Name: How to overcome the common tax pitfalls of carve-outs
Start: 2020-07-16T12:30:00Z
End: 2020-07-16T12:30:46.000Z
Location: BrightTALK
Rating: 5

Up-to-date analysis and comment on international corporate tax and transfer pricing matters

World Tax's Head of Research John Harrison updates you on all the changes to the research process and forms for the World Tax 2027 rankings and 2026 awards.

The presentation will conclude with a live Q&A where John will answer any additional questions you may have that are not answered by the presentation.

World Tax 2027 – Completing your submission

Move beyond traditional transfer pricing compliance to create a connected ecosystem that transforms how your organisation manages data, makes decisions, and maintains documentation. Join Deloitte and insightsoftware for a comprehensive exploration of operational transfer pricing transformation. 

What you’ll learn
The webinar will include insights into the following areas:
• Operational transfer pricing challenges – understand the key pain points facing modern organisations: annual documentation approaches, multi-jurisdictional complexity, business disconnect, and resource challenges that create time-consuming data extraction and transformation and reduce audit readiness;
• From reactive to proactive business integration – discover how technology bridges the gap between transfer pricing policy, operations, and compliance through continuous monitoring, business integration, and strategic value creation;
• Data integration in action – see how connecting commercial operations to transfer pricing through centralised data management creates a harmonised process across your organisation while maintaining local requirement compliance. 
• Financial integration benefits – learn how proper intercompany pricing from the start of your forecasting cycle eliminates costly adjustments and provides better visibility into financial results across your organisation; and

Register now and discover how to streamline your transfer pricing data, decisions, and documentation through a connected ecosystem approach.

Beyond transfer pricing with Deloitte and insightsoftware

The tax profession faces an unprecedented talent shortage that is reshaping how organisations approach their tax functions. With experienced professionals retiring faster than new talent can be developed, and increasing regulatory complexity demanding more specialised expertise, tax teams are under immense pressure to do more with less.

This session, presented by insightsoftware and Alvarez & Marsal, brings together industry experts to explore how technology is emerging as the critical solution to bridge the talent gap. While traditional approaches focused on hiring more people, forward-thinking organisations are discovering that intelligent automation and sophisticated tax provisioning solutions can fundamentally transform their operations. At the same time, the nature of tax talent itself is evolving – today’s professionals must be equipped not just with technical tax expertise but also with a solid understanding of data, systems, and emerging technologies such as AI to remain effective in a rapidly changing environment.

An expert panel will discuss real-world case studies where organisations have successfully leveraged automation to not only address staffing challenges but also improve accuracy, ensure compliance, and accelerate reporting cycles. 

The conversation will cover practical implementation strategies, return-on-investment considerations, and how to position tax teams as strategic business partners rather than purely operational functions. Attendees will gain insights into the technologies driving this transformation and learn how to build a compelling business case for modernising their tax operations – including investing in the right talent with the right capabilities.

Join us as we explore how the future of tax is not just about finding more people; it is about empowering the right people with the right technology and the right skills to drive meaningful business impact.

Building tomorrow’s tax talent today

Join ITR and Thomson Reuters on July 16 as a three-part webinar series concludes with real-world insights into how businesses are managing the e-invoicing transition and the strategies enabling global compliance. 

The webinar will explore how leading multinational organisations have successfully implemented e-invoicing solutions using Thomson Reuters ONESOURCE and ONESOURCE Pagero. It will share practical takeaways and proven strategies for managing e-invoicing efficiently in a global context.

With regulatory landscapes shifting rapidly – particularly through mandates such as the EU’s ViDA proposals – businesses must adapt quickly to ensure compliance while maintaining operational efficiency. This event will explain how multinational enterprises can navigate these evolving regional complexities and regulatory updates, offering first-hand insights into scalable, future-proof approaches to e-invoicing.

The webinar is designed to benefit e-invoicing stakeholders in tax, IT, or finance. Attendees will hear:
- How to implement e-invoicing effectively across multiple regions;
- How ONESOURCE Pagero supports end-to-end global compliance; and
- Actionable strategies for managing e-invoicing in a multinational environment.

The webinar will offer guidance in overcoming regional challenges and building robust e-invoicing frameworks, with the following speakers taking part:
- Adelina Fernström, product marketing manager at Pagero, which is part of Thomson Reuters.
- Guru Diraviam, AR programme lead, FedEx; and
- Dillon Friskney, senior client project manager at Pagero.


This webinar builds on earlier discussions around compliance foundations and the impact of ViDA on automation journeys. 

Viewers will have the chance to raise questions throughout the webinar and will be able to download a viewing certificate after joining the session. Register today and seize the opportunity to learn more about the journey to achieving successful global e-invoicing compliance.

