ThomsonReuters

NOVEMBER 12, 2021

Top 4 tax planning strategies for multinational corporations. Your direct tax team bears the burden of keeping up with international tax management for your corporation — a task that involves a significant strategic effort to keep up with the upcoming changes from the OECD and other regulatory bodies.

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Compliance Technology Treasury 52

ThomsonReuters

JUNE 28, 2022

what the return on technology investment (ROI) is going to be. ONESOURCE Indirect Tax’s global reach also made it easier to roll out new products and services in new markets, and significantly reduced the complexity of acquiring and assimilating new businesses. 5 billion per year in annual revenue. 28,000 employees.

Compliance 90

Compliance Technology Start-ups Marketability 90

Audit Board

JANUARY 25, 2023

Meanwhile, there are many interdependencies between mandatory, regulated financial reporting and what is, at present, voluntary, unregulated ESG reporting. However, this information’s reliability, meaningfulness, and use are suspect. Momentum is growing, and not simply due to impending regulation.

Start-ups 52

Start-ups Technology Compliance 52

Audit Board

JUNE 14, 2023

The fallout of neglecting environmental, social, and governance factors as a matter of strategy and risk management can be costly — both in financial and reputational ways. But what is ESG reporting, really? Depending on what industry your business is in, the focus of environmental reporting could look very different.

Compliance 52

Compliance Start-ups Marketability Equity 52

FE International

APRIL 20, 2022

In this post, we will explore the ins-and-outs of what e-commerce buyers and sellers are looking for, how the micro- and mid-cap e-commerce business acquisition landscape has changed in the past 6-12 months and what we expect to see soon. 2021 was a year where the world adjusted to the new normal of the COVID-19 pandemic.

Private Equity Firm 98

Private Equity Firm Equity Start-ups Business Valuation 98

Audit Board

OCTOBER 26, 2022

Audit, risk, compliance, and sustainability professionals have a pivotal role to play in helping organizations to navigate the challenges of ESG reporting: What processes, tools, and investments are needed to identify, gather, validate, and audit ESG data metrics? compliance, HR, legal, suppliers). Time and Cost of Materiality Assessments.

Compliance 52

Compliance Start-ups 52

ThomsonReuters

FEBRUARY 4, 2021

DOL regulations currently allow fiduciaries of terminating plans to meet their fiduciary obligations with respect to missing participants’ benefits by rolling distributions over to an IRA. Field Assistance Bulletin 2021-01 (Jan. 12, 2021); Missing Participants — Best Practices for Pension Plans (Jan. FAB 2020-01. Best Practices.

Banking 52

Banking 52

ThomsonReuters

NOVEMBER 25, 2020

In April, I published a post, The Coronavirus pandemic: Executive pay cuts a sign of the times , highlighting companies across multiple industries that were making downward adjustments to the compensation of their executives and board members to help stay afloat in response to the crisis. 1) Duration of cuts. LCI isn’t alone.

Equity 98

Equity Banking 98

Musings on Markets

JULY 1, 2022

In 2022, as bond rates have risen, stock prices have fallen, and crypto has imploded, even true believers are questioning what the bottom for markets might be, and when we will get there. Risk Capital: What is it?

Marketability 88

Marketability Risk Premium Start-ups Equity 88

Erik A. Lopez

OCTOBER 26, 2015

Today’s private equity firms need the skills and strategies in place to grow revenue and cash flow, in order to maximize the investment exit. As a result, private equity firms have had to step up their game in order to offer something unique. In order to stay involved, management is typically asked to roll over equity.

Private Equity Firm 52

Private Equity Firm Equity Banking Technology 52

Audit Board

MARCH 7, 2023

After much anticipation, The IIA has released a revised set of professional standards for the practice of internal audit for public exposure and comment. There is a new statement of the Purpose of Internal Auditing to supplement the familiar Definition and replace the Mission plus there is provision for “topical requirements” for the future.

Start-ups 52

Start-ups Technology 52

ThomsonReuters

NOVEMBER 25, 2020

In April, I published a post, The Coronavirus pandemic: Executive pay cuts a sign of the times , highlighting companies across multiple industries that were making downward adjustments to the compensation of their executives and board members to help stay afloat in response to the crisis. 1) Duration of cuts. LCI isn’t alone.

