CO-CHAIRS:
Brian Mustard, KPMG LLP (Canada)
Patrick Marley, Osler, Hoskin & Harcourt LLP (Canada)
Peter Glicklich, Davies Ward Phillips and Vineberg LLP, (USA)
Steven Hannes, McDermott, Will & Emery (USA)
| Draft Agenda – Thursday, May 22, 2014 | ||
| 7:00 | Breakfast sponsored by Borden Ladner Gervais LLP | |
| 8:00 | Registration / Refreshments | |
| 8:30 | Opening Remarks | |
| Brian Mustard KPMG LLP (CA) | ||
| Steven Hannes, McDermott, Will & Emery (USA) | ||
| 8:45 | IFA 2014 Congress Reports | |
| Subject 1: Cross-border Outsourcing Issues, Strategies & Solutions | ||
| Presenters: | Daniel Weber, PricewaterhouseCoopers LLP (Canada) | |
| Brian Arthur, Baker & McKenzie LLP (USA) | ||
| Subject 2: Qualification of Taxable Entities and Treaty Protection | ||
| Presenters: | David Bunn, Deloitte LLP (Canada) | |
| Anthony Infanti, University of Pittsburgh School of Law (USA) | ||
| 9:15 | Canada-U.S. Tax Treaty | |
| Presentation will describe recent experience and Canadian and U.S. tax issues that arise with respect to LOB clause, anti-hybrid clauses and services PE provision. | ||
| Moderator: | Ron Durand, Stikeman Elliott LLP (Canada) | |
| Presenters: | Michael Kandev, Davies Ward Phillips and Vineberg (Canada) | |
| Peter Blessing, KPMG LLP (USA) | ||
| Peter vanDijk, TD Canada (Canada) | ||
| 10:15 | Refreshment Break sponsored by Thomson Reuters | |
| 10:45 | International Coordination (BEPS/Exchange of Information/FATCA) | |
| Presentation will provide an update on the BEPS action plan with a specific focus on typical Canada-U.S. structures and how they might be affected. | ||
| Moderator: | Patrick Marley, Osler, Hoskin & Harcourt LLP (Canada) | |
| Presenters: | Arlene Fitzpatrick, US Department of the Treasury (USA) | |
| Douglas Poms, US Department of the Treasury (USA) | ||
| Vance Sider, Thomson Reuters (USA) | ||
| Brian Ernewein, Department of Finance (Canada) | ||
| 12:00 | Luncheon and Address | |
| Honourable Michael H. Wilson, Chairman, Barclays Capital Canada Inc., Toronto; former U.S. Ambassador; former Minister of Finance, Canada | ||
| 2:00 | Transfer Pricing | |
| This panel will consider whether, if the US or Canadian government were to endorse some of the transfer pricing approaches recently proposed in OECD documents related to BEPS, such as those with respect to intangibles pricing, then the USA or Canada should, or would have to, make statutory or income tax treaty changes in order to implement these approaches or whether, instead, they could give legal effect to them administratively under existing statutes and treaties. The panel will also consider the legal and practical implications for transfer pricing of recent Canadian and USA developments, including the McKesson decision of the Tax Court of Canada and the 2014 IRS’ Transfer Pricing Audit Roadmap. | ||
| Moderator: | Steven Hannes, McDermott, Will & Emery (USA) | |
| Presenters: | Tom Akin, McCarthy Tétrault (Canada) | |
| Richard Tremblay, Osler, Hoskin & Harcourt LLP (Canada) | ||
| Patrick Brown, General Electric (USA) | ||
| 3:00 | U.S. and Canadian Legislative Developments | |
| Presentation will cover recent U.S. and Canadian legislative developments affecting cross-border investment. | ||
| Moderator: | Shawn Porter, Deloitte (Canada) | |
| Presenters: | Angelo Nikolakakis, Couzin Taylor LLP (affiliated with EY)(CA) | |
| Michael DiFronzo, PricewaterhouseCoopers (USA) | ||
| 4:00 | Refreshment Break |
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| 4:30 | Government Roundtables | |
| Moderators: | Claire Kennedy, Bennett Jones (Canada) | |
| Brian Gleicher, White & Case (USA) | ||
| Panelists: | Lori Carruthers, Canada Revenue Agency (CA) | |
| Sue Murray, Competent Authority Services Division, CRA (CA) | ||
| Patricia Fouts, Advance Pricing and Mutual Agreement Program, IRS (USA) | ||
| Stephen Musher, US Competent Authority, IRS (USA) | ||
| 5:30 | Close | |
| 6:00 | Cocktail reception – Four Seasons Hotel | |
| 7:30 | Dînner – Four Seasons Hotel | |
| Dinner sponsored by Bennett Jones Davies Ward Phillips & Vineberg Osler, Hoskin & Harcourt LLP |
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| 9:00 | YIN After Party supported by Aird & Berlis | |
| Friday May 23, 2014 | ||
| 7:00 | Breakfast sponsored by Blake Cassels & Graydon LLP | |
| 7:00 | Industry Breakfast sponsored by Duff & Phelps |
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| 7:30 | Registration/Breakfast | |
| 8:15 | Annual General Meeting – IFA Canada | |
| 8:30 | E-Commerce | |
| The panel will discuss the practical tax consequences for companies that engage in cross-border commerce (sales, services and licensing) through the internet, focusing in part on recent OECD developments and the BEPS initiative. | ||
| Moderator: | Andy Solomon, Sullivan & Cromwell (USA) | |
| Presenters: | Stuart Chessman, Vivendi (USA) | |
| Scott Wilkie, Blake, Cassels & Graydon LLP (Canada) |
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| Nick Pantaleo, Rogers Communication Inc. (Canada) |
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| 9:30 | Recent Cases | |
| Presentation will cover recent U.S. and Canadian cases dealing with international tax matters. | ||
| Moderator: | Jack Bernstein, Aird & Berlis (Canada) | |
| Presenters: | Brett Anderson, Felesky Flynn LLP (Canada) | |
| Barbara Worndl, Aird & Berlis (Canada) | ||
| Michael Hirschfeld, Dechert (USA) | ||
| Joan Arnold, Pepper Hamilton (USA) | ||
| 10:30 | Refreshment Break | |
| 11:00 | Cross Border Mergers and Acquisitions | |
| Presentation will cover recent U.S. and Canadian issues that arise in cross border acquisitions. | ||
| Moderator: | Peter Glicklich, Davies Ward Phillips and Vineberg (USA) | |
| Presenters: | Deborah Paul, Wachtell, Lipton, Rosen and Katz ((USA) | |
| Steve Suarez, Borden Ladner Gervais LLP (Canada) | ||
| 12:00 | Close |
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| Patrick Marley, Osler, Hoskin & Harcourt LLP (CA) |
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| Peter Glicklich, Davies Ward Phillips & Vineberg LLP (USA) |
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| 12:00 | Buffet Lunch/Close | |
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