Podcasts about deloitte tax

Are You Ready to Transform Your Business with Tech-Enabled Accounting Solutions? In this episode of Grow Your Business & Grow Your Wealth, guest host Eli Mizrahi speaks with Lucas Matson, founder of LDC Financial and former Deloitte Tax professional. Lucas shares his journey from corporate accounting to entrepreneurship, offering valuable insights into modern accounting practices, the cannabis industry, and how technology reshapes financial services. Drawing from his extensive experience with major tech companies and M&A transactions, Lucas provides a unique perspective on building a location-independent practice while maintaining high professional standards. Key Takeaways: → The accounting industry is evolving toward tech-enabled solutions, with automated tools reducing the need for large departments while maintaining accuracy and compliance. → Starting at a big accounting firm provides invaluable experience and expertise that can be leveraged to serve diverse clients effectively as an independent practitioner. → Cannabis industry accounting presents unique challenges due to complex regulations and tax codes (like 280E), requiring specialized knowledge and careful structuring of financial statements. → Digital nomad entrepreneurship is possible in accounting, but proper system and technology setup is required to maintain efficient operations while working remotely. → Small businesses should prioritize proper accounting setup from the start. Investing in professional CPA services early can prevent costly mistakes and provide better financial insights. Notable Quotes from Lucas: "Don't let the tax tail wag the dog. You have to do what's best for your business. You shouldn't have less active control." "If you're trying to start a business and you're serious about it, make sure you're properly capitalized, and bring in a CPA to be your partner because a CPA will be invaluable to you." Connect with Lucas Matson: Website: https://www.ldc.financial/ Email: lucas@LDC.financial Learn more about your ad choices. Visit megaphone.fm/adchoices

Welkom bij een bijzondere serie van vier RB Podcasts waarin we de Stevensprijs 2024 en de daarvoor genomineerde fiscale professionals in de schijnwerpers zetten. De Stevensprijs, vernoemd naar de eminente fiscalist Leo Stevens, is een erkenning voor jonge talenten die complexe fiscale vraagstukken toegankelijk maken. In deze derde aflevering – in de eerste drie kwamen Leo Stevens zelf, Alexander Oldeman van Wolters Kluwer en de genomineerde Rhys Bane en Mees Vergouwen aan het woord - praten we met de laatste van de drie genomineerden. Jeroen Goudsmit, Senior Manager International Tax bij de Dutch ICE Desk van Deloitte Tax in New York. Online in gesprek met Sylvester Schenk, de directeur fiscale zaken bij het RB en de vaste host van de RB Podcast. Regelmatige luisteraar van de RB Podcast? Laat ons weten wat je er van vindt én stuur ons suggesties voor nieuwe afleveringen

Finance Minister Nicola Willis will unveil the final shape of the tax cuts promised to New Zealanders in the Budget today as well as how the Government will pay for them.  The contents of the Budget will be revealed by Willis in Parliament at 2pm.  Deloitte Tax Partner Robyn Walker says there won't be any major tax shocks in today's Budget.  She told Mike Hosking Walker she's expecting to see some modest increases in just the thresholds at which tax rates apply.   Walker said it will be a Budget of "adjustments".  LISTEN ABOVE See omnystudio.com/listener for privacy information.

Tax policy is set to remain the main point of disagreement as coalition talks continue this morning between National, ACT, and New Zealand First.  Newstalk ZB understands that New Zealand First is taking issue with some elements of National's tax plan.  That includes the proposal to redirect money from the Climate Emergency Response Fund to tax cuts, and the proposed tax on foreign home buyers.  Deloitte tax partner Robyn Walker told Kate Hawkesby that National is committed to some form of tax cuts, but the specifics of those tax cuts may have to change.  She says National is proposing quite extensive tax cuts, but they may have to scale those back and make them more targeted.  LISTEN ABOVE See omnystudio.com/listener for privacy information.

Qualifying for safe harbors—temporary or permanent—has companies reevaluating standard country-by-country reporting data and local reporting standards across jurisdictions. In part 2 of our global series on Pillar Two, leaders from Deloitte Tax examine the safe harbor guidance that global multinationals need to understand and consider for eligibility.

The new CEO of Deloitte's tax practice is grappling with many of the same challenges as the Big Four firm's clients: rapid shifts in how tax practitioners work thanks to artificial intelligence, a shortage of skilled staff, and reforms that will impose a new global minimum tax. Companies are starting to get their arms around the new rules that will impose a 15% global minimum tax and whether they should tackle implementation in-house or seek outside help, said Carin Giuliante, chair and CEO of Deloitte Tax LLP. Giuliante, the first woman to lead the firm's US tax practice, took the helm in June and pledged to provide a “digital experience” to clients and to invest in training and career development for the firm's professionals. She spoke to Bloomberg Tax & Accounting senior reporter Amanda Iacone about new Internal Revenue Service regulations for cryptocurrency assets, how artificial intelligence is reshaping the tax practice, and the firm's ongoing commitment to diversify and support its workforce. Do you have feedback on this episode of Talking Tax? Give us a call and leave a voicemail at 703-341-3690.

Officials are warning that the Government risks trade retaliation from other countries if it forges ahead with a Digital Services Tax.  The tax would target offshore tech companies whose arrangements often mean they pay little tax in jurisdictions like ours.  The Government is part of an OECD process to create a global framework but has reserved the right to implement the tax if these efforts fall through.  Deloitte tax partner Robyn Walker told Mike Hosking it's an unusual position to take.  She says it's a little odd we've decided to step aside slightly from a process that 138 counties committed to following just in July.  LISTEN ABOVE See omnystudio.com/listener for privacy information.

Pillar Two guidance on covered taxes is reshaping perspectives on state tax inventories. In the next part of our series, hear from Deloitte Tax leaders on the impact to a company's Pillar Two analysis and what local tax professionals will need to consider for state and local tax profiles.

For both employers and job seekers, making an impact and doing purposeful work is not just important—it is a key differentiator for recruitment and retention. In this episode, host Carrie Falkenhayn sits down with Deloitte Tax CEO Carin Giuliante to discuss the meaning of purpose and how tax leaders and professionals can infuse purpose-driven impacts into their work.

