THE 12th PHILIPPINE TAX SUMMIT

Painting the Tax Palette with the Country's Tax Maestros

the pan pacific hotel-manila I july 25-26, 2017
From the organizers of the first and only tax
conference in the country,
at the best, multi-awarded business hotel in
Manila.
A meeting of tax experts. A networking
opportunity with fellow tax practitioners.
A platform for sharing sound and up-to-date
tax content.

This is the 12th Philippine Tax Summit.

 W HY ATTE N D ?
N ow on its 12th run, the Philippine Tax Summit shall Lessen your legal liability. Learning about the recent issuances

3
transpire at Pan Pacific Hotel-Manila, an elegant urban retreat
that is ranked among the regions finest. Apart from luxurious
accommodations, this years conference primarily offers solid
content from the countrys tax experts. There are countless
points that have drawn hundreds of tax and accounting
professionals and entrepreneurs to the Philippine Tax Summit
of the BIR shall allow you to avoid legal risks, placing you in the
know on compliance. Our speakers will share with you the latest
rulings in taxation, helping you stay on top with relevant BIR
issuances.
Discover new vendors and suppliers. We intend to invite

4
over the years. We have highlighted the most salient reasons
for your attendance to this years conference:
Learn from the experts. Our speakers have unyielding track
hundreds of exhibitors, including service providers who can
dovetail their solutions to your needs. Spend time in our exhibit
areas to discover what value our vendors can offer to your
company. These services may spell competitive advantage for

1
records as tax practitioners, developing their proficiency as tax your company and help you thrive amidst cutthroat competition.
directors, tax lawyers and tax managers. Most of them are
currently in active practice, and are respectable subject matter
experts in taxation. Our speaker selection process is as Mingle with like-minded peers from around the country. The
stringent as possible, and we guarantee learning from the 12th Philippine Tax Summit is a convergence of people who
industrys finest. You will be mentored into sound
fundamentals, valuable insights and practical tips on taxation.
And these are intended to change the way your company does
business through smart tax management.
5 intend to learn within a brief amount of time. Yet we assure you of
time where you may mingle with your peers and have the chance
to interact, learn new ideas, and exchange perspectives. You will
definitely pick a thing or two from what your peers are doing and
decide to take the idea on. You may find a mentor or meet
Enhance your skills and stay up-to-date. Regardless of your someone whom you may want to coach, being new in tax

2 experience as a tax practitioner or the level that you occupy in

your organization, there is still substantial knowledge and skills
that you have yet to earn. The sharing of our experts may give
you new insight about how you manage your taxes, and the
conference is a perfect platform to earn the full spectrum of
practice.

knowledge in taxation.

THE 12th PHILIPPINE TAX SUMMIT

 F EATU R E D TO PI C S
Plenary Session 1: Secrets Plenary Session 5:
and Strategies in Tax Audits Principles and Strategies in
and Investigations the Management of VAT

Plenary Session 6: Typical

Plenary Session 2: Tax
Taxation Errors
Differentials and Tax
Incentives Plenary Session 7: Professional
Plenary Session 3: The Latest on Image Enhancement for Accounting
Expanded Withholding Tax and Professionals
Allowable Deductions
Plenary Session 8: Tax Data
Plenary Session 4: The Nuances of Validation Using Microsoft Excel
Taxation in Estate and Wealth
Planning and Management

