2020 Outlook on Tax

Preparing for a Changing Tax Landscape


February 20, 2020
8:30 AM – 11:00 AM

Bloomberg Government Office
1101 K Street NW, 5th Floor
Washington, D.C. 20005

Speakers

At the start of the year 2020, many tax practitioners are closely following the second phase of the OECD’s Base Erosion and Profit Shifting project (or BEPS 2.0), which could fundamentally change how companies will be taxed globally. Meanwhile, domestically, the IRS and Treasury are still churning out guidance, including regulations implementing international tax provisions of the Tax Cuts and Jobs Act of 2017 (TCJA).

A shifting international tax landscape brings uncertainty, but it also provides a unique opportunity for stakeholders to play an active role as change agents. For example, many companies are involved in the public consultation processes, which is critical to developing multilateral solutions to an international problem and effective domestic regulations.

Get prepared for what’s coming by registering now for the Bloomberg Tax & Accounting ‘2020 Outlook on Tax’ event. Attendees will participate in a robust and informative discussion with renowned tax leaders on anticipated international tax developments.

Who Should Attend: Senior corporate tax executives, tax attorneys and advisors, finance and tax media

Professional Learning Credits: Up to 1.4 CPE and CLE credits

Learning Objectives:

  • Catching up on recently issued and anticipated guidance implementing TCJA provisions
  • Understanding the current status and next steps of the OECD BEPS 2.0 project
  • Discuss possible outcomes of the Pillar I and Pillar II proposal discussions
  • Analyze what the potential results would mean for your business and the global tax system as a whole

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Agenda (Subject to change.)

8:30 AM     Registration and Breakfast

9:00 AM     Welcome Note by Lisa Fitzpatrick, President, Bloomberg Tax

9:05 AM     Keynote Interview with Peter Blessing, Associate Chief Counsel, International, Office of Chief Counsel, IRS

Interviewed by: Allyson Versprille, Senior Reporter, Bloomberg Tax & Accounting

9:25 AM     Keynote Interview with Chip Harter, Deputy Assistant Secretary (International Tax Affairs), U.S. Department of the Treasury

Interviewed by: Isabel Gottlieb, Reporter, Bloomberg Tax & Accounting

9:45 AM     Panel Discussion: Outlook on Global Tax Developments

This panel of subject matter experts will present diverse positions on the OECD BEPS 2.0 project. We will discuss possible outcomes with respect to the BEPS Pillar 1 and Pillar 2 proposals, and examine potential implications for multinational businesses and the entire global tax system. This discussion will be highly beneficial for corporate executives and international tax practitioners who will need to understand how these global developments could affect their businesses and clients in the near future.

Speakers:

      • Katherine Amos, Vice President, Global Transfer Pricing and Tax Controversy, Johnson & Johnson
      • Barbara Angus, Global Tax Policy Leader, EY
      • Andrea Grainger, Head Transfer Pricing, Swiss Re Management
      • Vicki Perry, Deputy Director, Fiscal Affairs Department, International Monetary Fund
      • Jamey Shachoy, Senior Managing Director – Global Tax, Accenture

      Moderated by: Julie Joy, Senior Fellow, Bloomberg Tax & Accounting

10:55 AM    Closing Remarks

11:00 AM    Conclusion

Speakers

Katherine Amos headshot

Katherine Amos, Vice President of Global Transfer Pricing and Tax Disputes, Johnson & Johnson

Katherine Amos is the Vice President of Global Transfer Pricing and Tax Disputes at Johnson & Johnson.  Katherine focuses on transfer pricing, dispute resolution, and tax policy matters at the world’s largest and most broadly-based healthcare company.  Prior to joining Johnson & Johnson, Katherine was the global head of transfer pricing at Eaton Corporation and prior to Eaton Corporation, the global head of transfer pricing at Tyco International.  Earlier in her career, Katherine was a managing director with PricewaterhouseCoopers LLP in its New York and New Jersey offices, focused on transfer pricing for life science companies.  She began her career in 1992 when she joined Ernst & Young’s New York transfer pricing practice.

Barbara Angus headshot

Barbara M. Angus, Global Tax Policy Leader, Ernst & Young

Barbara M. Angus is EY’s Global Tax Policy Leader, engaging with clients and governments on tax policy development and implementation across the globe. Barbara served as Chief Tax Counsel for the Committee on Ways and Means of the United States House of Representatives from 2016 through 2018, where she played a key role in the development and enactment of the US tax reform legislation.

