58th Annual Conference October 19-22, 2003 * Hyatt Regency Atlanta celebrate Atlanta and TEI's tradition of excellence.TEI's 2003 Annual Conference promises to be one of the best in the organization's six-decade history. Congress, the IRS An abbreviation for the Internal Revenue Service, a federal agency charged with the responsibility of administering and enforcing internal revenue laws. and Treasury Department, the Canadian Canadian (kənā`dēən), river, 906 mi (1,458 km) long, rising in NE New Mexico. and flowing E across N Texas and central Oklahoma into the Arkansas River in E Oklahoma. government, and the States--as well as the courts and the Securities and Exchange Commission--have given tax executives much to cope with and consider. From corporate governance Corporate Governance The relationship between all the stakeholders in a company. This includes the shareholders, directors, and management of a company, as defined by the corporate charter, bylaws, formal policy, and rule of law. , internal controls, audit workpapers, and tax shelters tax shelter: see tax exemption. , to interest calculations, managing claims, and new audit techniques; from bankruptcy bankruptcy, in law, settlement of the liabilities of a person or organization wholly or partially unable to meet financial obligations. The purposes are to distribute, through a court-appointed receiver, the bankrupt's assets equitably among creditors and, in most and insolvency insolvency Condition in which liabilities exceed assets so that creditors cannot be paid. It is a financial condition that often precedes bankruptcy. In the context of equity, insolvency is the inability to pay debts as they become due; insolvency under the balance-sheet to section 1031 exchanges; from privilege in a cross-border context to European European emanating from or pertaining to Europe. European bat lyssavirus see lyssavirus. European beech tree fagussylvaticus. European blastomycosis see cryptococcosis. tax developments, and emerging issues relating to relating to relate prep → concernant relating to relate prep → bezüglich +gen, mit Bezug auf +acc section 482 and mergers and acquisitions, registrants may have a difficult time choosing which concurrent sessions to attend. Full details of the technical sessions are set forth on the following pages. Special attention should be paid to the keynote keynote /key·note/ (ke´not) in homeopathy, the characteristic property of a drug that indicates its use in treating a similar symptom of disease. speakers--Assistant Treasury Secretary Pam Olson and IRS Commissioner Mark Everson (who will be making his first appearance before a TEI 1. (communications) TEI - Terminal Endpoint Identifier. 2. (text, project) TEI - Text Encoding Initiative. audience)--and to a corporate accountability session involving a Chief Financial Officer. Individuals registering before September 30 are entitled en·ti·tle tr.v. en·ti·tled, en·ti·tling, en·ti·tles 1. To give a name or title to. 2. To furnish with a right or claim to something: to an early-bird discount, and members who are attending their first conference can claim an additional $200 discount. We look forward to seeing you in Atlanta. Eligibility to Attend Registration is limited to members of TEI, their business guests who are employees of any member's organization, and other tax executives who meet TEI membership qualifications and are sponsored by a TEI member. (Individuals engaged in private law, accounting, or other consulting practice are ineligible in·el·i·gi·ble adj. 1. Disqualified by law, rule, or provision: ineligible to run for office; ineligible for health benefits. 2. to attend.) TEI has reduced the registration fee by $200 (U.S.) for members who are attending their first TEI conference (Annual or Midyear mid·year n. 1. The middle of the calendar or academic year. 2. a. An examination given in the middle of a school year. b. midyears A series of such examinations. ). Individuals who have applied for membership are eligible for the first-timer discount. TEI is also offering an "early-bird" discount to members and nonmembers who register by September 30th. Registration Fees (U.S. dollars) TEI Member by 9/30 $700 TEI Member after 9/30 $750 First-Timer (Members Only) by 9/30 $500 First-Timer (Members Only) after 9/30 $550 Nonmember by 9/30 $800 Nonmember after 9/30 $850 Spouse $300 Associate Member $350 Registration Procedure Check or credit card authorization The right or permission to use a system resource; the process of granting access. See access control. must accompany the registration form. Please send the completed registration form to TEI with your registration fee. Checks should be made payable to Tax Executives Institute, Inc. All