THE 12th PHILIPPINE TAX SUMMIT

 TAX S PEAK E R S
Mr. Rainier E. Carpio, CPA
Former Tax and Accounting Manager of one of the leading real estate
companies in the country; CEO of a fast emerging tax and accounting firm;
Shell Six Sigma champion
Mr. Rainier Carpio is previously the Tax and Accounting Manager of one of the
leading real estate companies in the Philippines. In this role, he oversees
financial reporting, management reporting, tax compliance and budgeting.
Concurrently, he serves as consultant to firms, handling tax consultancy,
management advisory services, bookkeeping engagements, internal audit and
limited assurance engagements. In his previous stint in Shell Services Manila,
he has done inventory accounting for complex terminals, and one other area of
expertise is Total Records Management (TRIM) applications. He is also one of
Shells Six Sigma champions.
Atty. Froilyn D. Pagayatan
Former Tax Director of a Big 4 Tax Firm; professor of taxation and speaker in
local tax fora
Froilyn P. Doyaoen-Pagayatan is a lawyer who has been specializing in tax
and corporate law for 13 years now. From 2000 to 2006, she worked in SGV &
Co. where she provided advice on tax compliance and planning, handled tax
assessments and refund, and assisted multinational corporations in their
corporate registrations and restructuring. From 2006 to 2012, she worked in
the law firm of Follosco Morallos & Herce where she was promoted as partner
in 2010. In 2013, she became a tax director in SGV & Co. She put up her own
law office, FDP Law, in February 2014. She is currently tax consultant of the
GSMH Law Office.
THE 12th PHILIPPINE TAX SUMMIT
Atty. Froi has been a speaker on various tax matters in various seminars
such as the Philippine Retirement and Healthcare Summit, the Philippine
Tax Summit, the IBP Makati MCLE Seminar and many more. On August 21,
2004, her article on taxation of entertainment and representation expenses
was published in the Philippine Inquirer. On November 24, 2013, her article
entitled e-BIR which discusses the electronic filing and payment systems
of the Bureau of Internal Revenue was published in the BusinessWorld. She
has been teaching Taxation, Commercial Law, Corporations and
Partnerships, and Obligations and Contracts at the Mapua Institute of
Technology School of Business and Management since 2011. Atty. Froi
received her law degree from the University of the Philippines in 2000 and
was admitted to the Philippine Roll of Attorneys in 2001. She received her
Bachelor of Arts degree in Political Science (Magna Cum Laude) from Saint
Louis University in 1996.
Mr. Enrico T. Pizarro, CPA
Former Audit and Assurance Associate of a Big 4 tax and audit
consulting firm; CEO of a tax and accounting firm
Mr. Erick Pizarro is formerly an Audit and Assurance Senior Associate of
one of the Big 4 tax and audit consulting firms in the country. He was
likewise an Audit and Assurance Senior Associate of Grant Thornton LLP,
USA, a global accounting organization based in California where he shared
his expertise in accounting, advisory, and assurance services to
multinational companies. He has also worked with Chevron Corporation,
holding the responsibility of maintaining internal controls and finance
services to 4,000 subsidiaries of the organization on a global scale. He is
currently President and CEO of an audit and assurance firm based in
Makati.
 TAX S PEAK E R S
In September, 2013, Atty. Gargoles established his own firm (Gargoles
Law Office) and enhanced the quality of services in various tax and
Atty. Nelson S. Gargoles corporate works, and added estate planning, transfer of ownership of
Former Tax Manager of Punongbayan & Araullo and properties through sale, donation and succession to the repertoire of his
Revenue Examiner of the BIR services.

Atty. Arnold Apdua

Atty. Nelson S. Gargoles is a lawyer and a Certified Public Accountant. He Tax Lawyer and Consultant
began his career with Punongbayan & Araullo (P&A) in the Audit &
Assurance Division in 1991, where he worked with local and foreign
Atty. Arnold Apdua has twelve (12) years of meaningful experience in tax
companies from a wide range of industries. He then moved to the Tax
practice, including seven (7) years as Revenue Officer of the Bureau of
Advisory & Compliance Division, where he handled business registrations
Internal Revenue (BIR) and four (4) years as individual practitioner.
and applications for tax refunds. In 1993, he moved to the private sector,
Concurrently, he is a tax lawyer of Quasha Ancheta Pea Nolasco Law
working for an airline and shipping company as an internal auditor, and then
Office and senior consultant of Bizmaker Tax and Accounting Consultancy
for a bank as an audit supervisor. He also took a professorial post at the
Services. He began his professional career as an associate auditor of Sycip
Lyceum College of the Philippines and the University of the East, where he
Gorres Velayo and Co. (SGV & Co.) in 2004. In May 2004, he entered the
taught accounting and taxation subjects.
BIR as Revenue Officer where he performed tax audit and investigations
including regular and special tax investigations. He was also assigned in
He held the post of Revenue Examiner at the BIR for almost 15 years, where
several BIR Special Task Forces such as drafting the BIR Industry Audit
he conducted field audit investigation of tax cases; conducted lectures on the
Manual and tax compliance audit of government agencies. He received
Bureaus new issuances; processed dockets for the payment of capital gains
several commendations from the BIR including consistent Top Revenue
tax, estate tax and donors tax for the issuance of Certificate Authorizing
Collector in BIR Mandaluyong from 2009 to 2011. He has noted expertise in
Registration; and prepared reports of investigation for the Assessment
handling transactional taxes and estate tax planning. He is a resource
Division of the Regional Office, among other responsibilities. Atty. Gargoles
person and speaker for various Continuing Professional Development
rejoined P&A in 2011 and as a Tax Senior Manager he had extensive
(CPD) tax seminars conducted by the Philippine Institute of Certified Public
experience in a broad range of tax work, including providing tax opinion and
Accountants (PICPA), Asian Institute of Taxation (AIT) and CLA
advice, contesting tax assessments (handling more than 50 Assessment
Consultancy and Training Center Inc. He was also invited in several
cases at a time) with the Bureau of Internal Revenue (BIR), submitting claims
conferences, including Philippine Business and Entrepreneurs (BPE) Expo
for tax refund from the BIR, preparation of income tax returns, performing tax
and Chambers of Customs Brokers General Assembly. Currently, he is the
compliance reviews, incorporation and other registration work with the
Committee Chair for Comelec of PICPA Metro Manila Region (MMR) and
Securities and Exchange Commission and other government agencies, and
PICPA Western Metro Manila Chapter (WMMC). He also served as PICPA
similar tax work.
WMMC Committee Chairman for Taxation and Co-Committee Chairman for
Membership.

