®

• Hear Representatives from the IRS and Treasuryweigh in on topics including:

– The New Section 385 regulations– The New Section 7874 regulations– Taxable transaction alternatives– Managing stock basis and earnings and profits– Current issues in M&A– Passthrough corporations and PTPs

• Explore interesting transactions of the past year

New This Year:Attend our special networking cocktail reception!

Satisfy Your CLE, CPE, CPD and IRS CE Requirements!

New York City, The Roosevelt Hotel New York, October 18-20, 2016Chicago, Hotel Monaco Chicago, November 2-4, 2016Los Angeles, InterContinental Los Angeles Century City, December 7-9, 2016

Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings,Reorganizations & Restructurings 2016

Register Today at www.pli.edu/RKS6 or Call (800) 260-4PLI

Just Added: Live Webcast, October 18-20, 2016

This three-day program will focus on the tax issues presented by the entire spectrum of modern majorcorporate transactions, from relatively simple single-buyer acquisitions of a division or subsidiary to multi-party joint ventures, cross-border mergers, and complex acquisitions of public companies withdomestic and foreign operations, including spin-offs and other dispositions of unwanted operations.Evolving techniques for structuring, financing, and refinancing corporate turnovers and other activities willbe emphasized, with particular attention being paid to consolidated return issues, to financially troubledbusinesses, to the role of new financial products and the effects of the evolving economic substance andbusiness purpose doctrine, and to selected current issues in mergers and acquisitions, including theeffects of the recently issued Section 385 and Section 7874 regulations.

Tax Strategies for Corporate Acquisitions, Dispositions,Spin-Offs, Joint Ventures, Financings,Reorganizations & Restructurings 2016

1. Learn practical strategies and solutions, not just a recitation of Code Sections and Regulations

2. Keep up with the cutting edge by learning about the hottest topics in corporate tax, including the recently issued Section 385 and Section 7874 regulations

3. Gain insights from an outstanding faculty of more than sixty experts drawn from Treasury, the IRS, private practice, corporations and academia

4. Attend new session:

– The Government Speaks on the Recently Issued Section 385 Regulations

5. Participate in a discussion of audience-selected transactions during our Corporate Transactions session

6. Hear about the most “Interesting Transactions of the Past Year”

7. (a) Receive the opportunity to purchase the over 25,000-page print version of The CorporateTax Practice Series: Strategies for Acquisitions, Dispositions, Spin-Offs, JointVentures, Financings, Reorganizations & Restructurings, at 50% off the current retail price(b) Receive a complimentary flash drive of PLI’s number one bestseller, The Corporate TaxPractice Series: Strategies for Acquisitions, Dispositions, Spin-Offs, Joint Ventures,Financings, Reorganizations & Restructurings

Compelling Reasons to Attend PLI’s Tax Strategies7

1

Register Today at www.pli.edu/RKS6 or Call (800) 260-4PLI

Most of our programs are available as live Webcasts. Reserve your seat to watch PLI’s acclaimed faculty as they discuss the hottest legal trends,developments, case law and regulations. . . . View all supporting material.. . . And earn CLE and CPE credit.

Register today at www.pli.edu/RKS6 or Call (800) 260-4PLI.

Register for our live Webcast – attend from your location!

Scott K. Dinwiddie (Invited)Associate Chief Counsel

(Income Tax and Accounting)Internal Revenue ServiceWashington, D.C.(New York City)

Helen M. Hubbard (Invited)Associate Chief Counsel

(Financial Institutions & Products)Internal Revenue ServiceWashington, D.C.

Marjorie A. Rollinson (Invited)Associate Chief Counsel (International)Internal Revenue Service Washington, D.C.(Chicago)

Robert H. Wellen (Invited)Associate Chief Counsel (Corporate)Internal Revenue ServiceWashington, D.C.(New York City)

Curtis G. Wilson Associate Chief Counsel

(Passthroughs & Special Industries)Internal Revenue Service Washington, D.C.(Chicago & Los Angeles)

John P. Moriarty (Invited)Deputy Associate Chief Counsel

(Income Tax and Accounting)Internal Revenue ServiceWashington, D.C.(Chicago)

Daniel M. McCall (Invited)Deputy Associate Chief Counsel

(International-Technical)Internal Revenue ServiceWashington, D.C.(New York City)

John J. Merrick (Invited)Senior Level Counsel to the Associate

Chief Counsel (International)Internal Revenue ServiceWashington, D.C.(Los Angeles)

Russell G. Jones (Invited)Senior Counsel, Branch 1Office of the Associate Chief Counsel

(Corporate)Internal Revenue ServiceWashington, D.C.(Chicago)

Krishna P. Vallabhaneni (Invited)Deputy Tax Legislative CounselU.S. Department of the TreasuryWashington, D.C.(Los Angeles)

Robert J. Neis (Invited)Benefits Tax CounselU.S. Department of the TreasuryWashington, D.C.

Brett York (Invited) Attorney-Advisor (Tax Legislation)Office of Tax Legislative CounselU.S. Department of the Treasury Washington, D.C.(New York City & Chicago)

Kevin C. NicholsAttorney-Advisor (Tax Policy)Office of the International Tax CounselU.S. Department of the TreasuryWashington, D.C.(New York City & Chicago)

Co-Chairs:

Government Speakers:Department of the Treasury

Internal Revenue Service

Marie C. Milnes-Vasquez (Invited)Special Counsel to the Associate

Chief Counsel (Corporate)Internal Revenue ServiceWashington, D.C.

Clifford M. WarrenSpecial Counsel to the Associate

Chief Counsel (Passthroughs & Special Industries)

Internal Revenue ServiceWashington, D.C.

Mark Weiss (Invited)Branch Chief, Office of Associate

Chief Counsel (Corporate, Branch 2)Internal Revenue ServiceWashington, D.C.

Stephanie D. Floyd (Invited)Assistant Branch Chief

(Corporate, Branch 3)Internal Revenue ServiceWashington, D.C.(Los Angeles)

Richard M. Heinecke (Invited)Assistant Branch Chief

(Corporate, Branch 5)Internal Revenue Service Washington, D.C.(Los Angeles)

Gerald B. Fleming (Invited)Senior Technician Reviewer

(Corporate, Branch 2)Internal Revenue ServiceWashington, D.C.(Chicago & Los Angeles)

Kevin M. Jacobs (Invited)Senior Technician Reviewer

(Corporate, Branch 4)Internal Revenue ServiceWashington, D.C.

Douglas C. Bates (Invited)Branch Chief (Corporate, Branch 4)Internal Revenue ServiceWashington, D.C.(New York City & Chicago)

Benjamin M. Willis (Invited)Senior Technician ReviewerOffice of the Associate Chief Counsel

(Corporate)Internal Revenue ServiceWashington, D.C.(New York City)

Linda E. CarlisleMiller & Chevalier CharteredWashington, D.C.

Eric SolomonEYWashington, D.C.

2

FACULTY

Suresh T. AdvaniSidley Austin LLPChicago(New York City & Chicago)

William D. AlexanderSkadden, Arps, Slate,

Meagher & Flom LLPWashington, D.C.(New York City & Los Angeles)

Joan C. ArnoldPepper Hamilton LLPPhiladelphia(Chicago)

Lawrence M. AxelrodIvins, Phillips & Barker

CharteredWashington, D.C.(Chicago)

James R. BarryMayer Brown LLPWashington, D.C.(Chicago)

John A. BiekNeal, Gerber &

Eisenberg LLPChicago(Chicago)

Kimberly S. BlanchardWeil, Gotshal & Manges LLPNew York City(New York City)

Peter H. BlessingKPMG LLPNew York City(New York City)

Devon M. BodohKPMG LLPWashington, D.C. &

Miami, Florida(New York City)

Jody J. BrewsterSkadden, Arps, Slate,

Meagher & Flom LLPWashington, D.C.(Chicago)

Peter C. CanellosWachtell, Lipton, Rosen

& KatzNew York City(New York City)

Ryan K. CarneyVinson & Elkins LLPHouston(Chicago)

Glenn R. CarringtonEYWashington, D.C.