The added layer of calculating GloBE income, and the subsequent income tax rules, has leaders at multinationals rethinking their tax provision processes and financial statement controls. Our series continues with Deloitte Tax leaders Jay Morris and Krystle Kort as they discuss key considerations around Pillar Two calculations and global minimum tax liabilities.

Capital gains and wealth taxes may not accomplish the goals advocates think they might. After investigating, Chris Hipkins has ruled out those changes while he's Prime Minister.  Deloitte tax partner Robyn Walker says wealth taxes don't bring in a huge amount of revenue, but create higher administration and compliance costs. She says there are unintended consequences which have been seen in overseas countries,  like Norway. Walker says the wealthy and "the want to be wealthy" have fled the country. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Capital gains and wealth taxes may not accomplish the goals advocates think they might. After investigating, Chris Hipkins has ruled out those changes while he's Prime Minister.  Deloitte tax partner Robyn Walker says wealth taxes don't bring in a huge amount of revenue, but create higher administration and compliance costs. She says there are unintended consequences which have been seen in overseas countries,  like Norway. Walker says the wealthy and "the want to be wealthy" have fled the country. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Gewinne sind etwas Schönes, doch wie das Gehalt oder selbstständige Einnahmen, müssen auch gewinnbringende Anlagen versteuert werden. Das geschieht bei vielen Banken automatisch, jedoch gibt es dennoch einige Punkte, die man als pflichtbewusster Steuerzahler beachten muss. Elke Teubenbacher, ihres Zeichens Senior Managerin bei der Wirtschaftsprüfungsagentur Deloitte Tax, erklärt in der neuen Folge von "Lohnt sich das?", warum wir uns mit Steuern so ungern beschäftigen, was es bei Gewinnen zu beachten gibt und welche Sparform in Sachen Steuern die Nase vorne hat.

There's concern increasing the trust tax rate will sting everyday New Zealanders. The rate will jump from 33 to 39 percent to align with the top personal tax rate from April - to clamp down on people dodging taxes through trusts. But Deloitte tax partner Robyn Walker says there's around 400-thousand trusts in New Zealand. She says there may be many New Zealanders with a marginal tax rate well below 39 percent, with assets held in trusts, now facing a higher rate. Revenue Minister David Parker says the top five percent of trusts with some taxable income in 2021 accounted for 78 percent of all trustee income. Robyn Walker joined Simon Barnett and James Daniels on the show. LISTEN ABOVESee omnystudio.com/listener for privacy information.

To kick of the pre-budget talk, National have come up with a new 'taxpayers receipt' idea. Taxpayers would get an annual report from Inland Revenue on the money they paid and received and how their taxes were being spent - along with requiring Treasury to report annually on major spending programmes. Deloitte Tax Partner Robyn Walker joined Mike Hosking to explain the concept. LISTEN ABOVESee omnystudio.com/listener for privacy information.

To kick of the pre-budget talk, National have come up with a new 'taxpayers receipt' idea. Taxpayers would get an annual report from Inland Revenue on the money they paid and received and how their taxes were being spent - along with requiring Treasury to report annually on major spending programmes. Deloitte Tax Partner Robyn Walker joined Mike Hosking to explain the concept. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Pillar Two represents a significant shift in global tax reform, but how will it affect US-based multinational companies? Tax News & Views presents the Pillar Two spotlight series, where Deloitte Tax leaders and subject-matter specialists will explore the transition and compliance with Pillar Two and discuss how US multinationals should rethink their tax approach ahead of 2024 when the new rules go into effect.

New research is coming out about how much tax New Zealand's rich are paying. The Inland Revenue report will estimate the effective tax rate of the wealthiest families, taking into account their full economic income, rather than just taxable income.  Deloitte Tax Partner Robyn Walker told Kate Hawkesby it's expected to show they're paying tax rates that are lower than marginal tax rates. But she says Treasury is also releasing their report on tax rates of the average New Zealander and expects that to say a large section of that population is also paying below marginal tax rate. LISTEN ABOVESee omnystudio.com/listener for privacy information.

New research is coming out about how much tax New Zealand's rich are paying. The Inland Revenue report will estimate the effective tax rate of the wealthiest families, taking into account their full economic income, rather than just taxable income.  Deloitte Tax Partner Robyn Walker told Kate Hawkesby it's expected to show they're paying tax rates that are lower than marginal tax rates. But she says Treasury is also releasing their report on tax rates of the average New Zealander and expects that to say a large section of that population is also paying below marginal tax rate. LISTEN ABOVESee omnystudio.com/listener for privacy information.

To increase clean energy jobs and reduce the industrial sector's greenhouse gas emissions, the IRS recently reestablished the 48C energy credit program under the IRA's Advanced Energy bucket. Catch the latest episode to hear from Deloitte Tax specialists on the particularities of the program and what businesses need to know to evaluate their eligibility.

With a looming recession and rising interest rates, taxpayers are left questioning how the current economic climate will affect their property assessments today and years down the line. In this episode, hear recommendations from Deloitte Tax specialists on how taxpayers should navigate property tax activities during this inflationary period.

With the Inflation Reduction Act introducing new and revised renewable energy tax credits in 2022, executives need to know what's changed and whether their businesses still meet eligibility requirements. In this latest episode, Deloitte Tax credits and incentives specialists discuss the new clean hydrogen production credit and nuances of the modified carbon-capture credit.

Will midterm election results lead to an upshift in tax policy? In this episode, Deloitte Tax leader Jonathan Traub shares his thoughts on the latest developments in midterm elections and what they could mean for the tax legislative landscape in the United States.

