www.pwc.com Tax reform readiness What s your business strategy? Los Angeles June 13, 2018 Bio books 0
The Hon. Dave Camp PwC Managing Director, Senior Policy Advisor, Tax Policy Services (989) 488-8807 david.l.camp@pwc.com A member of Congress for over 24 years, Chairman Camp served as Chairman of the Committee on Ways and Means and is recognized for his leadership in advancing federal tax reform. In March 2014, he introduced the Tax Reform Act of 2014, the most comprehensive tax reform proposal since the mid-1980s. Prior to his Chairmanship, he was a member of the Joint Committee on Taxation (JCT) for six years, serving as Chairman in 2011 and 2013 and Vice Chairman in 2012 and 2014. The Honorable Dave Camp is Senior Policy Advisor within PwC s Washington National Tax Services (WNTS) practice. In this role, Chairman Camp provides his perspective to PwC clients on the global business environment and important federal policy issues, including tax reform, the economy and the impact of proposed policy changes on businesses. Chairman Camp s extensive tax policy experience helps companies navigate the dynamic legislative and regulatory process to develop successful strategies and advance policies meant to improve economic growth and competition in global markets. Tax reform readiness 1
Doug Anderson PwC Partner, Southwest Advisory Services Market Leader (949) 842-5952 doug.anderson@pwc.com More than 20 years of industry and consulting experience. Industry focus includes the Industrial Chemicals, Ag Chemicals, and Natural Resources value chains, with additional significant experience in industrial manufacturing, and electronic equipment. Areas of expertise include business strategy, M&A strategy, post-merger integration strategy, operations strategy, market entry strategy, channel strategy, pricing strategy, operations improvement, due diligence, supply chain management, strategic sourcing, and product development. Prior to consulting, held staff and line management positions with ANSYS, Inc., and Cummins Engine Co. Graduate of the University of Illinois at Urbana-Champaign with a Bachelor of Science in mechanical engineering and holds a Master of Science in mechanical engineering from Purdue University and a Master of Business Administration from the University of Southern California Marshall School of Business. Doug serves as the firm s Advisory Services Leader for the Southwest market which encomposses the Los Angeles, San Diego, Orange County, Phoenix, Las Vegas, Denver and Salt Lake City. In this role, he manages PwC s consulting, deals, and forensics business. Doug joined the firm in 2011 through PwC s acquisition of PRTM, a global management consulting firm with focused capabilities in operational strategy, supply chain, and product development. Tax reform readiness 2
Kevin Ciavarra PwC Partner, Southwest Tax Market Leader (646) 430-4466 j.kevin.ciavarra@pwc.com Over 19 years of experience advising investment management clients on the tax and legal issues that affect private and public investment funds. Experience includes the co-management of a billion dollar distressed loan portfolio, including the formulation and confirmation of bankruptcy plans of reorganization, as well as out of court recapitalizations and restructurings. Previously a client service partner in PwC s New York asset management practice where he had a diverse base of clients that included the Who s Who of private equity, hedge, and fund of funds managers. Kevin is the Tax market leader for the Southwest market which encomposses the Los Angeles, San Diego, Orange County, Phoenix, Las Vegas, Denver and Salt Lake City tax practices. Tax reform readiness 3
Eric W. Cullers PwC Managing Director, Financial Due Diligence Transaction Services (310) 933-2664 eric.w.cullers@pwc.com Transaction experience has been focused on leading complex financial due diligence engagements for acquisition and divestiture transactions in the US and internationally. Spent one year in Amsterdam, Holland focusing on due diligence projects for international and cross-border transactions. Eric is a Managing Director in PwC s Deals practice and has over 20 years of client service experience and has participated in over 100 transactions, specializing in financial due diligence for financial and strategic investors. Tax reform readiness 4
Michael Engel PwC Director, Intelligent Process Automation Lead (646) 771-1321 engel.michael@pwc.com Nearly 30 years experience in technology consulting, outsourcing service delivery, and advisory services. Michael s early work in process automation won him innovation honors from global technology analysts and several keynote addresses on the topic at international conferences. Over the past five + years, Michael has been entirely focused on the application of IPA across multiple industries. Advised several leading global outsourcing services firms to embed RPA/IPA in service delivery models. Michael leads the Intelligent Process Automation (IPA) center within Emerging Technologies at PwC. He is focused on digital workforce transformation through the application of Robotic Process Automation, business process management, and artificial intelligence. In this role, Michael is establishing the capability to both advise clients on their process automation journey and to transform their operations through the successful deployment of intelligent process automation. Tax reform readiness 5
