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August 07, 2019
August 07, 2019

About This Event

Wednesday, August 7, 2019 Golden Gate University 536 Mission Street Room 5208 San Francisco, CA 94105   Topic                   Just the Basics: E&P, Basis and Previously Taxed E&P (formerly PTI) Speakers             PwC LLP Justin Denworth, Principal - San Jose, CA Nikki Zar, Partner - San Jose, CA Michael Palmer, Director - San Jose, CA Michael Barton, Director - San Jose, CA Agenda 7:30-8:00 am          Registration/Breakfast 8:00-8:05 am           Introductions 8:05-8:15 am          Why Compute E&P and Stock Basis? 8:15-10:00 am         How to Compute E&P and Basis 10:00-10:15 am       Break 10:15-10:30 am       Common Issues in Computing E&P and Stock Basis 10:30-10:45 am       Compare and Contrast Foreign vs. Domestic Concepts 10:45-12:00 pm       E&P Reporting Requirements 12:00-1:00 pm         Lunch 1:00-1:30 pm           Effect of TCJA on E&P and Basis 1:30-2:00 pm           Contrast between Federal and State E&P and Stock Basis 2:00-2:15 pm           Non Eliminating State Dividends and CA DISAs 2:15-2:30 pm           Break 2:30-4:00 pm           Previously Taxed Earnings and Profits (formerly PTI)                               ­ Just the Basics: E&P, Basis and Previously Taxed E&P (formerly PTI)   DATE: Wednesday, August 7, 2019   THIS IS NOT A PREPAID EVENT   *Please enter your TEI Member Number in the Promo Code box in EventBrite to take advantage of your TEI member discount. If you don't know your member number, please go to   No refunds will be issued after August 2, 2019.   Substitutions may be made up to the date of the event.   CLE/CPE Credits   CLE - The San Francisco Chapter of TEI has been approved by the State Bar of California to provide continuing legal education (CLE) credits.  This program is scheduled to provide 6hours of CLE credits in taxation based on 60-minute hours.    CPE - The San Francisco Chapter of TEI has been approved by the California Chapter of Accountancy to provide continuing professional education (CPE)

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