In this episode, we feature Kyle Swafford for his extensive background and expertise on the legal structure of syndication, joint ventures, securities, and the concept of 506B and 506C syndications. If you want to determine which strategy is perfect for you, hear it first from this conversation!KEY TAKEAWAYSThe importance of security in real estate syndicationWhat is a joint venture in real estate investing?506B vs. 506C SyndicationHow to create a substantial relationship with your investors?The value of choosing investment partners that you can trustRESOURCE/LINK MENTIONEDjulie@julieholly.comABOUT KYLE SWAFFORD Kyle Swafford is a native of Cleveland, Mississippi, and joins Robinson Franzman, hailing various experiences in tax law, ranging from state to international tax. He is a member of the firm's corporate and commercial real estate practice groups. He represents clients in a wide range of corporate and real estate matters, such as real estate syndication, tax implications for real estate funds and investors, joint ventures, and commercial lending. Before joining the firm, Kyle was an International Tax Consultant II for Deloitte Tax in their International Tax Division. Kyle also has several years of experience with the Georgia Department of Revenue and the Internal Revenue Service in various taxation matters. Kyle lives with his wife in West Midtown with their beautiful Blue Merle Australian Shepherd named “Sadie.”CONNECT WITH KYLELinkedIn: Kyle SwaffordEmail: kyle@rfllplaw.comOffice Number: (404) 255-2503To find out more about partnering or investing in a multifamily deal, schedule a call here: https://calendly.com/threekeysinvestments/get-acquainted-callVisit ThreeKeysInvestments.com to download a free e-book “Why Invest in Apartments”!Looking to reduce your taxes so you can build wealth? Mode Wealth is a boutique financial firm helping real estate professionals, investors and entrepreneurs ethically and morally optimize their tax strategy to reduce their tax liability. Learn more and schedule a FREE consultation today! https://modewealth.com/Looking for an affordable healthcare solution? Check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1IPlease RSS: Review, Subscribe, Share!Support the show (and my reading addiction)!https://www.buymeacoffee.com/AskMeHowIKnow

Finally – after months of rumor and speculation, multiple U-turns, courtroom drama, and, of course, a steady stream of s**t-tweets – Elon Musk has made good and acquired social media platform Twitter for $44 billion. And he's already made some big changes. Nico Brugge and Marco Olivera discuss Elon's takeover of the virtual town square at the top of today's Real Vision Crypto Daily Briefing. Nico and Marco also talk about Google's introduction of an Ethereum-based node engine, Fidelity's survey showing long-term bullish crypto sentiment among institutional investors, and Costa Rica's plan to become a crypto tax haven. And, speaking of taxes, Rob Massey, a partner at Deloitte Tax, joins Nico and Marco for insight on the other proverbial certainty in life as they pertain to digital assets.

Tax professionals are racing to advise companies on two laws passed this year—the tax-and-climate law and the CHIPS Act—both providing tax credits that can be claimed as soon as Jan. 1. Guidance from IRS and Treasury can't come soon enough as companies try to decipher how they would be affected. On this episode of our weekly podcast, Talking Tax, we discuss one Big Four accounting firm's strategy for working with companies as they eagerly await guidance. Bloomberg Tax's Erin Slowey speaks with Steve Kimble, chairman and CEO of Deloitte Tax LLP. Kimble talks about some of the biggest questions he'd like to get answered from the agencies and how companies shouldn't wait for guidance before planning. We also get an update on how the firm is consulting with companies ahead of the midterm elections. Do you have feedback on this episode of Talking Tax? Give us a call and leave a voicemail at 703-341-3690.

There's still room for improvement when it comes to taxing investment fund fees... despite the Government pulling the pin on its GST on KiwiSaver fees proposal. The plan was axed less than 24 hours after it came to light following a wave of opposition. Deloitte tax partner Allan Bullot says there are two buckets here -- the KiwiSaver one, and the non-KiwiSaver one. He says the non-KiwiSaver side is messy - with swings and roundabouts on the tax front.See omnystudio.com/listener for privacy information.

Researcher, data scientist, and founder of a FinTech program, Arnav Sheth, started working as an economist with Deloitte Tax on September 15, 2008 (also known as the day Lehman crashed). Since then, Sheth has worked as a tenured professor, startup advisor, and director of a finance program. Now he's using statistical and machine learning techniques to make predictions about financial markets.  Key Takeaways  STATUS QUO: People believe that mathematical models and machine learning tools will be able to predict everything, including financial markets.  Right now, the financial markets are being disrupted by rising interest rates, fears of a recession, COVID supply chain issues, and war. None of these are conducive to smoothly functioning markets.  Tiny changes within a big machine have secondary and tertiary effects that change the whole machine. Over time, the entire machine becomes new.  The current war affecting the markets is unlike other recent wars we've experienced. Ukraine is strategically located, and the world depends on key commodities that come from the country. Every war is different, but this one is a little more disruptive and has precipitated other fears.  Most asset managers fail to perform. A small number of people can truly beat the market consistently over long periods of time.  The U.S. markets have generally returned around 10-12% depending on how it's measured—and that's amazing. Some years it's up 40%, while some years it's down 40%, but few people can do better than that.  The markets are what they are and imposing our own views on them makes us bad investors. Just because something is successful in one area doesn't mean it will have the same success in another area.  One current question is whether it's possible to predict where we are in a business cycle. Twenty years ago, Microsoft was a growth stock, while today it's a value stock. Knowing where we are in the business cycle may help people know what to do with investments.  Everybody has a system for beating the market, but they can only do it for a short period in a specific area. Once the genie is out of the bottle, it's not a profitable opportunity anymore.    Quote of the Show  13:36 – “People had this belief that these mathematical models, these machine learning tools are going to predict everything. They're going to change the world. They're very powerful tools. We have computational power that we've never had before, but it's not magic because of the human element. We cannot predict the way humans will behave in large groups.”    Links  LinkedIn: https://www.linkedin.com/in/arnavsheth/  Twitter: https://twitter.com/arnavsheth  Website: https://www.arnavsheth.net/    Ways to Tune In  Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption  Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755  Google Play - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cub21ueWNvbnRlbnQuY29tL2QvcGxheWxpc3QvODE5NjRmY2EtYTQ5OC00NTAyLThjZjktYWI3YzAwMmRiZTM2LzNiZTZiNzJhLWEzODItNDhhNS04MDc5LWFmYTAwMTI2M2FiNi9kZDYzMGE4Mi04ZGI4LTQyMGUtOGNmYi1hZmEwMDEyNjNhZDkvcG9kY2FzdC5yc3M= Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlD  Stitcher - https://www.stitcher.com/show/disruption-interruption  YouTube - https://youtu.be/pbP9a8YYHJ4 See omnystudio.com/listener for privacy information.

Diversity, Equity, and Inclusion, better known as DEI, has been the business community's response to the world's demand for social justice. But are corporate DEI efforts really working? In this latest episode, Deloitte Tax leaders Norah Nicholls and Julia Cloud discuss the importance of equity in measuring the success of corporate DEI efforts, its impact on philanthropy, and how tax leaders fit into the equation.

