How this data company solved its global tax management challenges
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Cloud migration considerations for tax department integration
By: Oracle
Type: Blog
Cloud migration is crucial in tax transformation but often leads to managing multiple disconnected tax solutions, creating complexities. This blog explores how consolidating your tax technology stack can enhance efficiency:
· Simplifying operations by reducing applications teams manage
· Creating seamless data flows between tax workflows
· Providing a unified platform integrated with cloud ERPs
The Thomson Reuters ONESOURCE platform helps tax departments:
· Multiply expertise through automation
· Access a unified tax determination engine
· Scale globally with coverage
Read the full blog to learn how consolidating your tax technology during ERP cloud migration can help your team achieve more with less.
These are also closely related to: "How this data company solved its global tax management challenges"
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How compliance automation helps manage global tax transformation
By: Oracle
Type: White Paper
As governments digitalize tax infrastructures, Continuous Transaction Controls (CTC) and e-invoicing mandates challenge global organizations. By 2025, 80% of companies must adapt.
Key compliance challenges include:
• Managing complex data across jurisdictions
• Integrating with government tax systems
• Automating manual processes
• Navigating country-specific regulationsOrganizations need strategies like:
• Building compliance teams
• Choosing centralized vs. localized approaches
• Adopting scalable technologyA solution like ONESOURCE Pagero can streamline compliance, reduce errors, and improve efficiency by automating tax and e-invoicing across 70+ countries.
Explore this white paper for help.
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Modernize your tax compliance strategy with integrated technology
By: Oracle
Type: White Paper
Indirect tax compliance is complex due to global markets, e-commerce, and evolving regulations. Tax departments face challenges with technology integration, resource constraints, and compliance across jurisdictions.
This white paper examines how an automated tax engine provides benefits:
• Manages high transaction volumes accurately
• Enhances compliance with updated tax rules
• Offers real-time reporting for e-invoicing
• Integrates with ERP for consistent data
• Reduces costs via less manual work and audit riskWhen choosing a tax solution, consider automation, compliance tools, and vendor support for success.
Explore this white paper to see how integrated tech can transform tax operations.
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Marketplaces and sellers- Navigating the cross-border tax journey
By:
Type: Talk
ITR and Vertex will host a webinar to explore the challenges facing online sellers and marketplaces after COVID-19, and to discuss ways to improve indirect tax efficiency and compliance. Join our experts, Jordi Sol, senior manager of international tax innovation at Taxamo (a Vertex Inc company), and Anitha Chakravarthi, global head of indirect tax and tax technology at Ebay, to discuss topics including: Sellers vs marketplaces Not all marketplaces provide the level of support with tax compliance that sellers are looking for. In a competitive landscape, marketplaces need to adapt their offering to meet the demands of their clients. This is particularly important as tax authorities impose increasingly stringent data requirements. Removing marketplace friction Which issues are causing obstacles to marketplace business success? Marketplace growth, in particular, can be hindered by indirect tax complexity. Anitha and Jordi will discuss the tax challenges for marketplaces and how to tackle them. Delivering for customers Both marketplaces and sellers have the same ultimate goal: to deliver what the end customer wants. However, tax can get in the way of achieving this. Anitha will share how using technology and working collaboratively with sellers can help a marketplace reach its potential. Indirect tax changes Setting the challenges to marketplaces and sellers in the wider landscape of indirect tax changes, Anitha and Jordi will discuss the vast changes that have happened – and are still happening – in the regulatory landscape. Increasing reporting requirements such as e-invoicing and continuous transaction controls (CTCs) are just some of the changes that indirect tax teams should be keeping an eye on. Tax technology options In an increasingly digital world, where tax authorities are requiring increasing access to accurate near-real-time data, tax technology in some form is the only way to manage compliance.
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Tax engines - An essential tech for EU and global organisations
By:
Type: Talk
ITR and Thomson Reuters hosted a webinar to share insights into how tax engines can help businesses meet the needs in an increasingly complex tax environment. Hosts, Laurence Pollinsky, Senior solution architect from Thomson Reuters, and Michiel Ruys, Associate partner, Indirect tax technology from EY discussed the following topics: - The changing regulatory landscape and meeting indirect tax obligations - The rationale and principles of a tax engine - How to secure buy-in of key stakeholders - The US HQs factors when considering tax engines in an EU office - Considerations and practical tips for successful tax engine deployment
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Indirect tax: Simplifying through technology
By:
Type: Talk
In association with Thomson Reuters, ITR's live webinar will take place on November 17 at 8am BST (London time) / 1.30pm (India time) / 4pm (Singapore time). Keeping up with ever-changing global indirect tax laws as well as increase in digital reporting requirements and regular tax audits are becoming a challenge for indirect tax departments and may increase the risk of non-compliance. According to the Thomson Reuters State of Corporate Tax Report 2021, more than half of tax departments anticipate significant changes to regulatory requirements for indirect tax – more specifically on increased digitised tax filings and real-time remittance requirements. The approach to resourcing indirect tax work is either ‘predominantly’ or ‘completely’ in-house for seven-in-ten corporate tax departments surveyed. The report also reveals that half of corporate tax departments feel under-resourced. Are traditional systems enough to stay ahead of the worldwide trend toward digital tax reporting and address the resourcing challenge? Hear from a panel of tax experts as they share their perspectives on utilising content-driven cloud technology solutions that help drive efficiency, mitigate compliance risks and enable strategic business decisions. This webinar will also cover: Key elements of a best-in-class indirect tax department; Benefits of tax technology over enterprise resource planning (ERP); and How to connect the dots within your business as well as to what’s happening around the world. The 60-minute webinar will be moderated by Deepak Bolia of Thomson Reuters, and facilitated by ITR. The webinar will be followed by a Q&A session.
