kyle sollie, reed smith llp ksollie@reedsmith – +1 215 851 8852 mike shaikh, reed smith llp
DESCRIPTION
Agency Settlement Bureaus: Using them Effectively (Using Pennsylvania, California & Massachusetts as a Case Study). Kyle Sollie, Reed Smith LLP [email protected] – +1 215 851 8852 Mike Shaikh, Reed Smith LLP [email protected] – +1 213 457 8044 Rob Weyman, Reed Smith LLP - PowerPoint PPT PresentationTRANSCRIPT
Agency Settlement Bureaus: Using them Effectively (Using
Pennsylvania, California & Massachusetts as a Case Study)
Kyle Sollie, Reed Smith [email protected] – +1 215 851 8852
Mike Shaikh, Reed Smith [email protected] – +1 213 457 8044
Rob Weyman, Reed Smith [email protected] – +1 215 851 8160
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Massachusetts—Early Mediation Program
• Background
• Criteria for Participation
• Timing – Prior to assessment
• Amount – At least $250,000
• Developed facts and issues
• Willingness to resolve all or substantially all disputed issues
• Offsetting Issues
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Massachusetts—Early Mediation Program (cont.)
• Pre-Mediation Action Items
• Lists of mediation participants
• Position statements
• Choice of mediator
• Mediation Day
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Massachusetts—Early Mediation Program (cont.)
• Issues Likely To Be Accepted Into Mediation
• Transfer pricing / embedded royalties
• Sham / disregarded entities
• Issues Not Likely To Be Accepted Into Mediation
• Validity of special industry apportionment
• Throwout challenges
• Multiple issue mediation
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Massachusetts—Early Mediation Program (cont.)
• Case Study: Transfer Pricing & True Debt
• Timing of mediation request
• Pre-mediation submissions
• Mediation day
• Department negotiation strategies
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Please contact us with any questions
Kyle SollieReed Smith LLP
1717 Arch Street – Suite 3100 · Philadelphia, PA [email protected]+1 215 851 8852
Mike ShaikhReed Smith LLP
355 South Grand Ave. – Suite 2800 · Los Angeles, CA [email protected]+1 213 457 8044
Rob WeymanReed Smith LLP
1717 Arch Street – Suite 3100 · Philadelphia, PA [email protected]+1 215 851 8160
6www.reedsmith.com/statetax/
Reed Smith State Tax Group
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