Key takeaways
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
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