William G. CavanaghChadbourne & Parke LLPNew York City(New York City & Chicago)

Audrey NacamuliCharlingSenior Tax CounselGeneral Electric CompanyNorwalk, Connecticut(New York City)

Bryan P. CollinsDeloitte Tax LLPWashington, D.C.(Chicago)

Erik H. CorwinKPMG LLPWashington, D.C.(Los Angeles)

Marc A. CountrymanEYSan Francisco

Robert J. CrnkovichEYWashington, D.C.(Chicago)

Jasper L. Cummings, Jr.Alston & Bird LLPDurham, North Carolina(New York City & Chicago)

Nicholas J. DeNovioLatham & Watkins LLPWashington, D.C.(Los Angeles)

Michael A. DiFronzoPwCWashington, D.C.(Los Angeles)

Julie A. DivolaPillsbury Winthrop Shaw

Pittman LLPSan Francisco(Los Angeles)

William S. DixonManaging Director, Mergers

& AcquisitionsCitigroup Global

Markets Inc.New York City(New York City)

Diana S. DoyleLatham & Watkins LLPChicago(Chicago)

Andrew J. DubroffEYWashington, D.C.(New York City)

Andrew M. EisenbergJones Day Washington, D.C.(Los Angeles)

Peter L. FaberMcDermott Will

& Emery LLPNew York City

Kathleen L. FerrellDavis Polk & Wardwell LLPNew York City(New York City)

Louis S. FreemanRetired PartnerSkadden, Arps, Slate,

Meagher & Flom LLPChicago

James P. FullerFenwick & West LLPMountain View, California(New York City & Los Angeles)

Craig J. GibianDeloitte Tax LLPWashington, D.C.(New York City)

Stuart J. GoldringWeil, Gotshal & Manges LLPNew York City(New York City)

Todd D. GolubEYChicago(Chicago)

Stephen L. GordonCravath, Swaine

& Moore LLPNew York City(Los Angeles)

George A. HaniMiller & Chevalier CharteredWashington, D.C.(Los Angeles)

Hal HicksSkadden, Arps, Slate,

Meagher & Flom LLPWashington, D.C.(New York City)

Mark R. HoffenbergKPMG LLPWashington, D.C.(Chicago)

Jasper HowardLinklaters LLPWashington, D.C.(New York City)

Mark P. HoweCadwalader, Wickersham &

Taft LLPWashington, D.C.(Los Angeles)

Thomas A. HumphreysMorrison & Foerster LLPNew York City(Los Angeles)

Milton B. HymanIrell & Manella LLPLos Angeles(Los Angeles)

Lee A. KelleyCovington & Burling LLPWashington, D.C.(Los Angeles)

Kevin M. KeyesKPMG LLPWashington, D.C.(New York City)

Gregory N. KidderSteptoe & Johnson LLPWashington, D.C.(Chicago)

Shane J. KiggenEYWashington, D.C.(Chicago)

Rachel D. KleinbergDavis Polk & Wardwell LLPMenlo Park, California(Los Angeles)

Joseph M. KronsnobleLatham & Watkins LLPChicago(Chicago)

Don A. LeathermanProfessorUniversity of Tennessee

College of LawKnoxville, Tennessee(Los Angeles)

Jack S. LevinKirkland & Ellis LLPChicago(Chicago)

Philip J. LevineMcDermott Will

& Emery LLPWashington, D.C.(New York City)

Scott M. LevineJones DayWashington, D.C.(New York City)

Richard M. LiptonBaker & McKenzie LLPChicago(Chicago)

James M. LynchWinston & Strawn LLPChicago(Chicago & Los Angeles)

C. Ellen MacNeilAndersenTaxWashington, D.C.(New York City)

Eileen MarshallWilson Sonsini Goodrich

& Rosati, P.C.Washington, D.C.(Chicago)

Todd F. MaynesKirkland & Ellis LLPChicago(Los Angeles)

Faculty (continued)

3

Outside Counsel

William L. McRaeCleary Gottlieb Steen

& Hamilton LLPNew York City(Chicago)

Robert “Buff” H. MillerCooley LLPPalo Alto(Los Angeles)

Charles J. MollWinston & Strawn LLPSan Francisco(Los Angeles)

Erika W. NijenhuisCleary Gottlieb Steen

& Hamilton LLPNew York City(New York City & Los Angeles)

Richard M. NugentCadwalader, Wickersham

& Taft LLPNew York City(New York City & Chicago)

Regina OlshanSkadden, Arps, Slate,

Meagher & Flom LLPNew York City(Los Angeles)

Paul W. OosterhuisSkadden, Arps, Slate,

Meagher & Flom LLPWashington, D.C.(Chicago)

Jeffrey H. ParavanoBaker & Hostetler LLPWashington, D.C.(New York City)

Joseph M. PariKPMG LLPWashington, D.C.(Chicago)

Deborah L. PaulWachtell, Lipton, Rosen

& KatzNew York City(New York City)

Patricia W. PellervoPwCSan Francisco(Los Angeles)

Victor L. PenicoDeloitte Tax LLPSan Francisco(Los Angeles)

Anthony G. ProvenzanoMiller & Chevalier CharteredWashington, D.C.(New York City & Chicago)

Kenneth A. RaskinKing & Spalding LLPNew York City(New York City)

Brian W. ReedEYWashington, D.C.

Richard L. ReinholdWillkie Farr & Gallagher LLPNew York City(New York City)

Candace A. RidgwayJones DayWashington, D.C.(Chicago)

Donald E. RocapKirkland & Ellis LLPChicago(New York City)

Stephen D. RoseMunger, Tolles & Olson LLPLos Angeles(Chicago & Los Angeles)

Stuart L. RosowProskauerNew York City(New York City)

Blake D. RubinEYWashington, D.C.(New York City)

Michael L. SchlerCravath, Swaine

& Moore LLPNew York City(New York City & Los Angeles)

David H. SchnabelDavis Polk & Wardwell LLPNew York City

Mark A. SchneiderDeloitte Tax LLPWashington, D.C.(New York City)

Jodi J. SchwartzWachtell, Lipton, Rosen

& KatzNew York City(Los Angeles)

David J. ShipleyMcCarter & English, LLPNewark, New Jersey(New York City)

Dean S. ShulmanKirkland & Ellis LLPNew York City

Mark J. SilvermanSteptoe & Johnson LLPWashington, D.C.(New York City & Los Angeles)

Bryan C. SkarlatosKostelanetz & Fink LLPNew York City(New York City)

Eric B. SloanGibson, Dunn

& Crutcher LLPNew York City

Karen Gilbreath SowellEYWashington, D.C.

