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Webinar: Federal Income Tax Outlook Under The New Administration
January 13, 2021 @ 12:00 pm – 1:30 pm
This program offers 1.5 participatory MCLE credits; 1.5 legal specialization in Taxation Law.
Joe Biden’s platform has promised a roll back or repeal of much of the 2017 Tax Cuts and Jobs Act and additional enforcement efforts affecting almost all areas of federal tax, including individual, international, estate and gift and employment taxes. The President-elect has also stated that he will use his executive powers to advance his agenda if he cannot get the necessary Senate votes. Join us for a panel on what changes have been proposed, what are we likely to see, and what planning can be done now.
Speakers: John Forry and Annette Nellen
Moderator: Roger Royse
John Forry is Managing Director at CBIZ MHM, LLC. He leads the CBIZ Infrastructure and Project Advisory Group and also chairs the West Coast International Tax Practice. John’s stellar career of more than 40 years in international finance, investment and taxation includes service as business consultant, legal and tax advisor, and professor. He has served as International Counsel and Principal with major law and accounting firms for both large and mid-market businesses and, as Partner with Ernst & Young LLP prior to joining CBIZ, initiated the EY Global Infrastructure Advisory practice.
John’s academic tenures include director of tax and selected international programs at the University of San Diego School of Law; visiting professor at Peking University School of Transnational Law (China), Montpellier University School of Law (France), and EcoleSupérieure de Commerce, Toulouse (France); and adjunct professor in the LL.M. and J.D. programs at Fordham Law School (New York).
John has served on the Advisory Group to the U.S. Commissioner of Internal Revenue and on numerous professional organization committees and projects. He has authored or co-authored six books and more than 50 articles on international taxation, finance and investment.
Annette Nellen, CPA, CGMA, Esq., is a professor in and director of San José State University’s graduate tax program (MST), teaching courses in tax research, accounting methods, property transactions, high tech tax matters, employment tax, ethics, and tax policy.
Professor Nellen served on the AICPA Tax Executive Committee for over six years (chair from October 2016 to May 2019). She is a past chair of the AICPA Individual Taxation Technical Resource Panel. Professor Nellen was the lead author of the AICPA tax policy concept statement #1, Guiding Principles of Good Tax Policy: A Framework for Evaluating Tax Proposals (2001, updated 2017), still in use today. Professor Nellen is the recipient of the 2013 Arthur J. Dixon Memorial Award given by the Tax Division of the AICPA, the highest award given by the accounting profession in the area of taxation. In fall 2013, Professor Nellen completed a three-year term on the Executive Committee of the Taxation Section of the California Bar. She was the first co-chair of the CA Bar Tax Section’s Women in Tax Committee. Prof. Nellen is the recipient of the 2019 Benjamin F. Miller Award from the Taxation Section of the California Lawyers Association for achievement and contribution in the filed of state and local taxation law. She is a former chair of the ABA Tax Section’s Sales, Exchanges & Basis Committee.
Professor Nellen is the author of Bloomberg BNA Tax Portfolio #533, Amortization of Intangibles. She is an editor for the four Southwestern Federal Taxation textbooks (Individual Income Tax; Corporations, Partnerships, Estates & Trusts; Comprehensive; and Essentials of Taxation). She is a regular columnist (Moving Forward?) for Tax Analysts’ State Tax Notes.
Roger Royse is a partner in the Palo Alto office of Haynes and Boone, LLP and practices in the areas of corporate and securities law, domestic and international tax, mergers and acquisitions, and fund formation. He works with companies ranging from newly formed tech startups to publicly traded multinationals in a variety of industries.
Roger is a Fellow of the American College of Tax Counsel and former chair of several committees of the American Bar Association Sections of Business Law and Taxation. Roger has been an instructor or professor of legal, tax and business topics for the Center for International Studies (Salzburg, Austria), Golden Gate University School of Law and Stanford Continuing Studies.
Roger is a nationally recognized authority on agtech – the technology of food production – and the legal considerations for companies in this industry. Roger is also the author of Dead on Arrival: How to Avoid the Legal Mistakes That Could Kill Your Startup and has been interviewed and quoted in the Wall Street Journal, Forbes, Fox Business, Chicago Tribune, Associated Press, Tax Notes, Inc. Magazine, Nikkei Asian Review, China Daily, San Francisco Chronicle, Reuters, The Recorder, 7X7, Business Insurance and Fast Company.
Roger is also a Certified Public Accountant (California non-Attest).