Andersen Tax to Present a Half Day Seminar on Global Mobility
Tax Executives Institute (TEI) is the preeminent association of in-house tax professionals worldwide. Members are business executives who are responsible for taxation matters on an administrative or policy-making level, or whose work is otherwise primarily concerned with the challenges of business taxation. TEI members are accountants, lawyers, and other corporate and business employees who are responsible for the tax affairs of their employers in an executive, administrative, or managerial capacity.
Several from Andersen Tax will take part in TEI’s San Francisco Chapter half day event on Thursday, January 28, 2016. “Global Mobility: Tax Issues and Best Practices When Dealing with a Global Workforce” will cover a variety of topics including intercompany arrangements, State & Local Tax Considerations, Policies for assigned or relocated employees, ASC 740 & ASC 450 Issues and data gathering requirements. Eric Anderson, Kevin Kiyan, Marc Lim and David Roberts will all participate.
Eric Anderson leads the San Francisco Bay Area state and local tax practice of Andersen Tax. He focuses on income tax planning and compliance, sales and use tax transaction planning, mergers and acquisitions, franchise tax matters, and administrative tax controversies. Eric has extensive experience with unitary tax planning, business and nonbusiness issues, and entity structuring to manage multistate tax liabilities.
Kevin Kiyan is a Managing Director in our US National Tax office and the firm’s Transfer Pricing leader. Kevin has over 27 years of professional experience and has led all major aspects of Transfer Pricing issues, including planning/feasibility analyses, IP migration/ restructuring, cost-sharing, Advanced Pricing Agreements (APAs), audit defense/ litigation and global transfer pricing documentation.
Marc Lim, a Managing Director with Andersen Tax’s San Francisco office, has over 15 years of experience advising multinational and financial services clients on U.S. and international tax matters and has been based both in Silicon Valley and Tokyo, Japan. He has advised clients ranging from start-up businesses and their owners to investment funds to Fortune 500 companies on a wide spectrum of tax and commercial matters.
David Roberts has over 20 years of experience working with international high net worth individuals and families. His practice area includes planning and compliance for pre-immigration and expatriation, U.S. taxpayers residing overseas, inbound U.S. investments, planning for multijurisdictional families with U.S. connections, and reporting of undisclosed income and/or foreign financial assets from offshore accounts through the IRS Offshore Voluntary Disclosure Program (OVDP) or Streamlined Filing Compliance Procedures, and Report of Foreign Bank and Financial Accounts (FBAR).
January 28, 2016
San Francisco, CA