After graduating with his Master's degree in Accounting from BYU, Brent moved to Texas to work for Deloitte Tax in their Private Company Services group. Benefiting from exposure to hundreds of privately held businesses, he then decided to leave public accounting to pursue his new career in entrepreneurship. In 2017 he moved to Northern Virginia to start a Freedom Boat Club franchise. Within his 5 years at Freedom Boat Club he grew his business to be the 15th largest franchise by revenue, won the Pace Setter Club Award 4 times, and was nominated to Boating Industry Magazine's 40 under 40. Currently, he lives in Draper Utah and is the Founder and Managing Partner of Vizion Capital, a Micro PE firm focused on blue collar enterprises.--------------------------------------------------Contact Brent onLinkedin: https://www.linkedin.com/in/brent-parker-93ba0746/If you'd like additional ways to support this podcast, you can become a patron here: https://www.patreon.com/bePatron?u=66340956----------------------------------------------------------------------------------------------------Reach me to sell me your business, be on my podcast or just share some love:Linkedin: https://www.linkedin.com/in/ronskelton/Twitter: https://twitter.com/ronaldskeltonFacebook: https://www.facebook.com/How2ExitInstagram: https://www.instagram.com/how2exitpodcast/Have suggestions, comments, or want to tell us about a business for sale call our hotline and leave a message: 918-641-4150----------------------------------------------------------------------------------------------------Watch it on Youtube: https://youtu.be/S0YXCqQelrc----------------------------------------------------------------------------------------------------Other interviews:Lane Carrick - serial entrepreneur and sold multiple businesses in his career: https://youtu.be/cAEGiqiieQwCarl Allen - M&A Expert with Over $47 billion in deals: https://youtu.be/VIU2Lqj_FY4Walker Deibel - the best-selling author of Buy Then Build: https://youtu.be/xoUH_IxeookMike Mausteller - Business Coach, Executive Coach, Trainer, and Speaker: https://youtu.be/yYLEAfafxWcSimon Bedard - Founder and CEO of Exit Advisory Group, M&A firm in Australia: https://youtu.be/obNiIbx5mJ0Kison Patel - CEO and Founder of DealRoom and and M&A Science Academy: https://youtu.be/VR4nSM8HT18--------------------------------------------------

Is forced labor really a major risk to US companies today? The short answer, yes. In this latest episode, Deloitte Tax leader and global trade specialist Kristine Dozier talks about the forced labor obligations corporate executives face, how they can reduce potential risks by having a mitigation plan in place, and even leverage technology to give them greater line of sight to their global supply chains.

Whether your organization is thinking of going completely virtual or taking a hybrid work model approach, all signs seem to point to one thing: remote work is here to stay. In this latest episode, Deloitte Tax specialists Lorraine Cohen and Joel Eisenreich join host Carrie Falkenhayn to discuss how corporate executives and tax leaders need to focus on proper tax reporting for the long term, rethink strategies around managing remote work, and what tech-enabled solutions can help get them there.

Kyle Swafford is a member of the Robinson Franzman LLP's corporate and commercial real estate practice groups and represents clients in a wide range of corporate and real estates matters such as real estate syndication, tax implications for real estate funds and investors, joint ventures, and commercial lending.Prior to joining the firm, Kyle was an International Tax Consultant II for Deloitte Tax in their International Tax Division.  Kyle also has several years of experience with both the Georgia Department of Revenue and the Internal Revenue Service in a range of taxation matters.  Kyle lives with his wife in West Midtown with their beautiful Blue Merle Australian Shepherd named “Sadie”.Episode Spotlights- Syndication versus Joint Ventures from securities POV- Difference between 506B and 506C Syndication- Switching between 506B and 506C- Restrictions for International Investors in SyndicationsConnect with Kyle Linkedin : https://www.linkedin.com/in/kyle-swafford-819a24bb/Email: kyle@rfllplaw.comPhone: 404-255-2503Grab your freebie - Tips for Multifamily Investing at www.ushacapital.comFound this episode insightful? Show us some love by spreading the word on social media Follow Rama on socials!LinkedIn | Meta | Twitter | InstagramConnect to Rama KrishnaE-mail: info@ushacapital.comWebsite: www.ushacapital.com

The debate over the National Party's tax plans is heating up.Leader Chris Luxon wants to reverse every tax increase the current Government has imposed, and adjust all tax bracket thresholds.But Finance Minister Grant Robertson says the math doesn't add up, and the plan will just make things worse.Deloitte Tax Partner Robyn Walker told Mike Hosking the Government should be more open to tax adjustments.“What's wrong with saying we can look at it? Shouldn't the role of the Government be to constantly evaluate tax rates even if it's just to confirm that the status quo is correct?”New Zealand Initiative Chief Economist Eric Crampton says making adjustments to tax thresholds makes sense.“We haven't had any inflation adjustments to the tax threshold since 2010. There's been a lot of accumulated inflation since then.”LISTEN ABOVESee omnystudio.com/listener for privacy information.

For the first time since the OECD announced its Pillar Two solution, local governments and multinational corporations are starting to see how the proposed tax framework, or at least part of it, will work. In this latest episode, Deloitte Tax leaders Alison Lobb and Bob Stack look at the recently published Pillar Two rules and how they may impact multinational corporations based in the US.

On October 8, more than 130 countries and jurisdictions signed up for the OECD's inclusive framework to reform international tax rules. Now what? In this latest episode, Carrie Falkenhayn sits down with Deloitte Tax leaders Alison Lobb and Bob Stack to discuss the two-pillar plan and its potential impact on international tax policy and multinational organizations.

Withholding tax reclaims typically involve a complicated, time-consuming, and paper-driven process. In this latest episode, Katherine Worraker, an investment management specialist and Tax partner from Deloitte's London office joins Tim Rappoccio, a managing director in Deloitte Tax. They'll discuss the evolution of the withholding reclaims process around the world and the importance of appropriate controls and processes as investors pay more attention to reclaims than ever before.

In this episode of the Real Life Real Leaders podcast, we speak with Katy Hollister, Chief Strategy Officer-Global Tax & Legal at Deloitte Tax. Katy discusses her journey from law school to being hired for an accounting position with no experience to where she is now as a board member. Please be sure to like, rate and subscribe! 