THE 12th PHILIPPINE TAX SUMMIT

 IT TAKES ONLY AN INVESTMENT OF 6K to showcase your
company's products and services at The 12th Philippine Tax Summit.
Grab this special offer! The following is a partial list of our
conference patrons.
2go Group, Inc.
360 Training.Com Inc
401 Development & Construction
A. Alfonso Supermarket/Hospital
Abb Inc.
Aceresource
Acs, A Xerox Company
Active Microtechnology Solutions
Adamson
Adidas
Advance Computer Forms
Advantek, Inc.
Adways (Philippines) Inc
AFP General Insurance Corporation
Air Phil Express
Alfa Medina Development Corporation
Amdatex Las Pinas Services, Inc.
Amkor Technology Phils Inc
AMSWLAI
Angelus Medical Clinic
Antonina Industrial Corporation
Anvaya Cove
Aquasoft Water Systems Inc
Araneta Group
Asalus Corporation
Aseana Holdings, Inc.
Asia Brewery Inc
Asialink Group of Companies
Asian Hospital
Asian Institute of Maritime Studies
Asian Terminals, Inc.
Assistplus, Inc
Atlas Fertilizer Corporation
Avida Land Corporation
Axa Philippines
Ayala Corporation
Ayala Land, Inc.
B&M Global Services Manila
Bags In The City Manila Co.
BCS Prime Holdings
Biocare Health Resources
Biocostech
Biocostech Phils. Corp.
Boardwalk
Bsb Group Inc
Bsb Junrose Auto Parts Corp
Camox Agency
Canon Marketing Phils., Inc.
Caprice Pension House
Cardinal Santos Medical
Cats Motors Inc
Cavite Pig City Inc.
Ceneco
Century Properties Group, Inc
Cescorp
Ceva Logistics Phils., Inc.
Channel of Blessing Enterprise
Chevron Holdings, Inc
China Banking Corporation
Chinese International School Manila
Cinco Corporation
Cocoplus Aquarian Devt. Corp.
Colegio De San Juan De Letran-
Calamba Inc.
Colegio San Agustin-Binan
Colgate Palmolive Philippines, Inc.
Conec Inc.
Control Union Phils., Inc.
Convergence Realty and Development
Corp.
Crossings Department Store Corp.
DDVMH
De La Salle-College Of Saint Benilde
Debuts & I Do's
Dhwr Food Corp
Directories Philippines Corporation
DKSH Philippines Inc.
DMCI Holdings, Inc
DMCI Mining Corporation
DPU Accounting Services
Dualtech Training Center
Edward Keller Philippines Inc.
Eei Corporation
Egis Projects Philippines, Inc.
Elixer Manpower Service Cooperative
Emapta Versatile Services Inc.
Energy Development Corporation
Energyopt
Envirosystems Technologies Corp
Face & Body Rejuvenation Center
Federal Land, Inc.
Fern Inc.
Ferrier Hodgson Philippines Inc.
First Advantage Phils Inc
First Bay Power Corporation
Follosco Morallos & Herce
Fort Wayne
Frey-Fil Corporation
Fuji Industries Manila Corporation
Fundline Finance Corporation
Gabionza De Santos & Partners Law
Offices
Gandang Kalikasan
Genpact Services Llc
Gentle Star Trading Corp
Getz Bros. Philippines Inc.
Ginebra San Miguel, Inc. - San Miguel
Corp.
Glaxo Smithkline Phils, Inc
Global Contact Services
Global Payments, Inc
Global Visions Events And Marketing
Network, Inc.
Globe International Distribution Center,
Inc.
GMA Network, Inc.
Grolier International
Guill-Bern Corporation
Havoc Digital, Inc.
Healthway Medica Clinics, Inc.
HGST, A Western Digital Company
Holcim Philippines, Inc.
Honda Cars Tarlac
Idee Kreativ
Ids Philippines, Inc.
Imus Institute
Indra Philippines, Inc.
Ingram Micro Phils
Inland Corporation
Interglobe Technologies Inc Phils
