Tap into Tax

Global mobility is evolving in new and different ways. A sophisticated and agile employee mobility strategy is key to attracting and retaining the best talent as well as managing the complex tax, administrative, and strategic needs of your global workforce. On this episode of Tap into Tax, we will explore mobility program strategy, benefits and tax considerations for business travelers, frequent business travelers and commuters – domestically, state-to-state, as well as cross-borders globally.In this episode:Margie Dhunjishah, Tax Reporting & Strategy leader, PwC US Eileen Mullaney, Global Mobility Consulting Leader, PwC US

In this episode, we are joined by Eileen Mullaney, PwC's Global Mobility Consulting Leader, and Dom Megna, PwC's US Tax Reporting and Strategy Leader, to discuss executive and Tax Leader Insights from our PwC US Pulse Survey, or as we will refer to it throughout this podcast, the “Pulse Survey,” which is tracking where business is headed and what peer companies are doing. We will cover the current hot topics in tax and the perspectives of business leaders on the future of work and related strategies.In this episode:Eileen Mullaney, Global Mobility Consulting Leader, PwC USDom Megna, US Tax Reporting and Strategy Leader PwC US

This episode with Scott McCandless (US) will explore the relationship between climate change and tax. We will discuss carbon related tax proposals both in the US and abroad, and how they differ from traditional means of taxation and other carbon pricing systems. Companies will have a better understanding of the issues they need to consider as these initiatives continue to move forward.In this episode:Julie Allen, National Tax Services Market leader, PwC USScott McCandless, Tax Policy Services, PwC US

Tax functions are facing a shifting landscape and balancing ongoing cost pressures that challenge their status quo and raise new questions on how to operate more efficiently and effectively. On this episode of Tap into Tax, we will discuss how managed services can be not only an effective cost lever that Tax executives can pull, but a highly strategic one.In this episode:Julie Allen, National Tax Services Market leaderMargie Dhunjishah, Consulting solutions leaderDoug Thomas, Insourced Solutions for Tax leader

Rohit Kumar and Janice Mays - who share over 50 collective years of experience on Capitol Hill in senior tax policy positions -  join the podcast to share their insights on how what is happening in Congress and on the international stage intersects with the future of tax policy. The panel will discuss what challenges remain on the US and international policymaking fronts, how those interrelate, and how businesses can prepare for expected changes, both on and under the radar. Speakers: Julie Allen, National Tax Services and Mergers & Acquisitions Tax Leader, PwC US Rohit Kumar, Washington National Tax Services Co-Leader, PwC US Janice Mays,  Managing Director, Tax Policy Services, PwC US

In this episode of Tap into Tax, Julie Allen and Margie Dhunjishah interview David Swenson, a partner in PwC's National Tax Services and former global Tax Controversy and Dispute Resolution Leader about the controversy environment, focusing on current audit activity, the tactics and approaches taken by tax authorities during audits, and the key drivers for increased audit activity. The trio also discuss steps companies can take to avoid potential controversy, the dispute resolution mechanisms available, as well as how governments reach agreement in an environment of increased pressure to offset deficits resulting from the pandemic. Speakers:Julie Allen,  National Tax Services Market leader, PwC USMargie Dhunjishah, Tax Reporting & Strategy leader, PwC US David Swenson, Global Network Leader, Tax Controversy and Dispute Resolution, PwC US

In this episode of Tap into Tax, Julie Allen and Margie Dhunjishah interview David Lewis, a Managing Director in PwC’s Tax Policy Services group and a former longtime pharma company tax executive, about the new challenges facing supply chains in 2021. David discusses how companies should be preparing for any upcoming executive and legislative actions that may impact long term investment decisions and global footprint strategy. Finally, the panel will address the potential effects of these policies on competition, in both the US and abroad.Speakers:Julie Allen,  National Tax Services Market leader, PwC USMargie Dhunjishah, Tax Reporting & Strategy leader, PwC US David Lewis, Managing Director, Tax Policy Services, PwC US

