00

Overview

Are you a sharp and cunning international tax CPA looking to stay ahead of the pack? Then join us at the WSCPA International Tax Conference, where you'll be surrounded by the best and brightest in the field. This event is the perfect opportunity to sharpen your skills, expand your knowledge, and connect with your peers. Think of it as a fox's den of tax expertise, where you'll have the chance to learn from top industry experts and pick up valuable tips and strategies to enhance your practice, and earn 8 CPE credits.

Foxes are known for their ability to adapt and thrive in changing environments, and that's exactly what this conference is about. As international tax laws and regulations evolve, it's essential for you to stay up-to-date and prepared for the changes ahead. At the WSCPA International Tax Conference, you'll have the opportunity to learn from industry leaders and experts who will help you navigate the ever-changing tax landscape.

So why not take a leap and join us at the WSCPA International Tax Conference? With a wealth of knowledge and opportunities to connect, you're sure to come away with new ideas and insights that will help you adapt to any tax environment. Register today and let's uncover the best foxy tax tips! International Tax Conference graphic

Highlights

The International Tax Conference will highlight the new laws, rules and trends affecting your international tax practice, including:

  • Mitigating Penalties: Common Mistakes and Penalty-related Situations
  • Form 5471: Who Needs to File?
  • What’s New in Foreign Tax Credits
  • GILTI/962 Elections
  • IRS Filing Update
  • SALT for International Businesses

Prerequisites

None.

Designed For

CPAs, tax advisors, attorneys, financial officers, and other tax professionals working in international tax practice.

Objectives

Recognized experts in this field will share practical information that CPAs, tax advisors, attorneys, financial officers, and other tax professionals need to know to advise clients in today’s global economy.

Preparation

None.

Thursday, May 11

General Session

7:40am - 8:00am PDT Login and Welcome Screen

General Session

8:00am - 8:05am PDT Welcome and Announcements

General Session

8:05am - 8:55am PDT Common Mistakes and Penalty Related Situations

Darek Jarski

Darek Jarski

Mr. Jarski represents clients in a wide range of tax controversy matters before the Internal Revenue Service. Mr. Jarski also assists clients with international tax and information return compliance matters. His cases include, but are not limited to, complex IRS audits, challenging Trust Fund Recovery Penalty assessments, and offshore and domestic voluntary disclosures, non-filers, IRS collection cases, penalty abatements, employment tax matters, refund claims, ESRP/Sec. 4980H matters, criminal tax matters, domestic and international information return matters. Mr. Jarski joined a boutique tax controversy law firm in 2003 after having completed the Masters of Law in Taxation program at New York University. While at NYU, he focused on business taxation, with an emphasis on corporate reorganizations and partnership taxation. Prior to attending NYU, he graduated magna cum laude from Gonzaga University School of Law in Spokane, Washington. While at Gonzaga, he interned with United States Attorney’s Office for the Eastern District of Washington. Mr. Jarski speaks Polish and studied German and Russian. In his free time, he enjoys snow skiing, cycling, and spending time with his wife and two children.

General Session

8:55am - 9:00am PDT Break

General Session

9:00am - 9:50am PDT GILTI and the 962 Election

Mehrdad Ghassemieh

Mehrdad Ghassemieh

Mehrdad Ghassemieh is a partner at Harlowe & Falk LLP. Mehrdad’s practice includes assisting clients of all sizes on domestic and international matters. This includes consulting with international business owners regarding the tax implications related to establishing new business entities, succession planning, and mergers and acquisitions. His clients include both U.S. based companies that have expanded abroad and foreign companies with U.S. ties. While helping clients in the setup of international structures, Mehrdad routinely helps clients find solutions to Subpart F and taxation on CFCs, taxation of PFICs, foreign tax credit planning, cross border withholding tax and attaining tax treaty benefits. Mehrdad also consults with U.S. based exporting companies to determine whether they qualify for IC-DISC tax incentive benefits, and assists in both implementation and maintenance of IC-DISC structures. Mehrdad is an adjunct professor at the University of Washington School of Law, where he teaches a class in advanced international taxation planning in the law school’s masters in tax program. He is also an adjunct professor at Golden Gate University, in the Masters in Tax Program. Mehrdad’s practice includes assisting companies of all sizes, in all business and tax matters. This includes advising closely held businesses to establish new business entities, advising on regulatory and tax matters, succession planning, and tax efficient planning for purchases or sales of existing businesses. Mehrdad also provides tax consulting services to clients with international operations. His clients include both U.S.–based companies that have expanded abroad and foreign companies with U.S. ties. He also consults with U.S.–based exporting companies to determine whether they qualify for IC–DISC tax incentive benefits, and assists in both implementation and maintenance of IC–DISC structures. Mehrdad is an adjunct professor at the University of Washington School of Law, where he teaches a class in international taxation planning in the law school’s masters in tax program. He is also an adjunct professor at Golden Gate University, in the Masters in Tax Program.