payments must be in U.S. dollars. A registration form will not be processed unless accompanied by a payment, and no registrations will be accepted over the phone. Use of the U.S. Postal Service's Express Mail is acceptable; other overnight mail services (such as Federal Express) may not deliver to TEI's P.O. Box. Because of TEI's lock-box procedures, registrations should not be sent to TEI's street address. WEB: Go to www.tei.org. Click on "TEI Meetings." By mail: Send registration form with check or credit card information. Mailing address for registrations: TEI, P.O. Box 96129, Washington, DC, 20090-6129. By fax: 202.638.5607. Credit card registrants only. VISA, MasterCard, American Express American Express (NYSE: AXP), sometimes known as "AmEx" or "Amex", is a diversified global financial services company, headquartered in New York City. The company is best known for its credit card, charge card and traveler's cheque businesses. & Discover only. To ensure confidentiality, please fax between 9 a.m. and 4 p.m. ET. Fee covers the reception on Sunday Sunday: see Sabbath; week. , October 19; continental breakfast and luncheon on Monday, October 20; continental breakfast, luncheon, reception, banquet A banquet is a large public meal or feast, complete with main courses and desserts. It usually serves a purpose, such as a charitable gathering, a ceremony, or a celebration. Sometimes a banquet consists of only desserts, but it is advisable to include main courses as well. on Tuesday, October 21; continental breakfast and luncheon on Wednesday, October 22; refreshment breaks; and all conference materials. The fee for spouses covers the Sunday reception; Tuesday reception and banquet; Wednesday luncheon; and the activities listed in the spouse spouse A legal marriage partner as defined by state law program. No partial spouse registration is possible, but individual meal tickets may be purchased on-site for spouses not wishing to register for the spouse program. After your registration has been processed, you will receive a receipt via email. Cancellation Policy Refunds will be made for cancellations received in writing on or before October 13, and will be subject to an administrative service charge of $50 (U.S.). No refunds will be made for cancellations received after that date or for no-shows. Refund TO REFUND. To pay back by the party who has received it, to the party who has paid it, money which ought not to have been paid. 2. On a deficiency of assets, executors and administrators cum testamento annexo, are entitled to have refunded to them legacies of credit card registrations less the administrative charge will be made to the credit card account. In the event of cancellation of the conference, TEI's liability is limited to the return of the registration fee. Members unable to attend may purchase the conference materials for $300 (U.S.). Conference Participation You must register for the entire conference to attend any educational session or take part in any conference activity, including keynote addresses keynote address n. An opening address, as at a political convention, that outlines the issues to be considered. Also called keynote speech. Noun 1. . Admission to luncheons, receptions, and the banquet will be by ticket only. Conference name badges will be required for admission to all educational sessions. No partial or split registration will be permitted. Attire at the Conference Business or business casual attire may be worn during the day and on Sunday evening. On Tuesday evening, dress is business. Meal Tickets Registrants may purchase tickets for guests to luncheons, receptions, and the banquet at the TEI Registration Desk during the conference. Smoking Policy Smoking is not permitted at any conference event. Media & Messages Sessions involving government officials will be open to the media. Telephone calls, messages, and conference announcements will be posted on the message board at the TEI Registration Desk. Recording Machines & Cellular Phones The use of tape and other recording devices is not permitted in any meeting rooms, except by accredited accredited recognition by an appropriate authority that the performance of a particular institution has satisfied a prestated set of criteria. accredited herds cattle herds which have achieved a low level of reactors to, e.g. members of the media. To avoid disturbing others, please switch off cellular phones and pagers upon entering the meeting room. 58th Annual Conference October 19-22, 2003 * Atlanta, Georgia Preliminary Program SUNDAY, OCTOBER 19th 6:30 - 7:45 p.m. WELCOME RECEPTION MONDAY, OCTOBER 20th 8:00 - 9:00 a.m. CORPORATE TAX MANAGEMENT The Role of the Tax Department in the Age of Corporate Accountability-- A