In this episode of Tap into Tax, Eileen Mullaney, Amanda McIntyre, and Andrew Jensen will talk about remote work trends and the importance of cross-functional collaboration with the Tax function to avoid risk and financial surprises later.Margie Dhunjishah, Tax Reporting & Strategy leader, PwC USEileen Mullaney, Principal, Global Mobility Consulting Leader, PwC USAmanda McIntyre, Principal, Global Mobility, PwC USAndrew Jensen, Partner, International Tax Services, PwC US

With all the White House and Senate-initiated tax proposals rapidly emerging in these last few weeks, trying to keep up can feel like catching a runaway train. On this episode of Tap into Tax, former longtime Capitol Hill advisor Todd Metcalf will slow things down and bring everything into focus for companies that are prioritizing their 2021 agendas. The podcast will compare the tax proposals under President Biden’s infrastructure spending plan with Senator Ron Wyden's recently released international tax framework. As former Chief Tax Counsel to Senator Wyden, Todd will give his insights on where bipartisanship may be possible and what areas will pose the biggest challenges. Finally, Margie, Julie and Todd will discuss how companies can fit these pieces into the larger puzzle of ESG, future of work and operating models.Speakers:Todd Metcalf

In this episode of Tap into Tax, Randy Friedman explains why now is the time to rethink your R&D credit approach and provides some practical steps on how to get startedSpeakers: Julie AllenMargie DhunjishahRandy Friedman 

In this episode of Tap into Tax, Scott McCandless (Principal in PwC’s Tax Policy Services Practice), and Jeremiah Coder (Director in PwC’s Global Tax Policy group) do a deep dive into the trade landscape. Scott and Jeremiah break down what you need to know about digital taxes, US trade relationships, Brexit, and the Biden administration's outlook on trade.

In this Tap into Tax episode, Julie Allen, Margie Dhunjishah, Jennifer Jensen, and Rob Ozmun discuss the state legislative and policy outlook for both income/franchise and indirect taxes. Among the top direct tax trends are income tax rate increases and surcharges, NOL and credit limitations, continued IRC conformity actions, and passthrough entity taxes. For indirect tax, states are implementing broad nexus standards, looking to expand the tax base to digital goods and services, and examining (and in Maryland's case, adopting) new tax regimes targeting digital advertising. Jennifer and Rob discuss ways businesses can be proactive in meeting these upcoming challenges.

On this special edition episode of Tap into Tax, we focus on a topic gaining more visibility in 2021 in the C-suite - tax sustainability and governance. Sustainability is not a new topic; however, recent developments are pushing it forward in multiple areas for US multinationals to think about. Margie Dhunjishah, PwC’s Tax Reporting Strategy Leader, and Kevin Levingston, PwC’s Tax Policy Services Leader, lead a discussion on this topic and why it should be a high priority for the C-suite in 2021. They are joined by Will Morris, PwC's Deputy Global tax policy leader, and Jeremiah Coder, a director in PwC's Tax Policy Services practice specializing in tax sustainability. Kevin, Margie, Will, and Jeremiah explore the many different parts of this equation - stakeholder capitalism, ESG, transparency, data, controls -- and how it all relates to tax. After listening to this podcast, tax leaders will have a better understanding of actionable ways they can prepare for what is on the sustainability horizon.Speakers:Margie DhunjishahKevin Levingston, Tax Policy Services Leader, Washington National Tax ServicesWill Morris, Deputy Global Tax Policy Leader & Chair of BIAC Tax CommitteeJeremiah Coder, Director, Tax Policy Services, Washington National Tax Services

