Exactera

Tax authorities are paying closer attention to how multinationals structure related-party loans, guarantees, and cash pooling arrangements. In a new article for Bloomberg Tax, Exactera’s VP of Transfer Pricing, Milagros Díaz Colodrero, breaks down how companies can align financial transactions with arm’s length standards and stay ahead of #compliancechallenges. Read the full article to learn how to build a defensible framework for intercompany financing: https://lnkd.in/gUZAr2ph /?utm_source=linkedin&utm_medium=organic&utm_campaign=thought-leadership     

Please join us in welcoming David Marshall to the Exactera team as our new Sales Development Manager, Demand Generation! David has spent the last decade leading and growing sales development teams around the world and now he’s bringing that experience to Exactera. We’re lucky to have him on board! Welcome, David. We’re glad you’re here. 

What if your #transferpricing documentation could review itself? Review cycles slow everything down. ExactReport helps speed them up without sacrificing accuracy. Exactera’s new embedded, AI-powered Microsoft Word assistant reviews local files to see if they’re country-compliant. It flags jurisdiction-specific compliance risks, offers real-time recommendations, and summarizes country-specific rules right inside your existing workflow. No extra logins. No platform switch. Just a smarter, faster documentation cycle, from the first draft to the final review. Now enrolling early adopters: https://lnkd.in/g3m_4VgP

Free CPE this Thursday! Transfer pricing is moving fast and tech is driving the shift. Join us on July 31 at 11:00am ET for a free webinar: Data and Technology in Transfer Pricing. We’ll break down how today’s tax teams are using data and automation to simplify documentation, boost accuracy, and get ahead of audits. What’s in it for you: ➤ A clearer look at how data is reshaping TP ➤ Tools to make benchmarking and reporting easier ➤ Smarter ways to handle risk and compliance Led by TP veteran Marjored Perez, who’s helped global teams rethink their processes and work smarter. Register now to grab your spot and walk away with fresh insights and CPE credit:

Now available on-demand: Exactera’s latest webinar on R&D tax credits in Canada. If your company conducts R&D north of the border, the SR&ED credit may offer significant financial benefits, but qualifying is not as straightforward as it might seem. We’ve pulled together a short blog post that highlights the key differences between the U.S. and Canadian approaches, what the #CRA looks for in documentation, and why time tracking down to the day matters more than ever. Read the blog post, then dive into the full webinar at your convenience: https://lnkd.in/ggx9A4Kk

We’ve been busy here at Exactera launching exciting new products, gearing up for this week’s #TaxThursday, and Stacey Palazzo is representing us onsite at #Taxposium! Stacey is bringing her expertise on transfer pricing, tax provision, and R&D -- plus golf, prizes, and plenty of #goodvibes. If you’re at Taxposium, stop by Booth 44 and say hi. We’re so excited to connect with you all!

Today, we’re excited to announce the launch of ExactReport: the latest breakthrough in AI-powered transfer pricing tech from Exactera. It’s going to change the way you produce documentation. Built right into Microsoft Word, ExactReport reviews local files, flags compliance issues by jurisdiction, and recommends real-time improvements. Here’s what you get with ExactReport: ⇢ Real-time, country-specific compliance checks ⇢ Summaries of local TP regulations ⇢ An intuitive platform — just open Microsoft Word and go ⇢ The opportunity to  scale without burning out your teams This launch is part of our broader commitment to building smarter, scalable solutions across transfer pricing compliance and is the next evolution of smarter, faster, audit-ready reports. See the full announcement here: https://lnkd.in/eB7a_z3F

We’re Back This Week with a Fresh Tax Thursday Webinar! The income #taxprovision process doesn’t have to be a headache. Join Exactera’s Gary Kell and Jinal H. this Thursday, July 24 at 11:00am ET, as they walk through how tax technology can simplify provision reporting, improve accuracy, and increase efficiency. You'll also see what a real implementation looks like and why it benefits both your team and your auditors. Earn 1 CPE credit. Register today because Thursday is just around the corner: https://lnkd.in/eKA5WFpV

#Transferpricing audits are inevitable. Being unprepared is optional. Most companies don’t lose audits because of bad benchmarks. They lose them because the documentation fails to tell a clear, credible story. We just published a new article breaking down insights from our recent webinar on transfer pricing audit readiness. It covers: ✔️Why your defense starts with the first draft of your local file ✔️Common red flags that auditors zero in on ✔️How to avoid inconsistent messaging across tax, finance, and R&D ✔️What makes your methods and benchmarks actually defensible If you're preparing for an audit (or want to avoid them altogether), this is worth the read: http://bit.ly/4kGWxmf

Does a decades-old IRS agreement still carry weight today?    During our recent webinar, Coca-Cola vs. Commissioner: What Went Wrong?, we explored one of the most controversial aspects of the case… a long-expired closing agreement that the IRS followed for years, then abruptly abandoned.    We asked attendees: Should a longstanding agreement prevent the IRS from changing its #transferpricing position in later years?  🔹61% said yes, the IRS was warranted in changing its approach  🔹22% said the agreement should have provided certainty  🔹17% were unsure    If you're wrestling with the same question, the full webinar is now available on-demand: