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  • WTP Advisors: Optimizing the Tax Function 



    Ian Boccaccio from WTP Advisors, a solution provider attending the marcus evans Tax Officers Summit XI 2011, on optimizing the tax function in the organization and IFRS convergence. 

    Interview with: Ian Boccaccio, Co-Founder & Partner, WTP Advisors


    “Invest in your people and technology,” says Ian Boccaccio, Co-Founder & Partner, WTP Advisors. “It will help you manage risks and have good continuity as the taxation landscape changes.” From a tax and business advisory company attending the marcus evans Tax Officers Summit XI 2011 in Hollywood, Florida, May 18-20, Boccaccio talks about creating efficiencies in the tax function and how to prepare for International Financial Reporting Standards (IFRS) convergence.

    What are the top tax risks for US organizations?

    Ian Boccaccio: The current situation for tax organizations is two-fold: there are significant changes in tax laws with additional emphasis on tax accounting. Combined with aggressive tax governance and the economic downturn, this is a lot of pressure on tax organizations to do more with fewer resources.

    It is necessary to optimize efficiencies and streamline to get through this. In fact, WTP Advisors recently launched an entire division dedicated to just this issue. The new practice area, called Optimized Tax Operations (OTO), is built on the idea that companies need to begin seeing their tax departments as possible sources of revenue. Historically, the tax department rarely has been charged with looking inside itself to find ways to improve its efficiency, yet in any organization, tax can turn out to be an untapped area of high value. This concept is more than just utilizing the right technologies, it also relates to understanding processes, how and why they break down and how to best fix and optimize these processes going forward. In other words, a tax department that spends less time processing unwieldy data, and more time on actually analyzing tax strategies, can improve its company’s bottom line.

    What tips would you recommend for IFRS convergence?

    Ian Boccaccio: The answer is do not wait. Tax directors need to think about how they are going to make the necessary changes now, and technology is a major component of that. It would be smart for US companies to engage with their non-US entities, to see what is going on in their local jurisdictions. Companies don’t necessarily need to hire a large consultancy firm for a large-scale, high-cost analysis, but they could talk to folks in the industry, look at internal practices, create activities in the company to move towards IFRS convergence and along the way perhaps get some support from a third party. As long as they think and plan for this for now, IFRS convergence can be handled effectively.

    What is the latest on foreign tax audits?

    Ian Boccaccio: There has been increased coordination amongst tax authorities around the world. We are also seeing local countries becoming more aggressive in seeking out taxes that relate to their country. Interacting with the local tax team is essential in managing foreign tax from both a book and cash tax perspective, and why we have expanded our footprint throughout Europe, Asia and the Americas. Multi-national companies need to ensure that any position they take is justified in that jurisdiction as well, and have local teams on the ground ensuring that transfer pricing audits go well. You have to get it right the first time.

    Do you have a final message?

    Ian Boccaccio: Invest in your people and technology. It will help you manage risks and have good continuity as the taxation landscape changes. Every year we see great strides in technology. If you are able to optimize tax functions, you are going to reap the benefits long term. Do whatever you can to keep your good people happy; these are the people who understand the business as well as the tax functions, and who will help you achieve your major goals.

    Sarin Kouyoumdjian-Gurunlian
    Press Manager
    marcus evans, Summits Division
    Tel: + 357 22 849 313

    About the Tax Officers Summit XI 2011

    This unique forum will take place at The Westin Diplomat Resort & Spa, Hollywood, Florida, May 18-20, 2011. Offering much more than any conference, exhibition or trade show, this exclusive meeting will bring together esteemed industry thought leaders and solution providers to a highly focused and interactive networking event. The summit includes presentations on foreign tax audits, tax planning and IFRS conversation.

    For more information please send an email to or visit the event website

    marcus evans group - finance/insurance sector portal

    Please note that the summit is a closed business event and the number of participants strictly limited.

    About marcus evans Summits

    marcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss strategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity to individually tailor their schedules of keynote presentations, think tanks, seminars and one-on-one business meetings. For more information, please visit 

    About WTP Advisors

    WTP Advisors is a leader in tax and business advisory services for a global marketplace. Our highly skilled professionals equipped with years of industry experience, coupled with our cutting-edge technologies, make substantive and long-term differences to an organization’s profitability. WTP Advisors is headquartered in White Plains, New York, with offices across North America, Asia and Europe.


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