Exactera

What does it actually take to manage transfer pricing for a company operating in 150 countries? For Epicor, a global ERP leader with 23,000+ customers, the answer used to be a Big Four engagement. Today, it's Exactera. Here's what changed for their tax team: ✅ ~20 transfer pricing reports per year, delivered on a predictable cost structure ✅ Master file + local file documentation aligned with OECD BEPS and local rules ✅ Benchmarking across 34 jurisdictions Read how Epicor built an audit-ready global TP function: https://lnkd.in/e9-qXBMe

When you're on your journey to becoming an AI-first company, a visionary technology leader is a requirement. That's why we're proud to share that Exactera's CTO, Brian Dougherty was named a "Top 50 Technology Professional" winner in the OnCon ICON awards. We're honored to work alongside this incredible tech professional.

Looking to build connections with executive women shaping the future of international tax? Then join our Exactera’s COO, Mimi Song for the Women in Tax event on Wednesday, May 6th.  This is not your average tax event.  We’re hosting the event at Veronica Beard’s flagship NYC store to highlight how women in tax bring style, creativity, and personality to a field that’s often seen as purely technical. Women in Tax  📅 Wednesday, May 6   🕐 5:00 – 8:00 PM   📍 Veronica Beard, Madison Ave, NYC     Spaces are limited. Reserve your spot 👇   https://lnkd.in/ePCCMzgj 

China remains one of the world’s most complex transfer pricing environments and 2026 is bringing two critical compliance deadlines in rapid succession. By May 31, 2026, enterprises with related‑party relationships must complete their Related Party Transaction Reporting Forms as part of their annual Corporate Income Tax (CIT) return. Learn more about upcoming due dates for China in our blog. https://lnkd.in/e-Sg-wUc

With Research and Development tax credits, the details matter. This recent case of George v. Commissioner shows how gaps in documentation can cost millions. Check out Josh Fattore breakdown of what went wrong and how to mitigate issues like this at your own company.

While tax is technical, the women leading this practice are a blend of technical talent, creativity and style.    Join us for Women in Tax: Leadership, Style & Community, an evening dedicated to senior women in International Tax and Transfer Pricing.     Hosted by Xiaofang Sutton (LCN Legal) and our very own Mimi Song, this event brings together leaders, innovators, and changemakers for real conversations, practical strategies, and the kind of connection that stays with you long after the evening ends.    📅 Wednesday, May 6  🕐 5:00 – 8:00 PM  📍 Veronica Beard, Madison Ave, NYC    This is a space to show up as your full self — confident, capable, and authentically you.    Spaces are limited. Grab your ticket on Eventbrite 👇  https://lnkd.in/ePCCMzgj

We're proud to congratulate Josh Fattore on his promotion to General Manager of our Specialty Tax Incentives practice. A proven leader who has grown with Exactera, Josh brings deep expertise and a track record of delivering results for clients. We're excited to see what he does in this next chapter. Congrats, Josh Fattore!

We're thrilled to welcome Dean Henderson as General Manager of our Indirect Tax practice. 20+ years of tax leadership. Fortune 500 experience. Former California State Tax Auditor. And now, building the future of indirect tax at Exactera. Welcome, Dean!

📣 The deadline for small business R&E amendments is less than six months away: July 4, 2026. 📣 If your company has average gross receipts under $31M, you may be sitting on unclaimed cash from 2022-2024 returns—money that was capitalized under the old Section 174 amortization rules but can now be expensed immediately and refunded. Here's what makes this window different: the amended return process is simplified. No Form 3115 required for small businesses. Just an election statement. For larger companies, the calculation is different. You'll need to evaluate whether to take the full 2025 catch-up deduction or spread unamortized costs over 2025-2026 via accounting method change. The point isn't just compliance—it's using regulatory shifts to improve your cash position before year-end planning kicks in. What's your team's approach to the OBBB changes? CC Josh Fattore #RandEExpensing #Section174 #TaxStrategy #CFO #CashFlow #BigBeautifulAct

📣 Exactera is expanding its advisory services   Exactera has expanded its transfer pricing practice across the full lifecycle and extended its R&D tax credit expertise into broader specialty tax incentives. This expansion strengthens our ability to support multinational enterprises with proactive, outcome focused advisory services. Learn more about the announcement here: https://lnkd.in/eiM46gnu