Laurence J. SteinLatham & Watkins LLPLos Angeles(Los Angeles)

Lewis R. SteinbergHead of Structured

SolutionsManaging Director

Americas M&A, Global Corporate and

Investment BankingBank of America

Merrill LynchNew York City

Matthew A. StevensEYWashington, D.C.(Los Angeles)

Linda Z. SwartzCadwalader, Wickersham

& Taft LLPNew York City(New York City)

Raj TandenFoley & Lardner LLPLos Angeles(Los Angeles)

Carol P. TelloSutherland Asbill

& Brennan LLPWashington, D.C.(Chicago)

Bernita L. ThigpenKPMG LLPChicago(Chicago)

Dana L. TrierDavis Polk & Wardwell LLPNew York City(Chicago)

Jeffrey L. VogelKPMG LLPWashington, D.C.(Chicago)

Gordon E. WarnkeLinklaters LLPNew York City(Chicago & Los Angeles)

Stephen E. WellsMcDermott Will &

Emery LLPWashington, D.C.(Los Angeles)

Thomas F. WesselKPMG LLPWashington, D.C.

R. David WheatKPMG LLPWashington, D.C.

Andrea MacintoshWhitewayEYWashington, D.C.(Los Angeles)

Gary B. WilcoxPwCWashington, D.C.(Los Angeles)

Rose L. WilliamsEYWashington, D.C.(Chicago)

Lawrence I. WitdorchicPaul, Weiss, Rifkind,

Wharton & Garrison LLPNew York City(Chicago)

Diana L. WollmanCleary Gottlieb Steen

& Hamilton LLPNew York City(Chicago & Los Angeles)

Philip B. WrightBryan Cave LLPSt. Louis

Lowell D. YoderMcDermott Will

& Emery LLPChicago(Chicago)

David W. ZimmermanMiller & Chevalier CharteredWashington, D.C.(New York City & Chicago)

4

Senior Program Attorney:Stacey L. Greenblatt

D a y O n e : 8 : 1 5 a . m . – 5 : 1 5 p . m .

P R O G R A M S C H E D U L E

Morning Session: 8:15 a.m. – 12:15 p.m.

8:15 | Introduction and Opening RemarksNYC, CHI, LA & WEB: Linda E. Carlisle, Eric Solomon

8:30 | Overview and Strategies in Representing Sellers Stock sale/asset sale strategies; deferral techniques; National Starch/Unilever; Tele-Communication/Liberty Media;MCA/Matsushita; Times Mirror/Matthew Bender/Reed Elsevier;effects of Section 351(g) and Section 351(e); combinedsale/redemption; corporate inversion, recapitalization, and othertechniques; Seagram/DuPont and its aftermath; PetrieStores/Toys “R” Us and its aftermath; IMS/Gartner Group;leveraged and sponsored spin-offs; effects of IRS no-rule policy;anatomy of an LBO; monetization techniques; contingentpayments, convertibles, putables, exchangeables; installmenttreatment; open transaction treatment; IRS Business Plan topicsNYC, CHI, LA & WEB: Louis S. Freeman

9:45 | Selected Seller and Buyer Issues, IncludingNegotiating and Drafting Tax Provisions in Acquisition AgreementsKey risk allocation issues; effects of consolidated returnregulations on seller and buyer; the tax due diligence process;negotiating and drafting provisions in acquisition agreements;indemnification issues; target’s tax elections; reportingrequirementsNYC & WEB: William G. Cavanagh, Richard L. Reinhold, Philip B. WrightCHI: William G. Cavanagh, Diana S. Doyle, James M. LynchLA: Julie A. Divola, James M. Lynch, Raj Tanden

11:00 | Networking Break

11:15 | Structuring Leveraged BuyoutsStepped-up asset basis vs. carryover basis for buyer and singlevs. double taxation for seller in the context of a taxable assetpurchase, stock purchase (with and without Section 338(h)(10)election or Section 336(e) election), or merger; leveragedrecapitalizations and other forms of partial or complete exit;multi-layer debt and equity financing structures; interestdeductibility (including debt/equity characterization, Section 279, Section 163(e)(5), Section 163(l), Section 163(j),and OID); preferred stock and accrual of dividends thereon;warrants and convertiblesNYC & WEB: Kevin M. Keyes, Deborah L. Paul, Donald E. RocapCHI: Jack S. LevinLA: Stephen L. Gordon, Jodi J. Schwartz, Laurence J. Stein

12:15 | LunchAttendees will help themselves to a picnic lunch and then taketheir seats in the meeting room.

Afternoon Session: 12:45 p.m. – 5:15 p.m.

12:45 | Current Issues in M&ACurrent issues in taxable and tax-free transactions; multi-stepreorganizations; reorganizations within a consolidated oraffiliated group; all cash D reorganizations; developments in Freorganizations; overlap transactions; liquidation-reincorporationdoctrine; recently issued Section 385 regulations; proposedregulations regarding basis recovery and basis determination;IRS no-rule policy; IRS Business Plan topicsNYC & WEB: William D. Alexander, Peter C. Canellos, William S. Dixon, Philip J. Levine, Benjamin M. Willis (Invited)[Senior Technician Reviewer, Office of the Associate Chief Counsel(Corporate), Internal Revenue Service]CHI: James R. Barry, Jasper L. Cummings, Jr., Bernita L. Thigpen, Brett York (Invited) [Attorney-Advisor, Office of Tax Legislative Counsel, Department of the Treasury],Russell G. Jones (Invited) [Senior Counsel, Branch 1, Office of theAssociate Chief Counsel (Corporate), Internal Revenue Service] LA: William D. Alexander, Rachel D. Kleinberg, Gary B. Wilcox,Krishna P. Vallabhaneni (Invited) [Deputy Tax Legislative Counsel,Department of the Treasury], Richard M. Heinecke (Invited)[Assistant Branch Chief (Corporate, Branch 5), Internal Revenue Service]

1:45 | Current Issues in Divisive Strategies – Spin-OffsTax-free spin-offs, split-offs and split-ups under Section 355;analysis of issues in innovative divisive transactions; developingIRS/Treasury views on no-rule policy; changes in administrativepractice; evolving techniques for leveraged distributions;unresolved interpretive issues under Sections 355(d) and (e);cash-rich split-offs; restructuring issues for spin-offsNYC & WEB: Kathleen L. Ferrell, Eric Solomon, Thomas F. Wessel, Robert H. Wellen (Invited) [Associate Chief Counsel (Corporate), Internal Revenue Service]CHI: Joseph M. Pari, Thomas F. Wessel, Rose L. Williams,Gerald B. Fleming (Invited) [Senior Technician Reviewer (Corporate,Branch 2), Internal Revenue Service]LA: Eric Solomon, Stephen E. Wells, Thomas F. Wessel,Stephanie D. Floyd (Invited) [Assistant Branch Chief (Corporate, Branch 3), Internal Revenue Service]

2:45 | Networking Break

3:00 | Taxable Transaction AlternativesElectivity, form vs. substance, planning opportunities and pitfallsNYC & WEB: Mark J. Silverman, Karen Gilbreath Sowell, Mark Weiss (Invited) [Branch Chief, Office of Associate ChiefCounsel (Corporate, Branch 2), Internal Revenue Service]CHI: Gregory N. Kidder, Shane J. Kiggen, Mark Weiss (Invited)[Branch Chief, Office of Associate Chief Counsel (Corporate, Branch 2), Internal Revenue Service]LA: Mark J. Silverman, Eric Solomon, Mark Weiss (Invited)[Branch Chief, Office of Associate Chief Counsel (Corporate, Branch 2), Internal Revenue Service]

4:15 | Corporate Tax Strategies and Techniques UsingPartnerships, LLCs and Other Strategic AlliancesUse of partnerships and other passthrough entities in a jointventure or as the acquiring entity; publicly traded partnerships;mixing bowl partnerships; leveraged partnerships; treatment ofSection 197 intangibles in a partnership context; imaginativeuses of the check-the-box regulations; single-member LLCs;effects of possible carried interest legislationNYC & WEB: Stuart L. Rosow, Blake D. RubinCHI: Robert J. Crnkovich, Todd D. Golub, Stephen D. RoseLA: Stephen D. Rose, Andrea Macintosh Whiteway

5:15 | Adjourn

5:30 | Networking Cocktail Reception Sponsored by Tax Analysts

5

PLI’s Unconditional GuaranteeIt’s simple: if you are not completely satisfied with the return on your investment from any PLI program, we will refund your money in full.