Given our dynamic times, organizations are challenged to think differently about the way they will operate in the future. In this latest episode, we're joined by Deloitte Tax leaders Jason Sawyer and Emily VanVleet for a discussion on the key findings from Deloitte's recent Global Tax Transformation Survey, as well as the obstacles and opportunities that organizations face as they contemplate a tax department transformation.

An opportunity has arisen to right a so called unfairness for people in our middle income tax brackets.The ability for property investors to claim loan interest costs as an expense against rental income is being phased out.Budget documents show the full removal of that would have given the government another $800 million or more in tax.Deloitte tax partner, Robyn Walker, told Kate Hawkesby this could be the beginning of a tax system rejig.LISTEN ABOVE 

The COVID-19 pandemic has required new ways of thinking by organizations as they develop their property tax strategy, especially for companies with complex properties, such as those in renewable energy, manufacturing, and transportation. In this latest episode, we're joined by Deloitte Tax leaders Dave Hurrell and Amy Frees for a discussion on the latest property tax trends and the importance for businesses to be proactive.

Shaleen Title is an Indian-American attorney and longtime drug policy activist. She currently serves as Distinguished Cannabis Policy Practitioner in Residence at The Ohio State University Moritz College of Law's Drug Enforcement and Policy Center and as vice-chair of the Cannabis Regulators of Color Coalition. She is a frequent keynote speaker and consultant on cannabis policy and has testified in front of governmental bodies around the world about restorative justice in marijuana laws. As CEO of the crowdfunded policy project Parabola Center, she co-authored 2021 model federal amendments focusing on people rather than corporate profits. In 2017, she was appointed by the Massachusetts governor, attorney general, and treasurer to serve as one of five inaugural commissioners of the Cannabis Control Commission, the agency tasked with regulating legal and medical marijuana in the commonwealth. Her three-year term was extended to December 31, 2020. Described as “the people's weed watchdog” in Boston Magazine's 2019 Power List, she was widely recognized during her term for her focus on racial justice and her efforts to make the cannabis industry more fair and inclusive. Previously, in her role as a founding board member of the Minority Cannabis Business Association, she led the creation of the MCBA Model Bill, the first state-level model bill created to give states guidance to implement a process of reinvestment and reconciliation. She also served as a trustee for Students for Sensible Drug Policy and a board member of the National Lawyers Guild. She was a co-founder of THC Staffing, the first recruiting firm focused on inclusion in the cannabis industry, and was part of the multistate tax group at Deloitte Tax. Shaleen's interviews have been featured in outlets including PBS NewsHour, Politico, Rolling Stone, Newsweek, The Guardian, Vice News, and many NPR stations, and she has written guest op-eds for The Boston Globe, Philadelphia Inquirer, Commonwealth Magazine, Marijuana Moment, and Boston Business Journal. She is an alumna of the Illinois Mathematics and Science Academy, a public magnet school with an emphasis on developing problem solvers, and she holds a business degree, law degree, and graduate degree in accounting from the University of Illinois. To learn more about The Parabola Center visit theparabolacenter.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/cannabisdiversity/message Support this podcast: https://anchor.fm/cannabisdiversity/support

Recent REIT M&A activity underscores the resiliency of the real estate sector and more transactions are likely this year as conditions remain favorable for continued deal-making, experts at Deloitte say.Lynn Kawaminami, partner at Deloitte Tax, and Nathan Florio, principal at Deloitte Transactions and Business Analytics, spoke to the REIT Report on July 20.“All the activity that we've seen this year has really underscored the resiliency of real estate…even the sectors that struggled last year are starting to come back,” Kawaminami said. “The fundamentals are good, and I think we're ready to get back to normal.”

The highly anticipated release of the US Treasury department's Green Book provides detailed analysis of the tax policy proposals embedded in the administration's first budget. In this latest episode, we're joined by Deloitte Tax leader Jon Traub, who shares his unique insights on what substantial tax policy changes may be enacted in the first year of the Biden presidency.

More and more, executives are realizing the power of automation to free up their tax function and the potential to do more with less. In this episode, Deloitte Tax leaders Lisa Covelli and Stephane Lunan talk about the technologies and trends they're seeing in the tax compliance space, and how executives can integrate them into their operations.

Remote work is here to stay. Do you know where your employees are and how their movements impact compliance with various local, state and country specific requirements? What about things like benefits, internet security, and employee safety? With many factors on the table, we discuss 5 things for employers to have on their radar when it comes to remote worker movements.Host: Jennifer Namazi, Content Director, NASPPGuest: Marlene Zobayan, Partner, Rutlen AssociatesEpisode Notes: Myths and realities around employer responsibility to track mobile employees (1:35)When can an employer no longer claim ignorance about employee movements?  (3:39)Beyond tax compliance: other considerations when remote workers are on the move (8:25)Double taxation, double reporting, and double withholding in mobility situations (12:27)Why companies should implement a remote work policy now (16:50)Handling compliance issues when an employer didn't know an employee was mobile (21:34)Prediction on state tax authority reactions to remote worker mobility (23:19)Resources mentioned in this episode:Modern Mobility: Multijurisdictional Tax Compliance in the Age of COVID-19 and Remote Working (NASPP Advisor Newsletter)State Mobility Issues for Equity Compensation Professionals (Article)About our Guest:Marlene Zobayan is a partner of Rutlen Associates LLC. She has over twenty years of international tax and benefits experience, including global equity plans, mobile employee taxation, global compensation and benefits. She provides a holistic and proactive range of services to her clients, including global equity plan design, tax reviews and tax optimization, assistance with local approvals and filings, communications, and designing administrative processes. She is a regular speaker and author on global stock plan and rewards issues.Prior to joining Rutlen Associates, Marlene was the practice leader on the West Coast for Deloitte Tax's Global Rewards group and managed their news alerts for global equity plan changes.Marlene has a Physics degree from Oxford University; she is a member of the U.K. Association of Tax Technicians, a US Enrolled Agent and Certified Equity Professional. Having previously chaired the Advisory Board, Marlene now sits on the Curriculum Committee of the Certified Equity Professional Institute. Like this episode? Subscribe to the podcast to receive notifications about new episodes. Support the show (http://naspp.com/membership)

