Podcasts about international tax

Four international tax policy experts discuss the details of the OECD side-by-side package deal on the global minimum tax framework and how implementation is going both in the United States and abroad. For the entire discussion, watch or listen to "Global Minimum Tax Coordination After the Side-by-Side Agreement."**CreditsHost: David D. StewartExecutive Producers: Jeanne Rauch-Zender, Paige JonesProducer: Jordan ParrishAudio Editor: Laura Kondourajian****This episode is sponsored by Portugal Pathways. For more information, visit portugalpathways.io. This episode is sponsored by the University of California Irvine School of Law Graduate Tax Program. For more information, visit law.uci.edu/gradtax.

Three policy experts discuss the uncertain future of the OECD's global tax framework amid stalled progress and waning consensus, during a live recording from the American Bar Association Section of Taxation May meeting.For more, read the following articles in Tax Notes:Slovenia Starts Piloting Submission of Pillar 2 Minimum Tax ReturnsSwitzerland Weighs Delaying OECD Pillar 2 Deferred Tax GuidanceMore Work on Pillar 2 Reporting Is Needed, Treasury Official Says**CreditsHost: David D. StewartExecutive Producers: Jeanne Rauch-Zender, Paige JonesProducer: Jordan ParrishAudio Editor: Laura Kondourajian****This episode is sponsored by Portugal Pathways. For more information, visit portugalpathways.io. This episode is sponsored by the University of California Irvine School of Law Graduate Tax Program. For more information, visit law.uci.edu/gradtax.

Episode Summary If you're building an online business and feeling overwhelmed by taxes, this episode is going to be a game-changer. I sat down with Reuben, who made the leap from physical therapy to becoming a tax consultant for e-commerce entrepreneurs, and we unpacked what online founders really need to know about navigating the U.S. tax system. From aggressive state tax policies (yes, we're looking at you, California) to smart structuring strategies, we break down the myths and the must-knows. We also dive into sales tax, marketplace facilitators like Amazon, international expansion into the U.S., and the truth about moving abroad to reduce tax liability. If you've ever wondered how to set your business up the right way from day one—or how to avoid expensive mistakes as you scale—this episode is packed with insights you don't want to miss.   Links & Resources Free consultation with Reuben on tax liability and e-commerce tax strategy Information on U.S. tax treaties for international businesses Resources for structuring your online business the right way Website:  https://rjmtaxexemption.com If you found this episode helpful, make sure to follow the podcast, leave a rating and review, and share it with another entrepreneur who needs clarity around taxes. It really helps us reach more business owners who are building bold things. 

In this episode, panelists take a look at how the EU and Australia are applying the Public CbCR rules in practice and what this means for multinational groups preparing their first public disclosures. They highlight the key implementation issues already coming to light as organizations work through the operational and interpretive challenges of the new requirements, including the practicalities of collecting, verifying and presenting the mandated information.

Wie sieht eine Karriere im Global Tax Umfeld wirklich aus? Was steckt hinter Begriffen wie International Tax und Transfer Pricing – und welche Skills brauchst du, um in diesem komplexen, internationalen Umfeld erfolgreich zu sein? In dieser Folge von career to go ist Dr. Dominik Probst zu Gast, Senior Manager bei Grant Thornton Germany, Steuerberater, Fachberater für Internationales Steuerrecht und Experte für Transfer Pricing. Gemeinsam sprechen wir darüber, wie der Arbeitsalltag in diesem Bereich aussieht, warum internationales Steuerrecht für Unternehmen so relevant ist und wie du den Einstieg in dieses spannende Feld schaffst.

Steven is joined this week by someone with personal and professional experience with international taxes: Matthew Green. Matthew shares his personal experience learning about the US's approach to taxing it's citizens living abroad and through that started sharing his newfound expertise with others. He now works specifically with taxpayers navigating international waters to make sure they don't get killed on taxes. While a lot of the discussion is around avoiding common mistakes and staying in the IRS's good graces, Matthew and Steven also talk about the potential for tax planning, even when there are international considerations. https://zurl.co/aJYKm

Die globale Mindestbesteuerung (Pillar II) wurde nicht für M&A-Transaktionen entwickelt – trifft sie aber an den empfindlichsten Stellen: Daten, Strukturierung und Vertragsgestaltung. In dieser Folge erklären unsere M&A-Experten von KPMG, Lars Mahler und Christoph Kurrle, gemeinsam mit Björn Hannemann, Head of International Tax, Carl Zeiss AG, wie Pillar II Deals seit 2024 und darüber hinaus konkret beeinflusst. Anhand realer Transaktionssituationen zeigen die drei Spezialisten, • warum selbst mittelständische Targets plötzlich Pillar-II-relevante Daten liefern müssen, • wo in Due Diligence und SPA-Verhandlungen „blinde Flecken“ entstehen, • wie Top-up taxes Jahre nach Vertragsabschluss zu ungeplanten Millionenrisiken führen • und warum Standard-Steuerklauseln diese Risiken häufig nicht auffangen. Besonders wertvoll ist die Perspektive von Zeiss: Welche Daten fehlen in der Praxis wirklich? Wie bereitet man Teams auf Pillar II vor? Und was bedeutet das für Post-Merger-Integration, Systemanbindung und Verantwortlichkeiten? Ein kompakter, praxisnaher Leitfaden für alle, die verhindern möchten, dass Pillar II zur Black Box im Deal wird – jetzt reinhören.

