Welcome to Austin!
Registration will start on Tuesday, January 28th.
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Come to the Nelson Room - 2nd floor at the Westin Austin Downtown - anytime between 10:00-2:00 to pick up your name badge and "swag bag".
2025 AIP Tax Summit
PREPARING OURSELVES AND OUR TEAMS FOR THE FUTURE
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Join us for our inaugural AIP Tax Summit, where Tax and Finance leaders from across AIP's portfolio will come together to connect, share best practices, and lead our companies to success.
JAN 28 - JAN 29 2025
AUSTIN, TEXAS
Hear from Industry Experts and Learn Portfolio Company Best Practices
We are excited to learn from tax experts at EY, RSM, and Deloitte at our summit, in addition to experts from within our portfolio. Key topics at this year's summit will include:
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AIP's vision, resources, and support for our collective tax functions
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Tax Policy and Legislative updates and their impact on our organizations
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Exit Readiness: Preparation, considerations, and learning from others' experiences
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Pillar 2 / BEPS and its implications for our functions and our businesses
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Leveraging tools and software most effectively to ensure tax efficiency and compliance
Agenda
Tuesday January 28th, 2025
Nelson Room, 2nd floor, Westin Downtown
2:00pm-3:00pm
AIP Welcome and Vision
Dmitry Zelik, Lou Tedesco and Neil Snyder from AIP
3:00pm-3:30pm
Building Relationships and Sharing Knowledge
OnRamps
3:45pm-5:00pm
Dan Farrell, Gary Silacci, and EY Washington Desk
Tax Policy and Legislative Update
6:00pm-7:00pm
Cocktail Reception at Il Brutto
7:00pm-9:00pm
Dinner at Il Brutto
Wednesday January 29th, 2025
Nelson Room, 2nd floor, Westin Downtown
7:30am-8:30am
Breakfast
8:30am-8:45am
Welcome and Purpose Of The Day
OnRamps
8:45am-10:00am
Advisor Panel: Exit Readiness and Best Practices
Gary Silacci: Partner, Transaction Advisory Service, EY
Justin Gurney: Principal, Mergers & Acquisitions Tax, RSM
Giovanni DiCenso: Principal, Deloitte
Moderated by Dmitry Zelik
10:15am-12:00pm
Global Compliance Case Studies and Best Practices
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Elisabeth Luleich, AIP
Dan Farrell, Partner at EY - Pillar 2 and BEPS Overview
Chris Dupuis, Senior Manager, International Tax Services RSM - Practical Implications of Pillar 2
Joe Denson, Partner at EY - Case Study on Technology and Compliance Best Practices
12:00pm-1:00pm
Lunch
1:00pm-3:00pm
Breakout Discussions | Nelson Room, Vaughn Room and Joplin Room​
1. Unique Tax Issues for Partnerships: Best Practices and Case Studies - Toni Thereault, Partner RSM
2. Optimizing Cash Repatriation: Transfer Pricing, Tax Treaties and Debt Strategies - Gary Silacci, EY
3. Unlocking Tax Planning Opportunities: Insights on Section 266, Incentives and Accounting Methods - Matt Maggiacomo and Giovanni DiCenso, Deloitte
4. Strategic Tax Forum: Sharing Best Practices, Insights and Solutions - Various Advisors
3:00pm-3:30pm
Closing Group Commitments
OnRamps
Logistics
Our Venue: The Westin Austin Downtown
We are excited to be able to host our event at The Westin Austin Downtown (310 E 5th Street, Austin TX).
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Reserve your room with our group rate by 12/23/2024 to secure your spot!
Dress Code
The dress code for the summit is business casual. For dinner at Il Brutto, Austin is a very casual town. We recommend jeans (and perhaps cowboy boots!)
Austin Eats and Drinks
Austin is a town known for its hospitality! There are a few excellent spots nearby The Westin for a quick bite or drink. Here are a few that we'd recommend:
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The Westin's Rooftop Bar - highest spot downtown!
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Whistlers on East 6th Street by Il Brutto
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Midnight Cowboy - Speakeasy by the Westin
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Hotel Vegas - Live music on East 6th Street
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Franklin BBQ - Notoriously delicious Austin staple