Morning Session: 8:30 a.m. – 12:45 p.m.

8:30 | Corporate Transactions Open Discussion Participate in a discussion of audience-selected corporateissues and transactionsNYC, LA & WEB: Mark J. SilvermanCHI: Linda E. Carlisle, Eric Solomon

9:15 | Interesting Transactions of the Past YearA review and critique of recent novel M&A transactionsNYC & WEB: Suresh T. Advani, Devon M. Bodoh, Linda E. CarlisleCHI: Suresh T. Advani, Linda E. Carlisle, R. David WheatLA: Linda E. Carlisle, Thomas A. Humphreys, Philip B. Wright

10:45 | Networking Break

11:00 | Tax Accounting Issues in Mergers and AcquisitionsTax accounting issues arising in taxable and tax-freeacquisitions, dispositions and recapitalizations; treatment ofM&A expenses; success-based fees; milestone payments;capitalized costs; recent IRS guidance; and accounting method issuesNYC & WEB: Glenn R. Carrington, C. Ellen MacNeil, Scott K. Dinwiddie (Invited) [Associate Chief Counsel (Income Tax & Accounting), Internal Revenue Service] CHI: Jody J. Brewster, Glenn R. Carrington, John P. Moriarty(Invited) [Deputy Associate Chief Counsel (Income Tax & Accounting),Internal Revenue Service] LA: Glenn R. Carrington, George A. Hani

11:45 | Dealing with Restricted Stock, Stock Options andExecutive Compensation in Corporate M&A TransactionsCompensation issues in M&A transactions; treatment ofoutstanding equity-based awards, including restricted stock,stock options and restricted or deferred stock units intransactions; tax issues in assuming or eliminating deferredcompensation in an acquisition; allocation of deductionsbetween buyer and seller; Sections 280G and 4999 relating togolden parachutes and amelioration techniques for gross-ups;impact of Sections 409A and 457ANYC & WEB: Anthony G. Provenzano, Kenneth A. Raskin, Robert J. Neis (Invited) [Benefits Tax Counsel, Department of the Treasury]CHI: Anthony G. Provenzano, Lawrence I. Witdorchic, Robert J. Neis (Invited) [Benefits Tax Counsel, Department of the Treasury]LA: Robert “Buff” H. Miller, Regina Olshan, Robert J. Neis(Invited) [Benefits Tax Counsel, Department of the Treasury]

12:45 | LunchAttendees will help themselves to a picnic lunch and then taketheir seats in the meeting room

Afternoon Session: 1:15 p.m. – 6:15 p.m.

1:15 | Understanding and Managing Stock Basis andEarnings and Profits Review of evolving law related to stock basis and E&P, includingproposed regulations; planning to optimize attributes in businesstransactions; avoiding pitfalls to ensure attributes are protectedNYC & WEB: Marc A. Countryman, Jasper Howard, Brian W. Reed, Kevin M. Jacobs (Invited) [Senior TechnicianReviewer (Corporate, Branch 4), Internal Revenue Service]CHI & LA: Marc A. Countryman, Brian W. Reed, Karen Gilbreath Sowell, Gordon E. Warnke, Kevin M. Jacobs(Invited) [Senior Technician Reviewer (Corporate, Branch 4), Internal Revenue Service]

2:15 | Passthrough Corporations & Publicly TradedPartnerships (PTPs)An increasing number of business entities have elected tooperate in REIT or MLP form, separate or in conjunction with a related corporation; this panel will explore these alternativestructures and the tax issues associated with these types of entitiesNYC & WEB: Richard M. Nugent, Dean S. Shulman, R. David Wheat, Clifford M. Warren [Special Counsel to theAssociate Chief Counsel (Passthroughs & Special Industries), Internal Revenue Service]CHI: Ryan K. Carney, Richard M. Nugent, Dean S. Shulman,Curtis G. Wilson [Associate Chief Counsel (Passthroughs & SpecialIndustries), Internal Revenue Service], Clifford M. Warren [SpecialCounsel to the Associate Chief Counsel (Passthroughs & SpecialIndustries), Internal Revenue Service]LA: Mark P. Howe, Dean S. Shulman, R. David Wheat, Curtis G. Wilson [Associate Chief Counsel (Passthroughs & Special Industries), Internal Revenue Service], Clifford M. Warren [Special Counsel to the Associate Chief Counsel (Passthroughs & Special Industries), Internal Revenue Service]

3:15 | Networking Break

NEW SESSION3:30 | The Government Speaks on the Recently Issued Section 385 RegulationsA discussion of the new Section 385 regulations regardingdebt/equity classificationNYC & WEB: Kimberly S. Blanchard, Scott M. Levine, Robert H. Wellen (Invited) [Associate Chief Counsel (Corporate),Internal Revenue Service], Daniel M. McCall (Invited) [DeputyAssociate Chief Counsel (International-Technical), Internal RevenueService], Kevin C. Nichols [Attorney-Advisor (Tax Policy), Office ofthe International Tax Counsel, Department of the Treasury]CHI: Paul W. Oosterhuis, Lowell D. Yoder, Marjorie A. Rollinson(Invited) [Associate Chief Counsel (International), Internal RevenueService], Kevin M. Jacobs (Invited) [Senior Technician Reviewer(Corporate, Branch 4), Internal Revenue Service], Kevin C. Nichols[Attorney-Advisor (Tax Policy), Office of the International Tax Counsel,Department of the Treasury]LA: Erik H. Corwin, Michael A. DiFronzo, Curtis G. Wilson[Associate Chief Counsel (Passthroughs & Special Industries), InternalRevenue Service], John J. Merrick (Invited) [Senior Level Counsel tothe Associate Chief Counsel (International), Internal RevenueService], Kevin M. Jacobs (Invited) [Senior Technician Reviewer(Corporate, Branch 4), Internal Revenue Service]

4:15 | Cross-Border Mergers, Post-Acquisition Integrationand Other International Issues Mergers with U.S. parent companies; mergers with foreignparent companies; exchangeable share structures; use ofhybrids; debt/equity developments, including recently issuedSection 385 regulations; inversion transactions, includingrecently issued Section 7874 regulations; regulations underSection 367(a)(5); transfers of intangibles; issues under Section 367(b); maximizing use of foreign cash; Section 304transactions; post-acquisition integration; reporting andwithholding obligations; IRS Business Plan topicsNYC & WEB: Kimberly S. Blanchard, Peter H. Blessing, James P. Fuller, Hal Hicks, Daniel M. McCall (Invited) [DeputyAssociate Chief Counsel (International-Technical), Internal Revenue Service]CHI: Joan C. Arnold, Paul W. Oosterhuis, Carol P. Tello, Lowell D. Yoder, Marjorie A. Rollinson (Invited) [Associate Chief Counsel (International), Internal Revenue Service] LA: Nicholas J. DeNovio, Michael A. DiFronzo, James P. Fuller,John J. Merrick (Invited) [Senior Level Counsel to the AssociateChief Counsel (International), Internal Revenue Service]

6:15 | Adjourn

D a y Tw o : 8 : 3 0 a . m . – 6 : 1 5 p . m .

Please plan to arrive with enough time to check in before the conference begins.A networking breakfast will be available upon your arrival.

6

PLI’s Nationally AcclaimedCourse Handbooks – Now Available OnlineOur Course Handbooks represent the definitivethinking of the nation’s finest legal minds, andare considered the standard reference in the field.The Handbook is prepared specifically for thisprogram and stands alone as a permanentreference. The Course Handbook will be availableonline several days prior to the program!

Log in to www.pli.edu, go to My Online Libraryand click on the Course Materials tab. You canreview the material or prepare questions to raiseat the program. All attendees will have access tothe Course Handbook for one year from theprogram date.

P R O G R A M S C H E D U L ED a y T h r e e : 8 : 3 0 a . m . – 4 : 3 0 p . m .

Morning Session: 8:30 a.m. – 1:00 p.m.

8:30 | Planning for Private Equity and Hedge Fund InvestmentsPlanning for private equity and hedge fund investments,including the myriad passthrough, cross-border and otherissues involved; buying and exiting from passthroughinvestments; sponsored spins and spin-offs by portfoliocompanies held by PE Funds; Sections 338 and 336(e)elections; alternative roll-up structures; managementcompensation issuesNYC, CHI, LA & WEB: David H. Schnabel, Eric B. Sloan, Lewis R. Steinberg

9:45 | Tax Strategies for Financially Troubled Businessesand Other Loss CompaniesEquity for debt exchanges and ownership changes underSection 382; COD/OID/AHYDO; Section 108 and 382-relatedguidance; strategies for acquisitions of loss companies; issuesin bankruptcies; debt for debt exchanges and modifications;issues regarding worthless stock deductionsNYC & WEB: Stuart J. Goldring, Linda Z. Swartz, David W. Zimmerman, Brett York (Invited) [Attorney-Advisor,Office of Tax Legislative Counsel, Department of the Treasury],Douglas C. Bates (Invited) [Branch Chief (Corporate, Branch 4),Internal Revenue Service]CHI: Joseph M. Kronsnoble, Candace A. Ridgway, David W. Zimmerman, Brett York (Invited) [Attorney-Advisor, Office of Tax Legislative Counsel, Department of the Treasury],Douglas C. Bates (Invited) [Branch Chief (Corporate, Branch 4),Internal Revenue Service]LA: Milton B. Hyman, Todd F. Maynes, Victor L. Penico, Krishna P. Vallabhaneni (Invited) [Deputy Tax Legislative Counsel,Department of the Treasury], Gerald B. Fleming (Invited) [Senior Technician Reviewer (Corporate, Branch 2), Internal Revenue Service]

10:45 | Networking Break

11:00 | Financial Instruments in the M&A Context Use of financial products in M&A transactions, includingdiscussion of the recently issued Section 385 regulationsNYC & WEB: Craig J. Gibian, Erika W. Nijenhuis, Helen M. Hubbard (Invited) [Associate Chief Counsel (Financial Institutions & Products), Internal Revenue Service]CHI: Eileen Marshall, William L. McRae, Dana L. Trier, Helen M. Hubbard (Invited) [Associate Chief Counsel (FinancialInstitutions & Products), Internal Revenue Service]LA: Erika W. Nijenhuis, Matthew A. Stevens, Helen M. Hubbard(Invited) [Associate Chief Counsel (Financial Institutions & Products),Internal Revenue Service]

12:00 | Exploring the Limits of the Evolving EconomicSubstance and Business Purpose Doctrines and RelatedEthics IssuesRecent cases and guidance; when to apply which doctrine; thetwo-prong test (the objective component and the subjectivecomponent) of the codified economic substance doctrine;practice and procedure; Circular 230; implications, effects,ethical and practice issues; penalties; reasonable cause andgood faith; ethical standardsNYC & WEB: Jasper L. Cummings, Jr., Jeffrey H. Paravano, Bryan C. SkarlatosCHI: Richard M. Lipton, Diana L. Wollman, Philip B. WrightLA: Andrew M. Eisenberg, Lee A. Kelley, Diana L. Wollman

1:00 | LunchAttendees will help themselves to a picnic lunch and then taketheir seats in the meeting room

Afternoon Session: 1:30 p.m. – 4:30 p.m.

1:30 | State and Local Tax Issues in Corporate M&A TransactionsThis panel will discuss state and local tax issues that arise incorporate transactions with particular emphasis on IRC Section338(h)(10) sales and tax-free reorganizations and spin-offs;potential pitfalls and planning opportunities will be discussedNYC & WEB: Peter L. Faber, David J. ShipleyCHI: John A. Biek, Peter L. FaberLA: Peter L. Faber, Charles J. Moll

2:15 | Networking Break

2:30 | Consolidated Return Planning and StrategiesCurrent issues in consolidated returns, including recent IRSguidance and court decisions; Prop. §1.385-4, relating todebt/equity regulations and the impact on consolidated groups;proposed regulations addressing the next-day rule and thecircular basis problem; affiliation and reverse acquisitions;intercompany transactions; the unified loss rules; investmentadjustments; taxable and tax-free intragroup reorganizations;consolidated net operating losses and other tax attributes;buyer and seller planning for acquisitions and dispositions;dealing with issues through agreements; special considerationsraised by member insolvency; IRS Business Plan topicsNYC & WEB: William D. Alexander, Audrey Nacamuli Charling, Andrew J. Dubroff, Michael L. Schler, Mark A. Schneider,Marie C. Milnes-Vasquez (Invited) [Special Counsel to theAssociate Chief Counsel (Corporate), Internal Revenue Service]CHI: Lawrence M. Axelrod, Bryan P. Collins, Mark R. Hoffenberg, Jeffrey L. Vogel, Marie C. Milnes-Vasquez(Invited) [Special Counsel to the Associate Chief Counsel(Corporate), Internal Revenue Service]LA: William D. Alexander, Don A. Leatherman, Patricia W. Pellervo, Michael L. Schler, Marie C. Milnes-Vasquez (Invited) [Special Counsel to theAssociate Chief Counsel (Corporate), Internal Revenue Service]

4:30 | Adjourn

7

Taxation of Financial Products & Transactions 2017January 17, 2017 – New York City & Live Webcast

19th Annual Real Estate Tax ForumFebruary 2-3, 2017 – New York City & Live Webcast

International Tax Issues 2017February 7, 2017 – New York City & Live Webcast;September 11, 2017 – Chicago

Consolidated Tax Return Regulations 2017February 13-14, 2017 – New York City & Live Webcast

Nuts and Bolts of Tax Penalties 2017: A Primer onthe Standards, Procedures and Defenses Relatingto Civil and Criminal Tax PenaltiesMarch 14, 2017 – New York City & Live Webcast

Nuts & Bolts of State and Local Tax 2017March 21, 2017 – New York City & Live Webcast (9:00 a.m. – 1:00 p.m. ET)

Advanced State & Local Tax 2017March 21, 2017 – New York City & Live Webcast (2:00 p.m. – 5:00 p.m. ET)

For a complete list of PLI offerings, visit www.pli.edu

Save the Date — Upcoming 2017 Seminars!