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PRC indirect share transfers: tax burden rationalisation in a valuation downturn
By:
Type: Talk
During this period of economic uncertainty and market volatility, the valuation of Chinese-based portfolios has experienced a significant decline and the IPO process has also slowed down dramatically, which leads to a negative impact on the investment return. Meanwhile, the tax calculation for indirect share transfers can be complicated, with high uncertainty and controversy in practice due to a lack of clear guidance under the prevailing tax rules in the People’s Republic of China (PRC). In this context, international investors have an even higher expectation and need than ever before regarding the reasonableness of the tax treatment of PRC indirect share transfers. It is therefore essential to minimise the tax burden during a downturn of valuations, so as to enhance the investment return. In this webinar, Milano Fang and Tim Zeng, M&A tax partners at KPMG China, will discuss the PRC’s prevailing tax treatment of, and calculations for, indirect share transfers and the major causes of an unreasonable tax burden. They will also share their observations on typical market practice and insights on a potential breakthrough via a modification to the calculation method, with the aim of rationalising the tax burden. The free webinar offers the opportunity to raise questions for the speakers on the taxation of indirect share transfers in the PRC. Sign up today.
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Turning indirect tax from a growth inhibitor to an enabler
By:
Type: Talk
Join Peter Boerhof, the VAT director of Vertex, in a fireside chat with ITR at 10am GMT on November 10 to discuss how to manage the tax complexities of cross-border sales. In the midst of growing economic uncertainty, businesses are continuing to diversify their e-commerce offerings, exploring new territories to sell to and new routes to market. But as businesses look to exploit these opportunities, they are exposing themselves to potential indirect tax implications. To remain tax compliant, and foster the frictionless experience customers expect, businesses trading online need to manage tax complexities at every stage. In this fireside chat from Vertex’s VAT director, Peter Boerhof, he will share the findings from a recent Vertex survey of 730 tax and finance decision makers, all from businesses making online cross-border sales. The research looked to reveal how indirect tax complexities are hampering these businesses’ ability to grow. The discussion will include: Why indirect tax solutions need to be at the forefront of your e-commerce growth strategy; How to create a vision for tax success, and why good planning is a necessity; and How to find the right solution that will give you greater tax certainty and lower your audit risk.
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China's indirect tax changes - what to expect for the rest of 2021 and 2022
By:
Type: Talk
In association with KPMG China, ITR will host a live webinar on October 13 at 10am BST (London time) / 5pm CST (Beijing time). 2021 has been another challenging year for businesses, who continue their efforts to respond in an agile manner to the impacts of the pandemic and geopolitical changes. In parallel, many governments have taken the opportunity to introduce tax changes which would otherwise not be easy to implement during good economic times. China has introduced many indirect tax changes in 2021 and it is understood that plans have been made to make further changes in 2022. This ITR webinar aims to: (1) Provide a stock take of the Chinese indirect tax policy changes in 2021 (2) Preview the Chinese indirect tax changes anticipated for 2022, including but not limited to impacts from the Chinese VAT Law and Consumption Tax Law legislative process (3) Discuss anticipated Chinese green taxes developments
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How embedded tax solutions streamline ERP-based compliance
By: Oracle
Type: Blog
Embedded tax solutions integrate with ERP systems like SAP S/4HANA, automating tax calculations and reporting while ensuring compliance across jurisdictions. They enhance efficiency, accuracy, and transparency by using ERP data to streamline tax management. Discover how these solutions can revolutionize your organization's tax compliance.
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Webinar: Using technology to tackle tax changes and complexity in MENA
By:
Type: Talk
ITR and Thomson Reuters will host a webinar on May 25 at 11am BST / 2pm GST to explore the key developments that are shaping the MENA region’s tax environment, and discuss how indirect tax technology can help tax teams to face these challenges head on. Join our panel of experts including Wadih Abou Nasr, Business Tax Services Leader MENA from Ernst & Young and Hany Elnaggar, Group Direct & International Tax Leader (ME & GCC). In this webinar the panel will discuss: • The evolution of tax in the GCC and globally • How tax teams can continue to ensure accurate and on-time compliance, while staying ahead of changing regulations • How tax technology allows tax departments to manage increasing complexity more efficiently in-house
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April e-zine's feature article: How virtual reality is transforming healthcare
By: TechTarget ComputerWeekly.com
Type: Ezine
In this week's Computer Weekly, we find out how virtual reality technology is starting to be used to improve healthcare. We examine the new tax laws that are causing IT contractors to quit government digital projects. And we analyse the software licensing issues arising from SAP's recent court case over indirect access. Read the issue now.
