Join Meredith Smith and Jeffrey Reed, along with moderator Stacey Roberts, as they discuss tax issues across borders, the speakers will cover the nuances of U.S. businesses with outbound transactions and the impact selling outside the country has on U.S. apportionment factors at the IPT Annual Conference.

Oceans Apart

Understanding the Ebb and Flow of Cross-Border Taxation

Tuesday, June 25, 2024

2:30 pm – 3:30 pm

In a discussion on tax issues across borders, the speakers will cover the nuances of U.S. businesses with outbound transactions and the impact selling outside the country has on U.S. apportionment factors. Further, they will identify what it means to have non-U.S. entities unitary with its U.S. affiliated filing entities and impacts of federal tax treaties. The speakers will also address potential impacts of the Moore case. Meredith Smith and Jeffrey Reed will be joined by moderator Stacey Roberts at this breakout session for the IPT Annual Conference.

Learning objectives

After attending the session, the participant will be able to:

• Assess how non-U.S. sales may impact state sales factor numerators and denominators
• Demonstrate how federal GILTI and FDII impact state taxes
• Apply federal tax treaties to states
• Analyze state filing methods
• Consider the potential impacts on the Moore case

Speakers

Jeffrey S. Reed, Esq.
Partner, Kilpatrick Townsend & Stockton LLP
New York, NY

Meredith Smith, CPA
Senior Tax Manager, TaxOps
Denver, CO

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