As President Biden’s first 100 days come to a close, his $1.9 trillion American Rescue Plan Act of 2021 (ARPA) is having a big impact on employers. The plan, one of the largest stimulus bills in history, attempts to provide relief to constituents affected by the COVID-19 pandemic through several ways, among those ways are changes to employee benefits and compensation. In this episode, Grace Melton, Washington National Tax Compensation and Benefits Practice Leader at Deloitte Tax, and attorney Gretchen Harders discuss how ARPA affects employers and what adjustments to benefits and compensation employers need to review. Attorney David Garland leads the conversation. Visit our site for this week's Other Highlights and links: https://www.ebglaw.com/eltw207. Subscribe to #WorkforceWednesday - https://www.ebglaw.com/subscribe/. Visit http://www.EmploymentLawThisWeek.com. The EMPLOYMENT LAW THIS WEEK® and DIAGNOSING HEALTH CARE podcasts are presented by Epstein Becker & Green, P.C. All rights are reserved. This audio recording includes information about legal issues and legal developments.  Such materials are for informational purposes only and may not reflect the most current legal developments.  These informational materials are not intended, and should not be taken, as legal advice on any particular set of facts or circumstances, and these materials are not a substitute for the advice of competent counsel. The content reflects the personal views and opinions of the participants. No attorney-client relationship has been created by this audio recording. This audio recording may be considered attorney advertising in some jurisdictions under the applicable law and ethical rules. The determination of the need for legal services and the choice of a lawyer are extremely important decisions and should not be based solely upon advertisements or self-proclaimed expertise. No representation is made that the quality of the legal services to be performed is greater than the quality of legal services performed by other lawyers.

Welcome to the Bridge Podcast. This week's guest is a Central Penn College graduate, who embodies what it is to be a student at Central Penn. Kirsten Gulotta is a principal in the New York City office of Deloitte Tax LLP, where she helps businesses in a variety of industries with indirect tax matters nationwide. In addition to her client service responsibilities, she serves as the US Indirect Tax Practice leader. This practice provides consulting, refund reviews, compliance, excise, severance, and property tax services to a diversified client base. In this role, she has overall responsibility for operations, marketplace, and talent matters occurring throughout the country. Kirsten has more than 15 years' experience performing the following indirect tax services on behalf of complex, high-tech, and multi-jurisdictional businesses, including Fortune 100 companies. She is a frequent speaker on various indirect tax topics.

Jackie Meyer, CPA, CTC is President and Founder of Meyer Tax Consulting LLC, in Southlake, Texas. Her team works with executives on strategic tax planning. With her team working completely virtual across the state of Texas, the firm stays on the cutting edge of technology working closely with industry leaders on innovative products and offerings. Jackie began her career in finance while obtaining a BS in Finance at UT Arlington. After realizing a zeal for taxes, she began working at Deloitte Tax while pursuing a MSA at Southern Methodist University. Her passion to combine technology with unparalleled client service came to light at age 27 as one of the youngest female CPA firm owners. At the same time, Jackie became a best practice consultant at conferences and accounting firms across the nation. Wanting to harvest drive and opportunity for others, she works with local nonprofits to mentor those less fortunate in their education, career, and business ventures. Jackie also has two young children and and loving husband, Mark, with whom she attends Gateway church and explores other cultures and the world with. Specialties include concierge CPA services for family offices, entity planning and selection, IRS representation, Multi-State investments, TX Margin Tax, and Oil & Gas accounting. She has a passion for taxes and educating the public on their rights. Going green with latest technologies and a paperless office, our clients range from Dallas locals to international remote businesses. Request a complimentary consultation on our website meyertax.com, e-mailing office@meyertax.com, or calling 888-272-1258. Strengthsfinder 2.0 - Futuristic, Achiever, Learner, Input, and Focus My personality types are DISC D (Captain), Myers-Briggs INTJ, and Enneagram 8. I tend to work methodically, but aggressively towards goals with a strong preference for efficiency. I'm most energized by competition & winning, professional growth, and leading the group. See my full personality profile here: https://www.crystalknows.com/p/jackiemeyercpa

ATAD 2 / BEPS and its impact on Luxembourg-based private equity funds. IQ-EQ's third webinar in our CFO eLab series focuses on the impact that ATAD 2/BEPS will have on Luxembourg-based private equity funds. Moderated by Christian Heinen, Managing Director, IQ-EQ Luxembourg, we are honoured to be joined by two prestigious speakers, Raymond Krawczykowski - Tax Partner, Merger and Acquisition, Deloitte Tax & Consulting, Luxembourg and Frank van Kuijk - Partner and Head of the Investment Management Tax team at Loyens & Loeff, Luxembourg.

In an increasingly complex environment, tax departments are under pressure to reduce operating costs and generate cash. Deloitte Tax's Rochelle Kleczynski and Emily VanVleet highlight some of the tax-planning opportunities, operating model changes, and ways to create value by aligning with overall initiatives of the business.

This episode explores employee mobility situations arising from impacts of the COVID-19 pandemic. Host: Jennifer Namazi, Content Director, NASPPGuest: Marlene Zobayan, Partner, Rutlen AssociatesEpisode Notes: What overall impacts has the COVID-19 pandemic had on mobility? (3:06)Three different mobility situations resulting from the pandemic (4:14)The challenges created by unforeseen mobility situations (6:50)Are there any exemptions for employees caught in these mobility situations? (8:40)Have any U.S. states issued guidance? (13:44)What should companies be doing about COVID-19 related mobility situations? (15:17)Messaging to employees about mobility impacts and considerations (23:04)Where does compassion for an employee's situation fit? (27:04)Resources mentioned in this episode:New COVID-19 Related Mobility Situations (NASPP Blog)COVID (Tele) Commuting Conundrums (NASPP Silicon Valley Chapter meeting presentation)COVID (Tele) Commuting Conundrums (NASPP Silicon Valley Chapter meeting handout)About our Guest:Marlene Zobayan is a partner of Rutlen Associates LLC. She has over twenty years of international tax and benefits experience, including global equity plans, mobile employee taxation, global compensation and benefits. She provides a holistic and proactive range of services to her clients, including global equity plan design, tax reviews and tax optimization, assistance with local approvals and filings, communications, and designing administrative processes. She is a regular speaker and author on global stock plan and rewards issues.Prior to joining Rutlen Associates, Marlene was the practice leader on the West Coast for Deloitte Tax's Global Rewards group and managed their news alerts for global equity plan changes.Marlene has a Physics degree from Oxford University; she is a member of the U.K. Association of Tax Technicians, a US Enrolled Agent and Certified Equity Professional. Having previously chaired the Advisory Board, Marlene now sits on the Curriculum Committee of the Certified Equity Professional Institute. Like this episode? Subscribe to the podcast to receive notifications about new episodes. Support the show (http://naspp.com/membership)

Even before the COVID-19 pandemic, tax leaders were already facing numerous pressures, including budget and resource constraints, while figuring out how to invest in technology. The current climate hasn't made it any easier. In this latest episode, Deloitte Tax partner Terri LaRae offers key business insights on how tax leaders can tackle these challenges efficiently and transform their operations with a phased approach.