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InsurTech: Going Digital presented by Deloitte
By:
Type: Talk
Focusing on the indirect tax impact of disruptive technologies & regulatory change affecting how insurance is priced, distributed and administered.
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IR35 reforms: Confusion over who pays employers' NI leaves IT contractors out of pocket
By: TechTarget ComputerWeekly.com
Type: eGuide
Litigators are circling as thousands of contractors realise that the 2017 roll-out of IR35 reforms to the public sector may have resulted in unlawful tax deductions – and the private sector could be next.
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Tax CMS in the Digital Working Environment using Archer - in German & English
By:
Type: Video
Tax compliance and tax risk management have moved into the focus of tax administrations, other stakeholders, and have entered the boardroom. The OECD is heavily promoting modern cooperative compliance approaches. Many German multinational companies have responded by implementing a Tax Compliance Management System (Tax CMS) in line with a new tax standard published by the German CPA Institute (IDW) in order to protect the company and its legal representatives as well as executive staff against organizational fault in tax matters and tax fraud. In this webinar Deloitte will show how to use the Archer to efficiently digitize an organization's Tax CMS. The webinar will be in German and English.
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Taking corporate tax management beyond provision with Longview
By:
Type: Talk
Hear senior tax professionals from insightsoftware and Deloitte explain how tax data can be centralised into one platform. Driving simplifications and the centralisation of group tax functions without taking ownership away from local experts allows for a more flexible and well-informed organisation. Businesses need to focus on leveraging tax technology that serves as a single source of truth for all tax data. Centralising critical information into one platform not only ensures consistency and accuracy but also streamlines processes such as operational transfer pricing and enables advanced forecasting. This unified approach empowers better insights and decision making across the board. In this webinar, tax experts from Deloitte and insightsoftware will delve into how Longview Tax extends beyond tax provision and reporting to help you to maximise the potential of your tax data. Discover how customers are increasing their return on investment by broadening the use of Longview Tax, ensuring centralised tax data management while avoiding the pitfalls of using numerous point solutions for interrelated tax processes. The topics covered will include: • Streamlining tax operations – how Longview Tax unifies your data for better efficiency and control; • Advanced forecasting and decision making – analysing and optimising your tax processes; and • Success in action – real-world examples of improved performance and value realisation. The following speakers will be sharing their insights: • John Andersson, manager, Deloitte; • Ronald Bakker, tax technology consultant, Deloitte; • Kathryn Abate, senior product manager, insightsoftware; and • Adam Bewicz, tax solutions engineer, insightsoftware. This session will demonstrate how to leverage your tax data more effectively and equip your organisation to face market challenges with confidence. Do not miss the chance to redefine your approach to tax management and create value across your operations.
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Webinar: Tax management digitalisation challenges for enterprises in China
By:
Type: Talk
Join ITR and KPMG China at 10am BST (5pm China Standard Time) on April 27 as tax and tech experts discuss the digitialisation efficiencies businesses could achieve under China’s ambitious plans. In 2021, the Chinese government issued ‘Opinions on Further Deepening the Reform of Tax Collection and Administration’, which set up the tax administration development blueprint for the next five years. The key objective of the blueprint is to build up the advanced 'intelligent taxation' tax supervision system via digital upgrading and intelligent transformation. Specifically, the tax authorities would build up the Golden Tax project Phase IV, fully digitised E-invoices, the new generation of the Electronic Taxation Bureau and a risk decision-making platform, together with optimisation on Supervision and Administration mechanism to strengthen risk supervision and improve the supervision’s accuracy and efficiency for the tax payers. Against this backdrop, enterprises operating in China are facing increasing challenges and therefore advancing the digital transformation of their tax management. To help enterprises address these challenges, the KPMG Tax Technology Client Solutions (TTCS) team has self-developed a tax system named KPMG KeyTax Platform (Key Tax) and built a comprehensive solution via KeyTax together with our ability on tax advisory and product design to help the clients advance tax digital transformation. In this session, KPMG experts will share their insights on KeyTax and tax digitalisation developments and how to help enterprises promote their tax digitalisation.
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Automating Tax Processes: Success Stories
By: Alteryx APAC
Type: Case Study
Discover how leading tax teams use AI-powered analytics to streamline compliance, reduce manual tasks, and improve accuracy. Global Tax Management, Baker Tilly, and Apter share success stories of increased efficiency and reduced risk with Alteryx. Learn to automate tax processes and reclaim valuable time. Read the full case study for insights.
