Intellectual Property Tax - Valuation & Transfer Pricing Tuesday, June 3, 2008 1:00 - 2:00 p.m. (ET) 10:00 - 11:00 a.m. (PT) Click here to attend for FREE Learn from Ocean Tomo, the leader in complex intellectual property transactions, how: Intellectual property is valued during IP-centric deals These transaction data can be used to comply with current taxation regulations To take advantage of tax planning opportunities when managing IP assets The relative ease of transfer and licensing, and the significant value of intellectual property assets has resulted in increased scrutiny by tax authorities throughout the world. Interestingly, the tax authorities seem to struggle with how to deal with these important assets and often are internally inconsistent in their positions. Some of these positions (especially related to the value of early-stage intellectual property) may provide tax planning opportunities for companies when managing their intellectual property assets. Ultimately, there is no substitute for real world transaction experience when it comes to valuing intellectual property assets. Using this experience and transaction data are critical when complying with today’s increasingly complex global regulations.   Mike Lasinski is a Managing Director at Ocean Tomo in charge of the firm’s valuation practice. Mr. Lasinski serves clients in the areas of strategy, valuation and tax structure analysis. In the valuation area, he has valued IP and businesses in the context of licensing, sale, purchase (including purchase price allocation), corporate spin-outs, joint ventures, litigation (reasonable royalty and economic damage analyses) and tax-related transactions. Mr. Lasinski has completed more than 200 valuations during his professional career. In the strategy area, Mr. Lasinski has helped his clients establish IP management subsidiaries, licensing departments and intellectual asset management groups throughout the world. He has also performed inventories of company IP and developed strategies for clients related to IP licensing, sale, donation and abandonment. Mr. Lasinski has spoken on the topics of IP valuation, licensing and tax strategies throughout the U.S. and internationally. He is currently the Treasurer and a former co-chair of the Valuation and Taxation Committee of the Licensing Executives Society (LES). He is the current Vice Chair of the Valuation and Taxation Committee of the Intellectual Property Owners Organization (IPO). He holds both a B.S.E. in Electrical Engineering (Summa Cum Laude) and a M.B.A. (with High Honors) from The University of Michigan. Mike is also a Certified Public Accountant in the State of Illinois. Prior to joining Ocean Tomo, Mike worked for InteCap, a subsidiary of Charles River Associates, Coopers & Lybrand (now PriceWaterhouseCoopers) and Ford Motor Company. If you have any questions prior to or following the webinar, please contact Mike Lasinski at 312.377.4836 or mlasinski@oceantomo.com.                   Established in 2003, Ocean Tomo, LLC (www.OceanTomo.com) is the leading Intellectual Capital Merchant Banc® firm. The company provides financial products and services related to Intellectual Property financial & survey expert testimony, valuations, investments, risk management and transactions. Headquartered in Chicago, Ocean Tomo has offices in San Francisco, Palm Beach, Orange County and Washington, DC. Subsidiaries of Ocean Tomo include: Ocean Tomo Auctions, LLC; Ocean Tomo Asset Management, LLC; and Ocean Tomo Capital, LLC -- publisher of the Ocean Tomo 300® Patent Index (Amex: OTPAT), the Ocean Tomo 300® Patent Growth Index (Amex: OTPATG) and the Ocean Tomo 300® Patent Value Index (Amex: OTPATV).

Disclaimer The information contained herein is for informational purposes only and supports the marketing of professional services by Ocean Tomo, LLC.  Further, the information contained herein is general in nature and is based on authorities that are subject to change. Therefore, the information contained herein is provided with the understanding that Ocean Tomo, LLC is not engaged in rendering business, financial, investment, hedging, trading, regulatory, legal, accounting, tax or other professional advice and services via this document.  Accordingly, the information contained herein should not be used as a substitute for seeking the appropriate professional advice.  More specifically, it is not written tax advice directed at the particular facts and circumstances of any person.  If you are interested in any topic presented in this newsletter, we encourage you to contact us or an independent tax advisor to discuss the potential application to your particular situation. Nothing herein shall be used, and cannot be used, by any person for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code. Having trouble reading this email? Click here. Ocean Tomo, LLC 200 W. Madison 37th Floor Chicago, IL 60606 312-327-4400 Copyright © 2008, Ocean Tomo, LLC. All rights reserved.