CFO's Perspective 9:00 - 10:15 a.m. JOINT IRS ADMINISTRATIVE AFFAIRS/ CORPORATE TAX MANAGEMENT Coping in the New Environment with Corporate Accountability Section 404 Certifications; Internal Control Plans; Extraterritorial Effect of Sarbanes- Oxley; State Issues 10:15 - 10:30 a.m. BREAK Concurrent 10:30 - 11:45 a.m. JOINT IRS ADMINISTRATIVE AFFAIRS/ CORPORATE TAX MANAGEMENT Tax Accrual Workpapers 2003: What Documentation Should a Corporate Tax Department Generate? STATE & LOCAL TAX State Tax Update Litigation & Legislation INTERNATIONAL TAX Current European Tax Issues European Court Cases; PE Issues in Italy and Other Countries; OECD Initiatives; Amnesty Programs Noon - 1:45 p.m. LUNCHEON PROGRAM Speaker: IRS Commissioner Mark W. Everson 2:00 - 5:30 p.m. INDUSTRY SESSIONS TUESDAY, OCTOBER 21st 8:00 - 8:45 a.m. KEYNOTE ADDRESS - Pamela F. Olson, Assistant Secretary (Tax Policy) 8:45 - 9:45 a.m. LEGISLATIVE UPDATE 9:45 - 10:00 a.m. BREAK Concurrent 10:00 - 11:00 a.m. IRS ADMINISTRATIVE AFFAIRS Hot Topics Recent IRS Initiatives; Team Manager Settlement Authority; Patent Donations JOINT FEDERAL TAX/ STATE & LOCAL TAX Ethics and Professional Responsibility for Corporate Tax Departments Reviewing Transactions; Dealing with Information Requests; Interpreting "To the Best of My Knowledge and Belief", Certification of Company Financial Statements ADVANCED TECHNOLOGY TBD 11:00 - 11:15 a.m. BREAK Concurrent 11:15 a.m. - 12:15 p.m. IRS ADMINISTRATIVE AFFAIRS Real LIFE Experiences FEDERAL TAX Benefits Update Use of Equity in an International Setting; Regulatory and Legislative Developments in Deferred Compensation JOINT CANADIAN INCOME TAX/ INTERNATIONAL TAX Maintaining Privileges Across Borders 12:30 - 2:00 p.m. LUNCH Concurrent 2:15 - 3:30 p.m. STATE & LOCAL TAX Commissioners' Panel (California, New York, Georgia, and Utah) FEDERAL TAX Bankruptcy, Insolvency, & Section 108 Issues: Acquisitions; Dealing with a Company in Bankruptcy INTERNATIONAL TAX Update 3:30 - 3:45 p.m. BREAK Concurrent 3:45 - 5:00 p.m. CANADIAN COMMODITY TAX Commodity Tax Issues in Cross-Border Transactions: Registration & E-Commerce Issues; Exports & Imports; Rules for Non-Residents; Voluntary Disclosures FEDERAL TAX Tax Planning Strategies: Identifying Risk-Free and Low Risk Transactions ADVANCED TECHNOLOGY TBD 6:30 p.m. - 10:30 p.m. RECEPTION AND BANQUET WEDNESDAY OCTOBER 22nd Concurrent 8:30 - 10:00 a.m. STATE & LOCAL TAX Tax Planning (or other technical topic) FEDERAL TAX Qualified Intermediaries & Section 1031 in the Current Environment INTERNATIONAL TAX Section 482 Issues 10:00 - 10:15 a.m. BREAK Concurrent 10:15 a.m. - Noon IRS ADMINISTRATIVE AFFAIRS Interest Calculations & Claims Management FEDERAL TAX Mergers, Acquisitions & Dispositions JOINT STATE & LOCAL TAX/ FEDERAL TAX/CANADIAN INCOME TAX Economic Substance & GAAR Noon - 1:00 p.m. MEMBERS AND SPOUSES LUNCHEON Highlights Include: Newly Appointed IRS Commissioner Mark W. Everson Assistant Treasury Secretary Pamela F. Olson Networking, Receptions, and Sponsor Exhibits Hotel Reservations TEI's 58th Annual Conference will be held at the Hyatt Regency Regency, in British history, the period of the last nine years (1811–20) of the reign of George III, when the king's insanity had rendered him unfit to rule and the government was vested in the prince of Wales (later George IV) as regent. Atlanta. The hotel offers a full array of services expected by the business traveler. A block of rooms is being held for conference registrants. Registrants are responsible for making their own hotel reservations. You may do so by telephoning the Hyatt Regency Atlanta at 404.577.1234 during normal business hours BUSINESS HOURS. The time of the day during which business is transacted. In respect to the time of presentment and demand of bills and notes, business hours generally range through the whole day down to the hours of rest in the evening, except when the paper is payable it a bank or by a and identifying yourself as a member of the Tax Executives Institute group. The room rates are $159 single or double and $185 club level. All rates are subject to prevailing taxes. The TEI block of rooms will be released for sale to the public on Monday, September 15, 2003. Requests for accommodations after that date, or sooner if the block sells out, cannot be ensured. Registrants are urged to make their reservations early. The The Hyatt Regency Atlanta's address is: 265 Peachtree Street Peachtree Street is the main north-south street of Atlanta, Georgia. The city grew up around this one street, and many of its historical and municipal buildings are or were located along it. , North East, Atlanta, Georgia 30303. |
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