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Global trends in corporate tax disclosure - an investor perspective
By:
Type: Talk
How corporate tax reporting practices are evolving and why it matters As governments are rewriting the international rulebook on corporate taxation, companies’ tax practices are coming under increasing scrutiny from regulators and other stakeholders. Companies employing aggressive tax practices such as profit shifting could be exposing themselves to growing regulatory and reputational risks, which have the potential to directly impact their profitability. Investors too are increasingly focused on the financial, regulatory and reputational risks associated with poor tax practices at their investee companies. However, disclosure limitations remain a significant roadblock to measuring and managing tax risks across portfolios and factoring them into investment decisions. Against this backdrop, this webinar will discuss: -The recent research on trends in corporate tax disclosure globally, drawing on reporting from over 1,300 large listed companies in developed and emerging markets, comparing tax disclosures to those on other sustainability issues -The growing regulatory focus on corporate tax practices -The way in which investors are approaching tax transparency in their portfolio companies
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Avoiding hidden risks and maximising opportunities: IPO Tax considerations
By:
Type: Talk
Understand the key tax implications, risks, and opportunities related to an IPO. Mark Boyle, a Partner in EY’s Transactions Tax Services practice will host the session. Discussion Points: Identifying and managing any tax exposures and getting ahead of any pre-transaction structuring steps. Key Takeaway: Key steps to ensure that the tax function and tax infrastructure are well prepared for public company status.
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Tax & Estate Considerations When Exploring a Change in Domicile
By:
Type: Talk
Protecting family wealth & managing the impact of taxes has long been a priority for families, regardless of net worth. An increasingly desirable way for residents of high-tax states looking to reduce their total tax liability is to change domicile to a low-tax or no-tax state. BNY Mellon Wealth Management invites you attend a virtual discussion highlighting key tax and estate considerations to keep top-of-mind when thinking about moving one’s residency to a tax-favorable state. These include meeting state and federal requirements to confirm one’s newly domiciled property status, misconceptions about the ease of changing domicile from one state to another, and the awareness of pitfalls critical to avoiding undesired consequences.
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Global tax transformation – Three rising trends CFOs should know about
By:
Type: Talk
Join ITR and TMF Group’s tax experts at 2pm BST on August 17 as they discuss trends towards global alignment, stricter governance, and increasing digitalisation – and how tax teams can achieve success in this environment. Global tax trends indicate a mixture of good and bad news for tax teams, creating an environment in which risk and opportunity sit side-by-side. This is according to research by TMF Group, published in its Global Business Complexity Index (GBCI) 2022. Tax authorities are becoming stricter: the percentage of jurisdictions that allow companies to voluntarily correct their tax returns without receiving a fine has decreased since 2020. Authorities are also making use of big data to target companies deemed to be high-risk. However, jurisdictions are increasingly bringing their tax policies into alignment, which creates opportunities for efficiency. Authorities are also displaying a desire to work with and support companies. While 27% of jurisdictions reported that no notice was needed before a tax audit in 2020, this has dropped to 19% in 2022. In this mixed environment, tax teams should keep on top of the changes, and the risks and opportunities they bring, to protect and advance their company. Join TMF Group’s tax experts for advice on how to find success in a climate of growing global alignment, stricter governance, and increased digitalisation. Speakers: Emine Constantin, Global solutions director, Accounting and Tax (EMEA), Maja Mandela, Head of Accounting and Tax (CEE), Aphro Hong, Associate Director and Market Practice Leader, Accounting and Tax (China and Taiwan), Vitor Benetti, Senior manager, Accounting and Tax, TMF Group. Moderator: Alice Jones, Commercial Editor, ITR
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Year-End Tax Prep Made Easy: Tips to Get Ahead Now
By:
Type: Talk
With tax season approaching, join our upcoming webinar to discover expert strategies to streamline your tax process and meet deadlines promptly. Our speakers will share expert advice to help you streamline your processes and stay ahead of deadlines. They'll also cover proactive tips to simplify year-end tax prep for your clients, strategies for managing common tax challenges, plus tools and resources to help streamline the upcoming tax season. This session is tailored specifically for financial professionals who want to optimize their workflows and deliver value to their clients during tax season, register today!
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Tax-Smart Investing: Tax Sensitive Rebalancing and Tactical Trading
By:
Type: Video
Tax efficiency isn't just a strategy—it's a service. Learn how to apply tax-sensitive rebalancing and tactical trading methodologies within the Morningstar platform to enhance your clients' after-tax returns.
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Tax-Smart Investing: Tax Sensitive Rebalancing and Tactical Trading
By:
Type: Video
Tax efficiency isn't just a strategy—it's a service. Learn how to apply tax-sensitive rebalancing and tactical trading methodologies within the Morningstar platform to enhance your clients' after-tax returns.
