Tax Insights for Early Stage and Mid-size Companies 

Join Armanino's corporate tax experts for a discussion of the top tax issues keeping Silicon Valley’s early stage and mid-size companies up at night. You’ll enjoy strategic yet tactical conversation, followed by cocktails, dessert and light hors d'oeuvres on the balcony of the Silicon Valley Capital Club. We’ll also be gifting Armanino Family Cellars wine to a lucky few.

Lunch will be provided.


Silicon Valley companies of all sizes—from early stage to mid-size to pre-exit—all face tax challenges. Whether you're just starting to think about taxes or in need of additional support beyond your current staff or provider, Armanino’s corporate tax experts will talk through practical tips and strategic tricks, from geographic expansion to tax credits and beyond.


Time Discussion Topic Panelists
11:30 AM - 12:45 PM Lunch and Welcome David Sordello, Partner-In-Charge, Corporate Tax and your host for the day
12:45 - 1:45 PM Planning for Geographic Expansion
For every one successful market entry, four fail. While geographic expansion provides a compelling path to accelerated growth by opening up access to new markets and customers, many companies fail to plan ahead and take full advantage of tax-savings opportunities. Our experts discuss tax considerations—from IP migration to transfer pricing to basic compliance—when you’re considering expansion.
Nghi Huynh, Partner
Jon Davies, Partner
1:45 - 2:00 PM Break
2:00 - 3:00 PM Tax Credits and Exemptions: Are You Missing Savings Opportunities?
Many companies believe that they qualify for research and development (R&D) tax credits or sales/use tax exemptions. However, documenting activities in a way that meets the stringent requirements of the IRS and state tax authorities isn’t easy. Our experts discuss how to ensure you receive the credits and exemptions your company is allowed, so you can re-invest those savings into your business.
David Lee, Partner
David Sheets, Partner
Malcolm Ellerbe, Partner
3:00 - 3:15 PM Break
3:15 - 4:15 PM Exit and Succession Planning Best Practices
Creating an exit plan should be a part of your business practices, regardless of what stage of growth your company is in or what type of economic environment exists. Whether you’re planning for an IPO, merger or transitioning your business to the next generation, you need to be prepared well in advance to ensure you’re not hit with unnecessary and avoidable tax consequences.
Tom Bondi, Partner
Yu-Ting Wang, Partner
Kevin Wise, Partner
4:15 - 4:30 PM Closing
4:30 - 6:30 PM Happy Hour and Hors D'oeuvres

Following our panel discussions, you’re welcome to stay and enjoy some cocktails, dessert and light hors d'oeuvres on the balcony of the Silicon Valley Capital Club. We’ll also be gifting Armanino Family Cellars wine to a lucky few.

Feel free to bring along your colleague(s)—just RSVP for 2 or more, so we know how many we should expect. Professional services firms are welcome, as well.

We hope to see you there!

Silicon Valley Capital Club
50 W. San Fernando Street
Top Floor
San Jose, CA 95113
May 15, 2017
11:30 AM - 6:30 PM
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