General Session

9:50am - 10:00am PDT Break

General Session

10:00am - 10:50am PDT Schedules K-2 and K-3

Clifford Danskine

Clifford Danskine

Clifford Danskine is an accountant at Spott, Lucey & Wall, Inc. CPAs, specializing in accounting and compliance services provided to various businesses including multi-state professional service corporations, closely held corporations, foreign corporations, limited liability companies, and partnerships.

General Session

10:50am - 11:00am PDT Break

General Session

11:00am - 11:50am PDT Foreign Gift and Trust Reporting

RaDel Lloyd International Technical Specialist, Internal Revenue Service

RaDel Lloyd

RaDel Lloyd, Technical Specialist, Foreign Entities Practice Network, Internal Revenue Service

RaDel Lloyd is a CPA and CGMA, with over twenty-four years of professional accounting and tax experience. She has a bachelor’s and master’s degree from the University of Utah and started her tax career with Deloitte & Touché. RaDel joined the IRS in 2009 in their Large Business and International Division. She has held positions as a Revenue Agent, Senior Team Coordinator and Subject Matter Expert. RaDel has been a Foreign Entities Technical Specialist in Withholding, Exchange and International Individual Compliance for nearly ten years. As a Technical Specialist she facilitates and coordinates the identification, development, and resolution of international issues related to individuals and their foreign entities including foreign trusts, corporations, partnerships and disregarded entities.

General Session

11:50am - 12:40pm PDT Lunch Break

General Session

12:40pm - 1:30pm PDT Form 5471 - Who Needs to File?

Moses Man President & Owner, M Squared Tax PLLC

Moses Man

Moses Man, CPA, is the CEO of M Squared Tax PLLC, a CPA firm specializing in international taxation. His practice focuses on US international tax planning and compliance for individuals and small businesses. He also assists CPA firms across the US with international tax issues, including international tax consultation and compliance review. Moses is a frequent speaker on international tax topics. Prior to M Squared Tax, Moses spent 11 years at national and regional accounting firms serving multinational companies, including startups, venture capital funds, and Fortune 500 companies. Moses earned his B.A. from Seattle University and his Master’s in Taxation from the University of Washington.

General Session

1:30pm - 1:40pm PDT Break

General Session

1:40pm - 2:30pm PDT What’s New in Foreign Tax Credits?

Gregory Roer

Gregory Roer

Gregory Roer began his Golden Gate University teaching career in 1993 and became Director of the Seattle campus in 2005. Being a part of GGU is so rewarding for Greg, knowing that he is helping to provide others with the education and relationships that GGU has provided to him. Currently, along with his wife Dorothy (also a GGU Adjunct Professor), they have a Seattle boutique tax practice catering to high net worth individuals, closely held entities, and family trusts. Because of the personal relationship with their clients, their practice includes extensive tax, estate, retirement and other financial planning. The firm was established in 1984. He is a member of the Washington State Society of Certified Public Accountants and the AICPA. Greg holds a B.A. in Accounting from the University of Washington, and an M.S. in Taxation from Golden Gate University.

