Speakers
Charles L. Amsler, SEC
Plenary: The Evolution of the Master Limited Partnership
Friday, February 28, 3:45 pm – 5:00 pm
Mr. Amsler has been with the Commission since 1987, which includes two years as an enforcement attorney, 3 years as a regulatory attorney reviewing initial public offering documents, and most recently, 27 years as an examiner in the investment company/investment adviser examination program in the Fort Worth Regional Office. He has also worked as an enforcement accountant and assisted as a trial attorney in a civil case. His education includes a BBA (Accounting) from Texas A&M University (1982) and a JD from Baylor Law School (1985). He is a member of the Texas State Bar (1985), admitted in the Northern District of Texas (1994), and a Certified Public Accountant in Texas (not authorized for public practice, 1987.)
Jeff Anderson, Deloitte LLP
3.01 U.S. International and Transfer Pricing Update: Tax Reform and CbC Reporting
Friday, February 28, 12:45 pm – 2:00 pm
Jeff Anderson is Managing Director of Transfer Pricing and has been serving clients both in Dallas and nationally for over 16 years. He has guided clients through transformative periods in their businesses by implementing transfer pricing policies that align with the relocation of critical functions and the cross-border transfer of intangible property. Jeff has served as the transfer pricing project manager for several major engagements, being responsible for managing internal and external coordination, meeting project milestones, and technical review. He also serves as a leader within Deloitte transfer pricing on global transfer pricing documentation services.
Relevant experience includes: negotiation of Advance Pricing Agreements with multiple tax authorities around the world; valuation of the regional rights for a major convenience store brand as well as analysis of other licensing and services transactions for the same company; development of transfer pricing documentation across multiple countries in a consistent and strategic manner for a restaurant franchising company; complete restructuring of business operations for a consumer brands company; valuation of a variety of intangible assets upon the implementation of cost sharing agreements; and implementation of transfer pricing calculations and monitoring into ERP systems. Jeff is a frequent speaker/facilitator for both internal and external trainings.
Jeff earned his MA in Economics, BBA in MIS, B.A. in Economics from Southern Methodist University. He is a CFA (Chartered Financial Analyst) Charterholder.
Sarah Anderson, PwC
2.02 Tax Challenges and Opportunities in a Digital World
Friday, February 28, 10:00 am – 11:30 am
Sarah has served PwC in the Greater Atlanta Market for over 18 years. Her background is broad-based, having served a wide range of companies in a number of industries. Areas of technical emphasis include accounting for income taxes (ASC740), bankruptcy emergence, tax accounting methods, and large scale outsourcing/co-sourcing with a focus on leveraging emerging technology platforms. Sarah has most recently led PwC’s efforts in the Southeast towards digital upskilling and educating staff as well as clients on how to leverage automation to enhance their day to day work and overall tax processes.
Sarah earned her Bachelor of Science in Accounting and her Master of Accounting in Taxation degrees from The University of Florida in Gainesville, FL in 2001. She is a Certified Public Accountant in the State of Georgia and is a member of both the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.
Joel Booker, Deloitte Tax LLP
3.01 U.S. International and Transfer Pricing Update: Tax Reform and CbC Reporting
Friday, February 28, 12:45 pm – 2:00 pm
Joel is an International Tax Partner with over 13 years of international tax experience. Joel has experience advising multinational clients on the US tax consequences of their inbound and outbound investments. He has worked with companies in a variety of industries to understand the impact of US tax reform, structure their cross-border acquisitions and operations, minimize their effective tax rate, enhance foreign tax credit utilization, repatriate cash, and meet their US reporting obligations. Joel has also served over two years in Deloitte’s London-based US Corporate Tax Services group where he developed a broad knowledge of numerous US domestic tax issues.
Joel is a member of the American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants, and Georgia Society of Certified Public Accountants. He earned his Master of Accounting (Tax) and Bachelor of Science in Accounting from the University of Kentucky.
Jonathan Bruss, Perspecta Inc.
Lunch Speaker
Friday, February 28, 11:35 am – 12:40 pm
Jonathan Bruss will discuss tax aspects of post-merger integration and stand-ups. Blending tax technical expertise and business operational considerations, he brings insight from a variety of spin-offs and mergers during the last decade. Most significantly the four-year separation of Hewlett Packard Company into four separate publicly traded companies: HP Inc., Hewlett Packard Enterprise, DXC Technology, and finally Perspecta Inc. Prior to joining the HP Co. tax department in Plano Texas, he led M&A tax integration and separation efforts for a variety of public firm clients in the technology and automotive industries for Deloitte Tax. He brings a wealth of experience and war stories about managing the operational and structural tax aspects of corporate transactions after the deals close.
