EY - Americas Tax legislative update

EY Tax Webcast

Americas Tax legislative update: recent trends and outlook for 2016

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Tax reform, leadership shifts and BEPS-driven legislative changes are happening throughout the Americas, adding complexity to an already challenging tax environment.

In addition, many governments have gone digital, using real-time electronic income and transaction reporting to streamline activities, conduct more targeted audits and increase compliance and collections. These trends have far-reaching implications for companies operating throughout the Americas. Join a panel of EY Tax professionals as they discuss these and other topics of interest, including:

  • What the recent elections and tax changes across Latin America and Canada could mean for multinationals
  • The US tax legislative outlook
  • How the shift toward digitization will affect your tax operations

During this live, interactive webcast, you will have the opportunity to ask questions; the panelists will answer as many of your questions as time permits.



Carolyn Bailey

EY Americas Digital Government Tax Transformation Leader for Latin America

Carolyn Bailey is EY Americas Digital Government Tax Transformation Leader for Latin America. In this role, she works on developing new services and leveraging transformative technologies to support EY member firms assisting clients in their response to the new and ever-changing digital tax reporting requirements throughout the non-US Americas.

Carolyn has over 25 years of combined industry and tax consulting experience assisting multinational companies with complex federal and state income tax compliance, planning and tax department operational issues. She led efforts by Ernst & Young LLP to develop and implement innovative technologies to support the service delivery and improvement of tax compliance, and was a driving force behind the creation and rollout of EYTaxSpace™ – Ernst & Young LLP’s leading edge tax compliance platform.

Formerly Tax Director for two Fortune 500 companies, Carolyn is a CPA in the state of Texas and is a member of the AICPA. She received her Bachelor of Science degree from Wright State University.

Calafia Franco Jaramillo

Principal, Tax Controversy, Latin America Business Center, Ernst & Young LLP (US)

Calafia Franco Jaramillo is a member of Latin America Business Center (LABC) of Ernst & Young LLP in New York. In her current role, she deals mainly with strategic planning for multinational companies, litigation counseling and tax advice. She was previously a Partner of Mancera SC in Mexico in its Tax Controversy practice.

Prior to joining EY, Calafia worked as Deputy Administrator of the Litigation and International Regulations of the General Administration of Large Taxpayers in the Servicio de Administración Tributaria (SAT), where her duties included the defense of the federal fiscal interest, tax litigation, resolving queries and authorizations, and control in international tax matters.

Calafia has a law degree from the Instituto Tecnológico y de Estudios Superiores de Occidente; a master’s degree in International Law, Escuela Libre de Derecho. She is certified in internal taxes by the Instituto Tecnológico y de Estudios Superiores de Occidente and a member of the International Fiscal Association (IFA) and the Young IFA Network.

Nick Giordano

US Tax Policy Leader, Ernst & Young LLP (US)

Nicholas Giordano is the US Tax Policy Leader for Ernst & Young LLP. In that role Nick coordinates the various practices and resources involved in US tax policy work, including Washington Council Ernst & Young, the Quantitative Economics and Statistics group and the EY Center for Tax Policy. Nick also provides services related to tax and budget issues.

Prior to joining EY, Nick served as the Chief Tax Counsel of the US Senate Committee on Finance under Senator Moynihan (D-NY), where he advised the Committee and other members of the Senate on substantive tax policy issues, as well as budget and parliamentary issues. Prior to his position with the Finance Committee, Nick served as the National Director for Tax Legislative Services at EY. He has also served as Legislative Director and Tax Counsel for Senator Max Baucus (D-MT), where his responsibilities included coordination of all Senate floor items. Nick has served as the Chair of the American Institute of Certified Public Accountants’ Tax Legislation and Policy Committee and the Chair of the American Bar Association’s Formation of Tax Policy Committee.

Nick received a degree in accounting from Syracuse University and received a J.D. from The George Washington University Law School and an LL.M. in taxation from Georgetown University Law Center.

Fred O’Riordan

National Advisor, Tax Services, Ernst & Young LLP (Canada)

Fred O’Riordan is a National Advisor in the tax practice of Ernst & Young LLP in Canada and also Canadian Leader of EY’s Economics and Analytical Services practice. Fred joined Ernst & Young LLP in February 2010 after a 33-year career with the federal public service, including over 20 years of experience as a senior executive with the Canada Revenue Agency (CRA) and central agency roles in policy and program evaluation and analysis.

Prior to joining Ernst & Young LLP, Fred was the Assistant Commissioner of Appeals at the Canada Revenue Agency. In this role, he was responsible for dispute resolution for tax assessments and for Canada Pension Plan and Employment Insurance rulings and assessments; assessment litigation before the courts; the CRA’s service complaints and problem resolution programs; and taxpayer relief (legislative discretion over penalty and interest amounts and filing deadlines).

Fred received a B.A. Honours (Economics) from Queen’s University and an M.A. (Economics) from Western University.

Francine Rosalem

International Tax Services, Ernst & Young LLP (US)

Francine B. Rosalem is a manager in the International Tax Services (ITS) practice of Ernst & Young LLP for the Northeast Sub-Area, based in New York City. She is currently focused on providing services to US and foreign multinationals on a wide range of international tax matters, including US cross-border and tax planning transactions.

Prior to joining Ernst & Young LLP, Francine was a Senior Manager in the ITS practice of the EY member firm in Brazil. Francine has extensive experience in advising national and multinational companies on Brazilian tax issues related to domestic and cross-border transactions, tax planning, mergers and acquisitions, business restructuring transactions and corporate law.

Francine received a LL.M. in International Taxation, Leiden – The Netherlands and law degree, PUC, Sao Paulo - Brazil. She is fluent in Portuguese and English.


Cathy Koch

EY Americas Tax Policy Leader

Cathy Koch re-joined EY in February 2015 as EY Americas Tax Policy Leader. She previously worked at Washington Council Ernst & Young in Ernst & Young LLP from 2000 to mid-2004.

Prior to joining EY, Cathy served as Chief Policy Advisor to the Senate Majority Leader for Tax and Economics. She also led business outreach for the Leader and the Democratic Caucus. In this role, Cathy led all tax and economic policy initiatives for the Leader’s office and was central to strategy and communications on a broad spectrum of issues. She was deeply involved in almost every Congressional tax and budget measure since January 2013, when she joined Senator Reid’s office.

Cathy’s prior experience on the Hill included three and a half years on the Finance Committee, first as Staff Director for the Finance Subcommittee on Energy, Natural Resources and Infrastructure, and then as the Tax Chief of the full committee. As the chief tax policy staffer on the Finance Committee, Cathy led the Committee’s tax policy legislative efforts, and she coordinated all communications and negotiations regarding tax issues with the Administration, Republican and Democrat Leadership and tax-writing committees in the House.

Cathy received her Bachelor of Arts in Economics (Magna Cum Laude) at Millersville University of Pennsylvania and Ph.D. in Economics at Georgetown University.