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Opportunities with tax administration digitalisation in China
By:
Type: Talk
Hosted by ITR and KPMG China, the live webinar will take place on May 27 at 10am London time (5pm Beijing time). China started to pilot electronic tax invoices for B2C transactions as far back as 2013 and has made significant progress in the meantime. Recently, China announced a nationwide rollout of electronic invoices to B2B transactions starting from 2021 and to be completed by 2025. Therefore, electronic and paper invoices will circulate in parallel for the next three to four years. Electronic invoices are expected to create both cost saving opportunities for businesses through a reduction in manual invoicing processes, and allow businesses to accelerate the digital transformation of their business-finance-tax ecosystems. In parallel, ever more large enterprises are digitalising their tax risk management. Enterprise tax digitalisation involves the integration of invoice management, tax compliance, tax management reporting and tax risk monitoring, and requires comprehensive tax knowledge and complex analytical procedures. In response to the needs of enterprises, KPMG has specially gathered experts in tax, management consulting, IT advisory and other aspects to set up a ‘tax transformation services’ team to support customers on their path to vastly improved tax risk management. In this session, KPMG experts will share their insights on China e-invoice and tax digitalisation developments, and how to get ready for the resulting business transformation.
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Horizon Series: Tax Planning for Business Owners
By:
Type: Replay
We are pleased to extend an invitation to our upcoming webinar on Tax Planning for Business Owners. During the webinar, we will cover the following topics: • The current tax landscape and what this means for your clients • How tax-efficient investments can add value for your clients • Planning opportunities that can help you grow your business This webinar is for investment professionals only. Tax treatment depends on the individual circumstances of each client and is subject to change. Tax relief depends on the companies we invest in maintaining their qualifying status.
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Sales tax compliance 101: A beginner’s guide
By:
Type: Video
Establish a solid foundation to manage sales tax for your business. Economic nexus. Exemption certificates. Sourcing rules. If those words leave you feeling confused, you’re not alone. Even though most U.S. businesses are required to collect and remit sales tax, few understand all the rules or how to comply. Don’t miss our on-demand webinar, Sales tax 101: A beginner’s guide, to gain a better understanding of what you must know about sales tax and compliance. In just 60 minutes, you’ll learn: - Tips to determine where and when you have sales tax obligations - Steps to accurately calculate sales tax rates - Resources to keep up with legislative updates and rate or rule changes - Recommendations for scaling the tax returns process - Rules about exemption certificates
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Getting into the Groove of R&D Tax Credits
By:
Type: Replay
Are you curious about the federal Research & Development (“R&D”) tax credit for investments in innovation? This credit offers you tax savings on eligible expenses or an offset against your payroll tax liability, which can potentially save you thousands of dollars each year. Companies that drive innovation in manufacturing, software development and biotechnology/pharmaceuticals aren’t the only ones that can benefit from this tax credit. Any company that is innovating products or technologies can qualify for the R&D Tax Credit. Yet, more than 80% of businesses are not applying for these credits either because they think they don’t qualify or think that getting them is too hard. By attending this session, you’ll learn: - How the R&D tax credit can enhance cash flow to fund your business growth - What business activities meet the criteria for R&D tax credits - What constitutes proper documentation for claiming eligible R&D activities - How an experienced partner is best suited to help you claim this tax credit
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TUNE UP: Myth busting - 10 Tax myths busted
By:
Type: Replay
Les Cameron, Head of Technical and Colin Simmons, Business Development Manager both from Prudential are myth busting again. Join them as they discuss the top 10 common tax myths in their usual engaging and memorable way. As they dive into each myth they look at the tax and planning implications for client scenarios and provide key takeaways and tools to support adviser client conversations. Myth to be busted or fact? - Higher rate tax payers get 40% tax relief - Investment bond tax is 20% - Minimising LTA charges is a good thing - Discounted gift trusts save IHT immediately - Offshore bonds are only for high net worth individuals - Pension tax relief is capped at the annual allowance - Junior ISAs are the best option for saving for children - ISAs are tax free - You get £12,500 personal allowance tax free - Taking dividends is the most effective way to extract company profits Join the discussion
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Navigating U.S. Tax Compliance: Essential Insights for CFOs
By:
Type: Video
Expanding into the U.S. market offers significant growth potential for internationally growing businesses, but navigating U.S. sales tax compliance can be challenging. This webinar provides a comprehensive overview to overcoming key obstacles, such as understanding U.S. sales tax liabilities, registering with authorities, tracking tax exemptions, calculating the correct tax, and ensuring accurate tax remittance and filing. Featuring insights from industry leaders at DISSH, Funlab and AS Colour, you'll gain the confidence and knowledge needed to successfully achieve U.S. sales tax compliance, ensuring your business is well-prepared for seamless expansion into the U.S. market.