General Session

2:30pm - 2:40pm PDT Break

General Session

2:40pm - 3:30pm PDT Transfer Pricing Tax Savings Strategies

Tyler Dixon

Tyler Dixon

Tyler Dixon is a Senior Manager at Spott, Lucey & Wall, Inc. CPAs, a San Francisco-based accounting firm providing a full range of taxation, attestation, and management advisory services. The firm has 40 years of experience assisting domestic and international business and individual clients manage their demanding cross border transactions. They work with most of their clients on international business and tax affairs. Since 2013, Tyler’s work has focused on accounting and tax compliance services for individuals and businesses with international complexities. Tyler has also developed specific expertise in expatriation implications under IRC Section 877A, pre-immigration tax planning, and foreign investment in U.S. real estate. Tyler is a certified public accountant and holds a Bachelor of Science degree in Accounting from Cal Poly, San Luis Obispo and a Master of Science in Taxation from Golden Gate University. Tyler is an active member of the California Society of Certified Public Accountants, Treasurer of the Australian American Chamber of Commerce (San Francisco), and regularly attends various international business events around the Bay Area.

Alex Martin Principal, KBKG

Alex Martin

Alex Martin is Principal and Transfer Pricing Practice leader at KBKG. He has 25 years of full-time transfer pricing experience working in Washington, D.C.; Melbourne, Australia; and Detroit, Michigan over the course of his career. The KBKG transfer pricing group partners with CPAs and law firms across the US and globally. Alex’s transfer pricing team was named one of the world’s leading transfer pricing consultancies by International Tax Review for 2021-2023.

General Session

3:30pm - 3:40pm PDT Break

General Session

3:40pm - 4:30pm PDT SALT for International Businesses

Eric Anderson Managing Director, Andersen Tax LLC

Eric Anderson

Eric Anderson provides state and local tax services as part of the US National Tax practice. He has expertise in strategic tax planning, controversy representation, and tax risk management for clients across the firm. Eric also focuses on income tax planning and compliance, sales and use tax transaction planning, mergers and acquisitions, local tax matters, and administrative tax controversies.

Eric also has extensive experience with unitary tax planning, business and non-business issues, and entity structuring to manage multistate tax liabilities.

Eric serves as an Andersen firm-wide resource for credit and incentive consulting, including negotiated incentives related to company expansions and training activities, as well as statutory tax credits. He has helped clients obtain refunds for a variety of statutory credits aggregating millions of dollars.

Eric has practiced in the state and local tax area since 1994. Before joining Andersen, he worked with international professional services firms consulting in a variety of state and local tax areas. He also held a tax planning position with a Global 100 technology consulting corporation, where his team led a global reorganization to place the company in a tax efficient structure leading up to an initial public offering.

Eric serves as an adjunct professor with the University of San Francisco School of Law. He previously taught state and local taxation in other law programs. He is also a frequent speaker at national and regional conferences.

Jin Choi Managing Director, Andersen Tax LLC

Jin Choi

Jin Choi is a Managing Director in the State and Local Tax practice. She has over 16 years of multi-faceted tax experience providing state and local tax consulting services to U.S. and international businesses. Jin assists companies in identifying tax savings and implements tax planning strategies to minimize indirect tax burden such as sales, use, and including gross receipts taxes.

Jin provides tax consulting services to clients in the areas of refund requests, letter rulings, appeals, tax planning and restructuring, and nexus analysis. Jin specializes in effectively managing companies’ state and local tax obligations through extensive experience in:

Refund analysis of sales/use tax and Washington B&O tax Nexus reviews involving multi-entity and multi-jurisdiction presence studies analyzing physical presence, economic, andattribution/agency, click-through, and marketplace nexus/obligationconcepts Multistate sales taxability and sourcing methodology review Managing voluntary disclosure agreements from initial contact with thestate department of revenue or multistate tax commission through filingof returns Assisting clients in state and local tax controversies. Prior to joining Andersen in 2015, Jin worked for public accounting firms gaining experience in the technology, professional service, retail, aerospace, and manufacturing industries.

Before beginning her public accounting career, Jin served four years in the U.S. Navy.

General Session

4:30pm - 4:35pm PDT Adjourn

Leader(s):

Leader Bios

Alex Martin

Alex Martin is Principal and Transfer Pricing Practice leader at KBKG. He has 25 years of full-time transfer pricing experience working in Washington, D.C.; Melbourne, Australia; and Detroit, Michigan over the course of his career. The KBKG transfer pricing group partners with CPAs and law firms across the US and globally. Alex’s transfer pricing team was named one of the world’s leading transfer pricing consultancies by International Tax Review for 2021-2023.

