Exactera

What happens when one court questions the IRS’s long-standing transfer pricing authority? That’s exactly what the Eighth Circuit did in 3M Co. v. IRS, a decision that could shape the outcome of Coca-Cola’s $18 billion dispute over royalties paid to overseas affiliates. In Bloomberg Tax, Exactera COO Mimi Song comments on how the two cases differ and why those nuances could determine whether the 3M precedent truly applies. Read the full article: https://lnkd.in/gcR5rm-b

Avoid costly transfer pricing mistakes before audit season and Join Exactera and Armanino for an expert-led webinar: Common Transfer Pricing Pitfalls: How to Correct Them Before It’s Too Late November 6, 2025 | 12:00 PM ET Transfer pricing compliance is under increasing scrutiny. In this session, experts from Exactera and Armanino will share how to: • Identify common pitfalls in #transferpricing design and documentation • Recognize when policies are misaligned with operational realities • Course-correct using real-world strategies and examples • Create defensible transfer pricing documentation across jurisdictions Secure your spot today and learn how to strengthen your compliance before it’s too late. Register here: https://lnkd.in/gpChA26h

The IRS’s #transferpricing power is being tested. After a federal appeals court sided with 3M Co., limiting how the IRS can apply Section 482, all eyes are on Coca-Cola and its $18 billion dispute over #royaltypayments to international affiliates. In Bloomberg Tax, Exactera COO Mimi Song shares her perspective on how the 3M decision could influence Coca-Cola’s case, why key differences between the two matter, and why the differences between the two may lead to very different outcomes. Read the full article: https://lnkd.in/gcR5rm-b

Most tax teams are doing more with less. But Watkins Associated Industries proved that small teams can still move fast. With just two people, they completed their entire #incometaxprovision in record time, and at a fraction of the cost, using Exactera Tax Provision. They cut prep time by 80%, #improvedtraceability, and made auditors happy with transparent reports. Read the full case study: https://lnkd.in/gWP67QmX Speak with a tax provision expert: https://lnkd.in/gEnM3F9f

The income tax provision under ASC 740 is the tax department's most complex annual calculation—and one that auditors scrutinize closely. Are YOU ready for your next audit? Don’t miss this #TaxThursday webinar. Join Exactera’s Tax Provision Director, Alexander (Xander) Jones, CPA, and Senior Manager, Jinal H., as they share expert guidance on how to anticipate auditors’ needs, accelerate your close, and alleviate stress during audit season. --> Topic: ASC 740—Preparing for the Audit: Anticipate, Accelerate, and Alleviate --> When: Thursday, October 30 @ 11am ET --> Earn: 1 Free CPE Credit Our presenters are known for making technical content insightful, engaging, and easy to apply, so this is one session you won’t want to miss. Register now: https://lnkd.in/guKSmRQ3

There’s still time to join our live session, A Look into AI Applications in Transfer Pricing, happening October 29 at 11:00am ET. AI is already transforming #transferpricing — from how firms benchmark to how they prepare documentation. This session will showcase real-world examples of how leading teams are leveraging AI to work more efficiently, identify risks earlier, and deliver more accurate, audit-ready reports. If you’ve been wondering how AI is actually being applied in transfer pricing today, this is your chance to see it in action. Register today: https://lnkd.in/gVNMfji2

With recent workforce reductions across the IRS, including a 20% cut in the Large Business and International Division, many multinationals are asking whether #transferpricing enforcement is easing up. The short answer: it’s not. In our latest #TaxCorner article, Lead Senior Manager Laksha Nahar breaks down what’s changing (and what’s not) in U.S. #transferpricing documentation. From leaner staffing to smarter data tools, the IRS is becoming more targeted than ever in its review of intercompany transactions. Learn what this means for your documentation deadlines, comparability analyses, and audit preparedness. 1: Read the full article: https://lnkd.in/d96PVgRa 2: Get updates like this delivered straight to your inbox. Subscribe to the Tax Corner newsletter: https://lnkd.in/g7pSGvBU

Transfer pricing documentation takes time, precision, and local expertise. #ExactReport helps make that process faster and more accurate, right from Microsoft Word. The AI-driven assistant reviews #localfiles, flags potential #complianceissues, and suggests practical fixes based on country-specific regulations. It’s designed to give your team more confidence in every report and free up time for higher-value work. Our Early Adopter Program is still open for a short time. Try ExactReport for FREE, share your feedback, and receive exclusive pricing before full release. Schedule a demo to see how ExactReport can simplify transfer pricing documentation: https://lnkd.in/d96PVgRa

The Exactera team had a wonderful evening at the 2025 ITR (International Tax Review) Americas Tax Awards! While we didn’t win this year, it was an honor to be shortlisted alongside so many leading firms. Thank you to ITR for hosting a great event and congrats to all the winners!

Meet Derek Grant, Exactera’s new VP of Revenue Operations. Derek is a proven B2B SaaS leader with a track record of building high-performing teams and driving serious results. He’s all about scalable processes, customer success, and empowering sales talent to reach their full potential. The future of revenue operations at Exactera is in good hands. Welcome, Derek!