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Be Compliant Not Complacent! Here’s Your Business Tax Prep Checklist
By: Tipalti NA
Type: Replay
Accuracy is everything – especially in tax season. Avoid the financial surprises and make your year-end preparation easy with the latest business tax preparation checklist. KPMG & Tipalti experts join forces on this live webcast to give you guidance on creating accurate information returns and associated tax returns. Learning Objectives: - Understand what information returns you need to file - Learn the associated tax return obligations - Be aware of your tax filing deadlines - Gather and analyze your records. - Determine if you need filing extensions
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2022 Year-End Planning: Active Wealth Strategies to Preserve & Protect Wealth
By:
Type: Talk
While the importance of year-round planning is critical to the ongoing health of one’s wealth plan, today’s rising interest rate environment and the potential for higher taxes brings increased focus on identifying investment, tax, charitable giving and estate strategies to mitigate tax liabilities. Please join BNY Mellon Wealth Management experts Jere Doyle, Senior Tax & Estate Planning Strategist, and Crystal Thompkins, Head of Philanthropic Solutions, for our annual year-end tax planning webcast. Learn effective strategies and considerations in the areas of taxes, investments, estate and gift planning to ensure you are ready for what lies ahead in 2023.
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2025 Tax Changes
By:
Type: Video
Here’s your in-depth look at 2025’s key tax updates. Led by tax experts from KPMG and Avalara, we cover topics ranging from new nexus thresholds to property tax changes and how to adjust your tax management strategies so your business can stay compliant. Watch this webinar to learn: · Which states have updated their economic nexus thresholds and what’s expected for 2025 · What property tax changes are making headlines and how they could affect you · Where new retail delivery fees are being implemented and which states are next in line · Which countries are rolling out e-invoicing mandates in 2025 and what it means for compliance Don’t miss your chance to stay a step ahead of upcoming tax changes throughout 2025.
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Webinar: Supercharge your tax and financial compliance through centralisation
By:
Type: Talk
Join ITR and Thomson Reuters at 9am GMT (8pm Australian Eastern Daylight Time, 2.30pm India Standard Time, and 5pm Singapore Standard Time) on February 23 as industry experts discuss the wide-ranging efficiencies that can be achieved by automating and centralising financial processes through a single global hub. The centralisation of tax and financial compliance is key to increasing data quality, cost efficiency, and corporate governance. However, multinational corporations often rely on in-country specialists to fulfil statutory financial reporting and indirect tax compliance processes. Information on these decentralised activities is often stored locally in different formats, languages, and systems. The end result is laborious manual processes, time-consuming and costly audits, and penalties for regulatory filing delays. These challenges present a huge opportunity for shared service centres (SSCs), centres of excellence (COEs), and global capability centres (GCCs) to streamline their indirect tax and statutory reporting processes. In this complimentary webinar co-hosted by ITR and Thomson Reuters, industry experts will discuss the wide-ranging efficiencies and strategic business benefits that can be achieved by automating and centralising financial processes through a single global hub. Join us on February 23 2023 to learn: • How the centralisation of knowledge-based indirect tax and statutory reporting compliance can deliver measurable cost savings, strengthened managerial oversight, improved risk management, and valuable business insights; and • How expert technology that leverages the expertise of accounting firms can transform global financial compliance and support business growth plans. Sign up now for this expert webinar to learn how centralisation can supercharge your firm’s tax and financial compliance.
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Evolving Chinese tax collection and new challenges for life sciences enterprises
By:
Type: Talk
Life sciences enterprises operating in China are facing increasingly strict supervision and challenges since the anti-corruption measures announced at the beginning of 2023 and the consistent development of tax collection and management systems in China. To help life sciences enterprises to address these challenges, this free webinar will cover several themes, including: • Non-compliant business behaviours or incorrect classification of meeting expenses, entertainment expenses and sponsorship fees incurred during a commercialisation process are again becoming a potential focus for audits; • A revision to the VAT legislation is in progress and although the current VAT system framework will be kept, some key adjustments could be made that could impact the industry; • Fully digitised e-invoices, the core pillar of the construction of the smart tax collection and administration system of tax authorities, are changing the tax management practices of companies; and • Golden Tax project Phase IV has imposed a more comprehensive cloud monitoring system on taxpayers at business level and heralded a new era of ‘tax administration by data’. The problem of how to face these significant changes in China will be discussed by the following tax specialists: Grace Luo and Jason Yu, tax partners, and Michelle Geng, tax director. Sign up now to learn about the latest developments in China’s tax landscape and what areas life sciences companies with operations in the country should be focusing on.
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How to overcome the key challenges of tax compliance in 2021 and beyond
By:
Type: Video
Many multinational corporations are faced with new challenges as they globalise their tax and global trade operations. The demands for transparency and timely responses are steadily increasing, driven by the efforts of governments to expand their tax base. Increasing regulations (HMRC's Making Tax Digital) and the need urgency to maintain and if possible reduce costs are constant struggles that every corporation faces — and the tax department can feel this firsthand. Senior leadership may now demand a greater level of visibility into their worldwide tax operations with so much at stake. Any investment your business is about to make in tax technology to meet any new or changing regulatory requirements has never been more significant or critical. Without the right resources in place, you can expect your already stretched finance and tax department's workload to increase as they try to operate in the evolving tax landscape. With increased compliance requirements, spreadsheets can potentially increase costs and certainly increase risk. With some businesses looking to relieve the pressure by outsourcing to accounting firms to review data which, in turn, means the process takes longer. Ultimately, using Excel is not an efficient or effective way for your tax team to work. Additionally, organisations outsourcing tax compliance to an external service provider do not transfer all the risks to agents preparing the returns. Additionally, any underlying invoice processing or transactional inaccuracies could lead to a lack of control and create challenges to collect and analyse the data when needed at short notice in the future. Organisations might find it hard to escape from audits or financial penalties, which will adversely impact your company's risk rating with the tax authorities.