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Clifford Danskine

Clifford Danskine is an accountant at Spott, Lucey & Wall, Inc. CPAs, specializing in accounting and compliance services provided to various businesses including multi-state professional service corporations, closely held corporations, foreign corporations, limited liability companies, and partnerships.

Return to Top

Darek Jarski

Mr. Jarski represents clients in a wide range of tax controversy matters before the Internal Revenue Service. Mr. Jarski also assists clients with international tax and information return compliance matters. His cases include, but are not limited to, complex IRS audits, challenging Trust Fund Recovery Penalty assessments, and offshore and domestic voluntary disclosures, non-filers, IRS collection cases, penalty abatements, employment tax matters, refund claims, ESRP/Sec. 4980H matters, criminal tax matters, domestic and international information return matters. Mr. Jarski joined a boutique tax controversy law firm in 2003 after having completed the Masters of Law in Taxation program at New York University. While at NYU, he focused on business taxation, with an emphasis on corporate reorganizations and partnership taxation. Prior to attending NYU, he graduated magna cum laude from Gonzaga University School of Law in Spokane, Washington. While at Gonzaga, he interned with United States Attorney’s Office for the Eastern District of Washington. Mr. Jarski speaks Polish and studied German and Russian. In his free time, he enjoys snow skiing, cycling, and spending time with his wife and two children.

Return to Top

Eric Anderson

Eric Anderson provides state and local tax services as part of the US National Tax practice. He has expertise in strategic tax planning, controversy representation, and tax risk management for clients across the firm. Eric also focuses on income tax planning and compliance, sales and use tax transaction planning, mergers and acquisitions, local tax matters, and administrative tax controversies.

Eric also has extensive experience with unitary tax planning, business and non-business issues, and entity structuring to manage multistate tax liabilities.

Eric serves as an Andersen firm-wide resource for credit and incentive consulting, including negotiated incentives related to company expansions and training activities, as well as statutory tax credits. He has helped clients obtain refunds for a variety of statutory credits aggregating millions of dollars.

Eric has practiced in the state and local tax area since 1994. Before joining Andersen, he worked with international professional services firms consulting in a variety of state and local tax areas. He also held a tax planning position with a Global 100 technology consulting corporation, where his team led a global reorganization to place the company in a tax efficient structure leading up to an initial public offering.

Eric serves as an adjunct professor with the University of San Francisco School of Law. He previously taught state and local taxation in other law programs. He is also a frequent speaker at national and regional conferences.

Return to Top

Gregory Roer

Gregory Roer began his Golden Gate University teaching career in 1993 and became Director of the Seattle campus in 2005. Being a part of GGU is so rewarding for Greg, knowing that he is helping to provide others with the education and relationships that GGU has provided to him. Currently, along with his wife Dorothy (also a GGU Adjunct Professor), they have a Seattle boutique tax practice catering to high net worth individuals, closely held entities, and family trusts. Because of the personal relationship with their clients, their practice includes extensive tax, estate, retirement and other financial planning. The firm was established in 1984. He is a member of the Washington State Society of Certified Public Accountants and the AICPA. Greg holds a B.A. in Accounting from the University of Washington, and an M.S. in Taxation from Golden Gate University.

Return to Top

Jin Choi

Jin Choi is a Managing Director in the State and Local Tax practice. She has over 16 years of multi-faceted tax experience providing state and local tax consulting services to U.S. and international businesses. Jin assists companies in identifying tax savings and implements tax planning strategies to minimize indirect tax burden such as sales, use, and including gross receipts taxes.

Jin provides tax consulting services to clients in the areas of refund requests, letter rulings, appeals, tax planning and restructuring, and nexus analysis. Jin specializes in effectively managing companies’ state and local tax obligations through extensive experience in:

Refund analysis of sales/use tax and Washington B&O tax Nexus reviews involving multi-entity and multi-jurisdiction presence studies analyzing physical presence, economic, andattribution/agency, click-through, and marketplace nexus/obligationconcepts Multistate sales taxability and sourcing methodology review Managing voluntary disclosure agreements from initial contact with thestate department of revenue or multistate tax commission through filingof returns Assisting clients in state and local tax controversies. Prior to joining Andersen in 2015, Jin worked for public accounting firms gaining experience in the technology, professional service, retail, aerospace, and manufacturing industries.