In earlier public-sector positions, she was the international tax lead at the U.S. Department of the Treasury from 2001 to 2005, serving as the government’s principal legal advisor on all aspects of international tax policy and representing the United States in the Organization for Economic Co-operation and Development as a Vice Chair of the Committee on Fiscal Affairs, and was the business tax counsel for the congressional Joint Committee on Taxation from 1995 to 1998. She also has more than 20 years of private-sector experience in international tax and tax policy matters.

Barbara received a Distinguished Service Award from the Tax Foundation in 2018 and was included in the list of ten Outstanding Women in Tax published by Tax Analysts in 2016. She has been an adjunct professor in tax L.L.M. programs in D.C. and Chicago, and she was a founding member of an all-lawyer comedy troupe in Chicago. She has an A.B. from Dartmouth College, a J.D. from Harvard Law School, and an M.B.A. from the University of Chicago Graduate School of Business.

Peter Blessing pic

Peter H. Blessing, Associate Chief Counsel (International), Internal Revenue Service                  

Mr. Blessing is the Associate Chief Counsel (International) in the office of Chief Counsel, Internal Revenue Service.  He oversees an office of approximately 95 attorneys and other professionals responsible for legal advice, guidance, and support to the IRS, Treasury, and the public on international tax issues in all procedural postures.

Prior to joining the IRS Chief Counsel’s office, Mr. Blessing practiced as a member of the International Tax unit and the Complex Transactions unit within the Washington National Tax practice at KPMG LLP.  He was a partner for over 25 years with Shearman & Sterling LLP, where his practice focused on international tax matters and financial institutions.

Mr. Blessing has served as the President of the USA Branch of the International Fiscal Association (2016-18) and member of IFA’s Permanent Scientific Committee (2010-16), Chair of the New York State Bar Association Tax Section (2010), Chair of the International Bar Association Taxes Committee (2010-11), Vice Chair Government Relations of the ABA Tax Section (2014-16), and President of the International Tax Institute, and has taught as an adjunct law professor at Columbia Law School (2008-11) as well as classes at NYU School of Law.

Mr. Blessing received his B.A. from Princeton University.  He received his J.D. from Columbia Law School and his LL.M (Taxation) from New York University School of Law.

Lisa Fitzpatrick headshot

Lisa Fitzpatrick, President, Bloomberg Tax & Accounting

Lisa Fitzpatrick is President of Bloomberg Tax & Accounting. In this position, she is responsible for driving the growth of the company’s tax, accounting, and payroll products, including the Bloomberg Tax platform. Fitzpatrick joined the company in 2008 as Director of Marketing for the Tax & Accounting division, where she led product management and marketing efforts for a number of successful new product launches in state and international tax areas. In 2011, Fitzpatrick was appointed Bloomberg BNA’s first Chief Marketing Officer, where she centralized and improved the effectiveness of Bloomberg BNA’s marketing efforts and led overall branding strategy and product positioning. She most recently served as Vice President & General Manager of Bloomberg Tax.

Prior to BNA, Fitzpatrick held roles as Vice President of Marketing at MarketResearch.com and Marketing Director at Thompson Publishing Group, where she launched several new regulatory compliance products in the financial and healthcare areas. Previously, Fitzpatrick founded and launched German Life magazine, a special interest magazine featuring German culture, history, travel, and German influences in North America. She began her career in circulation and advertising sales roles for special interest magazines.

Fitzpatrick has a B.A. in Mathematics from the University of Maryland, Baltimore County and received an MBA in finance and marketing from the Robert H. Smith School of Business at the University of Maryland.

Isabel Gottlieb headshot

Isabel Gottlieb, Reporter, Bloomberg Tax & Accounting

Isabel Gottlieb is a reporter at Bloomberg Tax & Accounting, covering international tax issues. She has been covering digital taxes over the last two years—as the question of taxing digital companies went from an idea at the EU to being enacted into law in France and several other countries—and following developments in the OECD’s efforts to find a global digital tax solution. Her reporting also covers international corporate tax developments around the world, from the U.S. to the Netherlands to Australia.

Isabel is a graduate of Brown University and the Graduate School of Journalism at the University of California, Berkeley.

Andrea Grainger headshot

Andrea Grainger, Global Head of Transfer Pricing, Swiss Re

Andrea Grainger is the Global Head of Transfer Pricing at Swiss Re, the world’s largest reinsurer.  Based in Zürich, Switzerland, she leads the Swiss Re response on BEPS 2.0, including active participation in the Insurance Company Working Group.

Since 2002, she has specialized in insurance tax and transfer pricing.  Before joining Swiss Re in 2017, she held roles in EY, KPMG, and two European insurance groups in London and Edinburgh. She is a Chartered Tax Adviser in the UK, and holds a law degree from Duke University. Andrea started her career as US Navy Lawyer before moving to the UK and requalifying in tax.

