The Tax Leaders’ Virtual Roundtable

An exclusive online discussion for senior tax professionals in the United States

During this virtual roundtable leading tax professionals will discuss how they are using advanced analytics tools to strengthen client positions and gain an advantage in settlement discussions.

Our discussions are designed to be very inclusive and interactive, ensuring to leverage the wealth of experience from your senior peers.

Job titles include Chairs of Tax Groups, Senior Tax Partners, Tax Partners and other decision-makers in the United States.

Attendance is by invitation only and is, of course, complimentary.

The evolution of tax analytics 

When defending a client’s position to the authorities, tax professionals are in charge of making the strongest possible argument for the defendant’s case. This process often involves mitigating the risk of the position being challenged and providing the client with a time and cost-effective service.

To ensure the soundness of client position, industry leaders are gaining a comprehensive view of the law based on advanced analytics tools. Targeted use of artificial intelligence resources can pin down the strength of a position with over 90% accuracy while identifying relevant authorities and the possible favorable or unfavorable outcome of their exertion. 

  • How can advanced analytics provide tax professionals with an advantage in settlement discussion?
  • In what ways can these tools help strengthen client position?
  • How can businesses structure and document strong tax positions that are both time and cost effective?

3:00 pm: Welcome by The Ortus Club
3:05 pm: Short address from Blue J Legal
3:15 pm: Discussion instigated by the moderator and continued by the group
4:15 pm: Discussion brought to a close

  • Partner and Multistate Tax Practice Chair at Dentons
  • Tax Controversy Partner at Norton Rose Fulbright
  • Tax Partner at Akerman
  • Estate Planning Partner at Holland & Knight

Tuesday, 2nd of March, 2021

3:00 PM EST


Hosted by:

Martie BautistaThe Tax Leaders’ Roundtable