RSM Detroit TEI Meeting Date: December 5, 2017 Facilitator/moderator: Larry Keyler Larry Keyler, Patti Burquest, Nick Gruidl, Tom Chrzanowski, Craig Ridenour, Mike Speakers: Carabott, Christian Wood Stefan Gottschalk, Agenda Topic Facilitator Time Larry Keyler, Office Welcome and introductions 8:00-8:15 Managing Partner, Detroit Legislative update: this section will discuss: Patti Burquest U.S. tax reform and relevant tax proposals 8:15-9:30 Partner, Washington Tax Reform 2018 and beyond National Tax Controversy hot topics: This session will address: An update on the appeals procedures, penalties, and exam process Burquest Discuss the IRS process changes around LB&I Examination Process 9:30-10:30 Partner, Washington features, LB&I campaigns, examination and case processing, appeals National Tax impacts of the new Appeals Judicial Approach and Culture process, and new appeals procedures Break 10:30-10:45 Tom Chrzanowski This breakout session will discuss: Breakout session 1a: Economic nexus: Senior Manager Where we are now? 10:45-11:45 Craig Ridenour we are going? What should you be doing? Planning for the future Partner, State and Local Tax Partner in Charge Breakout Session 1b: Robotics in the corporate tax department: This Mike Carabott breakout session will: Senior Manager, Tax 10:45-11:45 Explore the future of robotics and impact on the corporate tax Process and Technology department Washington National Tax Lunch 11:45-12:45 Accounting methods update: This session will focus on: Christian Wood Implications of Rev Rec and ASC 606 12:45-2:00 Tax reform and accounting method developments Partner, Washington Bonuses and other compensation accruals National Tax Nick Gruidl This session will M&A tax update: Recent guidance from Treasury/IRS and decisions 2:00-3:00 Partner, Washington Transaction trends in M&A National Tax
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 Topic Facilitator Time Welcome and introductions Larry Keyler, Office Managing Partner, Detroit 8:00-8:15 Legislative update: this section will discuss: U.S. tax reform and relevant tax proposals Tax Reform 2018 and beyond Patti Burquest Partner, Washington National Tax 8:15-9:30 Controversy hot topics: This session will address: An update on the appeals procedures, penalties, and exam process Discuss the IRS process changes around LB&I Examination Process features, LB&I campaigns, examination and case processing, appeals impacts of the new Appeals Judicial Approach and Culture process, and new appeals procedures Burquest Partner, Washington National Tax 9:30-10:30 Break 10:30-10:45 Breakout session 1a: Economic nexus: This breakout session will discuss: Where we are now? we are going? 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 Breakout Session 1b: Robotics in the corporate tax department: This breakout session will: 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 Accounting methods update: This session will focus on: Implications of Rev Rec and ASC 606 Tax reform and accounting method developments Bonuses and other compensation accruals Christian Wood Partner, Washington National Tax 12:45-2:00 M&A tax update: This session will Recent guidance from Treasury/IRS and decisions Transaction trends in M&A Nick Gruidl Partner, Washington National Tax 2:00-3:00
December%202017%20TEIDetroitAgenda%20Final%20Update.docx