Businesses are looking to either save or generate cash as a response to COVID-19. Taxpayers are looking to NOL carrybacks, filing for quick refunds, 2019 and 2020 accounting methods planning, and federal and international tax planning considerations as potential cash generation options. On our latest tax podcast, Joe Carino of Deloitte Tax explains to listeners what some of the different strategies could mean for tax departments in their recovery planning.

With the CARES Act already in full effect, eyes on Capitol Hill are starting to shift towards preparations for the next phase of the COVID-19 stimulus relief. In this latest episode, Jonathan Traub from Deloitte Tax sheds some light on how our Congressional leaders are measuring the impact of the CARES Act and their plans for additional legislation, which may include more aid to businesses, local and state governments.

How does the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) affect net operating losses (NOL) at a state level? When it comes to the five-year NOL carryback provision in the CARES Act, it's important to understand the differences between, and limitations of, state and federal NOLs. Brian Sullivan, managing director at Deloitte Tax, lays out considerations for NOLs in states where future income is expected, procedures to document and support NOLs, and key differences between conforming at the state level and conforming with the amendments to IRC 163(j) from the CARES Act.

On the indirect tax side, it's contract personnel opportunities, indirect tax refund reviews, and outsourcing compliance. For property tax, it's deferred payments, a focus on the current filing and an assessment cycle, and a strategy for future appeals. There are numerous state-level opportunities for businesses looking to save or generate cash in response to COVID-19. On our latest tax podcast, Deloitte Tax leaders Kirsten Gulotta and Dave Hurrell discuss cash generation in the age of COVID-19.

On this episode of our tax podcast, we take a look at areas in the CARES Act important to taxpayers, from the temporary provision allowing companies to delay the deposit of payroll taxes to the government to the Paycheck Protection Program. Deloitte Tax policy group leader Jonathan Traub talks about what employers need to know about them. We also discuss the importance of focusing on guidance for implementation, and what additional legislation might be on the way.

Was bedeutet es, dass Großbritannien im Zuge des Austritts aus der EU zum Drittstaat wird? Was kommt darüber hinaus durch mögliche neue Investitionskontrollen auf deutsche Unternehmen zu? Antworten liefert diese Ausgabe des Deloitte Brexit Podcasts mit Bettina Mertgen, Partnerin bei Deloitte Tax und Legal.

Chuck Kosal is the Chief Transformation Officer at Deloitte Tax, the tax function of the global firm Deloitte. Deloitte has a total of around 312,000 employees around the world and the tax function is made up of around 12,000 of those employees. They were actually named “Americas Tax Technology Firm of the Year” for the 2nd year in a row by the International Tax Review.    Deloitte’s mission is to create digital innovation that helps its clients adapt to accelerating globalization, increased regulatory and business complexities and other significant transformational changes in the corporate landscape. And in order to accomplish this the organization has to continually evolve to keep up with the needs of their clients.    Part of Chuck’s role is to help the organization navigate change and transformation. This can be a very challenging task because people tend to resist change. Chuck says, “You think in any conversation people always embrace change, they talk about how they want things to be better, how they want things to be different, but the reality is often, human nature is they want everybody around them to change, they think what they're doing is pretty spiffy, right? And so I could share an anecdotal example of a current technology we have in place, that everybody has complained about for a number of years. We announce that we're gonna change it and people scream and yell and drop to the floor and kick and scream like my youngest child, that, “don't take it away for me this terrible technology.” So, it's every day is spent navigating the organization, navigating the stakeholders, doing audience analysis to ensure I understand what's in it for the other side, showing empathy.”   Deloitte Tax is going through a digital transformation. As Chuck describes it, they are “trying to go from doing digital to being digital”. They realize that their clients are used to the quick and seamless interactions with companies like Amazon, Uber, Google, and these clients are going to expect the same service from Deloitte as well.    When it comes to organizational transformation Chuck says one of the biggest pitfalls companies encounter is the fear of taking the first step. “You'll hear a lot and I'm sure on your podcast, this idea of being bold. You don't actually need to be bold, you need to be brave. And you need to take the first step towards a change and I see that in the context of transformation. Digital or otherwise, any types of business transformation, even personal transformation, it's the first step that's the hardest. When you think about, it's that first workout that's the hardest, it's the first investment you make that's the hardest. And so I would say that's the biggest challenge that I would tell people. It's an easy challenge to overcome, just take your first step. Big or small, just take a step and see how it goes. And you might find that it's not as bad as you think and you might actually get some results that will inspire you to take a bigger step next time. But don't let paralysis be the enemy. Don't let this idea of how change might... What the outcome of change might be to not actually try it. And so I would say that's it, it's taking that first step.” What you will learn:  What does a Chief Transformation Officer do A look at the trends Chuck is paying attention to  How Deloitte is moving from doing digital to being digital How Chuck and his team are utilizing technology How companies can keep up with new technologies How to deal with change and approach people who are resistant to change The role of empathy in business Some of the pitfalls or mistakes companies make when going through transformation

