Agenda

2023 Tax Policy Summit

Thursday, March 9

Rust Briefing Center

8:30 a.m.–9:00 a.m.   Registration and Breakfast

 

9:00 a.m.–9:10 a.m.   Welcome and Opening Remarks

  • Donald Lancaster, Vice President - Tax and Chief Tax Counsel, United Parcel Service, Inc.
    • Chairman, Taxation Committee, U.S. Chamber of Commerce
  • Watson M. McLeish, Senior Vice President, Tax Policy, U.S. Chamber of Commerce

 

9:10 a.m.–10:25 a.m.   Navigating the New Era of Divided Government – Do Unconventional Times Call for an Unconventional Approach?

  • E. Ray Beeman (Moderator), Principal and Leader, Washington Council Ernst & Young
    • Former Tax Counsel and Special Advisor for Tax Reform, Committee on Ways and Means, United States House of Representatives
  • Sage Eastman, Partner, Mehlman Consulting
    • Former Senior Advisor, Deputy Staff Director, and Director of Strategy, Committee on Ways and Means, United States House of Representatives
  • Justin Sok, Managing Director, Tax, Securities Industry and Financial Markets Association
    • Former Legislative Director and Lead Policy Advisor, Office of Congressman Jason Smith (R-Mo.), United States House of Representatives
  • Anna E. Taylor, Deputy Managing Principal, Tax Policy Group at Deloitte Tax LLP
    • Former Director of Economic Policy and Tax and Trade Counsel, Office of the Senate Democratic Leader, United States Senate

 

10:40 a.m.–11:55 a.m.   OECD/G20 Inclusive Framework on BEPS Pillars One and Two – What U.S. Corporate Tax Policy Executives Need to Know and Do in 2023

  • Donald Lancaster, Vice President - Tax and Chief Tax Counsel, United Parcel Service, Inc.
    • Chairman, Taxation Committee, U.S. Chamber of Commerce
  • Lafayette G. (“Chip”) Harter III, Senior Policy Advisor, Washington National Tax Services, PricewaterhouseCoopers LLP
    • Former Deputy Assistant Secretary (International Tax Affairs), U.S. Department of the Treasury
  • Anne R. Gordon, Vice President, International Tax Policy, National Foreign Trade Council
    • Former Tax Counsel, Office of Senator Rob Portman (R.-Ohio), United States Senate
  • Jason Yen, Principal, National Tax Department - International Tax and Transaction Services, Ernst & Young LLP
    • Former Associate International Tax Counsel, U.S. Department of the Treasury

 

12:00 p.m.–1:30 p.m.  Legislative Luncheon - A Fireside Chat with Senator Crapo

  • The Honorable Michael D. Crapo, Ranking Member, Committee on Finance, United States Senate
  • Neil L. Bradley, Executive Vice President, Chief Policy Officer, and Head of Strategic Advocacy, U.S. Chamber of Commerce

 

1:30 p.m.–2:45 p.m.   Challenging the Validity of Treasury Regulations and Other IRS Guidance - Latest Developments and Potential Implications for the 2022 Foreign Tax Credit Regulations

  • Andrew C. Strelka (Moderator), Counsel, Latham & Watkins LLP
    • Former Senior Tax Counsel, The White House
  • The Honorable Michael J. Desmond, Partner and Co-Chair of Global Tax Controversy and Litigation Group, Gibson, Dunn & Crutcher LLP
    • Former Chief Counsel, Internal Revenue Service
  • Gary B. Wilcox, Partner and Co-leader of Tax Controversy & Litigation, Mayer Brown LLP
    • Former Deputy Chief Counsel, Internal Revenue Service
  • Robert J. Kovacev, Member, Tax Controversy & Litigation, Miller & Chevalier Chartered
  • Tyler S. Badgley, Counsel, U.S. Chamber of Commerce Litigation Center

 

3:00 p.m.–4:00 p.m.   IRA Implementation Update – Part 1: Corporate Tax Provisions

  • The Honorable Eric Solomon, Senior Counsel, Steptoe & Johnson LLP
    • Former Assistant Secretary (Tax Policy), U.S. Department of the Treasury
  • Mark E. Warren,  Shareholder, Brownstein Hyatt Farber Schreck, LLP
    • Former Chief Tax Counsel, Committee on Finance, United States Senate
  • Monisha Santamaria, Principal, Washington National Tax - Passthroughs, KPMG LLP
    • Former Legislation Counsel, Staff of the Joint Committee of Taxation, United States Congress

 

4:15 p.m.–5:15 p.m.   IRA Implementation Update – Part 2: Energy Security Provisions

  • Ryan Abraham, Principal, Washington Council Ernst & Young
    • Former Tax Counsel, Committee on Finance, United States Senate
  • Sam Kamyans, Partner, Project Finance Group, Allen & Overy LLP
    • Former Attorney-Advisor, Office of Associate Chief Counsel (Passthroughs & Special Industries), Internal Revenue Service
  • Jessica M. ("Jessie") Robbins, Vice President, Structured Finance and Tax Equity, Generate Capital

5:30 p.m.–7:00 p.m.   Cocktail & Networking Reception