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    • IPO or exit ready? Reducing tax risk for growing companies IPO or exit ready? Reducing tax risk for growing companies Malcolm Ellerbe, Tax Partner, Armanino Recorded: Sep 30 2015 8:00 pm UTC 63 mins
    • Sponsored by Avalara

      Whether you’re moving up from Quickbooks or have an enterprise level ERP, you know that you can’t mess around with tax compliance. Imagine getting ready for IPO or hit that big buy from a major Fortune 100 company – and then find that the acquisition tanks due to a major liability in mismanaged sales tax. Ouch! Unfortunately, we’ve seen it happen time and again.

      Let us help you get your organization ready for the next growth phase that will put you into the three comma club. We’ve rounded up some top-notch tax experts with lots of experience working with public and private high-growth tech companies – and they’re not going to let you down in the clutch.

      Tax partners Malcolm Ellerbe, David Sordello, and Jon Davies of the Silicon Valley company Armanino will sit down for an interactive chat with the VentureBeat audience – and are happy to take your questions as you navigate the ins and outs of sales tax in a mobile and startup culture.

      In this webinar, you’ll:

      * Gain greater visibility to common sales tax loopholes that often snag hot tech startups and entrepreneurs
      * Determine whether sales tax is even an issue for your organization -- you might be surprised.
      * Learn ways that international tax in growth stage companies can be the make or break point for that next IPO
      * Get a high level overview of other tax considerations like net operating losses, impact of stock compensation, and the states that are currently taxing cloud computing services.

      Speakers:
      Malcolm Ellerbe, Tax Partner, Armanino
      David Sordello, CPA, Corporate Tax, Armanino
      Jon Davies, Tax Partner, International Tax, Armanino

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    • International Tax: What companies need to know when going global International Tax: What companies need to know when going global George Kyroudis, Director, International Tax & Raj Basi, Senior Manager, International Tax Recorded: Sep 24 2014 4:00 pm UTC 62 mins
    • U.S companies expanding abroad face a number of international tax planning and compliance reporting challenges. Many businesses that do expand into foreign markets may not be aware of what issues need to be addressed either before or after expansion. Combined with the fact that all taxing jurisdictions, including the IRS, are focusing on international transactions and aggressively prosecuting offshore tax evasion, it can be a difficult and costly task for any organization to expand into a foreign market without careful tax planning and consideration of U.S. tax rules. While the international tax and reporting regulations imposed on U.S. entities can be daunting, they can also be managed if careful planning consideration is undertaken.

      Join our panel of global tax experts for a 60-minute webinar to learn what international tax issues and opportunities could arise and what you need to do.

      After attending this session, participants will be able to:
      • Understand what challenges companies face and identify the potential tax impact of expanding into a foreign market including U.S. and foreign compliance requirements.
      • Learn key U.S. international tax concepts including; permanent establishment rules, foreign tax credits, export incentives, outbound transaction planning and entity structure analysis.
      • Describe additional new taxes to consider for global operations — value-added taxes, withholding taxes and other treaty concepts under the U.S rules and OECD standards.
      • Identify international tax traps to avoid or minimize in terms of a company’s worldwide tax costs and effective tax rate.

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    • Operational transfer pricing: minimising risk and maximising tax savings in 2013 Operational transfer pricing: minimising risk and maximising tax savings in 2013 Ralph Cunningham, International Tax Review, Tracey Rossow, Thomson Reuters, Elizabeth Blatchford Ford Motor Company Recorded: Dec 5 2012 4:00 pm UTC 81 mins
    • While many multinational corporations (MNCs) have informed, well-supported transfer pricing policies and tax compliance documentation, they are often challenged with the day-to-day financial implementation of their transfer pricing policy. Failure to properly address this challenge can result in large year-end adjustments, process inefficiencies and increased tax costs. With increased scrutiny and tighter transfer pricing regulations expected in 2013, how can MNCs efficiently manage their day-to-day transfer pricing implementation, increase pricing transparency, and ensure accounting integrity for their intercompany pricing year round?