This podcast covers key points from our 6 February 2026 international tax webinar, including the Side‑by‑Side Package, updates on trade and tariffs, work mobility, and changes to the OECD Commentary. We also discuss expectations for 2026.  If you're interested in learning more or accessing the full webinar recording, please contact one of the presenters. Have a look at all our previous episodes and stay up to date on www.pwc.be/tax-bites

As cross-border activity becomes increasingly common for middle-market companies, international tax considerations are no longer limited to large multinationals. From transfer pricing and tariffs to global tax compliance and planning, businesses expanding overseas face greater complexity and heightened scrutiny from tax authorities worldwide. Understanding where value is created, how intercompany transactions should be priced, and how global tax rules interact is critical for managing risk and supporting sustainable international growth.In this episode, Brooks Nelson, Tax Partner, and Sarah McGregor, Tax Director, are joined by Nelson Yates, Partner and International Tax Leader, to discuss key cross-border tax issues middle-market CFOs and business leaders should have on their radar. They break down transfer pricing fundamentals, explore how tariffs intersect with intercompany pricing, and share practical considerations for companies entering or expanding in foreign markets.Listen to learn more about:02:30 – Transfer pricing basics and why it matters04:10 – How governments view cross-border profit allocation06:27 – Intercompany services, IP, and value drivers10:38 – Marketing intangibles and local market investment11:55 – Practical steps CFOs can take today14:45 – Transfer pricing documentation and penalty protection16:35 – Tariffs and their interaction with transfer pricing20:20 – Global tax planning and compliance implications22:42 – International expansion costs and best practicesRelated Guidance Article: Navigating the International Tax Landscape After 2025 Tax Reform

Doug McHoney (PwC's International Tax Services Global Leader) is joined by Hanan Abboud, a Dubai‑based International Tax and M&A partner who leads PwC's Pillar Two efforts across the Middle East. Doug and Hanan discuss the Cooperation Council for the Arab States of the Gulf (GCC) region's corporate tax landscape, including country differences, Zakat as a covered tax, and the prevalence of withholding and treaty networks. They then map Middle East Pillar Two adoption: Bahrain's QDMTT, Kuwait's QDMTT, Oman's IIR, Qatar's DMTT plus IIR, the UAE's QDMTT, and Saudi Arabia's lack of announcements. They dive into filing timelines, estimated payments, the evolving incentive landscape, the intersection with free zones, as well as practical pain points: data, provisioning, governance, and allocating top‑up taxes. 

Most lawyers can give advice on six-figure deals.But many can't say, with confidence, how much they actually earn.Silence around money isn't just awkward — it's expensive.And for many lawyers, it's keeping them financially stuck.Today's episode digs into a quiet cultural norm in the legal profession that shapes careers, mental health, and long-term financial stability: salary secrecy.I'm joined by Jono Randell-Nash, ex-lawyer turned independent financial advisor for lawyers,and Carla Hoppe, former corporate solicitor, ex-Director of International Tax & Transaction Services at EY, and founder of Wealthbright, an award-winning financial education partner helping law firms build financially confident lawyers.We explore the culture of not asking, not questioning, and not talking about money in law firms — and the emotional, practical, and financial damage this silence creates.You'll hear insights on:Why salary secrecy persists in UK legal cultureHow lack of information fuels anxiety, especially for new lawyersThe link between protected characteristics and poorer financial healthWhy financial capability depends more on education than intelligence or backgroundHow gender, mental health, and socioeconomic status shape financial outcomesThe dangers of default pensions and why the “six-figure tick box” can cost you £100,000+Why understanding risk profiles, insurance, and emergency funds should come before “the sexy stuff” like investingHow comparison culture distorts what “wealth” actually meansWhy the obsession with six-figure salaries blinds people to what actually builds long-term financial wellbeingThis conversation sheds light on a problem many lawyers suffer quietly — and provides a starting point for taking control of your financial future with clarity, confidence, and honesty.Find Carla here: https://www.linkedin.com/in/carlahoppe/Find Jono here: https://www.linkedin.com/in/jono-randell-nash/More about Wealthbrite: https://www.wealthbrite.co.uk/ Hosted on Acast. See acast.com/privacy for more information.

Trudy Muscat of Deloitte Malta discusses Malta's changing international tax landscape, including its adoption of the two-pillar system and recently implemented transfer pricing rules. For more episodes from Lisbon, listen to:From Lisbon: The Search for Consensus on International TaxFrom Lisbon: The Future of International Tax CooperationFrom Lisbon: Portuguese Tax Administration in the Digital AgeFrom Lisbon: Highlights From the 2025 IFA CongressFor related tax news, read the following in Tax Notes:Bulgarian Parliament Approves Tax Treaty With MaltaEU's Tax Priorities Shift as Reform Stalls, Researchers SayMNE Profit Shifting Still Persistent, OECD Report Says***CreditsHost: David D. StewartExecutive Producers: Jeanne Rauch-Zender, Paige JonesProducers: Jordan Parrish, Peyton RhodesAudio Engineers: Jordan Parrish, Peyton Rhodes****Nominate someone for the Tax Analysts Award of Distinction in U.S. Federal Taxation! For more information, visit awards.taxanalysts.org. This episode is sponsored by Avalara. For more information, visit avalara.com. This episode is sponsored by Crux. For more information, visit cruxclimate.com/contact.

Doug McHoney (PwC's International Tax Services Global Leader) is joined by Matt Ryan, PwC UK's International Tax and Treasury Network Leader and the UK's Pillar Two lead. Recording in Barcelona at PwC's Global Tax Symposium, they take stock of Pillar Two implementation and the much‑watched ‘side‑by‑side' agreement. Doug and Matt discuss policymakers' evolving openness to net CFC tested income (NCTI) coexistence, the UK's 2027 legislative path with potential effect from 2026, the UTPR safe harbor expiration, practical frictions around POPE reporting, M&A data gaps, and the lack of a global dispute mechanism. They also examine transitional versus permanent safe harbors, potential consequences if Section 899 re‑emerges—including expanded BEAT exposure—and quick UK updates on the 25% corporate rate and the digital services tax.  

Juan Manuel Vázquez of Loyens & Loeff discusses the evolving international tax agenda, including ongoing pillar 2 negotiations and taxing the digital economy.For more episodes from Lisbon, listen to:From Lisbon: The Future of International Tax CooperationFrom Lisbon: Portuguese Tax Administration in the Digital AgeFrom Lisbon: Highlights From the 2025 IFA CongressFor related tax news, read the following in Tax Notes:G20 Leaders Affirm Goal for OECD Global Minimum Tax AccordIf Pillar 2 Directive Reopens, EU Won't Close It, Official SaysOECD Talks on U.S. Pillar 2 Exemption Focused on SimplificationItaly Defends DST and Urges OECD to Restart Digital Talks**This episode is sponsored by Avalara. For more information, visit avalara.com.***CreditsHost: David D. StewartExecutive Producers: Jeanne Rauch-Zender, Paige JonesProducers: Jordan Parrish, Peyton RhodesAudio Engineers: Jordan Parrish, Peyton Rhodes****Nominate someone for the Tax Analysts Award of Distinction in U.S. Federal Taxation! For more information, visit awards.taxanalysts.org.

In this episode, panelists provide a comprehensive update on the latest financing-related tax developments worldwide and examine how these changes affect intra-group financing approaches, treasury operations and overall tax risk management.

Elisângela Rita, a former member of the U.N. Committee of Experts on International Cooperation in Tax Matters, discusses her career in international tax and the evolution of U.N. global tax convention discussions. For more episodes from Lisbon, listen to:From Lisbon: Portuguese Tax Administration in the Digital AgeFrom Lisbon: Highlights From the 2025 IFA CongressFor related tax news, read the following in Tax Notes:U.N. Trudges Forward on Framework ConventionU.N. Tax Committee to Tackle Transfer Pricing, AI, Tax NexusEU Commission's U.N. Tax Mandate Faces Countries' PushbackFollow us on X:Sarah Paez: @PaezWritesDavid Stewart: @TaxStewTax Notes: @TaxNotes**This episode is sponsored by Avalara. For more information, visit avalara.com.Join us at the inaugural Tax Trends Summit in Washington, D.C. presented by Tax Notes and the ABA Tax Section. For more information, visit taxnotes.co/taxtrends25.***CreditsHost: David D. StewartExecutive Producers: Jeanne Rauch-Zender, Paige JonesProducers: Jordan Parrish, Peyton RhodesAudio Engineers: Jordan Parrish, Peyton Rhodes

The Jewish Policy Center invites you to join us as we co-sponsor a luncheon program with the International Tax and Investment Center's Energy, Growth and Security Program (ITIC). Central Asia (C-5, including Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan, and Uzbekistan) offers the U.S. a wealth of resources necessary for modernizing and expanding America's energy industry, including uranium and strategic minerals mining and processing. In this region, where Russia and China traditionally hold sway and Iran and Afghanistan provide challenges, the U.S. should strengthen its strategic and trade/investment ties, potentially expanding the Abraham Accords. Moderator: Shoshana Bryen, Senior Director, Jewish Policy Center Panel to date: Ariel Cohen, Ph.D., is a Senior Fellow with ITCI and Managing Director of its Energy, Growth and Security program. Steven Blank, Ph.D. is a senior fellow at the Foreign Policy Research Institute (FPRI).

In this episode, panelists discuss how global incentives may improve cash flow, increase EBIT and support operational performance. They will provide an overview of how global incentives can deliver benefits across an organization's R&D, supply chain, production activities, sustainability and capital investments.   