E-invoicing success stories: real-world wins, lessons, and tips

Join ITR and Thomson Reuters on May 28 for the second webinar of a three-part series on e-invoicing and hear how businesses can strategically manage measures such as the VAT in the Digital Age proposal.

Thomson Reuters’ previous webinar in partnership with ITR laid the foundation for understanding continuous transaction controls (CTCs) and their growing role in global tax compliance. Now, the conversation is taken further. Join a deeper dive into the real-world challenges businesses face when navigating CTC mandates, with the EU’s VAT in the Digital Age (ViDA) proposal as a central example.

The webinar will explore how ViDA intersects with automation efforts and ask the critical question: is it slowing down digital transformation, or pushing it forward?

Whether you are in tax, IT, or finance, this session will provide practical insights into:
• How ViDA reshapes compliance and reporting expectations;
• The technical and operational impact of the ViDA requirements; and
• Strategic considerations for building a future-proof automation roadmap.

The following guest speakers will share their insights:
• Nazar Paradivskyy, director of regulatory affairs/corporate tax and trade at Pagero, part of Thomson Reuters; and
• Thomas Anderson, director of product management/corporate tax and trade at Pagero, part of Thomson Reuters.
Viewers will have the chance to raise questions for the speakers throughout the webinar.
Ensure you stay on top of the challenges presented by e-invoicing – and the ViDA requirements, in particular – by registering today.

Navigating e-invoicing challenges: the impact of ViDA on automation and compliance journeys

Explore the opportunities now available to achieve automated segmentation, forecasting, and price-setting. 
When an SAP S/4HANA migration is planned, is in progress, or has already finished, why should there be a need for an additional tool for operational transfer pricing (OTP)? Today, TP is more than maintaining condition records; it is about global tax and compliance. It begins with profitability checks by segmenting a legal entity’s P&L statements by transaction group, transaction partner, and TP function to test them against benchmarks. Complex conversion rules are required to enrich millions of ERP records with TP-specific attributes, plus multi-level cost allocations. Calculating and updating transfer prices at the product level adds complexity, as TP methods must be applied. Finally, forecast and customs duties data for simulations are the basis to obtain optimal transfer prices during the year, avoiding year-end adjustments. 
ERP systems do not deliver such very specific functionalities, so MNEs must decide whether to continue with manual spreadsheets, build or buy an OTP solution, or develop their own OTP applications.
ITR will be discussing this dilemma with Dr Frank Schoeneborn, the global head of EXA’s Operational Transfer Pricing software program. The webinar will cover the following aspects:
• Beyond condition records – the TP life cycle runs from segmentation to forecasting and dynamic price-setting to final year-end adjustments.
• OTP requirements – OTP consists of a full P&L breakdown by transaction group, transaction partner, and TP function performed by the individual entity. 
• Forecasting, simulations, and price-setting – the webinar will consider how to avoid large year-end adjustments.
• Transfer price and customs value – the alignment of TP with customs can justify an investment in an OTP solution.
• OTP enterprise-grade software in action – a demonstration of EXA’s solution, which can be integrated into your SAP ERP and/or S/4HANA.

Operational Transfer Pricing and SAP: insights into EXA’s standard software for IT, finance, and TP managers

Gain essential insights into continuous tax controls (CTCs) by joining ITR and Thomson Reuters for the first webinar of a three-part series on streamlining e-invoicing compliance in a digital-first world.

As tax authorities globally adopt e-invoicing and CTCs, it is important to not only grasp the basics but also explore the initial complexities involved. To that end, ITR is collaborating with Thomson Reuters in a three-part webinar series tailored for tax professionals looking to deepen their understanding of e-invoicing, CTCs, and the digital transformation.
This introductory session ensures the building blocks are in place before upcoming webinars on e-invoicing challenges and case studies in May and June, respectively.

As the series kicks off, discover how e-invoicing can enhance business operations and how your organisation can ensure compliance in today’s rapidly evolving digital landscape. The first webinar aims to help you to:
• Develop a foundational understanding of e-invoicing and CTCs; 
• Explore the growing impact of e-CTCs on accounts payable and accounts receivable automation processes; and 
• Learn actionable steps for initiating a smooth transition to e-invoicing within your organisation.

ITR will be discussing the above points and more with the following speakers:
• Erik Stening, director of product marketing at Pagero, part of Thomson Reuters; and
• Qamar Al Hkim, senior regulatory associate Pagero, part of Thomson Reuters.

Viewers will have the chance to raise questions for the speakers throughout the webinar.

Do not miss this opportunity to enhance your compliance strategy and future-proof your operations. Register today.

E-invoicing fundamentals: laying the groundwork for compliance

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.

Taking corporate tax management beyond provision with Longview

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.

The global minimum tax journey: are you on the right path?

