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Washington Tax Insight December 2019

Politics and Congressional Activity The House and Senate both passed a continuing resolution (CR) that extends government spending authority at 2019 levels through December 20th, and the President signed the bill, thereby averting a government shutdown.  Reportedly, budget negotiators have agreed to new budget levels for many government programs, but they have yet to agree on one of the key issues, which is funding for the President’s proposed border wall. […]

December 4, 2019

Conference Recap: 2019 Synergy ONESOURCE

True Partners was once again a sponsor of Thomson Reuters’ Synergy ONESOURCE conference, which took place November 10-13, 2019 in beautiful Aurora, Colorado. We’ve been working with ONESOURCE tax solutions for over a decade and during this time the platform and users’ abilities to leverage outside technology have grown exponentially.  This year’s conference focused heavily on the use of third party technology platforms, such as Alteryx, for automation of tax […]

December 3, 2019

Crain’s New York Business: Thriving in the Evolving Private Equity Space

Read this article at Crain’snewyork.com or Download a PDF. The world of private equity is not what it used to be. A period of historically low interest rates continues to push investors out of public markets to seek better returns elsewhere. The steady inflow of buyers into the private equity space has made acquisitions more expensive, increasing the pressure on general partners to pick winners. A glut of data and […]

November 26, 2019

TEI Panel Recap: Credits, Incentives & Talent Trends – A Roadmap for the In-House Tax Professional

Recently, I was honored to sit on a panel at TEI’s 74th Annual Conference with my colleague Minah Hall and Follett’s Vice President – Tax, Ken Hansen, to discuss trends in negotiated incentives and credits, and how talent trends are impacting business decisions as well as the tax profession specifically. The Tax Executives Institute (TEI) continues to provide a world-class platform for tax professionals and this years’ annual conference was […]

November 13, 2019

Ready for a Change? Updates Impacting Unclaimed Property (UP)

This article originally appeared in the Fall 2019 issue of the Journal of State Taxation. Download a PDF of this article. Changes: I Don’t Like the Sound of That… Let’s admit it, nobody likes change.  However, companies should be aware that in the past few years the UP arena has been inundated with new state legislative and administrative actions that have significantly changed the overall UP landscape.  While many of […]

November 7, 2019

Input and Info to Intel: A Journey of Tax Technology Transformation

Authored by Anli Chen, Director – Technology Transformation We are in the age when people are overwhelmed with inputs while hungry for meaningful and impactful intelligence. This is especially true for the tax function of an organization where regular reports, financial data points, regulatory updates, or system extracts, in fragmented and sporadic fashions, are aggregated for compliance and regulatory purposes. As a response, tax technology platforms have evolved beyond basic […]

November 5, 2019