Indirect tax & unclaimed property: Potential cash refund opportunities

Host: Robert Wood, principal, Deloitte Tax LLP

Presenters: Billy Lewis, senior manager, Deloitte Tax LLP
                       Lilliam Cruz-Villacis, senior manager, Deloitte Tax LLP
                       James White, senior manager, Deloitte Tax LLP

1.0 Overview CPE credit | Taxes

Indirect taxes and unclaimed property (UP) compliance obligations can have a significant impact on your business operations. Many companies struggle to manage compliance and reporting effectively, often resulting in indirect tax overpayments and missed opportunities for UP asset recoveries. We’ll discuss:

• Managing indirect tax protests and refunds to identify potential cash recovery opportunities
• Technology solutions for identifying and quantifying indirect tax refunds and liability reductions
• Leading practices on managing UP compliance processes and asset recovery opportunities and nuances related to recovering property for holders in complex industries