CalCPA Education Foundation Entertainment Industry Conference

Entertainment Industry Conference June 19, 2014 Los Angeles and Webcast

ENTERTAINMENT INDUSTRY CONFERENCE HYATT REGENCY CENTURY CITY AND WEBCAST JUNE 19, 2014

Conference Planning Committee Michael R. Morris, Esq. Co-Chair Valensi Rose, PLC Ilan Haimoff, CPA, CIA, CFE, CFF Co-Chair Green Hasson Janks Bradford S. Cohen, Esq. Venable LLP Kathy Davis Motion Picture & Television Fund Brian E. Feldman, CPA Philpott Bills Stoll & Meeks LLP

William B. Harris Nigro Karlin Segal Feldstein & Bolno, LLC Brian J. Marler, CFA Houlihan Lokey Linda R. Flemins, CPA Internal Revenue Service Randy W. Perrin Internal Revenue Service Michael S. Sherman, Esq. Reed Smith LLP Mary P. Yoel, CFP City National Bank Richard Zinman The Entertainment Group, Morgan Stanley

Hyatt Regency Century Plaza 2025 Avenue of the Stars Los Angeles, CA 90067

CONFERENCE OVERVIEW AGENDA {AT-A-GLANCE}

Overview: Stay on the cutting edge of an everchanging industry with this perennially popular one-day event. You will gain insight on the hottest topics in the business from the experts, who will share practical guidance on everything from new content delivery platforms to hidden opportunities for entertainment tax savings. You will also learn the latest on developments in the legislative, regulatory and political arenas.

Credit Information: CPE: 8 Hours MCLE: 6.5 Hours

08:45

Welcome and Introductions

08:50

Beltway Briefing

09:30

The Demise of DOMA?

10:10

Break

10:20

Why Content is King and How the Kingdom is Expanding

11:10

Mining Intellectual Property: Know What You Have and What to do with it!

12:10

Lunch (provided)

12:55

Luncheon Keynote: A Conversation with the Legendary Producer of Titanic and Avatar, Jon Landau and Radio Host Joe Sutton

01:30

Philanthropy: The Gift that Keeps on Giving

02:20

Music Industry Update

03:30

Break

03:40

Business Management: What Should Keep You Up at Night?

04:20

Top Entertainment Tax Savings

05:10

Reception for Los Angeles Attendees Sponsored by HUB International

06:00

Adjourn

Level: Update Prerequisites: None

SPONSORS P L AT I N U M

GOLD

RECEPTION HOST

SILVER

MEDIA

MORNING BREAK SUPPORTING IN-KIND

Datafaction Specialized Accounting Solutions

08:45

Welcome and Introductions

10:10

{Break}

Michael R. Morris, Esq. Co-Chair Valensi Rose, PLC

10:20

Why Content is King and How the Kingdom is Expanding Join an experienced panel of industry leaders for a provocative discussion about new platforms and distribution, ways to improve access to consumers, monetization across platforms, the impact of industry consolidation and more.

Ilan Haimoff, CPA, CIA, CFE, CFF Co-Chair Green Hasson Janks 08:50

Beltway Briefing Hear insiders’ perspectives on the latest federal developments and how they’re likely to impact your business. Plus, you’ll get a preview of issues in the upcoming house and senate elections.

Moderator Andrew Wallenstein Editor-in-Chief, Digital Variety Panelists

Bradford S. Cohen, Esq. Venable LLP

Christopher C. Chen Senior Vice President Endgame Entertainment

Robert L. Smith II Chair, Legislative Practice Group Venable LLP 09:30

Holly Leff-Pressman, Esq. Executive Vice President and General Manager Nielsen Entertainment Television

The Demise of DOMA? It’s been almost a year since the Supreme Court overturned the Defense of Marriage Act (DOMA).

Get an expert’s view on the ruling’s state vs. federal consequences, its current implications for income and estate tax planning and residency issues, and the benefits of marriage vs. a registered domestic partnership.

Bradford S. Cohen, Esq. Partner Venable LLP Larry A. Ginsberg, Esq. Partner Harris•Ginsberg LLP Elizabeth R. Glasgow, Esq. Venable LLP

John T. Roberts Senior Vice President Digital Media & Commercial Ventures Endemol USA Richard D. Thompson, Esq. Partner Bloom Hergott Diemer Rosenthal LaViolette Feldman Schenkman & Goodman, LLP 11:10

Mining Intellectual Property: Know What You Have and What To Do with It Learn how to take full advantage of your intellectual property. Industry specialists will share their insights on monetization, income and estate taxes, charitable opportunities, asset underutilization, assigning rights and copyright issues, and the comparative benefits of sales, licensing, donation and borrowing.