List of Additional Course Handbook Authors

Rachel E. AaronsonAon Service

CorporationL. Howard AdamsCahill Gordon &

Reindel LLPCarlos AlbiñanaAllen & Overy LLPJennifer H. AlexanderDeloitte Tax LLPMichele J. AlexanderBracewell LLPMartin B. Amdur

(Retired Partner)Weil, Gotshal &

Manges LLPRichard E. AndersenWilmer Cutler Pickering

Hale and Dorr LLPJanet AndolinaGoodwin Procter LLPNairy Der Arakelian-

MerhejeNairy Der Arakelian-

Merheje Law OfficePuneet AroraPwCWilliam ArrenbergHerbert Smith

Freehills LLPBrian P. ArthurBaker & Mckenzie LLPThomas W. Avent, Jr.KPMG LLPDonald W. BakkeEYLucas BalchunGeorgetown University

Law SchoolHarry BallanDavis Polk &

Wardwell LLPLaurence M.

BambinoShearman &

Sterling LLPSheldon I. BanoffKatten Muchin

Rosenman LLPHoward J. Barnet, Jr.

(Retired Partner)Carter Ledyard &

Milburn LLPNeil J. BarrDavis Polk &

Wardwell LLPStephen R.A. BatesEYJason S. BazarMayer Brown LLPNoah D. BeckSchulte Roth &

Zabel LLPHerbert N. BellerSutherland Asbill &

Brennan LLPPeter BentleyMetlifeAndrew N. BergDebevoise &

Plimpton LLPBrad E. BermanGE Asset ManagementJean Marie BertrandCadwalader,

Wickersham & Taft LLP

Jared H. BinstockSkadden, Arps, Slate,

Meagher & Flom LLPNikolaj BjørnholmBjørnholm Law

Jerred G. Blanchard, Jr.

Baker & McKenzie LLPTheodore R. BotsBaker & McKenzie LLPStephen S. Bowen

(Retired Partner)Latham & Watkins LLPChristopher P.

BowersSkadden, Arps, Slate,

Meagher & Flom LLPMark W. BoyerPwCCharles E. BoyntonInternal Revenue

ServiceY. Bora BozkurtLatham & Watkins LLPAndrew H.

BraitermanHughes, Hubbard &

Reed LLPChristian BrodersenBaker & McKenzie LLPFred B. BrownUniversity of Baltimore

School of LawEdward J. BuchholzThompson Coburn LLPJohn N. BushNew Castle,

New HampshireJoseph M. CaliannoBDO USA LLPGuillermo CanalejoUría MenéndezPhilip W. CarmichaelBaker & McKenzie

Consulting LLCJ. Russell CarrEYRita A. Cavanagh

(Retired Partner)Latham & Watkins LLPGale E. ChanMcDermott Will &

Emery LLPStephen G.

CharbonnetKPMG LLPJames T. ChudyPillsbury Winthrop

Shaw Pittman LLPPamela T. ChurchBaker & McKenzie LLPJohn J. Clair

(Retired Partner)Latham & Watkins LLPRobert A. Clary, IIMcDermott Will &

Emery LLPMonica M. CoakleyKPMG LLPBruce A. CohenGeneral Reinsurance

CompanyN. Jerold CohenSutherland Asbill &

Brennan LLPPhilip G. CohenPace University Lubin

School of BusinessKevin ColanOsler, Hoskin &

Harcourt LLPMichel ColletCMS Bureau Francis

LefebvreMartin J. CollinsPwC

John ColvinChicoine & Hallett, P.SSusan J. ConklinPwCPeter J. ConnorsOrrick, Herrington &

Sutcliffe LLPAndrew W.

CordonnierGrant Thorton LLPJeffrey P. Cowan, Jr.Internal Revenue

ServiceTelma CoxEYJohn J. CreedSimpson Thacher &

Bartlett LLPLaurence E. CrouchShearman &

Sterling LLPRobert A.N. CuddPolsinelli PCDaniel F. CullenBryan Cave LLPWilliam A. CurranDavis Polk &

Wardwell LLPJ. William DantzlerWhite & Case LLPRichard D’AvinoPwC and General

AtlanticJeffrey G. DavisMayer Brown LLPPortia DeFilippesU.S. Department of

the TreasuryBarbara Spudis

de MarignyOrrick, Herrington &

Sutcliffe LLPEdward K. DennehyKPMG LLPLothar DetermannBaker & McKenzie LLPRonald D. DickelIntel CorporationRobert H. DilworthWashington, D.C.Sam Dimon

(Retired Partner)Davis Polk &

Wardwell LLPJulie A. DivolaPillsbury Winthrop

Shaw Pittman LLPMatthew J. DonnellySkadden, Arps, Slate,

Meagher & Flom LLPJeffrey L. DorfmanPwCElizabeth R. DyorKPMG LLPJean-Blaise EckertLenz & StaehelinStephen R. EhrlichKPMG LLPEric M. ElfmanRopes & Gray LLPPeter J. EliasJones DayMichael S. FarberDavis Polk &

Wardwell LLPLucy W. FarrDavis Polk &

Wardwell LLPRobert A.

FeinschreiberFeinschreiber &

Associates

Stephen L. FeldmanMorrison & Foerster LLPIlene H. FerenczyFerenczy Benefits Law

Center LLPMichael D. FernhoffProskauerJon G. FinkelsteinKPMG LLPStuart M. FinkelsteinSkadden, Arps, Slate,

Meagher & Flom LLPStephen D. FisherEYThomas P. FitzgeraldWinston & Strawn LLPMegan R.

FitzsimmonsEYCiara M. FoleyPwCStephen P. FoleyDavis & Gilbert LLPNicholas E. FordTrafone Wireless Inc.Eric FortArendt & MedernachElliot G. FreierIrell & Manella LLPKara L. FriedenbergPwCGary M. FriedmanDebevoise &

Plimpton LLPSimon FriedmanGlendale, CaliforniaPeter A. FurciDebevoise &

Plimpton LLPJohn E. Gaggini

(Retired Partner)McDermott Will &

Emery LLPBrian GalePhillip GallEYDavid C. GarlockEYStefan P. GauciAdvocates CredalJohn N. GeracimosKPMG LLPImke GerdesBaker & McKenzie LLPHeather GethingHerbert Smith

Freehills LLPThomas W. GiegerichMcDermott Will &

Emery LLPRonald J. GilsonStanford University

School of LawRichard S. GipsteinScarsdale, New YorkPaul GluntPwCGersham GoldsteinStoel Rives LLPJonathan GoldsteinSimpson Thacher &

Bartlett LLPJared H. GordonDeloitte Tax LLPRobert M. GordonTrue Partners

Consulting LLCMark GrahamDeloitte Tax LLP

Alan WinstonGranwell

Sharp Partners P.A.Clifford R. GrossSkadden, Arps, Slate,

Meagher & Flom LLPPat GrubePwCKaren GuoGoogleB. Benjamin HaasExelon CorporationC. Wells Hall IIINelson Mullins Riley &

Scarborough LLPViva HammerJoint Committee on

TaxationBenjamin HandlerDeloitte Tax LLPDavid R. HardyOsler, Hoskin &

Harcourt LLPDavid P. HaritonSullivan & Cromwell LLPCatherine A.