      In this webcast, Thomson Reuters and Ford Motor Company transfer pricing experts will discuss these issues and provide best practice approaches to minimise risk and maximise tax savings in 2013. This informative session will cover:

      • Current challenges and trends in global transfer pricing
      • Best practices to effectively implement, monitor, and adjust intercompany prices year round and avoid large year-end true-ups
      • Leveraging technology to automate and streamline the transfer pricing process
      • The Ford Motor Company implementation success story

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    • Best Practices In Automating Tax Preparation Best Practices In Automating Tax Preparation SurePrep - Tax Consultant Team Recorded: Aug 2 2010 9:15 pm UTC 20 mins
    • A look at how OCR can open the door to efficiency. Firms in today’s competitive environment are maximizing productivity by leveraging technology. Since 2002, SurePrep has helped accounting firms, including 50 of the Top 100, leverage industry leading solutions to help meet staffing, workflow and operational needs. SurePrep was founded with a simple goal in mind…to provide tax preparation productivity solutions to the Accounting Industry that will allow firms to reduce expenses and increase efficiency. “The Cost of Running my business has dropped substantially. A rough estimate is for every $5,000 in SurePrep fees is equivalent to about one full time first year person.” - Nicholas C. Siersema, CPA, MS Taxation, San Jose, CA

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    • Proceed With Caution: State and Local Tax Issues Affecting Mergers & Acquisition Proceed With Caution: State and Local Tax Issues Affecting Mergers & Acquisition George Kyroudis, Director – M&A Tax, Myron Vansickel, Director – State and Local Tax Recorded: Mar 6 2013 4:00 pm UTC 63 mins
    • Multistate businesses face increasing financial burdens and a web
      of conflicting rules and complex tax issues – not only because of
      the sheer number of taxing jurisdictions, but also because state
      and local tax rules are not consistent from one jurisdiction to another.
      This complexity is further magnified for a multijurisdictional business
      involved in a merger/acquisition transaction.

      Whether it’s an acquisition, disposition, spinoff, or reorganization, the
      implication of all relevant state and local tax laws must be accounted
      as early in the transaction process for either the acquirer or the target.
      Sloppy planning or insufficient consideration to state tax implications
      of such transactions could result in significant state and local tax
      consequences, including lost or severely reduced ability to: 1) attain
      tax efficiency; 2) utilize favorable tax attributes; or 3) qualify for tax
      exemptions. Companies considering any M&A transaction cannot
      afford to ignore the state tax opportunities and implications.

      After participating in this webinar, you should be able to:
      • Develop a due diligence plan to identify and evaluate tax risk
      and the potential tax impact of a M&A business transaction
      • Determine the unique issues in a transaction itself and transaction
      structuring to mitigate state and local tax consequences
      • Apply the best method to integrate the acquired business to ensure
      compliance with state and local laws after the transaction occurs
      • Describe the critical tax developments and issues governing
      state and local M&A transactions in the context of income tax,
      sales/use tax and other indirect taxation considerations

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    • Sales Tax Basics for Small Business Owners Sales Tax Basics for Small Business Owners Mark Giddens Recorded: Dec 23 2015 4:35 pm UTC 57 mins
    • Sales tax is hard to master, and a topic that commonly elicits groans among small business owners. And while the topic is often scorned, it’s essential for small business owners to understand sales and use tax compliance to avoid scrutiny from auditors.

      Join us for a webinar with Mark Giddens, one of Avalara’s founding employees. He has worked in sales and use tax management for more than 15 years.

      You'll learn all of this and more:

      The big difference between sales tax and use tax.

      The critical questions to ask whether you have nexus.
      How technology is impacting the sales tax landscape.

      Tips for avoiding a (costly) sales tax audit.

      ​This is one event you can't afford to miss!

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    • Tax Implications of Doing Business in Canada: Managing Risks and Opportunities Tax Implications of Doing Business in Canada: Managing Risks and Opportunities Clyde Seymour, Tax Director - Canada Recorded: Oct 25 2012 3:00 pm UTC 59 mins
    • In managing through difficult economic times, the Canadian tax landscape continues to evolve with harmonization and de-harmonization at the sales tax level, an updated research and development credit regime, and new regulations for the deductibility of cross-border related party interest charges — changes that provide new tax risks and opportunities for U.S. corporations operating in Canada.