Moderator Michael S. Sherman, Esq. Reed Smith LLP Panelists Denise Colletta Senior Vice President City National Bank Stephen A. Kovach, CFA CFO Vine Alternative Investments Brian J. Marler, CFA Houlihan Lokey

12:00

{Lunch (provided)}

12:55

A Conversation with Jon Landau 03:40 Legendary Producer of Award Winning Movies Titanic and Avatar. (not available for webcast)

01:30

03:10

{Break}

Jon Landau Producer Lightstorm Entertainment

Business Management: What Should Keep You Up at Night?

What exactly are your obligations to your client and how do you best fulfill them? The managing partner of a large business management firm will share his insights about potential reputational risks, mitigating risk, firm transition and other related issues.

Joe Sutton Host: The Heart of Hollywood Sutton & Associates

Mickey Segal, CPA Managing Partner Nigro Karlin Segal Feldstein & Bolno, LLC

Philanthropy: The Gift that Keeps on Giving 04:20 Giving it away isn’t always so simple. Get practical guidance on the gift vetting process, income and estate tax efficiencies, the business manager’s role, UBIT and legacy and recognition considerations.

Top Entertainment Tax Savings Never miss a tax saving opportunity! Learn from the experts about ways to achieve significant savings in both domestic and foreign jurisdictions.

Moderator Donella M. Wilson, CPA Green Hasson Janks

Joseph D. Chianese, CPA Executive Vice President EP Financial Solutions

Panelists

Panelists

Michael D. Karlin, CPA Nigro Karlin Segal Feldstein & Bolno, LLC

Schuyler M. Moore, Esq. Partner, Entertainment Department Stroock & Stroock & Lavan LLP

Ken Scherer CEO MPTF Foundation

Akash D. Sehgal Director, State and Local Tax Green Hasson & Janks

Kent E. Seton, Esq. Seton & Associates 02:10 Music Industry Update

Moderator

05:10

Making money in music requires close scrutiny, and litigation continues. Hear a compelling presentation 06:00 on licensing vs. sales by a leading Nashville attorney, as well as a dynamic panel discussion on digital music royalties.

Reception for Los Angeles Attendees Sponsored by HUB International {Adjourn}

Licensing vs. Sales: The Litigation Continues Richard Busch, Esq. Partner King & Ballow Digital Music Royalties: How many micro-pennies are in a dollar?

Larry Blake Chief Legal & Business Affairs Officer Concord Music Group, Inc. D. A. Wallach Spotify Steve Winogradsky, Esq. Winogradsky/Sobel

SESSION DETAILS

VPE 80 CalCPA Education Foundation

DISCOUNT PROGRAMS

†

You’ll save hundreds while earning up to 80 hours of CPE through our conferences, courses and self-study products. As a CalCPA member, you’ll be saving up to $1,955* with VPE 80.

CalCPA Members: $1,295

Our Value-Priced Education (VPE) programs and the coupon program are now: • an exclusive benefit for CalCPA members; • valid for one year from date of purchase; and • valid for all conferences, courses and self-study products.

VPE 40 Whether you’re interested in a full CE Week, conferences, courses or self-study products, you’ll be getting your education at a great price. Save up to $830* with VPE 40.

CalCPA Members: $795

VPE 24 If you only need 20 hours of CPE, you want to attend a staff training or you are interested in three great conferences, the best place to start is VPE 24. Get your feet wet before taking the VPE 80 plunge. Buy today and you can save up to $300.* CalCPA Members: $675

*Saving based on live/webcast conference costs per hour for members and Value-Priced Education program purchasers.

CALCPA.ORG/DISCOUNT (800) 922 5272

REGISTRATION INFORMATION

REGISTER ONLINE calcpa.org/Entertainment14

Contact CalCPA Education Foundation P.O. Box 45066 San Francisco, CA 94145-0066 Phone (800) 922-5272 Fax (888) 868-8558 Web calcpa.org Event Pricing Member $325 Nonmember $425 Conference Registration June 19 Los Angeles Event Code 5141184A June 19 Webcast Event Code 5141184B Discount Programs Save hundreds with Value-Priced Education (VPE) and Coupons.

VPE 80 $1,295 CalCPA Member VPE 40 $795 CalCPA Member VPE 24 $675 CalCPA Member Coupon 10 $2,495 CalCPA Member Learn more about CalCPA discount programs, (800) 922-5272 or calcpa.org/discount Materials for this conference are provided in PDF format. You will receive an email which contains a link for accessing the materials at least three days before the conference.

Registration Policy All registrations are taken on a first-come, firstserved basis. The CalCPA Education Foundation reserves the right to refuse admission to any individual whose behavior it deems inappropriate.

Cancellation Policy If you need to cancel your registration, you must cancel four business days prior to the event to receive a full refund. After that time a refund will be given less a $125 cancellation fee. No refunds will be given for no-shows.

VPE no-shows will have the number of registered CPE hours deducted from their VPE credit.

Coupon no-shows will forfeit the coupon used to register. For registration policies please go to calcpa.org/policies.

Note: Topics and speakers are subject to change.

For up-to-date information, please go to calcpa.org CalCPA Education Foundation is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or www.learningmarket.org.