Intellectual property (IP) migration is a common tax strategy used by life sciences companies. Such a strategy involves the transfer of IP from the company’s U.S. headquarters to a foreign related entity. Historically, we’ve seen this IP migration as a tax strategy, but the rules are complex. And the questions are many, particularly after the passage of tax reform. This webinar will provide an overview of the opportunities and challenges surrounding IP migration, both for those companies considering this strategy and those already having undertaken it.
Agenda topics include:
- Impact of tax reform on IP migration
- Benefits of migrating IP – regulatory, tax and business
- Good candidates for IP migration
- Implementing an IP migration process
Jim Alajbegu, Partner, International Tax Leader, Baker Tilly
Partner Jim Alajbegu leads Baker Tilly’s international tax practice, specializing in the areas of multinational tax and transfer pricing. Jim works with clients in global tax planning, developing effective tax strategies for tax efficient repatriations of foreign earnings and assisting with international business expansions, acquisitions and divestitures.
Lynette Stolarzyk, Principal, Midwest Region International Tax Leader, Baker Tilly
Lynette Stolarzyk joined Baker Tilly in 2015 as a principal and leader of the Midwest Region International Tax practice, specializing in providing international tax planning and consultation to multinational organizations. Lynette’s experience also includes finance positions with international companies and as a faculty member of the University of Wisconsin – Madison School of Business.
Matt Damone, Director, Transfer Pricing, Baker Tilly
Matt Damone, Director of Transfer Pricing, advises multinational companies on issues related to IP migration, the creation and defense of cost sharing arrangements and supply chain restructurings for tax. He works with clients on IP valuations for both inbound and outbound companies and performs IP Valuations for tax and transfer pricing purposes.
The webinar will take place from 1:00-2:00pm ET on February 13, 2018.
All registrants will receive login instructions within 24 hours of the start time. All registrants will receive the recording and slides for the presentations, even if unable to participate live.