Overview
Event Details
Steptoe is pleased to invite you to its Year End Tax Conference and Celebration, in New York, on Monday, December 6. We hope you will join members of the firm's Tax practice for this all-day event, that promises to be one of the most informative, interesting, and rewarding tax and networking gatherings of the year.
We are bringing together senior in-house tax professionals from financial institutions, multinational corporations, and other organizations, in addition to former senior officials from the US Department of Treasury and Capitol Hill, for a series of interactive panel discussions on the latest, most significant tax developments, including a real-time update and analysis of the Biden tax legislation.
Potential topics for discussion include:
- Legislative developments
- Tax controversy
- Ethics
- International tax
- Corporate tax/Financial products
- Transfer pricing
- State and local taxation
- Cryptocurrency and Blockchain
- Private Clients, Trusts & Estates, Exempt Organizations
Our scheduled Steptoe panelists include:
Steve Dixon, Matt Frank, David Fruchtman, Micah Green, Zvi Hahn, Larry Hill, Greg Kidder, Richard Nessler, Aaron Nocjar, Elinor Ramey, Bob Rizzi, Eric Solomon, Caitlin Tharp, Beth Tractenberg, Amanda Varma, Phil West, and Lisa Zarlenga.
Our scheduled external panelists include:
Seth Cohen, Citigroup
Allen Friedman, JP Morgan
Maureen Johnson, Spotify
Scott Lenz, New York Life
Ben Lopata, JP Morgan
Mitch Moetell, Renaissance Technologies
Tim Mulvey, Deutsche Bank
Vadim Novik, JP Morgan
Todd Orlich, Credit Suisse
Marcia Persaud, New York Life
Kevin Salinger, Jefferies
Dina Shapiro, Marsh & McLennan Companies
Al Shrago, UBS
Diane Simons, Morgan Stanley
Lew Steinberg, Bank of America
Bonnie Tellgmann, Rabobank
Date: Monday, December 6, 2021
Time: 8:00 a.m. - 6:00 p.m. ET
Registration and breakfast will begin at 8:00 a.m. with the program starting at 8:45 a.m. Lunch will be served and a cocktail reception will follow the conference.
Location: The Yale Club of New York City (50 Vanderbilt Avenue, New York, NY 10017)
PLEASE NOTE: All attendees will need to provide proof of COVID-19 vaccination status to gain entry into the Yale Club.
Who should attend?
Tax practitioners who regularly confront federal and state tax issues. These include lawyers, in-house professionals, and CPAs.
Learning objectives
Participants who complete the course will acquire a broad understanding of recent developments in tax legislation, case law, and administrative pronouncements nationwide, including the practical implications thereof.
CPE credit
If you are seeking CPE credit for your participation in this program, please make note of your CPE jurisdiction in your registration form.
Steptoe & Johnson LLP is registered with the National Associate of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For more information regarding refund, complaint, and program cancellation policies please contact our office at (202) 862-3893.
Program Level: Intermediate | Prerequisites: At least three years of experience in the areas of federal and state and local taxation | Advance Preparation: None
Delivery Method: Group Live Based | Field of Study: Taxes | CPE Credit: 8.2
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.
CLE credit available
Steptoe is an accredited CLE provider in New York, California, and Illinois and is pleased to offer the following credit for participation in the live event. If you are seeking credit in other jurisdictions, please make a note in your registration form and we’ll apply on your behalf.
- New York: This program is approved for 8.5 hours of CLE credit including 7.5 hours in areas of professional practice and 1.0 hours in ethics and professionalism. The content and format are suitable for experienced attorneys.
- California: 6.75 hours of CLE credit. No credit may be claimed for required CLE in legal ethics, recognition and elimination of bias in the legal profession, and competence issues.
- Illinois: 6.75 hours of General CLE credit. 0.75 hours of professional responsibility credit is pending for this program.