TAX CONSULTANTS
A comprehensive tax governance series covering corporate tax planning, R&D credits, transfer pricing, intellectual property tax strategy, international tax, SALT, VAT, stock compensation tax, and the tax provision under ASC 740. It also addresses tax in M&A, pass-through entity structures, and the CFO’s obligation to manage the external tax relationship effectively.
The CFO’s Tax Governance Framework
Tax as Capital Allocation — Building the Strategy That Funds Growth
Corporate Tax Planning
Entity Structure, NOLs, ETR Management, and the Federal Levers the CFO Controls
R&D Tax Credits
The SaaS CFO's Most Underutilised Federal Incentive — Claiming Every Dollar You Are Owed
Transfer Pricing
Intercompany Transactions, Arm's-Length Standards, BEPS, and Documentation Governance
Intellectual Property and Tax
IP Ownership, Migration, Cost-Sharing, Royalty Structures, and the Post-IPO IP Governance Framework
International Tax
GILTI, FDII, Subpart F, Foreign Tax Credits, and the Post-TCJA Global Tax Landscape
State and Local Tax (SALT)
Nexus, Apportionment, the SaaS Revenue Tax Trap, and Multi-State Income Tax Governance
Sales and Use Tax
Economic Nexus, SaaS Taxability, Exemption Governance, and the Technology Stack
VAT and International Indirect Tax
EU Digital Services, GST, UK VAT, and the Global Indirect Tax Compliance Framework
Stock Compensation Tax
Section 83(b), ISO vs NSO, QSBS, and the Post-IPO Equity Tax Governance Framework
S Corporations, LLCs, and Pass-Through Tax Planning
When Structure Matters — Entity Choice, QBI, Self-Employment Tax, and the C-Corp Conversion Decision
Reseller Certificates, Exemptions, and Vendor Tax Compliance
Building the Procurement Tax Programme That Protects Vertex from Vendor Risk
ASC 740 — The Tax Provision
Uncertain Tax Positions, Deferred Taxes, Public Company Reporting, and the Audit Committee Presentation
Tax in M&A
Due Diligence, Purchase Price Allocation, Post-Merger Integration, and the Tax Structure Decision
Master Summary
50 Concepts, 12 Frameworks, Series Diagnostic, and the CFO's Tax Obligation Statement