Stephen Fagg, Alliance Resource Partners, LP
Plenary: The Evolution of the Master Limited Partnership
Friday, February 28, 3:45 pm – 5:00 pm
Stephen has worked for Alliance for over 23 years. ARLP is a diversified natural resource company that generates income from coal production and oil & gas mineral interests located in strategic producing regions across the United States. He assisted ARLP in making the transition from a traditional corporate structure through two public MLP offerings of both the limited partner (ARLP) in 1999 and ARLP’s general partner, Alliance Holdings, GP (AHGP), in 2006. In 2018 AHGP made a final distribution of its ownership of the common units of ARLP and ceased trading as a master limited partnership.
Prior to joining Alliance, Stephen worked at Deloitte and Touche specializing in tax and primarily serving clients in the energy sector.
Christine R. Griffith, KPMG LLP
2.03 Working with Clients on Non-Audit and Audit Services
Friday, February 28, 10:00 am – 11:30 am
Christine is a partner in KPMG’s Houston Tax practice, National Tax Industry Leader – Chemicals, and the Partner in Charge of the US Tax Business School. She has 25 plus years of experience providing corporate, partnership and personal tax services in the areas of federal, state, and international tax consultation and compliance.
Serving as the lead tax partner for a number of Fortune 500 companies, Christine has gained extensive experience in financial accounting for income taxes, tax function leading practices, and SoX 404 controls.
Christine is responsible for a broad range of U. S. multi-national and foreign-owned clients doing business as single entities or in joint ventures, and has experience with a wide range of complex tax matters relating to her clients’ businesses. Christine specializes primarily in chemical and energy related companies, including upstream oil and gas companies, refineries, and petrochemical companies. Christine has advised her clients on many transactions and provided tax consulting and compliance services on numerous federal, state and international tax issues, as well as serving as global lead tax partner assisting global engagement teams on financial audits.Christine is an Area tax resource for stock based compensation issues with regards to financial accounting for income taxes.
Christine has been a contributor to articles for the American Oil and Gas Reporter and Taxes Magazine. She has taught various national and international firm training programs, as well as participated in external speaking engagements.
Greg Matlock, EY
Plenary: The Evolution of the Master Limited Partnership
Friday, February 28, 3:45 pm – 5:00 pm
Greg has significant experience with structuring and planning engagements for energy transactions and capital market transactions throughout the Americas, including energy structures and investments. Greg’s core practice is focused on U.S. federal income tax planning and structuring for business transactions from a Subchapter K perspective, with an emphasis on energy investments. Within the energy space, Greg has focused on transactions, structure, investments, exit planning, and capital market transactions (including MLPs, Up-C transactions, C Corporation IPOs, YieldCos, and REITs), as well as conversions, consolidations, and mergers of entities. Greg is the former Chair of the Houston Bar Association Tax Section, and, prior to joining EY, Greg was a tax lawyer at Norton Rose Fulbright (formerly Fulbright & Jaworski LLP). Greg is a frequent speaker (and writer) on partnership tax issues, as well as on energy tax and transaction matters. Greg has been published, appeared, or has spoken in the following: Oil & Gas Investor Magazine, Oil & Gas Financial Journal, Oil & Gas Investor Capital Formation Supplement, Houston Chronicle, Financial Times, Houston Business Journal, BNA, Inc. Daily Tax Real Time, Natural Gas Intelligence – The Weekly Gas Market Report, SNL Energy, SNL Energy – Gas Utility Week, Bloomberg BNA MLP, Louisiana Energy Conference, Tax Executives Institute, Capital Link Annual MLP Forum, American Petroleum Institute’s Federal Tax Forum, Energy M&A and Financing Forum, Texas CEO Magazine, Oil and Gas Eurasia, FuelFix, Oil, Gas, and Energy Law Journal, Midstream Business, American Oil & Gas Journal, IPAA and the IPAA Private Capital Conference, and others.
David Resseguie, PwC
2.02 Tax Challenges and Opportunities in a Digital World
Friday, February 28, 10:00 am – 11:30 am
David is the Emerging Technology Leader for PwC's Tax Technology practice and AI Lab. As part of the PwC Labs team, he works with the firm's leading technologists, data scientists, automation, and AI experts from all of PwC's lines of service to digitize and automate client and internal processes, resulting in significant time savings and increased efficiency. Formerly David was the Director of the Data Factory in PwC's Chief Data Office and Chief Technologist of the Data & Analytics Delivery Services group. Before joining PwC, David was a member of the Computational Sciences and Engineering Division at Oak Ridge National Laboratory, designing and implementing multiple technical solutions for the Dept. of Homeland Security, Dept. of Defense, and other Federal Agencies.