Ip Converge Data Center, Inc.
Itt Water Technology Inc.
Je Manalo & Co. Inc.
Jet Sales Corporation
JGC Philippines, Inc.
JJED Phils. Inc.
Johnson Controls IFM Phils. Corp.
Kairosolutions
Kawasaki Motor Phils. Corp.
Khmaya Builders Incorporated
Kintetsu World Express (Phils) Inc
Knowledge Channel Foundation, Inc.
L Oreal Philippines Inc.
Laus Group Holdings, Inc.
LBC Development Corporation
Lead Generator For Concord Capital
Linahein Corporate Services Inc
Lisam Enterprises, Inc.
Longridge Construction Inc
Luxure Properties & Devt Corp
Lyceum of the Philippines University
M Lhuillier Business Group Tacloban
Macroasia Catering Services
Mahatma Gandhi International School
Majestic Shipping Corporation
Makati Medical Center
Manila Broadcasting Co.
Manila Catering Corporation
Manila Electric Company
Manila Oslo
Manly Plastics Inc
Marc Alain Gen. Merchandising
Maria Montessori Children's School
Foundation Inc
Maryland Distributors Inc.
Masinloc Power Partners Ltd
Maxim Enterprise Solutions, Inc.
Maynilad
Mbs Vitug Construction
Media Convergence Inc.
Medical Trends & Technologies Inc.
Megaworld Corporation
Merck, Inc
Mesco Inc.
Microgenesis Business Systems
Microsourcing
Mileva Pawnshop
Mindanao Textile
Mitsubishi Motors Phils Corp
Mmldc Foundation Inc
Monde My San Corp.
National Grid Corporation Of The
Philippines
National Irrigation Admin.
Nexans
Oceanagold Phils. Inc.
Ochoa Sison Corp
Ogilvy & Mather Phils. Inc.
One Pharma Co. Inc
Only N D Phils. Delicacies
Orion Support Incorporated
Personal Collection Direct Selling Inc.
Petron Bataan Refinery
Petron Corporation
Pharmacy Detailing & Drugstore
Management, Inc.
Pharmasia-Cuvest, Inc
Philippine Batteries, Inc.
Philippine Women's University
Philsaga Mining Corporation
Phinma Property Holdings Corp.
Planters Db Properties, Inc.
P'nt Electrical & Hardware Supply
Pos-Fil Ship Management Corporation
Poyry Energy, Inc.
Precious Pages Corporation
Pretiolas Philippines, Inc.
Prime Technology Specialists, Inc
Productive Work Specialists
Professional Insights Marketing Services
Public Safety Savings & Loan Association,
Inc.
Pura Realty & Development Corp.
Radio Veritas
Raquel Pawnshop, Inc.
Red Dragon Farm
Republic Chemical Industries Inc
RFM Corporation
Rio Tuba Nickel Mining Corporation
Ronrich Enterprise
Royal Canin Philippines Inc.
Royal Cargo Combined Logistics Inc.
Royale Business Club
Rusley
S Next Philippines, Inc.
Sagaevents, Inc.
San Miguel Corporation
San Miguel Yamamura Packaging Corp
San Paolo Ice Plant And Cold Storage Inc.
Santos-Cua Aac Firm
Sanyo Seiki Stainless Steel
SC Johnson Philippines ROHQ
SGS Philippines, Inc.
Shindengen Philippines Corporation
Sitel Philippines Corporation
Sky Arrow Technology Inc.
Skyway
SN Aboitiz Power-Magat, Inc
Solutions, Experts & Enablers Inc.
Specialty Beans Philippines, Inc.
SPI Technologies, Inc
Splash Corporation
SQL *Wizard, Inc.
St. Luke's Medical Center - Quezon City
St. Marys Academy
St. Thomas Paper Corp.
Star Accounts Mgt Services, Inc
Star Cruises
S-Tech Limited
Steelasia Manufacturing Corp
Subic Bay Marine Exploratorium Inc.
Sunlife Financial
Swiftstar Logistics Corporation
Sykes Asia Incorporated
Sytengco Philippines Corporation
Tagala Pawnshop