Chip Harter headshot

L.G. “Chip” Harter, Deputy Assistant Secretary (International Tax Affairs), US Department of the Treasury

Chip Harter is the Deputy Assistant Secretary for International Tax Affairs in the Office of Tax Policy at the US Department of the Treasury.  In this capacity, he is responsible, on behalf of the Assistant Secretary, for the conduct of legal and economic aspects of tax policy relative to the representation of the United States in bilateral and multilateral relations with other countries, as well as advising the legal and economic staffs within the Office of Tax Policy, other offices of the Treasury Department and other government agencies as to policy analysis and interpretation for domestic legislation and administrative guidance in all matters involving cross border taxation. Mr. Harter serves as the U.S. delegate to the Committee on Fiscal Affairs (CFA) in the Organization for Economic Cooperation and Development (the OECD).

Prior to joining Treasury in 2017, Mr. Harter served 18 years as a principal in the Washington National Tax Practice of PricewaterhouseCoopers LLP.  During the 18 years prior to his joining PwC, Mr. Harter was first an associate and then a partner with the law firm of Baker & McKenzie, practicing first in its Chicago and then in its Washington D.C. office.

He is a member of the American Bar Association Tax Section, the District of Columbia Bar Association Tax Section, and the International Fiscal Association. Mr. Harter has published numerous articles on international tax topics and has regularly spoken on panels on international tax issues at leading tax conferences.  He graduated from Harvard College in 1977 and the University of Chicago Law School in 1980, where he was comments and articles editor on the managing board of The University of Chicago Law Review.  After graduating, he clerked for the Honorable Thomas McMillen of the United States District Court for the Northern District of Illinois.

Julie Joy, Senior Fellow, Bloomberg Tax

Julie is a former director in the transfer pricing practice of Deloitte Tax LLP, most recently managing the Carolinas transfer pricing practice.  She has extensive experience assisting clients with international and multistate projects involving transfer pricing planning, documentation, and audit defense.  Julie has 25 years of public accounting experience, of which 18 were devoted exclusively to transfer pricing.

Julie received her BBA Accounting from the University of Wisconsin-Eau Claire and her MST Taxation from American University.

Victoria Perry headshot

Victoria Perry, Deputy Director, Fiscal Affairs Department, International Monetary Fund

Victoria Perry is a Deputy Director in the Fiscal Affairs Department of the International Monetary Fund (IMF). Since joining the IMF in 1993, she has provided technical advice in tax policy and revenue administration to numerous countries in all regions. From 2002 to 2008 she served as Division Chief for Revenue Administration; from 2008 until June, 2016, she was Division Chief of Tax Policy. She is a coauthor of the book “The Modern VAT,” published by the IMF in 2001. Prior to joining the IMF, Ms. Perry was the Deputy Director of the Harvard University International Tax Program, teaching comparative income taxation and value added taxation and providing technical assistance in revenue policy through the Harvard Institute for International Development. Ms. Perry previously practiced tax law with the Boston law firm of WilmerHale. She is Past President of the National Tax Association, and is also a past president of the American Tax Policy Institute, past Chair of the Value Added Tax Committee of the American Bar Association Section of Taxation, and serves on the Board of the International Institute of Public Finance. She received her J.D. from the Harvard Law School, and her B.A. from Yale University in economics and philosophy.

James Shachoy headshot

Jamey Shachoy, Senior Managing Director – Global Tax, Accenture

Jamey Shachoy has been Accenture’s Chief Tax Officer since 2001; in addition he has held various finance leadership roles with the company. Accenture provides services in strategy, consulting, digital, technology and operations, to clients in over 120 countries across more than 40 industries.  Before Accenture, Jamey worked in the international tax group for a global accounting firm advising clients in the technology industry.

Jamey is active in professional and tax policy organizations and has taught as a visiting professor in international tax.

Allyson Versprille headshot

Allyson Versprille, Senior Reporter, Bloomberg Tax

Allyson Versprille is a senior reporter for Bloomberg Tax covering the Internal Revenue Service and the Treasury Department. Her articles deal with everything from significant regulatory developments to administrative news. She has also worked as a reporter on Capitol Hill writing about major tax legislation, including the 2017 tax overhaul. She has appeared on Bloomberg Radio and Bloomberg Surveillance, and her work has appeared in Wealth Management Magazine and Accounting Today.

A University of Virginia graduate, she interned at Bloomberg LP in New York and worked at National Defense magazine in Arlington, Va., before joining Bloomberg Tax.

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