Alliance for Tax, Legal, and Accounting Seminars
&
Structured Finance Institute

Chairpersons:
Edwin G. Kroft, McCarthy Tétrault LLP, Vancouver, Canada
James O’Brien, Baker & McKenzie LLP, Chicago, IL

Monday, September 8, 2008

7:30 am Registration and Continental Breakfast

8:30 am ATLAS Welcome and Introduction

8:45 am U.S. Transfer Pricing Rules & Developments Significant to U.S./Canadian Cross Border Transactions
Ward Connolly, Fenwick & West LLP, Palo Alto, CA

10:00 am Break for Refreshments

10:15 am Canadian Transfer Pricing Rules & Developments Significant to Canadian/U.S. Cross Border Transactions
Thomas Aikin, McCarthy Tétrault LLP, Toronto

11:30 am Issues Under New U.S./Treaty Protocol
Albert Baker, Deloitte LLP, Vancouver B.C.
David Cordova, Deloitte LLP, Seattle, WA

12:30 pm Luncheon

1:15 pm Evolving Rules on Permanent Establishments & Business Profits Discussion
James M. O’Brien, Baker & McKenzie LLP, Chicago
Mark Meredith, Moskowitz & Meredith LLP, Toronto

3:15 pm Break for Refreshments

3:30 pm Topical Canadian Audit Issues
Deborah J. Toaze, McCarthy Tétrault LLP, Vancouver B.C.

4:45 pm Seminar Adjourns for the Day

Tuesday, September 9, 2008

8:00 am Continental Breakfast

8:30 am Chairpersons’ Summary and Overview

8:45 am Topical IRS Audit Issues
Paul E. Schick, Baker & McKenzie LLP, Chicago, IL

10:00 am Break for Refreshments

10:15 am Roundtable on U.S./Canadian Competent Authority/APA Practice
Edwin G. Kroft (Moderator)
McCarthy Tétrault LLP, Vancouver, B.C.
U.S. Competent Authority Representative
Canadian Competent Authority Representative
James M. O’Brien, Baker & McKenzie LLP, Chicago, IL

12:15 pm Seminar Concludes