World Tax editor Jon Moore & Research Analyst Charlie Wong tell you everything you need to know to maximise your company and practitioner rankings for the World Tax 2026 rankings, exposing your work to its global audience of tax professionals at the world's largest corporations across all sectors.

The conversation will conclude with a live Q&A where the editor will answer any additional questions you may have that are not answered by the presentation.

Details of how to take part in our research can be found here: https://www.itrworldtax.com/Stub/Methodology

All the resources required to take part in our research can be found here: https://www.itrworldtax.com/Stub/Resources

World Tax 2026 - Your Questions Answered - Part 2

World Tax editor Jon Moore tells you everything you need to know to maximise your company and practitioner rankings for the World Tax 2026 rankings, exposing your work to its global audience of tax professionals at the world's largest corporations across all sectors.

The conversation will conclude with a live Q&A where the editor will answer any additional questions you may have that are not answered by the presentation.

Details of how to take part in our research can be found here: https://www.itrworldtax.com/Stub/Methodology

All the resources required to take part in our research can be found here: https://www.itrworldtax.com/Stub/Resources

World Tax 2026 - Your Questions Answered - Part 1

In an era of increasing tax authority scrutiny and heightened compliance requirements, the need for robust, high-quality transfer pricing (TP) documentation has never been greater. This webinar will explore the critical importance of managing your TP processes efficiently and effectively to avoid costly audits and penalties.

As tax authorities, including His Majesty’s Revenue and Customs (HMRC) in the UK, ramp up their focus on TP arrangements, poor or incomplete documentation can lead to significant tax adjustments. The webinar will consider notable cases from several jurisdictions and outline the latest trends, including the growing movement towards bringing TP documentation in-house for better control, cost efficiency, and compliance assurance. 

An expert panel from Tax Systems and Evelyn Partners will provide in-depth insights into why, and how, dedicated TP software can help your organisation to stay compliant and reduce risk. The webinar will highlight the following key topics:
• The TP audit environment – explore how tax authorities are leveraging AI tools and increased collaboration to identify non-compliance, triggering more frequent audits;
• HMRC in practice – understand HMRC’s expectations, recent guidance, and key statistics on transfer pricing and diverted profits tax audits;
• TP resource models – analyse the pros and cons of outsourcing versus bringing TP documentation in-house, with insights into hybrid models;
• Documentation software – discover how TP documentation software enhances compliance, reduces risks, and provides control over documentation processes; and
• The five reasons why you should use dedicated TP documentation software – hear how a different approach can bring benefits for your organisation.

Join us on October 17 to gain practical insights into how TP documentation software can transform your compliance approach.

Why you should use dedicated transfer pricing documentation software

Join ITR and insightsoftware to hear senior tax experts from KPMG Canada explain the evolving pillar two requirements and the transitional safe harbours – and consider what comes next.

Are you wrangling with the challenges posed by the temporary nature and evolving framework of safe harbour tests and pillar two? Technology exists to help you to confidently prove you qualify for safe harbours now, but the post-transitional safe harbour era is right around the corner. A global tax solution will set you up for success when those provisions expire in 2027. 

Join this webinar to hear what could happen after the transitional safe harbours end, and how you can prepare for the post-safe harbour era, simplify the reporting process, ensure regulatory adherence, and build trust with stakeholders through enhanced transparency. Instead of leaving it until the last minute, act now to start reaping the benefits, and be ready for the unexpected, whatever changes come. 

During the session, tax experts from insightsoftware and KPMG in Canada will cover: 
• The likelihood of future, permanent safe harbours; 
• Implications for your organisation; 
• Taking stock of how you are currently managing pillar two; 
• How and why to create a business case for change; 
• The cost of doing nothing; and 
• Efficiencies and scale gained with a unified solution for global tax management. 

The following speakers from insightsoftware and KPMG in Canada will be sharing their insights:
• Kathryn Abate, senior product manager, insightsoftware; 
• Susie Cooke, global tax transformation leader, KPMG in Canada; and
• Brian Ernewein, senior adviser, national tax, KPMG in Canada.

Don’t let disconnected systems and manual processes pose a risk to your organisation’s regulatory adherence. Prepare your tax function now, armed with everything you need to sustain success and confidently navigate an increasingly regulated landscape.

Preparing for the post-pillar two safe harbour era: why you should act now

Join ITR and Wolters Kluwer on September 3 2024 for insights from the latest Wolters Kluwer BEPS Pillar Two Readiness Index Report and advice on the practical steps needed to prepare for pillar two compliance.

With the effective start date for BEPS pillar two now upon us, multinational enterprises must expedite their preparation efforts. Given the significant challenges ahead, proactive planning, strategic investments in technology, and enhanced global collaboration are essential for compliance.