Companies are re-evaluating their operations with the goal of creating the time to support their business while meeting all their regular operating responsibilities like compliance, forecasting, and on-going planning. To do so, C-suite leaders are tasking business units – including Tax – to look for opportunities to streamline and standardize how they accomplish everyday tasks, so there is more time for strategic partnering and high value analytics.In this episode we discuss how small automation can be used to deliver 'quick wins' as Tax functions are looking for ways to create time in their schedule to focus on more extraordinary demands. Tax functions don’t have to start from scratch – Tax can now leverage existing automations through a third party library (PwC’s Digital on Demand platform is such a library) that can be scaled for tax purposes.Speakers: Julie AllenMargie DhunjishahDom MegnaRobin Stein

On this episode of Tap into Tax, Pat Brown, PwC’s WNTS Co-leader, Todd Metcalf, principal in PwC’s Tax Policy Services practice, and Chairman Dave Camp, former Chairman of the House Committee on Ways and Means, discuss the Georgia run-off elections; anticipated tax policy in 2021 and beyond; the current status of COVID relief measures on Capitol Hill; and what business leaders should be doing now to prepare for the future. Speakers: Pat BrownDave CampTodd Metcalf

In this episode, we discuss why the C-suite should revisit and more closely align its operating, finance, and tax strategies, the potential benefits from this type of effort, and why now is a critical junction to look at holistic approaches.Speakers:Julie AllenMargie DhunjishahMathew KeirnesJeremy Davidoff

On this episode, we discuss the results and tax leader insights from our latest Pulse Survey, which was fielded after the Election. This is our third survey of executives to get a reading on how US business leaders see the policy, legislative, and regulatory environment evolving, and what that means for their strategies. We will discuss the importance of tax departments being very proactive now in the post-election environment.Speakers:Julie AllenMargie DhunjishahShelley GibersonTodd Metcalf

On this episode of Tap into Tax, Robert Garvey, a State and Local Tax (SALT) partner in Los Angeles, and Tov Haueisen, PwC’s NY Metro regional SALT leader, discuss the impact of the elections on state and local tax and what policies might lie ahead.Speakers:Julie Allen Margie DhunjishahRobert GarveyTov Haueisen

On this episode of Tap Into Tax, Pat Brown and David Lewis provide an in-depth discussion on supply chain proposals from President-elect Biden, including a discussion differentiating ‘the carrot and the stick’ in the supply chain context. They examine what it takes to ‘move the dial’ for companies, as many may not change their supply chain structures for fleeting tax incentives. Finally, Pat and David discuss international developments in the supply chain context and leave listeners with their key takeaways.Speakers:Julie Allen, National Tax Services Market leader, PwC USMargie Dhunjishah, Tax Reporting & Strategy leader, PwC US Pat Brown, Washington National Tax Services Co-Leader, PwC USDavid Lewis, Managing Director, Tax Policy Services, PwC US

On this episode of Tap into Tax, Pat Brown, our Washington National Tax Services Co-leader, moderates a discussion surrounding the 2020 election results and the potential tax implications. Janice Mays from our Tax Policy Services group and Nita Asher from International Tax Services practice offer helpful insights on what to expect on the policy front in both the near and long term - focusing on the unfinished TCJA provisions, Biden campaign proposals, possible bipartisan tax measures, and the global tax environment. Speakers include:Pat Brown, Washington National Tax Services Co-Leader, PwC USNita Asher, Principal, International Tax, PwC USJanice Mays, Managing Director, Tax Policy Services, PwC US

On this episode of Tap Into Tax, we will explore Tax Policy and the Financial Services sector and insights from the second round of PwC’s Road to Election 2020 Executive Pulse Survey. Our US Financial Services Tax Leader, Krishnan Chandrasekhar, will share his views on important tax policy issues from the perspective of the C-suite in the industry. The discussion will also focus on how tax leaders can navigate through the uncertainty in key areas critical to the tax function, including cash, capital and liquidity, automation, and risk management.Featuring:Julie Allen, National Tax Services Market leaderMargie Dhunjishah, Tax Reporting & Strategy leaderKrish Chandrasekhar, Financial Services Tax Leader, PwC US

On this episode of Tap into Tax, we discuss legal entity management, why it should be on the Tax function’s agenda right now, and how it can yield a ‘win-win’ for both Tax and the broader business. Featuring:Julie Allen, National Tax Services Market leaderMargie Dhunjishah, Tax Reporting & Strategy leaderChris Kontaridis, US Deals, Strategy & Operations Leader for Tax Reporting & StrategyChris Yeaton, Operations and Tax Accounting and Lifecycle Support Leader, Insourced Solutions for TaxLearn more about Master Data Management here.