Stefanie Kane PwC Southwest Market Managing Partner (917) 822-6673 stefanie.kane@pwc.com With more than 25 years of experience and over 15 years as a partner at PwC, Stefanie has worked on a broad range of large multinational companies, with a primary focus in the Technology, Media and Telecommunications (TMT) sector. She has served as the lead engagement partner for some of PwC s largest clients, responsible for the delivery of all PwC services to each of these leading organizations. Stefanie s experience ranges from large multinational corporations to privately held companies, to start-up enterprises and she has led the engagements of several clients as they reinvent themselves and their business models for improved competitive positioning. Prior to her role as the Southwest Market Managing Partner, Stefanie held several senior leadership positions within PwC, including having served as PwC s Global Media Leader, U.S. TMT Strategy Leader, U.S. Entertainment, Media & Communications Assurance Leader and U.S. Assurance Strategy Leader. Stefanie is the Market Managing Partner of PwC s Southwest Region and has a deep technical expertise in all aspects of financial reporting and complex capital market transactions. She is one of PwC's leading experts on the TMT industry and has also spearheaded several of PwC s women s leadership initiatives. Tax reform readiness 6
Michelle Lee PwC Partner, Tax Reporting and Strategy US Tax Robotics Process Automation Leader (646) 591-6686 michelle.s.lee@pwc.com Led several proof of concept Bots projects for at a global medical device companies that saved between 80-90% of time spent on data gathering/reconciliation process between the corporate function and shared service center. Conducted RPA readiness and opportunity assessment workshops for several power and utility companies and built proof of value Bots. Consulted companies around building their automation process capabilities. Advised technology companies across accounting and tax functions, on process scanning and process identification and qualification methodologies. Led numerous tax functional assessments to produce a business case around operational improvements. Michelle is a partner who works in the national Digital Labor Platform practice (e.g., Intelligent Process Automation, including Robotic Process Automation ( RPA or Bots ), Natural Language Processing, Machine Learning, etc.). In the last several years, Michelle has been leading a team of people that specializes in RPA, including establishing Global RPA Centers of Excellence, identifying and delivering Proof of Value Bots, RPA vendor selections as well as process redesign, data mapping/blueprinting/organization, data governance, and implementing a number of different technology enabled solutions. Tax reform readiness 7
Bart Stratton PwC Partner, Tax Mergers & Acquisitions (714) 335-1919 bart.stratton@pwc.com Over 17 years experience consulting clients on complex federal corporate income tax matters, including designing and implementing domestic and cross border mergers and acquisitions and tax planning strategies for domestic and multi-national corporations. Relocated to Los Angeles in July 2014 to lead the Southern California tax mergers and acquisition group after spending the previous 8 years in Washington, DC in PricewaterhouseCoopers' national tax office as a partner in the mergers and acquisitions group. Extensive experience with assisting clients with buy-side and sell-side due diligence, federal corporate income tax planning, obtaining private letter rulings from the IRS, structuring and executing mergers and acquisitions for multi-national corporations and consolidated groups; tax-free spin-offs; bankruptcy and debt restructuring; loss planning; and consulting on general corporate tax matters. Member of the AICPA and past chair of the corporations and shareholders tax technical panel. Partner, Mergers and Acquisitions, Los Angeles Tax reform readiness 8
Vu Tran PwC Partner, Global Structuring Leader (714) 553-3421 vu.p.tran@pwc.com Vu has dealt with a range of complex transfer pricing planning, documentation, and dispute resolution matters in a variety of industries including technology, pharmaceuticals and life sciences, consumer products and retail, automotive, among others. Significant experience in large-scale engagements ranging from full value chain transformation projects, in assisting his clients with tax efficient structuring of their supply chain and intra-group transactions, aligning with the operational objectives, to documentation of his clients' positions on a global basis. Extensive experience in assisting his clients with tax dispute matters including defense of IRS and foreign tax authority initiated examinations, competent authority proceedings, and proactive negotiations of Advance Pricing Agreements (APA) and tax rulings covering tangible, intangible and services transactions. Vu is a partner at PwC, based in Los Angeles, and serves clients throughout the U.S. Vu is also the Practice Leader of our Southwest Global Structuring Network, which includes our International Tax, Mergers & Acquisition and Transfer Pricing practices. Vu brings more than 20 years of experience in intercompany pricing and international tax matters. Tax reform readiness 9
Ron Wisniewksi PwC Lead Tax Partner (619) 937-1117 ron.wiz@pwc.com Wide breadth of experience, including having spent several years as a director of domestic taxes for a San Diego-based multinational company. Has overseen tax efforts on numerous M&A deals and has led significant tax planning engagements related to foreign tax credit planning, worthless stock deductions, business restructuring, and numerous other projects in international and federal tax areas. Member of PwC s Federal Tax practice and works in a number of industries associated with the San Diego marketplace. Brings a coordinated approach to his clients seeing that the needs of the business are considered while the technical requirements of the tax law are met. Ron is the lead Tax partner with PwC s Tax practice in San Diego. Ron is a member of PwC s Federal Tax Practice and works in a number of industries associated with the San Diego marketplace. Though his clients require him to be familiar with many areas of tax, he spends most of his time in three primary areas Mergers & Acquisitions (M&A), ITS, and Tax Accounting. Tax reform readiness 10