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The global minimum tax journey: are you on the right path?
By:
Type: Talk
As businesses worldwide work to comply with the evolving rules of the OECD’s pillar two and global minimum tax, the challenges are becoming increasingly complex. Whether you are still grappling with the legislation, dealing with data sourcing issues, or unsure of how to structure your tax strategy, this webinar will help to guide the way. The following tax industry experts from Thomson Reuters and EY will relate their experience of how businesses are managing global minimum tax compliance and suggest action points for your organisation: • Alex Ottey, senior manager, tax technology and transformation, EY; and • Josh Allen, senior solution consultant, Thomson Reuters. The discussion will cover the following themes: • Are safe harbours really safe? – the webinar will explain why they may be “not so safe harbours”, the risks of relying on the provisions, and the need to look at business planning from different levels. • Data sourcing and management – the difficulty in sourcing granular, traceable, and consistent data that meets regulatory standards will be considered, and the impact on your provision calculations and statutory accounts. • In-house, outsourced, and co-sourced approaches – build a greater understanding of the options, the associated costs, and the trends in tax functions. • Impact on tax departments – the global minimum tax adds another layer of complexity for tax teams and has significant resourcing implications. How can your department address these demands? • Compliance solutions – is there an end-to-end solution that could support your tax team through the compliance journey and assist with long-term planning? Adaptation to the new rules is an even more pressing concern now that pillar two and the global minimum tax are in play. This session will provide valuable clarity and allow viewers to raise questions for the speakers.
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Horizon Series: Tax Planning for Life's Key Events
By:
Type: Talk
During the webinar, we will cover the following topics: • How tax-efficient investments can help investors plan for big life events • New tax year, new allowances - what these mean for you and your client base • Getting more referrals by broadening your professional connections This webinar is for investment professionals only. Tax treatment depends on the individual circumstances of each client and is subject to change. Tax relief depends on the companies we invest in maintaining their qualifying status.
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2021 Year-End Planning: Active Wealth Strategies to Preserve & Protect Wealth
By:
Type: Talk
While the importance of year-round planning is critical to the ongoing health of one’s wealth plan, today’s low interest rate environment and the potential for higher taxes to fund the Biden administration’s American Families Plan brings increased focus on identifying investment, tax and estate strategies to mitigate tax liabilities. Please join BNY Mellon Wealth Management experts Jere Doyle, Senior Tax & Estate Planning Strategist, and Joan Crain, Global Family Wealth Strategist, for our annual year-end tax planning webcast. Learn effective strategies and considerations in the areas of taxes, investments, estate and gift planning to ensure you are ready for what lies ahead in 2022.
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Practical measures to prepare for changes in indirect tax policy with automation
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Type: Video
COVID-19 has devastated the global economy. Countries are still managing this fallout and many are feeling the consequences of the downward pressure on tax revenues alongside the jump in emergency spending. Tax payers and businesses alike should therefore prepare for ongoing tax policy changes in 2021. Governments will focus on unwinding crisis relief measures, removing tax exemptions, and introducing digital and environmental taxes. Attend this interactive webinar and hear how you should be preparing for the changing regulations and deadlines. Understand the measures you need to take to support your business using technology during these unprecedented times, and the steps to drive efficiencies.
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Tax reforms in MENA: Ongoing digitisation, e-invoicing and BEPS
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Type: Talk
In association with Thomson Reuters, ITR will host this live webinar on November 22 at 10am GMT / 2pm GST. In this webinar, the panel will discuss the latest tax trends in the MENA region. • Tax transformation and the role of modern tax technology • Upcoming e-invoicing regime developments in the GCC • New tax regulations, including the impact of BEPS 2.0 on the Middle East
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Techzone Webinar Diversifying tax risk – The four box approach
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Type: Talk
Being able to diversify tax risk by adopting the four box approach to investment wrapper selection can be a simple and very tangible way of demonstrating the value of financial advice. In this session Tony Davies, Technical Engagement Consultant, will look at some of the main taxation factors that need to be considered when advising on investment wrappers, including: • Main UK tax allowances • Income tax bands • The order of taxation • Maximising tax allowances
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What does 2022 have in store for AIM – are the tax reliefs at risk?