On this episode of Tap into Tax, Rohit Kumar, PwC’s WNTS Policy Co-leader, and Todd Metcalf, principal in PwC’s Tax Policy Services practice, discuss the potential outcomes of the November elections; the current status of COVID relief measures on Capitol Hill; and what businesses should be doing now to prepare for potential disruption this fall. Speakers include:Julie Allen, National Tax Services Market leaderMargie Dhunjishah, Tax Reporting & Strategy leaderRohit Kumar, Washington National Tax Services Co-Leader, PwC USTodd Metcalf, Principal, Tax Policy Services

As businesses automate to improve efficiencies, the Tax function needs to understand how enterprise resource planning systems can also improve tax processes. ERP automation is especially relevant now in light of the current environment and what we’ve learned from our recent “Pulse Survey” of business leaders. For more on finance transformation and the importance of ERPs, listen to this podcast now featuring:Julie Allen, National Tax Services Market leaderMargie Dhunjishah, Tax Reporting & Strategy leaderLaura Ferine, Partner, Tax Reporting & Strategy

Tax functions are being asked by the C-suite to participate in the effort to reduce costs and generate cash if possible. As a result, Tax functions are thinking about cash tax flows. Completing more upfront digging and analysis can help Tax functions prioritize their efforts for cash tax savings. Learn more in this episode of Tap into Tax featuring: Julie Allen, National Tax Services Market leaderMargie Dhunjishah, Tax Reporting & Strategy leaderKasey Dunn, Tax Partner and National Practice Leader for Lead Tax Partners

What are the current hot topics in tax and the perspectives of business leaders on the 2020 U.S. elections, global tax transparency, and cost cutting strategies for businesses? In this episode we are joined by Shelley Giberson, Tax Services Leader to discuss Tax Leader Insights from our PwC Road to Election 2020 Executive Pulse Survey, or as we will refer to it throughout this podcast, the “Pulse Survey,” which is tracking the top policy issues at play and their business impact. Featuring:Julie Allen, National Tax Services Market leaderMargie Dhunjishah, Tax Reporting & Strategy leaderShelley Giberson, Tax Services LeaderLearn more about the Pulse Survey and results: PwC Road to Election 2020 Executive Pulse SurveyPwC Road to Election 2020 Executive Pulse Survey - Tax Leader Insights

In this episode, we speak with Gina Nam, Mergers & Acquisitions Partner, regarding the overall deals environment, top-level trends including virtual integration, top findings from our recent PwC M&A Integration survey, what’s changed in the current environment for Tax, and actions Tax can take to prepare for an M&A transaction. PwC's M&A Integration SurveyFeaturing:Julie Allen, National Tax Services Market leaderMargie Dhunjishah, US Tax Reporting & Strategy leaderGina Nam, Partner, Mergers & Acquisitions

In this episode, we speak with Michelle Lee, PwC's US Pharmaceutical and Life Sciences Tax Leader, to discuss the business and tax issues in one of the most high-profile industries during the pandemic, pharmaceuticals and life sciences (including medical devices). We will cover the general state of the industry, operational impacts due to supply chain disruption, the impact of US election and global reform as well as the influence of technology on audit and reputational risk. Featuring:Julie Allen, National Tax Services Market LeaderMargie Dhunjishah, US Tax Reporting & Strategy LeaderMichelle Lee, US Pharmaceutical and Life Sciences Tax Leader, PwC US