In this episode, we share updates from the Department for International Tax Cooperation; supervisory insights from CIMA; the National Risk Assessment and the new Office for Strategic Action on Illicit Finance; Virtual Asset Service Providers Update; forthcoming legislation and open consultations; and best practice for AML, CTF, CPF and sanctions training.SPEAKERS:Chris Capewell, Partner | +1 345 814 5666 | chris.capewell@maples.com | View bioPatrick Head, Partner | +1 345 814 5377 | patrick.head@maples.com | View bioJennifer Parsons | Professional Support Lawyer | +1 345 814 5429 | jennifer.parsons@maples.com | View bioRESOURCES:Click here for Episode 22 Presentation slidesRelated Services:Maples Group Regulatory and Financial Services AdvisoryWith a depth of experience across all regulated sectors, the Maples Group Regulatory and Financial Services team is positioned to address client needs and sensitivities. We have the largest dedicated Cayman Islands Regulatory and Financial Services team in the offshore market.Follow Us: LinkedIn: https://www.linkedin.com/company/maplesgroup/Instagram: https://www.instagram.com/maplesgroup/Twitter: https://twitter.com/maplesgroupFacebook: https://www.facebook.com/maplesgroup/Website: https://maples.com/podcasts/15-15 Blog: https://maples.com/regulatory-round-up

Send us a textMikkel Thorup, an offshore consultant with 25 years of international experience, shares legal strategies for reducing U.S. tax burden through international relocation and asset protection. He explains how these approaches can potentially save six figures annually while remaining fully compliant with tax laws.Checkout the Expat Learning Summit at: https://www.expatmoneysummit.comLearn more at: https://www.expatmoney.comReady to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/subscribe• Most clients seek either a financial "Plan B" while continuing to live in their home country or complete relocation as expats• High-net-worth professionals and business owners typically benefit most from these strategies• The Foreign Earned Income Exclusion allows Americans to exclude $126,500 of earned income ($253,000 for couples) from federal taxes• Qualifying requires either 330 days in foreign countries or establishing bona fide residency abroad• Territorial tax countries like Panama only tax locally-sourced income, creating powerful tax advantages• Asset protection benefits become meaningful starting at $500,000 in liquid capital• Strategies include offshore banking, incorporation, self-directed IRAs, and international real estate• Proper exit planning from high-tax states is essential before establishing foreign residency• All international accounts must be properly reported to U.S. authorities, maintaining full complianceTo learn more, join the free Expat Money Summit October 10-12 at expatmoneysummit.com or visit expatmoney.com for resources and the Expat Money Show podcast.

There's a view that large tech companies could be challenged to pay more tax. A report from tax expert Nick Miller says companies like Google take payments from a New Zealand subsidiary and then pay them to an offshore section of the business. These are listed as service or licence fees, but Miller says they could be seen as royalties, which come under a withholding tax. Miller says it's not just New Zealand having this issue. He says it's a debate Australia is having at the moment and one that New Zealand can't afford to sidestep. He told Mike Hosking we can learn a lot from what's happening across the ditch, but if we want to obtain more tax from multinationals operating in New Zealand, our courts may have to reach a view on the issues. LISTEN ABOVE See omnystudio.com/listener for privacy information.

In this episode, panelists discuss how the Act will impact multinational enterprises and how affected parties might react to those changes. 

Eric Flueckiger, a partner with our international tax specialty practice, and Michael Cornett, the international tax leader in in our Washington National Tax Office, will look at how the One Big Beautiful Bill Act affects international tax concepts.

Send us a textAlan Cole of the Tax Foundation discusses the international tax provisions in the One Big Beautiful Bill Act and what may be next for negotiations on a global tax framework.  For more on international tax and the OBBBA, check out our previous episode, "International Tax in the Reconciliation Bill: House Versus Senate."For more coverage, read the following in Tax Notes:Tax Pros Hope for Regs to Resolve One-Month Deferral QuandaryWhat's in a Word? Tax Pros Puzzle Over FTC AllocationsAnalysis: The OBBBA's International Revenue Raisers, Losers, and FixesFollow us on X:Jonathan Curry: @jtcurry005David Stewart: @TaxStewTax Notes: @TaxNotes**CreditsHost: David D. StewartExecutive Producers: Jasper B. Smith, Paige JonesProducers: Jordan Parrish, Peyton RhodesAudio Engineers: Jordan Parrish, Peyton Rhodes

Doug McHoney (PwC's International Tax Services Global Leader) is joined by Mike Urse and Calum Dewar, both retiring PwC International Tax partners with decades-long careers in cross-border tax. Mike served as PwC's US ITS Leader, while Calum built his career across PwC UK and PwC US, specializing in European and global tax systems. Doug, Calum and Mike discuss the dynamic nature of international tax and the intellectual curiosity that drew them to the profession. They also reflect on the evolution of PwC's international tax practice, consensus-driven leadership, and building high-performing teams. The trio shares stories on mentorship, the impact of technology - from dictaphones to AI - and how global tax reform has shaped the practice. With humor and candor, they offer career advice to current and future tax professionals and celebrate the relationships, challenges, and learning that have defined their time at PwC. 

