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The Challenge of Corporate Tax Compliance Thursday
November 29, 2007
8:30am-2pm

How Global Companies are Gaining Strategic Advantage by Applying Advanced Technology to Corporate Transaction Taxes

This seminar is ideally suited for finance, business, and IT executives responsible for corporate transaction taxes. It features guest speakers from ADP Taxware, a global leader in transaction tax calculation and compliance; DuCharme, McMillen & Associates (DMA), a best-in-class provider of corporate tax solutions; Pitney Bowes Group 1 Software, a company providing the data, documents, and decisions that drive business; and IEEE, the world's leading professional association for the advancement of technology. Attendees will receive 3.5 CPE credits for participating in this seminar.


"Addressing the Challenge
of Tax Compliance"
Charles Collins

Charles Collins
Vice President of Government Affairs
ADP Taxware

In this session, Charles will talk about the pressing challenges of tax compliance in today's environment. He will discuss how businesses can turn transaction tax calculation and compliance from a potential liability into a business advantage. Charles will look at some of the reasons why companies change their transaction tax systems - from dramatic growth and entrance into new markets to mergers and acquisitions or changes in their ERP systems. He'll talk about the opportunities that present themselves at that time:

· Consolidating multiple tax systems
· Utilizing certified tax systems and content
· Adding international capabilities
· Taking advantage of more modern technologies
· Reducing liability and minimizing audit risk

You'll leave this session with a much clearer understanding of how critical a role corporate transaction taxes play in the larger organization. Additionally, you'll be better prepared to build the case for a modern transaction tax solution to senior management.


"Performance Metrics and Best Practices in Sales and Use Tax Compliance"
Eric Buntin and Ed Burke

J. Eric Buntin
National Director Compliance Services
Ed Burke
Director Benchmarking Services
DuCharme, McMillen & Associates (DMA)

Continued increase in the complexity of Sales and Use Tax regulations has placed significant demands on effective tax compliance. Discussion will center on the findings from extensive Sales and Use Tax benchmark studies and experiences in managing a large compliance outsource organization. Specifically, the session will cover performance attributes and best practices of "Best- in-Class" Corporate Tax Compliance Organizations; how these "Best-in-Class" organizations balance efficiency (cost and productivity) and effectiveness (quality and error rates); and the leverage, productivity, and potential cost savings that technology can provide to the compliance process.


"Getting It Right the First Time: Fine-Tuning a Transaction Tax System"
Driving Your Business

Bob Meador
Director of GeoTAX Product Management
Pitney Bowes Group 1 Software

Many of today's transaction systems still rely on Zip Code or Zip Plus Four technology. While this may be fine for routing surface mail, it leaves a lot to be desired when it comes to correctly assigning tax jurisdictions. This session will focus on more modern, GPS-based technology that can add pinpoint accuracy to today's transaction tax systems. Attendees will learn how the application of this technology can improve accuracy by 10%, 20% or even 30% - accuracy that translates into appreciable savings in taxes.


Strategic Implementation: A Case Study
Namish and Abb

Nimish Shah
Staff Director - Database and Software Systems Abb Ramandi
Manager, Oracle Financials Application Development
IEEE


Nimish and Abb will explain the process of choosing a tax vendor. They will share their integration experience with Siebel CRM and the challenges that they faced during the process. They will also communicate their success story on conducting the Proof Of Concept for the integration as well as outline some of the challenges discovered during the roll out.


Seminar Venue: The Rainbow Room
Rainbow Room

The Rainbow Room, the crown jewel of Rockefeller Center, offers spectacular views from the 64th and 65th floors. Since its debut on October 3, 1934, the Rainbow Room has epitomized New York style, glamour and sophistication. The Rainbow Room was conceived as a formal supper club, an intimate establishment where the elite and influential of New York could gather to socialize over cocktails, dine on fine cuisine, dance to the strains of legendary big bands on a revolving floor bathed in color lights from the organ. Today, the Rainbow Room continues to epitomize Manhattan luxury to both native New Yorkers and visitors from around the world.


CPE Information

CPE credits earned: 3.5
Advanced Preparation: None
Instructional Method: Group-Live
Prerequisites: None
Level of Knowledge: Basic
For more information and to register, contact marketing@taxware.com.



Join Us for this Educational Seminar at the Rainbow Room
Rockefeller Plaza

WHEN: Thursday, November 29,
8:30am - 2:00pm

WHERE: The Rainbow Room, 30 Rockefeller Plaza, 65th Floor, New York, NY

COST: FREE

HOW TO REGISTER: Click here to register online or call 877-TAXWARE, ext. 2681

AGENDA
8:30-9:00 Breakfast

9:00-9:45 Charles Collins, ADP Taxware
"Addressing the Challenge of Tax Compliance"

9:45-10:30 J. Eric Buntin and Ed Burke, DuCharme, McMillen & Associates
"Performance Metrics and Best Practices in Sales and Use Tax Compliance"

10:30-10:45 Break

10:45-11:30 Bob Meador, Pitney Bowes Group 1 Software "Getting it Right the First Time: Fine-Tuning a Transaction Tax System"

11:30-12:15 Nimish Shah and Abb Ramandi, IEEE
"Strategic Implementation: A Case Study"

12:15-2:00 Lunch & one-on-one time with the speakers and partners

DIRECTIONS
The Rainbow Room is located at 30 Rockefeller Plaza which is between 49th and 50th street and between 5th and 6th avenue on the 65th floor.
BY BUS
Take the M5, M6, M7 or M27/M50 buses to Rockefeller Center at 50th Street.

BY SUBWAY
Take the B, D, V, or F trains to Rockefeller Center at 50th Street.

ON-LINE REGISTRATION IS AVAILABLE

Register for this seminar on-line



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