Before beginning her public accounting career, Jin served four years in the U.S. Navy.

Return to Top

Mehrdad Ghassemieh

Mehrdad Ghassemieh is a partner at Harlowe & Falk LLP. Mehrdad’s practice includes assisting clients of all sizes on domestic and international matters. This includes consulting with international business owners regarding the tax implications related to establishing new business entities, succession planning, and mergers and acquisitions. His clients include both U.S. based companies that have expanded abroad and foreign companies with U.S. ties. While helping clients in the setup of international structures, Mehrdad routinely helps clients find solutions to Subpart F and taxation on CFCs, taxation of PFICs, foreign tax credit planning, cross border withholding tax and attaining tax treaty benefits. Mehrdad also consults with U.S. based exporting companies to determine whether they qualify for IC-DISC tax incentive benefits, and assists in both implementation and maintenance of IC-DISC structures. Mehrdad is an adjunct professor at the University of Washington School of Law, where he teaches a class in advanced international taxation planning in the law school’s masters in tax program. He is also an adjunct professor at Golden Gate University, in the Masters in Tax Program. Mehrdad’s practice includes assisting companies of all sizes, in all business and tax matters. This includes advising closely held businesses to establish new business entities, advising on regulatory and tax matters, succession planning, and tax efficient planning for purchases or sales of existing businesses. Mehrdad also provides tax consulting services to clients with international operations. His clients include both U.S.–based companies that have expanded abroad and foreign companies with U.S. ties. He also consults with U.S.–based exporting companies to determine whether they qualify for IC–DISC tax incentive benefits, and assists in both implementation and maintenance of IC–DISC structures. Mehrdad is an adjunct professor at the University of Washington School of Law, where he teaches a class in international taxation planning in the law school’s masters in tax program. He is also an adjunct professor at Golden Gate University, in the Masters in Tax Program.

Return to Top

Moses Man

Moses Man, CPA, is the CEO of M Squared Tax PLLC, a CPA firm specializing in international taxation. His practice focuses on US international tax planning and compliance for individuals and small businesses. He also assists CPA firms across the US with international tax issues, including international tax consultation and compliance review. Moses is a frequent speaker on international tax topics. Prior to M Squared Tax, Moses spent 11 years at national and regional accounting firms serving multinational companies, including startups, venture capital funds, and Fortune 500 companies. Moses earned his B.A. from Seattle University and his Master’s in Taxation from the University of Washington.

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RaDel Lloyd

RaDel Lloyd, Technical Specialist, Foreign Entities Practice Network, Internal Revenue Service

RaDel Lloyd is a CPA and CGMA, with over twenty-four years of professional accounting and tax experience. She has a bachelor’s and master’s degree from the University of Utah and started her tax career with Deloitte & Touché. RaDel joined the IRS in 2009 in their Large Business and International Division. She has held positions as a Revenue Agent, Senior Team Coordinator and Subject Matter Expert. RaDel has been a Foreign Entities Technical Specialist in Withholding, Exchange and International Individual Compliance for nearly ten years. As a Technical Specialist she facilitates and coordinates the identification, development, and resolution of international issues related to individuals and their foreign entities including foreign trusts, corporations, partnerships and disregarded entities.

Return to Top

Tyler Dixon

Tyler Dixon is a Senior Manager at Spott, Lucey & Wall, Inc. CPAs, a San Francisco-based accounting firm providing a full range of taxation, attestation, and management advisory services. The firm has 40 years of experience assisting domestic and international business and individual clients manage their demanding cross border transactions. They work with most of their clients on international business and tax affairs. Since 2013, Tyler’s work has focused on accounting and tax compliance services for individuals and businesses with international complexities. Tyler has also developed specific expertise in expatriation implications under IRC Section 877A, pre-immigration tax planning, and foreign investment in U.S. real estate. Tyler is a certified public accountant and holds a Bachelor of Science degree in Accounting from Cal Poly, San Luis Obispo and a Master of Science in Taxation from Golden Gate University. Tyler is an active member of the California Society of Certified Public Accountants, Treasurer of the Australian American Chamber of Commerce (San Francisco), and regularly attends various international business events around the Bay Area.

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Non-Member Price $459.00

Member Price $359.00