Tax transformation

Increasing tax efficiency, vision and impact

An effective tax transformation benefits not just the tax function, but finance and the business as a whole, through better planning, enhanced visibility and risk management, and improved return on capital.

This paper discusses:

Getting a transformation started: How insurance firms can leverage the five phases of a transformation

Complicating factors: Challenges around a tax transformation and why strong leadership and communication are of critical importance

Data integrity and systems: Why understanding the data sources and mapping out the tax data requirements is foundational

•Technology: How the use of work-flow tools that could eliminate or reduce the reliance on spreadsheets may be a significant opportunity

Download the paper to learn how a tax transformation can create value for insurance companies through strategic tax planning, risk management, and compliance.


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