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Type: Talk
WEBINAR: Join Fundamental Asset Management's Co-Founders Chris Boxall & Stephen Drabwell on Wednesday 26th January at 3pm as they look at the risks and opportunities for AIM in 2022. They will review 2021 and look into their crystal ball for 2022. What happened to AIM in terms of its size, overall performance as well as how much was raised in new issues and secondary issues? Will AIM see the tax breaks around Inheritance Tax end? The webinar will be looking at AIM's tax reliefs (including AIM ISAs): Business Rates, Inheritance Tax, Capital Gains and Income Tax. How at risk are these? What would happen if there was to be a change? What would it mean to current and future investments? How can clients benefit from the reliefs? TOPICS - What is AIM? - What happened in 2021? - AIM for outperformance - UK smaller companies – big outperformers - What are the tax reliefs? - Business Relief / IHT relief - How to benefit from the tax reliefs - Portfolio not a fund - Investment with Fundamental - Risk of Tax reliefs being withdrawn - Effect of AIM on UK economy - AIM more than just a tax benefit - AIM in 2022 - Difficult start to the new year – technology sell-off, will it continue? - Inflationary worries - Interest rate rises - Always something to worry about with the stock market! - Valuations – companies need to deliver - New issues - ASOS – will others follow?
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Fall 2023 Tax Outlook - Global and Domestic Operational Tax Developments, F Caps
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Type: Video
Fall 2023 Tax Outlook - Global and Domestic Operational Tax Developments, F Caps
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Fall 2023 Tax Outlook - Global and Domestic Operational Tax Developments, E Caps
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Type: Video
Fall 2023 Tax Outlook - Global and Domestic Operational Tax Developments, E Caps
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Emerging Tax Trends for 2025: Adapting to Change
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Type: Video
Now that 2025 is here, businesses are navigating a rapidly evolving landscape of global tax policies and compliance demands. Join us as we delve into the critical shifts in tax regulations and technology advancements shaping multinational operations. The webinar will cover changes in VAT, digital service taxes, and cross-border duty adjustments, emphasising regional and industry-specific impacts. Attendees will learn how to streamline tax reporting processes and navigate complex jurisdictions, empowering tax professionals, and finance leaders to stay ahead in a dynamic regulatory environment. Key takeaways: - Stay Ahead of Regulatory Changes: Understand the most significant tax policy shifts, including VAT and cross-border duties, to ensure readiness for 2025. - Region-Specific and Industry Impacts: Gain clarity on how these changes affect various industries and geographic markets. - Streamline Compliance Processes: Gain actionable insights to simplify tax reporting and adapt to complex global requirements. - Preparation for Future Challenges: Equip your business to stay compliant and competitive in a dynamic global tax environment.
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Tax data and strategy: how a unified system can help
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Type: Talk
Tax agility and precision are more than just goals in today's fast-paced financial environment – they are necessities. In this webinar, Deloitte and insightsoftware will explore how to seamlessly bridge the gap between technology and finance systems. Together, they will discuss how automation meets integrated solutions – from tax provision and country-by-country reporting, safe harbours to pillar two – all within one ecosystem. Join us to explore how you can transform your tax processes, enabling you to: • Automate tax data transfers, enhancing the continuity and efficiency of workflows; • Increase data integrity and report validity, building a foundation of trust and reliability; • Confidently understand and defend your tax position with comprehensive insights; • Enable more frequent reporting and strategic, value-added activities; and • Review data more effectively with direct access under one platform. This webinar will illuminate a new path if disconnected systems, manual spreadsheets, or error-prone reporting hinder your tax team. Reserve your seat now and take the first step towards a more integrated, strategic future in tax operations.
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Why CIO-CFO Collaboration is Key to Cloud Success
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Type: Video
Tax planning and execution has become a critical area where technology and finance intersect. Traditionally the domain of the CFO, addressing the complicated tax landscape now requires the expertise of CIOs to ensure the seamless integration of cloud-based solutions into core business systems. Cloud-based tax and ERP solutions offer organizations several benefits. But these solutions only succeed when finance and IT work together. What should a CIO-CFO collaboration look like? Watch this talk that features industry experts exploring how CFOs and CIOs are collaborating to modernize tax operations and align business strategy with risks and regulations. Topics include: - The role of CIOs in cloud transformation for tax teams while maintaining security. - How CIO-CFO collaboration can streamline tax processes and reduce cybersecurity risk. - Migrating secure, automated tax solutions into your ERP system with confidence. - Leveraging cloud data for strategic business decisions and growth.
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Leveraging technology for tax compliance
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Type: Video
As increasing numbers of tax authorities around the world introduce new reporting obligations, businesses are under growing pressure to stay compliant with the complex requirements and change. As a result, technology is becoming ever more critical to the tax function as teams are asked to do more with less, centralise activities, require more and better data, and drive value from tax data. This webinar will offer you practical insights as to how you can leverage technology and enabling your team to become truly strategic / to do more than just deliver the numbers… - Examining the accelerated need and benefit for digital transformation, across tax and compliance to reduce risk, cost and exposure - Building a business case to ensure your tax department gets a seat at the table - Recruiting the right people for the job - Practical steps/considerations for implementation - What is on the horizon for tax automation?