About this Episode On the Podcast today, Charlie Cichetti visits with Shan Arora, Director of The Kendeda Building for Innovative Sustainable Design at Georgia Tech.   They discuss Shan's journey in sustainability, career highlights, mindset strategies, and regular habits that have helped him get to this next chapter.   Key Talking Points Shan has over a decade of sustainability sector experience under his belt. He has served at various organizations such as Deloitte Tax and Southface Institute. At Southface, Arora honed his experience in the sustainability industry, developing content and working on urban sustainability issues, sustainability planning, stakeholder engagement, and clean energy policy.  Listen in and hear: Arora's backstory before dipping his feet in the sustainability industry. Why it is important to keep updating yourself in the sustainability industry. How being versatile can help one grow in their career and sustainability world. The future of the green building movement.  Key Milestones of the Episode [02:37] Shan Arora's, backstory. [06:10] How Shan fully transitioned into the sustainability industry. [07:27] Shan's team of friends who fueled his energy on his new job as mentors. [10:18] What Arora takes pride in at a personal and at a career level. [13;53] How being versatile helps him in the sustainability industry. [17:02] Examples of sustainability projects that helped him sharpen his skills in the industry. [19:47] Shan's talks about his role at the Kendeda Building for Innovative and Sustainable Design. [25:45] Shan's elaborates on his work with Georgia Interfaith Power & Light and how the organization advances Georgia's green building movement. [28:42] The future of the green building movement and sustainability. [32:39] Arora reveals what is his special gift. [38:43] Book recommendations. [41:17] What Shan wishes he knew before jumping into green building movement.  Key Quotes “If you can construct to the rigorous living building challenge standards in Atlanta, then what's your excuse for anywhere else?” “We're fast approaching the end of the luxury of saying that we can have one thing to do one function. We need to figure out ways for our built environment to have multiple functions.” “Sometimes people don't know what's out there until someone says, go do it, just forge your own path.” “If you're really interested in a topic, you got to read about it. You got to be on top of what's happening in that world.”  Key Resources The Kendeda Building for Innovative and Sustainable Design. Southface Institute. Georgia Tech. The History of the Living Building Challenge.  Connect with Shan Arora Shan Arora- LinkedIn Shan Arora- Twitter Connect with Charlie Cichetti and GBES Charlie on LinkedIn Green Building Educational Services GBES on Twitter Connect on LinkedIn Like on Facebook Google+ GBES Pinterest Pins GBES on Instagram  GBES is excited our membership community is growing.  Consider joining our membership community as members are given access to some of the guests on the podcasts that you can ask project questions. If you are preparing for an exam, there will be more assurance that you will pass your next exam, you will be given cliff notes if you are a member, and so much more. Go to www.gbes.com/join to learn more about the 4 different levels of access to this one-of-a-kind career-advancing green building community! If you truly enjoyed the show, don't forget to leave a positive rating and review on iTunes.  We have prepared more episodes for the upcoming weeks, so come by again next week! Thank you for tuning in to the Green Building Matters Podcast!  Copyright © 2019 GBES    

Jackie Meyer, CPA, CTC is President and Founder of Meyer Tax Consulting LLC, in Southlake, Texas. Her team works with executives on strategic tax planning. With her team working completely virtual across the state of Texas, the firm stays on the cutting edge of technology working closely with industry leaders on innovative products and offerings. Jackie began her career in finance while obtaining a BS in Finance at UT Arlington. After realizing a zeal for taxes, she began working at Deloitte Tax while pursuing a MSA at Southern Methodist University. Her passion to combine technology with unparalleled client service came to light at age 27 as one of the youngest female CPA firm owners. At the same time, Jackie became a best practice consultant at conferences and accounting firms across the nation. Wanting to harvest drive and opportunity for others, she works with local nonprofits to mentor those less fortunate in their education, career, and business ventures. Jackie also has two young children and and loving husband, Mark, with whom she attends Gateway church and explores other cultures and the world with. Specialties include concierge CPA services for family offices, entity planning and selection, IRS representation, Multi-State investments, TX Margin Tax, and Oil & Gas accounting. She has a passion for taxes and educating the public on their rights. Going green with latest technologies and a paperless office, our clients range from Dallas locals to international remote businesses. Request a complimentary consultation on our website meyertax.com, e-mailing office@meyertax.com, or calling 888-272-1258. Strengthsfinder 2.0 - Futuristic, Achiever, Learner, Input, and Focus

The GOP's final tax bill includes significant changes in international tax policy. Jon Traub, managing principal for tax policy at Deloitte Tax LLP, and Chris Trump, a principal at Deloitte Tax who specializes in international taxation, join Talking Tax host Allyson Versprille to discuss the changes and how they will impact multinational companies. Traub is a former House Ways and Means Committee staff director and minority chief tax counsel. Before joining Deloitte Tax, Trump—no relation to President Donald Trump—worked in the Internal Revenue Service's Office of the Associate Chief Counsel (International). The conversation covers planning opportunities as well as challenges multinationals will face in complying with the new law. This episode was recorded the evening of Dec. 19.

Digital Detectives hosts Sharon Nelson and John Simek interview Andrew Schpak and Lacy Durham about the ABA Young Lawyers Division at the 2015 ABA Midyear Meeting. As chair of the division, Schpak discusses his plans for the year, future meetings, his health and wellness initiative, and his public service project in Portland called Project Street Youth. Chair-Elect Lacy Durham discusses her plans for the future year and how and why young lawyers should get involved with the YLD. Andrew Schpak is a partner at Barran Liebman, LLP in Portland, Oregon, and chair of the ABA Young Lawyers Division. Lacy Durham is a tax manager at Deloitte Tax, LLP in Dallas and is chair-elect of the ABA Young Lawyers Division.

Southface is an Atlanta-based nonprofit that for 34 years has promoted sustainable homes, workplaces and communities through education, research, advocacy and technical assistance. Shan Arora has been with Southface for three years and focuses on community-based sustainability initiatives, transit-oriented development, and energy efficiency / renewable energy policy. The first sustainability plan he worked on, the DeKalb County Long-Range Comprehensive Energy and Sustainability Plan, received the Georgia Planning Association’s 2012 award for Outstanding Planning Process for a Large Community. He currently manages GeorgiaEnergyData.org, an initiative by Southface to provide comprehensive information regarding Georgia’s conventional energy, renewable energy, and energy efficiency infrastructure. Prior to Southface, Shan worked in the international trade / international tax field for a decade, first with a software company in Washington, DC and then with Deloitte Tax in Atlanta. He received his Bachelors and Law degrees from Emory University. In 2012, the Atlanta Business Chronicle selected Shan as one of its “40 Under 40” leaders.

Apportionment rules. Unitary combined reporting system. Credits. Legislative update.