In this webinar, Wolters Kluwer’s tax and accounting experts will share key findings from the BEPS Pillar Two Readiness Index Report for Q2 2024, insights from their engagements with tax practitioners, and address common pitfalls and misconceptions related to preparation timelines and tax technology implementation.

Key findings:
• Adapting to changing legislation and local requirements – 93% of respondents identified this as the primary challenge for global collaboration;
• Confidence in tax technology – confidence in current tax technology and data systems has sharply declined, with no respondents feeling very confident and only 5% confident in their ability to handle BEPS pillar two reporting requirements, down from 5% and 29%, respectively; and
• Opportunities in BEPS pillar two tax planning – respondents recognise opportunities and benefits across all areas almost equally – process, data, technology, improvement, and risk management.

Don't miss this opportunity to gain valuable insights and practical advice on navigating the complexities of BEPS pillar two preparation.

Navigating the practicalities of BEPS pillar two preparation

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.

Tax data and strategy: how a unified system can help

As countries worldwide implement measures to address BEPS, pillar two adds another layer of complexity and challenges for multinationals. These reporting rules are now in play and multinationals need to start preparing for these changes or risk falling behind, especially for reporting purposes. Simply relying on the transitional safe harbouris not enough – whether top-up tax is required or not, calculating your BEPS 2.0 position as part of your tax provisioning process is required and often subject to external audit.

To understand how to manage the risks effectively, this webinar will delve into the necessity of undertaking an impact assessment, a BEPS pillar two calculation, tax technology, and data gap analysis, and the crucial role of engaging with auditors and advisers. 

The above points will be discussed in the webinar by the following senior tax professionals:
• Andy Hung, director of product management, CCH Integrator, at Wolters Kluwer, a global provider of software and knowledge solutions for corporate tax professionals; and 
• Ross Robertson, international tax partner at BDO, the accountancy and business advisory firm.

And if you have a question concerning how to ensure your organisation is ready for pillar two, it can be submitted to the speakers in advance.

Join us on June 18 to learn how to educate your team, understand the budget considerations and the necessary resources, and hear how to navigate the timelines to ensure successful preparation for BEPS pillar two.

BEPS pillar two: insights, readiness, and risks

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.

PRC indirect share transfers: tax burden rationalisation in a valuation downturn

As pillar two becomes a reality, is your tax team set up with accurate financial forecast data to tackle the challenges of interim reporting and long-range forecasts? Are you confident your organisation’s country-by-country (CbC) reports can be generated quickly to support the pillar two safe harbour tests, and that they will be qualified and auditable?  

Disconnected systems and manual processes compromise data integrity and waste valuable time. Organisations should tackle the complexities of CBC reporting and tax forecasting with robust, quality data within a single source of truth, calculated and presented in a solution built for automation and compliance.  

In a webinar on March 20, these issues will be explored in depth by insightsoftware, a global provider of reporting, analytics, and performance management solutions in the tax and finance field.

Kathryn Abate, senior product manager at insightsoftware, and Ben Candy, an associate director in Deloitte’s tax technology consulting practice, will discuss: 
• The challenge of producing detailed, auditable CbC reporting data; 
• Process improvement around CbC reporting to produce qualified reports quickly; 
• The lack of forecast financial data suitable for tax; 
• Options for efficiently generating suitable forecast data based on prior-year data, more high-level information, trends, and knowledge of the business; and
• Simplifying and automating the interim and long-range forecast. 

The webinar aims to assist tax, finance, and IT professionals across a diverse range of industries and job titles, including financial analysts, compliance officers, C-suite executives, and anyone involved in tax planning and reporting.

Don't miss this opportunity to equip yourself with the knowledge and strategies needed to manage the complexities of tax forecasting and CbC reporting in light of pillar two. Register now for a webinar that will help you to navigate the challenges with confidence and efficiency.

Tax forecasting and CbC reporting: navigating challenges in light of pillar two

ITR and professional services firm TMF Group will host a webinar on July 16 on the tax dimensions of carve-outs, discussing how professionals can plan to successfully implement them in a cross-border setting.

Carve-outs have become increasingly popular among global dealmakers, with a threefold increase in volume since 2016. Post COVID-19, this impetus should continue as a mixture of pent-up demand, distressed and non-core assets, and lower valuations that lure cash-rich private equity firms and corporates back to the deal table.

But what about the accounting and tax aspects of carve-outs?

During this webinar, Emine Constantin, TMF Group’s head of accounting and tax, will tackle the common accounting and tax pitfalls in a carve-out such as:

• Set-up of tax structures: tax registrations and administrative processes;
• Impact on the cost of compliance; and
• Tax compliance processes: main items to be considered.

Broadcast live at 13:30 GMT / 8.30 EDT on Thursday, July 16 2020. Register your place today.

How to overcome the common tax pitfalls of carve-outs

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How to overcome the common tax pitfalls of carve-outs

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