This installment of Tap into Tax expands on our prior episode featuring Rohit Kumar and Pat Brown that focused on potential impacts of the election on corporate and individual tax rates. Drew Lyon, National Economics and Statistics Leader, will discuss the overall state of the US economy and budget deficits as well as the economic factors that could impact the two tax proposals.Featuring:Julie Allen, National Tax Services Market LeaderMargie Dhunjishah, US Tax Reporting & Strategy LeaderDrew Lyon, Principal, National Economics and Statistics Leader

On this episode, our Washington National Tax Services Co-Leaders share their insights on what to expect and how to prepare for Fall 2020 — from the November elections, to the ever-changing world of global tax reform. These leaders have been at the forefront of tax policy for years prior to their tenure at PwC, with Pat previously serving as VP of Tax and Director of Tax Policy at GE, and Rohit previously serving as Deputy Chief of Staff for Senate Majority Leader Mitch McConnell. Featuring:Julie Allen, National Tax Services Market LeaderMargie Dhunjishah, US Tax Reporting & Strategy LeaderRohit Kumar, Washington National Tax Services Co-LeaderPat Brown, Washington National Tax Services Co-Leader

2020 has been an eventful and unprecedented year, and 2021 remains even more uncertain causing organizations to rethink the way they do business and be more resilient. This demand for agility extends to the tax function as well - especially when it comes to modeling as a vital tool needed to elevate the tax function side by side with the C-suite. Featuring:Julie Allen, National Tax Services Market LeaderMargie Dhunjishah, US Tax Reporting & Strategy LeaderJustin Denworth, West Region International Tax Services leader

There is continued uncertainty in the global trade environment, with many stakeholders continuing trade tensions relating to adoption of consideration of digital taxes and aggressive tariff measures. In this episode, we will talk through key developments in the trade space, most notably the United States Mexico Canada Agreement, referred to as the USMCA, that entered into force on July 1. Featuring:Julie Allen, National Tax Services Market LeaderMargie Dhunjishah, US Tax Reporting & Strategy LeaderMaytee Pereira, Customs and International Trade Practice Co-Leader

A discussion on the key issues for inbound companies to consider when investing or continuing to invest in the US during these challenging times. Featuring:Julie Allen, National Tax Services Market leaderMargie Dhunjishah, US Tax Reporting & Strategy leaderChris Kong, US Inbound Tax LeaderDownload PwC's publication Doing Business in the US here.

State and local finances have been strained by COVID-19, and while the full impact of the pandemic is not yet known, it is likely to be significant. This discussion will cover how state budget deficits are likely to spur major tax changes. Featuring:Julie Allen, National Tax Services Market leaderMargie Dhunjishah, US Tax Reporting & Strategy leaderSheila Holt, Partner, State and Local Tax Services

A discussion on adjusting supply chain strategies in light of needed business model changes within the consumer markets sector. Featuring:Julie Allen, National Tax Services Market leaderMargie Dhunjishah, US Tax Reporting & Strategy leaderEric Shin, Consumer Markets Tax Leader

Companies are balancing the need for employees to be and feel safe with also having to run the necessary tax and business operations. This discussion focuses on remote or “dislocated” work transformation and how Tax plays a critical role with this issue. Featuring:Julie Allen, National Tax Services Market leaderMargie Dhunjishah, US Tax Reporting & Strategy leaderKathy McDermott, Partner, People & Organization

A discussion around the current environment for Industrial Products companies, including operational considerations, regulatory changes and deals. Additionally, this episode covers what the future holds for the sector as well as what companies doing business with the IP sector need to know. Featuring:Julie Allen, National Tax Services Market leaderMargie Dhunjishah, US Tax Reporting & Strategy leaderJohn Livingstone, Industrial Products Tax Leader

A conversation on the tax department design as companies start to stabilize their businesses, focusing on a digitally enabled experience and tax managed services to drive lower costs. Featuring:Julie Allen, National Tax Services Market leaderMargie Dhunjishah, US Tax Reporting & Strategy leaderChris Yeaton, Partner & Operations Leader, Insourced Solutions for Tax