Send us a textJonathan Samford and Kevin Klein of the Global Business Alliance discuss the proposed section 899 retaliatory tax and other international tax provisions included in the Senate version of the One Big Beautiful Bill Act. For more on the bill, check out our previous episodes:In The Zone: Changes to Opportunity Zones in the House Budget BillOne Big Beautiful Bill: Breaking Down the House Tax PackageThe House Budget Bill's Clean Energy Tax Credit ChangesFor more coverage, read the following in Tax Notes:Senate GOP Opts for International Tax Regime RedesignExpect More Changes in Reconciliation Tax Bill, Senators SayU.K. Worried About U.S. Revenge Tax, OECD Pillar NegotiationsFollow us on X:David Stewart: @TaxStewTax Notes: @TaxNotes**Have you or a peer made a lasting impact on state and local tax policy? Nominations for the 2025 Tax Analysts State and Local Tax Award of Distinction are open. For more information or to nominate someone, go to taxnotes.co/awards.***CreditsHost: David D. StewartExecutive Producers: Jasper B. Smith, Paige JonesProducers: Jordan Parrish, Peyton RhodesAudio Engineers: Jordan Parrish, Peyton Rhodes

On this episode, Heather speaks with Damon Pike from BDO about how businesses, especially accounting professionals, can advise clients on managing the complexities of current tariffs. Damon highlights the critical need for companies to meticulously track customs duties. He also stresses the importance of keeping accurate documentation and understanding the timeline for filing refund claims in the event of tariffs being invalidated, though he advises small firms to seek expert partners for these specialized and time-consuming processes. About Damon Pike Damon founded the Customs and International Trade Services (CITS) group within BDO's International Tax practice in 2019. With 36 years of experience helping multinational companies navigate the complex rules governing the cross-border movement of goods and services, he now serves as the Technical Practice Leader for the firm's CITS team to support their mission of providing end-to-end global consulting services for all aspects of import/export planning and compliance. Thank you to our show sponsor, CorpNet! CorpNet is the trusted leader in business formation and compliance services, offering one of the best tools for accountants, CPAs, and tax professionals nationwide — the CorpNet Partner Program. 10X your firms revenue by helping clients form a business, register for payroll taxes, maintain compliance, and more. Learn more about the show and our sponsors at Woodard.com/podcast

In this episode, panelists discuss relevant local country and regional tax considerations surrounding sales, separations and spin-offs and how to navigate multi-jurisdictional taxes.

Trouble with taxes as a foreigner with business in the US? Or how can you legally reduce your tax to $0? Adam Bergman is a 9-time author, former tax and ERISA attorney, and the founder of IRA Financial - an industry leader in self-directed retirement solutions. Adam is a leading voice in the self-directed retirement industry and has been interviewed on CBS News and quoted in over one hundred and thirty major news publications in retirement tax planning - listen to one of the best tax interviews this season.***DON'T KNOW WHERE TO START WITH FRANCHISING? Grab Bob Bernotas' free course for a limited time only at edu.franchisewithbob.com/ideal***WHY LISTEN TO OUR INTERVIEW WITH ADAM BERGMAN:[00:00-04:40] It all started with IRAs[04:41-07:25] Real Estate Investments with IRA and 401k[07:26-15:02] Leverage saving accounts BETTER I[15:03-16:12] Sponsor: Franchising made easy[16:03-20:48] Leverage saving accounts BETTER II[20:49-26:44] International Investments and Tax Implications[26:45-29:37] Get the best tax advice to your door[29:38-32:18] Sometimes it's all luckReach out to Adam at  https://www.irafinancial.comAny questions?*** Interested in our $10k/month passive strategy? Just sign up for our newsletter at https://bit.ly/iwg-strategy BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We'd love to build a community of like-minded people like YOU!

When goods, services and rights go back and forth within a company, how do you attribute profit or loss to one part of the company versus another? Former OECD head of tax treaties and transfer pricing Mary Bennett and EY's Mike McDonald join this episode of “GILTI Conscience” for a detailed discussion on the attribution of profits to permanent establishments. Skadden tax partners David Farhat and Nate Carden and associate Stefane Victor host the discussion, which explores, among other topics, critical differences between Articles 7 and 9 of the OECD Model Tax Convention and why these distinctions matter for multinational businesses.

John is joined by Christian Athanasoulas, KPMG's Global Head of International Tax and M&A Tax and U.S. Tax Practice Leader – Services.  They discuss the groundbreaking shift in the U.S. legal industry arising from Arizona's decision to allow non-lawyers to have ownership interests in law firms.  This move aligns the U.S. with countries like the U.K. and Australia, where non-lawyers have been permitted to own law firms for years.  KPMG has successfully operated legal practices in over 80 countries, but U.S. regulations previously prevented it from offering legal services alongside its consulting, tax, and advisory work.  Arizona's new rules allow KPMG to offer the non-legal services it typically offers clients together with related legal services performed by the new law firm.  Previously, KPMG's clients would have to retain law firms with no formal ties to KPMG for those services.  Christian led the effort to establish KPMG Law US, a wholly owned Arizona law firm under the KPMG umbrella.  KPMG Law US is an independent LLC with Arizona-licensed lawyers and a compliance officer to ensure adherence to legal ethics rules.  Although owned by KPMG, the law firm maintains autonomy.  It can assist clients with legal matters such as contract integration and regulatory compliance.  KPMG Law US leverages its parent company's technological advancements, including AI-driven contract analysis and process automation, to improve efficiency in the provision of legal services.  The new law firm will not engage in litigation.  For matters outside of Arizona, it will co-counsel with lawyers admitted in the appropriate jurisdiction.  While Arizona is currently the only state permitting non-lawyer ownership of law firms, other states are exploring the possibility of passing similar laws.  The creation of KPMG Law US could signal broader changes in the legal profession, potentially reshaping traditional law firm structures.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

This week, Steven dives into international waters with special guest Renato Baccaro. Renato has spent years dedicated to creating a tool to help people navigate the rules and regulations of tax jurisdictions the world over. While it's not a simple question and one that might feel best left to the experts, where are you going to find those experts? More and more people see international travel, extended stays, and even relocation as a viable option and the tax laws just keep getting more complicated. Renato breaks his mission down very simply: you can get online and compare flight options and prices at the click of a button, he wants to create the tax equivalent for deciding where to live https://zurl.co/VwEuS

In this episode, panelists discuss tax policy developments around the world. 