Equity 52

Equity Banking 52

ThomsonReuters

APRIL 25, 2024

Below are some commonly asked questions on IRA tax considerations so you can optimize retirement strategies and provide personalized advice to your clients. Assisting your clients with strategies like Roth conversions can help minimize taxes on IRA withdrawals. Are IRA contributions tax-deductible? Do you pay taxes on a Roth IRA?

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ThomsonReuters

MARCH 18, 2021

Strategies for Compliance Automation with ONESOURCE. Consider these three ways to approach your workflow management strategy. 1. Align your automation strategy to your workflow management needs. When you automate your tax processes , workflow management significantly improves.

Compliance 98

Compliance Start-ups Technology Banking 98

Audit Board

APRIL 28, 2023

Audit Leaders from Hasbro, State Street, and Protiviti discuss audit plan priorities, talent management strategies, and more! If you’re good at Power BI, Celonis, and data analytics, that’s great too. But I think what attracts people to a company like ours at Hasbro is flexibility — and that we try to have some fun along the way as well.

Start-ups 52

Start-ups Technology Marketability 52

ThomsonReuters

DECEMBER 11, 2023

In the first two installments of our blog series on e-invoicing and Continuous Transaction Controls (CTC), we discussed the basics of e-invoicing and how it affects tax teams and compliance efforts. The purpose of this series is to help readers gain a better understanding of e-invoicing and CTC, and their impact on corporate tax teams.

B2B 59

B2B Start-ups Compliance B2C 59

Cooley M&A

FEBRUARY 1, 2024

Carve out tech acquisitions also continued to be attractive to strategic and private equity buyers, with GTCR’s acquisition of a majority stake in Worldpay from FIS for up to $18.5 With these key trends in mind, let’s take a closer look at the developments in tech M&A during 2023, and what we expect to see in 2024.

Equity 59

Equity Finance Marketability Start-ups 59

ThomsonReuters

DECEMBER 13, 2021

As the pace of new tax compliance challenges accelerates , tax teams need constant access to accurate data that keeps up with changing sales tax reporting rules and complies with ever-evolving regulations. Some measure on a calendar-year basis, while others use a rolling 12-month measuring period.

Compliance 52

Compliance Finance Technology Marketability 52

FE International

MARCH 14, 2018

What Is an App? This involves two main channels of understanding, which we will cover in this post: what goes into building and running an app, and what factors are taken into consideration when it comes time to value the app for sale. What should your considerations be as you think about building a new product?

Marketability 52

Marketability Start-ups EBITDA Business Valuation 52

Cooley M&A

JANUARY 25, 2023

Let’s take a closer look, with an eye toward what we can expect to see in the coming year. Tech M&A in 2022 was a tale of two halves. Deal volumes dropped from $531.13 billion [1] during the first half of 2022 to $189.17 billion in the second half, resulting in total 2022 volume of $720.3 trillion. [2]

Equity 52

Equity Finance Marketability Start-ups 52

Musings on Markets

FEBRUARY 3, 2021

One issue that I have always wanted to write about is the potential for a feedback loop between price and value (I can see you already rolling your eyes, and getting ready to move on.), In other words, can there be a feedback loop, where increasing stock prices can pull value up, and conversely, could decreasing prices push value down?

Start-ups 52

Start-ups Equity Marketability 52

ThomsonReuters

MARCH 23, 2021

Strategies and tips to help you prepare for the next tax season. Set up new team members with user access privileges for your tax software, while removing those who have moved on. What worked well last year? What didn’t? October is a great month to pick up the pace with planning. Conduct a post-mortem.

Technology 93

Technology 93

Musings on Markets

MARCH 28, 2022

That judgment may be harsh, but as the Russian hostilities in Ukraine shake up markets, the weakest links in the ESG chain are being exposed, and as the same old rationalizations and excuses get rolled out, I believe that a moment of reckoning is arriving for the concept. My views on ESG are not a secret.

Start-ups 113

Start-ups Alpha Marketability Risk Premium 113

ThomsonReuters

JUNE 7, 2021

Reporting on your performance in relation to these ESG metrics can help you better manage your risks—through proactive compliance and enhanced disclosures tailored to your business—and address threats before they crop up. This heightened scrutiny isn’t likely to let up anytime soon. Why bother with ESG reporting?

Compliance 98

Compliance Start-ups Private Equity Firm Finance 98