HarringtonWillkie Farr &

Gallagher LLPDeanna Walton

HarrisKPMG LLPJohn C. HartSimpson Thacher &

Bartlett LLPL. G. “Chip” HarterPwCCarol Kulish HarveyKPMG LLPJ. Richard Harvey, Jr.Charles Widger School

of LawVillanova University James F. HaydenWhite & Case LLPDevin J. HeckmanSimpson Thacher &

Bartlett LLPJack L. HeinbergAllen & Overy LLPGabriel HernándezBDO Puerto Rico, P.S.C.Christopher K. HeuerStoel Rives LLPWerner HeyvaertJones DayDavid A. HeywoodLockheed Martin

CorporationMichael HirschfeldDechert LLPBobbe HirshSkarzynski Black LLC

and Hirsh &Associates LLC

Jeffrey D. HochbergSullivan & Cromwell LLPMark HoenigWeil, Gotshal &

Manges LLPMargaret HoganKPMG LLPVictor HollenderSkadden, Arps, Slate,

Meagher & Flom LLPRobert E. HoloSimpson Thacher &

Bartlett LLPRebecca HoltjeKPMG LLPKenneth L. HookerEY

BarksdaleHortenstine (Retired Partner)

EYJessica A. HoughSkadden, Arps, Slate,

Meagher & Flom LLPGary R. HuffmanVinson & Elkins LLPLinda HuiAres Management, L.P.Michael A.

HumphreysEYPeter J. HuntPillsbury Winthrop

Shaw Pittman LLPPaul B. Hynes, Jr.Zuckerman

Spaeder LLPMatthew S. JennerBaker & McKenzie LLPMichelle M. JewettMorrison & Foerster LLPDavid E. KahenRoberts & Holland LLPJeffrey H. KahnFlorida State University

College of LawMichael N. KaibniEYRonald KalungiPwCBarbara T. KaplanGreenberg Traurig, LLPRafael KariyevDebevoise &

Plimpton LLPJonathan J. KatzCravath, Swaine &

Moore LLPMichael KatzGlobal Trading SystemsStuart B. KatzKPMG LLPIra G. KawallerKawaller & CompanyBruce E. KayleFundamental

Advisors LPWarren P. KeanShumaker, Loop &

Kendrick, LLPYoram KeinanCarter Ledyard &

MilburnMargaret KentFeinschreiber &

AssociatesJuliane L. KepplerNASDAQ OMXRussell J.

KestenbaumMilbank, Tweed, Hadley

& McCloy LLPChristian E. KimballJenner & Block LLPCharles I. KingsonNew York University

School of LawEdward D. KleinbardUniversity of Southern

California GouldSchool of Law

Michael J. KliegmanAkin Gump Strauss

Hauer & Feld LLPNeal M. KochmanCaplin & Drysdale,

CharteredEric J. KodeschStoel Rives LLP

8

Glen A. KohlAmazon.comWilliam Joel Kolarik IIEYDonald L. KorbSullivan & Cromwell LLPKenneth H. Kral

(Retired Partner)PwCBrian D. KrauseSkadden, Arps, Slate,

Meagher & Flom LLPPaul F. KuglerKPMG LLPPaul J. KunkelKPMG LLPJeffrey L. KwallLoyola University

Chicago School of Law

Ignacio LacasaAcross Legal S.L.P.Stephen B. LandDuval & Stachenfeld

LLPDana A. LasleyEmerson Electric Co.Alan S. LedermanGunster, Yoakley &

Stewart, P.A.Teresa LeeDeloitte Tax LLPMark H. LeedsMayer Brown LLPJiyeon Lee-LimLatham & Watkins LLPEllen J. LegelInternal Revenue

ServiceChristopher M. LeichRopes & Gray LLPSummer A. LePreeBilzin, Sumberg, Baena,

Price & Axelrod LLPMarc M. LeveyBaker & McKenzie LLPDavid F. LevySkadden, Arps, Slate,

Meagher & Flom LLPElizabeth Buckley

LewisWillkie Farr &

Gallagher LLPNatan J. LeyvaEYKevin J. LissPwCBarbara A. LivingstonInternal Revenue

ServiceLeslie H. LoffmanProskauerJames H. Lokey, Jr.King & Spalding LLPAnne W. LoomisDominion Resources

Services, Inc.James M. LowyMill Valley, CaliforniaCharlene D. LukeUniversity of Florida

Levin College of LawJoy S. MacIntyreMorrison & Foerster LLPJames E.

MacLachlanBaker & McKenzie LLPVadim MahmoudovDebevoise &

Plimpton LLP

Peter C. MahoneyEYGary B. MandelSimpson Thacher &

Bartlett LLPGregory J. MarichEYDean MarsanLittle Neck, New YorkLaurie S. MarshGE Capital AmericasJeffrey P. MaydewBaker & Mckenzie LLPKristina MaynardHonigman Miller

Schwartz & Cohn LLPDavid W. MayoPaul, Weiss, Rifkind,

Wharton & Garrison LLP

John D. McDonaldBaker & McKenzie LLPMark D. McGeePwCSandra P. McGillMcDermott Will &

Emery LLPDonny McGrawMacquiarie Holdings

(USA) Inc.Martin J.

McMahon, Jr.University of Florida

Levin College of LawKevin G. McWilliamsInternational Paper

CompanyDaniel P. MeehanKirkland & Ellis LLPNancy L. MehlmanSimpson Thacher &

Bartlett LLPEthan MillarAlston & Bird LLPMaxwell M. Miller

(Retired Partner)Skadden, Arps, Slate,

Meagher & Flom LLPStephen G. Mills

(Retired Partner)Goodwin Procter LLPHenry H. MiyaresPwCIvan A. MoralesBaker & McKenzie LLPMichael MouDeloitte Tax LLPFred F. MurrayGrant Thornton LLPWayne T. MurrayDeloitte Tax LLPAndre G.M.

NagelmakerHolland QuaestorStephen A. NauheimPwCStephan NeidhardtWalder Wyss Ltd.Chayim D. NeubortWeil, Gotshal &

Manges LLPCaroline H. NgoMcDermott Will &

Emery LLPDavid Z. NirenbergAshurst LLPAaron P. NocjarSteptoe & Johnson LLPS. Patrick O’BryanPolsinelli PC

Alexander R.T. OdleNineyards LawCory J. O’NeillPwCMark A. OpperDeloitte Tax LLPMichael OrchowskiSullivan & Cromwell LLPEdward C.

Osterberg Jr.Mayer Brown LLPJaclyn PampelBaker & McKenzie LLPTy PatelPwCWilliam R. PaulsSutherland Asbill &

Brennan LLPJames M. PeasleeCleary Gottlieb Steen &

Hamilton LLPBarksdale PenickEYOren S. PennPwCJohn M. Peterson, Jr.Baker & McKenzie LLPMichael T. PetrikAlston & Bird LLPBarnet Phillips, IV

(Retired Partner)Skadden, Arps, Slate,

Meagher & Flom LLPLawrence A. PollackKPMG LLPSamuel PollackBaker & McKenzie LLPSanford C. PresantGreenberg Traurig, LLPM. Todd PrewettKPMG LLPDavid S. RaabLatham & Watkins LLPAlex RaskolnikovColumbia University

School of LawArturo Requenez IIK&L Gates LLPTodd ReumInternal Revenue

ServiceKevin M. RichardsEYJoshua S. RichardsonBaker & McKenzie LLPRoger M. RittWilmer Cutler Pickering

Hale and Dorr LLPChristopher S. RizekCaplin & Drysdale,

CharteredAndrew R. RobersonMcDermott Will &

Emery LLPGerald RokoffDLA Piper LLPElena V. RomanovaCitigroupJohn J. RooneyKPMG LLPH. David RosenbloomCaplin & Drysdale,

CharteredJacob D. RosenfeldState Street Bank and

Trust CompanySteven M. RosenthalUrban-Bookings Tax

Policy Center

Luca RossiStudio Tributario

Associato FacchiniRossi Scarioni

Robert P. RothmanJeffrey L. RubingerBilzin Sumberg Baena

Price & Axelrod LLPStanley C.

