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Deloitte "Understanding Communications Taxation" Pre-Conference Tutorial

"Understanding USF" Workshop

"Telecommunications Technology Basics" Workshop

"R&D Credits, PPP and ERC Opportunities" Workshop

"Tax Technology and Automation" Workshop

Taxation Party (Tue 10/12/21 - Sponsored by Avalara)

Conference Reception Party (Mon 10/11/21 - Sponsored by CSI)

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For more information about speaking, please contact Matthew Lucas by (email)

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Communications Taxation '21
Pre-Conference Half-Day Workshop
October 11, 2021

"Understanding USF" Workshop

Monday, October 11, 2021 -- 12:00PM - 4:00PM (Half Day)

4 CPE Credits

No additional fee, price is included with the conference fee.

This workshop explores the Universal Service Fund (USF) issues that have long plagued telecommunications and emerging operators. Six leading attorneys in the field will discuss basic principles and current issues impacting the determination of carrier contributions to the USF, including: the basic principles involved in determining the appropriate revenue base upon which to base the USF contribution; issues involved in classifying services and related revenues as telecommunications versus information services; methodologies used to determine telecommunications revenues by jurisdiction; the Form 499 and related instructions, highlighting key compliance areas; the USF audit process and common issues; USF-related issues to consider in connection with merger & acquisitions; and USF policy updates.

This session is suited for both experienced telecommunications tax personnel involved with USF regulatory compliance activities, as well as new entrants offering (or looking to offer) telecommunications services as part of their overall service package.


USF Workshop Agenda:

12:00PM - 1:30PM: Introduction, Basic Principles and Form 499
1:30PM - 1:45PM: Break
1:45PM - 2:45PM: Walk-through of a USAC Audit
2:45PM - 3:00PM: Break
3:00PM - 4:00PM: Preparing for USF Changes; Regulatory Diligence and Corporate Structuring; and Case Studies

12:00PM - 1:30PM
USF Workshop Session 1
Introduction, Basic Principles and Form 499

Presented by: Steve Augustino, Kelley Drye

USF Basics:

Form 499 Form and Instructions

"Gotchas and Pitfalls," Q&A, discussion and open Issues

1:45PM - 2:45PM
USF Workshop Session 2
Walk-through of a USAC Audit

Presented by:

Allison Rule, Marashlian & Donahue
Jackie Neff, Marashlian & Donahue

You’ve been selected for an audit! Now what?

Basic information that any filer should have on hand

The site visit

Field work - Follow-up questions can continue for weeks and months following the site visit

Course corrections along the way

Audit report

"Gotchas", "Pitfalls" and the "Dos and Don'ts"

Q&A, discussion and open Issues

3:00PM - 4:00PM
USF Workshop Session 3
Preparing for USF Changes; Regulatory Diligence and Corporate Structuring; and Case Studies

Presented by:

Doug Jarrett, Keller & Heckman
Brita Strandberg, Harris Wiltshire Grannis 

How is USF changing, and how can you prepare?

Diligence and Regulatory Structuring

Case Studies
Audience-driven case studies ... bring your toughest challenges!

Dress is business casual.