contact us for details of
Tamsons Enterprises Inc.
Telus Intl. Philippines, Inc.
The Area Press
The Coffee Bean and Tea Leaf
The Medical City
The Results Companies
The Roman Catholic Diocese of Cubao
sponsorship
Thermaprime Well Services
Total (Philippines) Corporation
Transcom Worldwide, Inc.
Transnational Uyeno Maritime Inc.
Transprint Corporation
Trimark Fashion International Inc.
Unilab
Unitec Resources, Inc.
University of Asia & the Pacific
University of Perpetual Help Data System
Inc.
UST Faculty Union
Vans
Vcustomer Philippines, Inc.
Viva Communications, Inc.
Wyeth-Pfizer Inc.
YMC Global Incorporated
Yokogawa Phils Inc
Yomeco Construction & Devt Corp.
Zi-Techasia (Pilipinas) Inc.
Zuellig Pharma Asia Pacific Ltd. Phils
ROHQ
 who we are
IAM TRAINING SERVICES is an affiliate and marketing arm of Indu Inferentia
Management Consultancy. It is a private consulting entity that offers conferences,
as well as public and in-house workshops. Since 2012, we have successfully
organized The First Philippine Tax Summit, which attracted 528 delegates from a
wide cross section of industries. This was followed by the First Labor Relations and
Management Summit, which was patronized by 270 participants. The Strategic
Selection and Management Summit and The First Philippine Compensation and
Benefits Management Congress, had 150 and 260 delegates, respectively. Within
the same year, it has conducted the 2nd Philippine Tax Summit, with a total of 230
participants. Apart from sequels to these congresses, IAM and Indu have organized
new conferences in 2013, reflecting its growing number of patrons. These are The
Sales and Marketing Professionals Conference, The OD and Training Congress,
The 1st e-BIR Tax Conference, and The 1st Tax Remedies Executive Symposium.

Only within 7 years of offering conferences, IAM TRAINING SERVICES and Indu
Inferentia have now served over 10,000 organizations, including the top
corporations in the country. This proven track record is borne out of its integrity,
passion for excellence, and customer centricity.

VENUE
INFORMATION

The Pan Pacific Hotel-Manila is a

2-time winner of the World Travel
Awards (tagged as The Oscars
of the Travel Industry by the Wall
Street Journal), and the first and
finest five-star butler hotel in the
country.

Tel 318.0788
Mobile. 0917.597.0543
Contact Banquet Sales.
 R E S E R VATI O N F O R M
Please print & accomplish the reservation form below. Email or fax it to your IAM TRAINING SERVICES Marketing Representative.

TERMS AND CONDITIONS OF RESERVATION

All cancellations should be made within seven (7) working days before the conference. If notice is made later, payment shall be forfeited in favor of IAM TRAINING SERVICES. Cancellations with
punctual notice will merit a refund of 90% of the billed amount. IAM will not be liable for cancellation of the event due to typhoons, Acts of God, and unforeseen events of similar nature. IAM
TRAINING SERVICES reserves the right to modify the topics and outlines of the conference; or to replace the speakers as they deem apt. Official, BIR-registered receipts shall be issued during the
event.

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