RuchelmanRuchelman P.L.L.C.Brian P. RuchlewiczEYLisa RupertInternal Revenue

ServiceIrving Salem

(Retired Partner)Latham & Watkins LLPAmy SargentEYGary ScanlonU.S. Department

of the TreasuryJoel ScharfsteinFried, Frank, Harris,

Shriver & Jacobson LLP

Matthias ScheifeleHengeler MuellerDavid M. SchizerColumbia University

School of LawPaul M. SchmidtBaker & Hostetler LLPEdward J. SchneeCulverhouse School of

Accountancy,University of Alabama

David A. SchneiderSkadden, Arps, Slate,

Meagher & Flom LLPRobert SchneiderSchneideR’s

Rechtsanwalts-KGWillys H. SchneiderKaye Scholer LLPLeonard SchneidmanAndersenTaxMichael L. SchultzU.S. Tax CourtW. Eugene SeagoVirginia Polytechnic

InstituteScott L. SemerTorys LLPEric B.

SensenbrennerSkadden, Arps, Slate,

Meagher & Flom LLPPaul SeraganianOsler, Hoskin &

Harcourt LLPSusan P. SerotaPillsbury Winthrop

Shaw Pittman LLPDavid G. ShapiroSaul Ewing LLPDavid I. ShapiroFried, Frank, Harris,

Shriver & Jacobson LLP

Jeffrey T. SheffieldKirkland & Ellis LLPShane M. ShelleyMorrison & Foerster LLPWilliam B. ShermanHolland & Knight LLPByron L. ShojiThe Carlyle GroupSteven H. SholkGibbons P.C.

Timothy S. ShumanMcDermott Will &

Emery LLPDaniel L. SimmonsUniversity of California

Davis School of LawWilliam R. SkinnerFenwick & West LLPJames SomervilleA&L GoodbodyDavid J. SotosPwCJames B. SowellKPMG LLPMoshe SpinowitzSkadden, Arps, Slate,

Meagher & Flom LLPGary D. SpragueBaker & McKenzie LLPAllen StengerEYPhilip A. StoffregenKPMG LLPWayne R.

StrasbaughBallard Spahr LLPWilliam P. StrengUniversity of Houston

Law CenterBrian J. SullivanDeloitte Tax LLPMatthew SullivanDeloitte Tax LLPSteven M. SurdellEYDirk J.J. SuringaCovington & Burling LLPGiles SuttonDixon HughesGoodman LLPJohn K. SweetKing & Spalding LLPCameron TaheriKPMG LLPMarc D. TeitelbaumDentons US LLPJorge G. TenreiroU.S. Securities and

ExchangeCommission

Oscar TeunissenPwCJoe ToddGoldman, Sachs & Co.Erez TucnerChadbourne &

Parke LLPAmber Tull-ZieglerMountain House,

CaliforniaPeter UtterströmPeter Utterström

Advokat ABEwout van AsbeckVan Doorne LLPFrank P. VanderPloegDentons US LLPMonique Van

HerksenEYAmanda Pedvin

VarmaSteptoe & Johnson LLPLeila E. VaughanKlehr Harrison Harvey

Branzburg LLPArvind VenigallaCross-Border

Transactional TaxConsultant

Gary VogelEYRichard A. VollRidgewood,

New JerseyDr. Wolf-Georg

Freiherr vonRechenberg

CMS-Hasche SiglePhilip WagmanClifford Chance US LLPDavid A. WaimonEYRobert S. WaltonBaker & McKenzie LLPFranny WangEYJames S. WangJones DayWilliam P.

WassermanWilliam P. Wasserman,

a ProfessionalCorporation

Lisa G. WattsLatham & Watkins LLPHershel WeinKPMG LLPMark A. WeinbergerEYJason S. WeinsteinAmazon.comDavid A. WeisbachThe University of

Chicago Law SchoolPhilip R. WestSteptoe & Johnson LLPDaniel C. WhiteBryan Cave LLPDina A. WiesenDeloitte Tax LLPEric C. WillenbacherGoodwin Procter LLPRobert WillensRobert Willens LLCRose L. WilliamsEYSteven N.J.

WlodychakEYWilliam S. Woods, IIEYSteven C. WrappeEYRaymond WynmanEYEthan YaleUniversity of Virginia

School of LawMark YeciesPotomac, MarylandDrew YoungDLA Piper LLPRutger ZaalLoyen & LoeffBruce ZargarisBerliner Corcoran &

Rowe LLPLisa M. ZarlengaSteptoe & Johnson LLPBrenda L. ZentU.S. Department of

the TreasuryH. Karl Zeswitz, Jr.Sutherland Asbill &

Brennan LLPLee G. ZimetBerdon LLPDarin A. ZywanKPMG LLP

List of Additional Course Handbook Authors (continued)

9

Location/Hotel Information: New York City Seminar and Hotel Accommodations: The Roosevelt Hotel New York, 45 East 45th Street, New York, New York10017. (212) 661-9600. Please contact the hotel reservations departmentdirectly at (888) 833-3969. Chicago Seminar and Hotel Accommodations: Hotel Monaco Chicago, 225 N. Wabash Ave, Chicago, Illinois 60601. A block of rooms has beenreserved for this program. Please contact the hotel directly at (800) 546-7866 and mention the Tax Strategies 2016 Room Block. The cut-off date for the preferrred rate is September 30, 2016. Los Angeles Seminar Location and Hotel Accommodations:InterContinental Los Angeles Century City, 2151 Avenue of the Stars, Los Angeles, California 90067. (310) 284-6500. Please contact the hoteldirectly for reservations. Payment Policy: Registration fees are due in advance. Attendees maypay by check, Visa, MasterCard, American Express or Diners Club.Cancellations: All cancellations received 3 business days prior to theprogram will be refunded 100%. If you do not cancel within the allotted timeperiod, payment is due in full. You may substitute another individual to attendthe program.

CLE/CPD Credit: PLI programs offer CLE credit in all U.S. jurisdictions thathave mandatory CLE requirements and some foreign jurisdictions with CPDrequirements. Please check www.pli.edu/credit for credit details, eligibilityand approval status for your particular jurisdiction(s). New York:In accordance with the requirements of the Continuing Legal EducationBoard, this non-transitional continuing legal education course has beenapproved for a maximum of 28.00 credit hours, of which 27.00 credit hourscan be applied toward the Professional Practice requirement and 1.00credit hour can be applied toward the Ethics requirement. California: This activity is approved for MCLE credit in the amount of23.50 hours, of which 1.00 hour will apply to legal ethics.Recommended CPE Credit: 28.00 credit hours (27.00 Taxes and 1.00Regulatory Ethics). Program Level: Overview. Practising Law Institute is registeredwith the National Association of State Boards of Accountancy (NASBA), as asponsor of continuing professional education on the National Registry of CPESponsors. For PLI’s official National Registry Statement, please visitwww.pli.edu/credit.IRS-CE Credit: This program has been submitted for approval to theInternal Revenue Service for 28.00 Continuing Education (CE) credits. PLI is an approved IRS CE provider.Special Needs: If you have special needs as addressed by the Americanswith Disabilities Act, please notify Customer Service at least two weeksprior to your program.Email: info@pli.edu • Visit Us On The Web: www.pli.edu/RKS6

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