EY - Navigating post-BEPS: Tax policy developments

EY Tax Webcast

Navigating in a post-BEPS world: latest tax policy developments

Session 1 of 6 part series: "Navigating in a post-BEPS world"

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Join us as we host a six part webcast series, "Navigating in a post-BEPS world". These sessions will provide a comprehensive review of BEPS related developments and associated country action, together with practical implications.

The OECD BEPS project has rapidly moved to the implementation phase, leaving a fundamentally changed landscape in its wake. This new environment requires businesses to re-evaluate their operational and financing structures, identify communications strategies and assess their tax strategy, all with the aim of developing a sustainable tax framework. Now that all key instruments for BEPS implementation have been released by the OECD (the OECD BEPS reports, Transfer Pricing Guidelines and the Multilateral Instrument) and the European Union and countries are legislating and/or providing more clarity on how they will implement measures, businesses have sufficient information to take stock and set a course to move forward.

The first session will give a broad overview of the key BEPS measures and the challenges and opportunities for businesses as they transition to the new environment. Join our senior international tax professionals as they discuss:

  • BEPS implementation: OECD/G20 developments
  • Recent developments in the European Union
  • US and the prospect of international tax reform
  • Asia Pacific perspective

Later sessions will focus on an in depth analysis of key areas. The complete series and topics to be covered is set out below. As you register for this first webcast, you will be offered an opportunity to pre-register for all the remaining webcasts in this series. You can also register for individual webcasts.

  • Navigating in a post-BEPS world, Part 1: latest tax policy developments (Register above)
    January 25, 2017, 10 a.m. EST
  • Navigating in a post-BEPS world, Part 2: the effectiveness of the Mutual Agreement Procedure (MAP) process
    February 16, 2017, 10 a.m. EST
  • Navigating in a post-BEPS world, Part 3: the multilateral instrument impact on the implementation of treaty-related BEPS measures
    March 22, 2017, 10 a.m. EDT
  • Navigating in a post-BEPS world, Part 4: permanent establishments in a post BEPS world
    April 20, 2017, 10 a.m. EDT
  • Navigating in a post-BEPS world, Part 5: hybrid mismatches, interest deductibility and other coherence measures
    May 18, 2017, 10 a.m. EDT
  • Navigating in a post-BEPS world, Part 6: impact of the signing of the multilateral instrument
    June 22, 2017, 10 a.m. EDT

Panelists

EY - Cathy Koch

Cathy Koch

EY

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.

EY - Sean Monahan

Sean Monahan

EY

Sean Monahan is the Oceania leader of the International Tax Services practice of Ernst & Young, and also leads the Asia Pacific Tax practice’s Technology sector.

Sean specializes in international tax, acquisition structuring for cross border transactions and tax risk management and has more than 20 years of experience advising Australian and foreign-based companies on the application of the Australian tax system.

Sean is focused on the technology sector and US headquartered multinationals investing into Australia and has significant experience in dealing with the issues and challenges associated with withholding taxes, the existence of permanent establishments, characterization of payments and the management of disputes with revenue authorities. More recently, Sean has been focused on advising taxpayers in relation to the recently enacted Multinational Anti Avoidance Legislation in Australia.

EY - Susan Pitter

Susan Pitter

EY

Susan is a partner in the EY Frankfurt office and is the EMEIA Tax Deputy Leader. In this role, Susan advises mainly English speaking clients on their inbound investments into Germany, and has considerable experience working with UK and U.S. headquartered groups.

With more than 25 years of experience in German tax law, Susan works with clients to address BEPS compliance and adapting to the changing tax environment, tax structuring of corporate investments in Germany and on-going monitoring of German entities, implementation of German holding company structures including interest expense deduction and loss utilization, and assistance with tax audits and tax litigation. Susan is a regular speaker on German tax issues at both client and internal events, and frequently lectures on German tax law at various universities and institutions in Germany.

Susan has held various roles at EY prior to her current position, including Head of Tax, Frankfurt and ETC leader, Head of Inbound, GSA.

Susan earned her Bachelor of Law from the University of Leicester, UK and Master of Law from the University of Kiel, Germany.

EY - Joanne Su

Joanne Su

EY China

Joanne Su is the Asia Pacific Transfer Pricing Markets Leader in EY China. She has extensive practical experience in Chinese transfer pricing and acts as a trusted China advisor to more than a dozen Global and US Fortune 500 companies, assisting them in China-wide transfer pricing dispute resolution, planning and documentation work for their affiliates across the region.

With more than 21 years of experience, Joanne has spent a significant portion of her time leading transfer pricing dispute resolutions cases and Advance Pricing Arrangement (APA). Joanne has deep sector knowledge in both the Life Sciences and Automation & Transportation sectors and she is the Sector lead for China and Asia Pacific.

Joanne is a member of the Institute of Chartered Accountants in England and Wales. She is a seasoned speaker in transfer pricing forums and has fostered strong government relationships across the country. She has also participated in round table discussions organized by the State Administration of Taxation and local tax bureaus across the country.

Joanne has been named by Euromoney as one of the leading transfer pricing advisors in China since 2009 and was the winner of the 2014 Euromoney Asia Women Business Law Award.

Moderator

EY - Marlies de Ruiter

Marlies de Ruiter

EY

Marlies de Ruiter recently joined EY and serves as the EY Global ITS Tax Policy Leader, based in the Netherlands. Marlies has vast experience with international tax policy, and specifically with BEPS. Under her leadership, the OECD developed seven of the fifteen actions of the BEPS Action Plan, in particular the actions on tax treaties and transfer pricing.

Marlies was appointed Head of the Tax Treaty, Transfer Pricing and Financial Transactions Division of the OECD’s Centre for Tax Policy and Administration on 1 February 2012. Before joining the OECD, Marlies gained 20 years of experience in the fields of direct taxation and international tax issues with the Dutch Ministry of Finance, first as an expert on corporate tax issues and transfer pricing, later as the Deputy Director of the International Tax Policy and Legislation Directorate. In this capacity, she led the competent authority function of the Dutch Ministry of Finance and provided leadership to the OECD’s work on tax. She also was the chairperson of Working Party 6, the Working Party responsible for (further) development of the OECD Transfer Pricing Guidelines.

Marlies, a Dutch national, is a frequent lecturer and speaker on international tax issues and holds a Masters in Fiscal Economics, obtained in 1992 from Erasmus University, Netherlands.