Contributed by Christian Athanasoulas, Tax Practice Leader – Services, KPMG LLP, and Global Head of International Tax and M&A Tax, KPMG International; Janette Wilkinson, Partner, KPMG in the UK and Global BEPS Leader, KPMG International; Andy Baik, Tax Partner and BEPS Center of Excellence Leader, KPMG in Singapore; and Shawn Brade, National Service Line Leader, International Corporate Tax, KPMG in Canada, this podcast is created for those clients just beginning their journey or those that have taken steps forward but need to validate work completed to date.

Doug McHoney (PwC's International Tax Services Global Leader) is joined by returning guest Matt Ryan, a PwC International Tax Partner based in London and leader of PwC UK's International Tax and Treasury Network. Doug and Matt discuss a selective list of Pillar Two issues and topics related to the UK Finance Bill 2024-25. They provide an update on the latest Pillar Two happenings, including the transposition of the June 2024 OECD Administrative Guidance into UK law, the potential for retroactive provisions, UK compliance requirements, the potential for changes in light of the US election, and what could be next. 

US companies are ramping up their efforts to lobby Congress on the international tax provisions they'd like to see in a comprehensive 2025 tax bill.   Among their priorities is retaining the current rates on foreign income, which were included in Republicans' 2017 tax law and are poised to increase in 2026. But there are open questions about how lawmakers can pay for these extensions and make good on President-elect Donald Trump's domestic corporate tax proposals. On this week's episode of "Talking Tax," reporter Lauren Vella sits down with Rohit Kumar, co-leader of PwC's National Tax Office, to discuss which international tax provisions could be addressed in a 2025 bill. He also offers insight into how companies are thinking about the 15% global minimum tax with Republicans taking full control of the White House and Congress. Do you have feedback on this episode of Talking Tax? Give us a call and leave a voicemail at 703-341-3690

In this episode, panelists discuss the latest global tax developments and issues to consider by year-end.

The tax episode you've been waiting for! In this can't-miss episode, Marisa interviews international tax expert and consultant, Bobby Casey, who specializes in tax residency, company structuring, and asset protection for digital nomads and entrepreneurs.  Bobby's extensive experience and practical advice have made him THE go-to expert for location-independent professionals like you to navigate the complexities of global taxation (when Marisa met Bobby at a digital nomad conference back in 2022, she signed up for his services immediately). Whether you're a remote worker dreaming of a nomadic lifestyle or an entrepreneur operating internationally, this episode is packed with essential insights to help you understand tax obligations, avoid costly mistakes, and optimize your setup. What You'll Learn in This Episode: 1. Tax Residency Explained: The key differences between citizenship, residency, and tax residency—and why it matters for nomads. 2. Myths vs. Facts: Why the "183-day rule" isn't as straightforward as you might think. 3. Tax Optimization Strategies: -How to legally minimize taxes while staying compliant. -The Foreign Earned Income Exclusion (FEIE): How Americans can qualify and save. 4. Residency Options: -Best countries for digital nomads and how to choose a residency that works for your lifestyle. -Examples of tax-friendly nations and their unique benefits. 5. Digital Nomad Visas: -When they make sense and their impact on taxes. -Key differences between tourist visas and nomad visas. 6. Common Mistakes to Avoid: -The dangers of relying on blog advice or hearsay. -Real-life cautionary tales from Bobby's clients. If you're curious about the logistics of paying (and saving!) taxes while you work remotely and travel the globe, Bobby breaks the details down for you in in clear, actionable terms.  Whether you're just starting your digital nomad journey or looking to optimize your existing setup, this episode provides valuable advice tailored to your unique situation. Resources Mentioned: Want personal , 1:1 zoom calls with Bobby to get help with your taxes? This program is for you (we use this too!)  Need help setting up your business formation and receiving mail while you're abroad? This resource from Bobby is for you (we also use this for Beach Commute!) IRS Form 2555 for FEIE Want to get emails from so you never miss tips like these? Sign up here. *The information provided in this episode is for general informational purposes only and does not constitute legal, financial, or tax advice. Every individual's tax situation is unique, and the content discussed may not apply to your specific circumstances. We strongly recommend consulting with a qualified tax professional or legal advisor before making any decisions based on the information shared in this podcast.

Doug McHoney (PwC's International Tax Services Global Leader) is joined by Pieter Dere, Tax Partner in PwC Belgium, part of PwC's International Tax and Transfer Pricing Group, and PwC Belgium's Pillar Two leader. Doug and Pieter cover the latest Pillar Two developments in Belgium, including how Belgium is incorporating the latest Pillar Two administrative guidance, how tax authorities are preparing, advance tax payments, registration requirements, the Qualified Domestic Minimum Top-up Tax (QDMTT) return, the interaction of the Belgium patent box regime with Pilar Two, and the constitutionality of the Undertaxed Profits Rule (UTPR), among other topics. 