      This one-hour webinar is designed to refresh your understanding of Canadian tax law, compliance, credits and incentives, and to highlight recent government budgets changes that affect a broad spectrum of industries.
      After attending this webinar, you will be able to:
      •Describe the current status of corporate tax rates in Canada to improve international competitiveness
      •List available incentives and benefits of the recently updated Canadian Research & Development program
      •Describe key changes to Canadian foreign affiliate regulations and thin capitalization interest deductibility
      •Differentiate corporate/sales tax nexus and withholding tax implications of undertaking business in Canada or with Canadian customers
      •Apply a sound approach to preparing for a customs audit

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    • Using OCR To Reduce Tax Preparation Costs By Up To 30% Using OCR To Reduce Tax Preparation Costs By Up To 30% SurePrep - Tax Consultant Team Recorded: Aug 19 2010 6:15 pm UTC 49 mins
    • A look at how OCR can open the door to efficiency. Firms in today’s competitive environment are maximizing productivity by leveraging technology. Since 2002, SurePrep has helped accounting firms, including 50 of the Top 100, leverage industry leading solutions to help meet staffing, workflow and operational needs. SurePrep was founded with a simple goal in mind…to provide tax preparation productivity solutions to the Accounting Industry that will allow firms to reduce expenses and increase efficiency. “The Cost of Running my business has dropped substantially. A rough estimate is for every $5,000 in SurePrep fees is equivalent to about one full time first year person.” - Nicholas C. Siersema, CPA, MS Taxation, San Jose, CA

      Read more >
    • Year End Tax Update: What You Need to Know to Prepare for 2016 Year End Tax Update: What You Need to Know to Prepare for 2016 George Kyroudis, Myron Vansickel, and Keith Winchester with Experis Finance Recorded: Dec 16 2015 5:00 pm UTC 62 mins
    • Year-end tax activities can be overwhelming and put extra stress on you and your tax team. Corporations are often challenged to clarify what their priorities need to be when planning for year-end tax activities. As 2015 comes to a close, there are a number of important items that should be taken into consideration as part of your planning efforts. This 60-minute webinar will update participants on the latest federal, state and international tax developments.

      By attending this session, participants will:

      - Learn about international tax updates including corporate inversions legislation, transfer pricing, and income tax accounting issues and the potential impact on your organization.
      - Understand the latest developments in federal tax requirements including uncertain tax benefits, recent FASB tax accounting agenda and tax accounting considerations for the new revenue recognition rules.
      - Be aware of critical state income tax legislative modifications and plan how to address these changes.

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    • Energy efficiency tax review: What the proposed changes will mean for business Energy efficiency tax review: What the proposed changes will mean for business Arjan Geveke, Assistant Director Energy Policy BIS; David Oliver, Policy expert, Inenco Group; Helen Wheeler, Inenco Group Recorded: Oct 29 2015 11:00 am UTC 59 mins
    • The latest government consultation on energy efficiency taxes is now open: Treasury, BIS (Department for Business Innovation & Skills) and DECC (Department of Energy & Climate Change) are working together to consult on and review the existing energy efficiency tax framework, which could streamline taxes and reduce the administrative burden on businesses.

      The government plans – ‘Reforming the business energy efficiency tax landscape’ – is aiming to simplify energy tax and reporting schemes, and improve the effectiveness of policy in realising cost-effective energy and carbon savings. The proposals on the table are:

      Scrapping the CRC and creating one CCL-type consumption tax for businesses

      Creating one single reporting framework, bringing together elements of the different schemes that businesses currently comply with into one ESOS-style scheme

      Potentially introducing new financial incentives to encourage businesses to invest in energy efficiency measures

      Between now and November 9th businesses are being invited to share their views and opinions on proposed changes to the business energy efficiency tax landscape to help shape its reform.

      What do the changes mean for businesses? Who will be the winners and the losers? How can businesses get involved?

      Join BIS and energy experts Inenco Group for a webinar on the changes proposed, the impact on business and why you should get involved.

      Amongst other things, you’ll gain:

      An improved understanding of the review

      An understanding on how the changes proposed will impact your business

      Advice on how to get involved

      Read more >