In this episode, panelists discuss anti-hybrid mismatch provisions and perspectives from across the world. 

Join Blake Oliver for an interview with Eric Azevedo, a California CPA who has set up his own international tax practice in rural Japan. Discover how Eric leveraged his Japanese language skills to break into Tokyo's accounting scene and the unique challenges he faced. We'll delve into the complexities of international taxation, U.S. expat issues, and strategies for effective cross-border tax preparation. Whether you're planning an international move or interested in global accounting, gain valuable insights from Eric's journey and learn how to bridge cultures in the world of tax. Don't miss this opportunity to enhance your international tax expertise!(Originally recorded on September 16, 2024, on Earmark Webinars+)SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(01:19) - Eric's Journey from Philosophy to Accounting (03:04) - Life and Career in Japan (04:19) - Transitioning Back to the US and Becoming a CPA (05:56) - Experiences in the California Community College System (07:49) - Living in Japan: City vs Countryside (10:44) - Starting an Accounting Career in Japan (17:32) - Cultural Adjustments and Work-Life Balance (27:00) - Working with Expats and Tax Complexities (31:41) - Understanding Tax Penalties for Expats (32:48) - Streamline Procedures for Tax Compliance (33:59) - Navigating the Japanese Tax System (37:37) - Remote Work and Connectivity in Japan (40:56) - Building a Home in Rural Japan (43:19) - Managing a Growing Client Base (53:03) - Cultural Nuances in International Accounting (55:18) - Travel Tips and Destinations in Japan (57:42) - Conclusion and Contact Information Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Eric AzevedoLinkedIn: https://www.linkedin.com/in/ericazevedoConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

In this exciting episode, we dive deep into the world of international tax with our distinguished guest, Mariya Luqmani. She is an international tax expert whose incredible journey from India to the US has equipped her with unique insights and expertise. Mariya provides invaluable advice on staying compliant with international tax regulations, which is crucial for any business operating on a global scale. Furthermore, we discuss the benefits of outsourcing and the power of collaboration in the accounting field. We emphasize how these strategies can lead to substantial growth and success.Tune in to gain a wealth of knowledge and practical tips from Mariya and learn how to navigate the complex landscape of international tax with confidence!What you'll hear in this episode:[1:00] Introduction to Mariya Luqmani, international tax expert[2:55] Mariya's journey from India to the US[6:10] Leveraging technology in accounting[13:05] International tax compliance[20:55] Outsourcing and collaborationConnect with Mariya https://linkedin.com/in/mariyaluqmani/Email your questions regarding international tax mariya@mlcpas.netConnect with Kelly https://www.linkedin.com/in/kellyrohrs/Connect with Bilal https://www.linkedin.com/in/bmehanna/

Doug McHoney (PwC's Global International Tax Services Leader) and podcast regular Calum Dewar (Principal, International tax services) are at PwC's EMEA's International Tax, Legal, and Workforce Academy in Prague, Czech Republic, to discuss the latest happenings around Pillar Two. Doug and Calum examine the many practical issues taxpayers, governments and tax advisors are facing to implement the new rules, including disparity in financial accounting, the QDMTT safe harbour, arbitrage arrangements, GloBE reorganization rules, and allocation of deferred taxes.

Nick Roome, Head of Global Solutions for KPMG Law; Grant Wardell-Johnson, Global Tax Policy Leader and Chair of the Global Tax Policy Leadership Group, KPMG International; and Christian Athanasoulas, Global Head of International Tax & M&A Tax, delve into BEPS 2.0 and its potential impacts and considerations for General Counsel. 

Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financial Planning designation in 1984. He also has earned a Bachelor of Science in Finance, Juris Doctor (Litigation), Master of Laws in International Tax and Offshore Planning, and Master of Laws in Wealth Management and Private Banking. He has been in and associated with the investment industry since 1979. And is currently an Investment Advisor Representative of Forsyth Wealth Management, Inc. fee-only Registered Investment Advisor and licensed insurance agent.He is also the Managing Member of Spencer Advisory Services, LLC, and a Certified Team Based Model Consultant.He has spent his career consulting with successful business owners and high-net-worth families.Learn More: https://spencervfo.com/Spencer Advisory Services, LLC and Forsyth Wealth Management, Inc. does not offer tax, legal advice or investment advice directly. We strongly encourage you to seek advice from your own qualified tax and/or legal experts regarding the best options for your particular circumstances. Investment advisory services are offered through FWM www.forsythwms.com. Life, long-term disability, long-term care, or other non-variable insurance products are offered individually through licensed insurance producers. All non-investment advice is offered through Spencer Advisory Services, LLC. In compliance with Circular 230, any U.S. tax advice contained in the body of this email, including attachments, was not intended or written, to be used and cannot be used, by the recipient for the purposes of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax laws.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-succession-legacy-planning

Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financial Planning designation in 1984. He also has earned a Bachelor of Science in Finance, Juris Doctor (Litigation), Master of Laws in International Tax and Offshore Planning, and Master of Laws in Wealth Management and Private Banking. He has been in and associated with the investment industry since 1979. And is currently an Investment Advisor Representative of Forsyth Wealth Management, Inc. fee-only Registered Investment Advisor and licensed insurance agent.He is also the Managing Member of Spencer Advisory Services, LLC, and a Certified Team Based Model Consultant.He has spent his career consulting with successful business owners and high-net-worth families.Learn More: https://spencervfo.com/Spencer Advisory Services, LLC and Forsyth Wealth Management, Inc. does not offer tax, legal advice or investment advice directly. We strongly encourage you to seek advice from your own qualified tax and/or legal experts regarding the best options for your particular circumstances. Investment advisory services are offered through FWM www.forsythwms.com. Life, long-term disability, long-term care, or other non-variable insurance products are offered individually through licensed insurance producers. All non-investment advice is offered through Spencer Advisory Services, LLC. In compliance with Circular 230, any U.S. tax advice contained in the body of this email, including attachments, was not intended or written, to be used and cannot be used, by the recipient for the purposes of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax laws.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-succession-legacy-planning

Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financial Planning designation in 1984. He also has earned a Bachelor of Science in Finance, Juris Doctor (Litigation), Master of Laws in International Tax and Offshore Planning, and Master of Laws in Wealth Management and Private Banking. He has been in and associated with the investment industry since 1979. And is currently an Investment Advisor Representative of Forsyth Wealth Management, Inc. fee-only Registered Investment Advisor and licensed insurance agent.He is also the Managing Member of Spencer Advisory Services, LLC, and a Certified Team Model Consultant.He has spent his career consulting with successful business owners and high-net-worth families.Learn More: https://spencervfo.com/Spencer Advisory Services, LLC and Forsyth Wealth Management, Inc. does not offer tax, legal advice or investment advice directly. We strongly encourage you to seek advice from your own qualified tax and/or legal experts regarding the best options for your particular circumstances. Investment advisory services are offered through FWM www.forsythwms.com. Life, long-term disability, long-term care, or other non-variable insurance products are offered individually through licensed insurance producers. All non-investment advice is offered through Spencer Advisory Services, LLC. In compliance with Circular 230, any U.S. tax advice contained in the body of this email, including attachments, was not intended or written, to be used and cannot be used, by the recipient for the purposes of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax laws.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-tax-mitigation-strategies-for-business-owners

Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financial Planning designation in 1984. He also has earned a Bachelor of Science in Finance, Juris Doctor (Litigation), Master of Laws in International Tax and Offshore Planning, and Master of Laws in Wealth Management and Private Banking. He has been in and associated with the investment industry since 1979. And is currently an Investment Advisor Representative of Forsyth Wealth Management, Inc. fee-only Registered Investment Advisor and licensed insurance agent.He is also the Managing Member of Spencer Advisory Services, LLC, and a Certified Team Model Consultant.He has spent his career consulting with successful business owners and high-net-worth families.Learn More: https://spencervfo.com/Spencer Advisory Services, LLC and Forsyth Wealth Management, Inc. does not offer tax, legal advice or investment advice directly. We strongly encourage you to seek advice from your own qualified tax and/or legal experts regarding the best options for your particular circumstances. Investment advisory services are offered through FWM www.forsythwms.com. Life, long-term disability, long-term care, or other non-variable insurance products are offered individually through licensed insurance producers. All non-investment advice is offered through Spencer Advisory Services, LLC. In compliance with Circular 230, any U.S. tax advice contained in the body of this email, including attachments, was not intended or written, to be used and cannot be used, by the recipient for the purposes of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax laws.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-tax-mitigation-strategies-for-business-owners

Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financial Planning designation in 1984. He also has earned a Bachelor of Science in Finance, Juris Doctor (Litigation), Master of Laws in International Tax and Offshore Planning, and Master of Laws in Wealth Management and Private Banking. He has been in and associated with the investment industry since 1979. And is currently an Investment Advisor Representative of Forsyth Wealth Management, Inc. fee-only Registered Investment Advisor and licensed insurance agent.He is also the Managing Member of Spencer Advisory Services, LLC, and a Certified Team Based Model Consultant.He has spent his career consulting with successful business owners and high-net-worth families.Learn More: https://spencervfo.com/Spencer Advisory Services, LLC and Forsyth Wealth Management, Inc. does not offer tax, legal advice or investment advice directly. We strongly encourage you to seek advice from your own qualified tax and/or legal experts regarding the best options for your particular circumstances. Investment advisory services are offered through FWM www.forsythwms.com. Life, long-term disability, long-term care, or other non-variable insurance products are offered individually through licensed insurance producers. All non-investment advice is offered through Spencer Advisory Services, LLC. In compliance with Circular 230, any U.S. tax advice contained in the body of this email, including attachments, was not intended or written, to be used and cannot be used, by the recipient for the purposes of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax laws.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-his-virtual-family-office-team-based-model

Doug McHoney (PwC's International Tax Services Global Leader) and Wade Sutton (former Deputy International Tax Counsel for the US Treasury and newly appointed ITS leader of PwC's Washington National Tax Practice) are back in Washington, D.C. to discuss the recent Supreme Court grant of certiorari for the Moore v. US case. Doug and Wade go back to their law school days to break down the Moore case, starting with the facts, procedural history, and the potential implications if Section 965 is ruled unconstitutional, including direct taxation, indirect taxation, subpart F, Section 245A, GILTI, and, as always, Pillar Two.