Bloomberg Tax Leadership Forum

Navigating Through Constant Change

June 16 – 17, 2021


Event Format:

Information Hub and Virtual Live Event Series

CLE and CPE Credits:

Day 1: up to 1.9 CLE/1.4 CPE

Day 2: up to 1.3 CLE/1.3 CPE

Total: up to 3.2 CLE/2.7 CPE

Who Should Attend:

Corporate Tax Leaders, Chief Financial Officers, VPs, Directors of Tax, Senior Tax Managers, and General Tax Counsel

This program is on the record and media are invited to attend.

Around the world, cash-strapped governments bankrolling massive Covid-19 relief measures are looking to implement new tax policies to generate revenue.

President Joe Biden’s Build Back Better program proposal contains many elements funded by notable changes in tax law, including reversing or updating several changes enacted in the 2017 Tax Cuts and Job Act. An increase of the corporate income tax rate for corporations, changes to GILTI provisions, new and revised tax incentives for certain industries, and an increase in the income tax for wealthy individuals are just a few of the proposals in the American Jobs Plan, Made in America Tax Plan, and American Families Plan. In addition to these changes, the Biden administration has also proposed increased funding to the IRS to enhance its audit and enforcement capabilities for corporations and high-income individuals.

Internationally, the Biden administration has signaled an openness to discussing a global minimum tax and consideration of other changes to international tax rules affecting multinational corporations, providing renewed momentum to Organisation for Economic Co-operation and Development (OECD) negotiations among 139 nations discussing a framework to tackle the challenges of taxing the digital economy. If successful, the OECD compromise would be the biggest shift in the international tax system since 1923.

What do the U.S. proposals and a pending agreement at the OECD mean for multinational companies? How do you plan your tax strategy with so many crucial provisions on the negotiation table?

Join us for a two-day event that fully examines developments happening across the international and U.S. federal tax landscape that are certain to affect your company’s bottom line. This virtual forum will provide you with the timely intelligence you need to prepare for change and optimize your tax strategies.

Register Now



Wednesday, June 16: International Tax

11:00 am – 11:20 am ET

Fireside chat with Fabrizia Lapecorella, Director General of Finance, Ministry of Economy and Finance, Italy and designated Chair of OECD’s Committee on Fiscal Affairs beginning January 2022

Interviewed by: Hamza Ali, Senior Reporter International Tax, Bloomberg Tax & Accounting

11:20 am – 12:00 pm ET

Panel Discussion:

Digital Tax Negotiations at the OECD versus DSTs

This panel will discuss insights from the OECD negotiations around Pillar 1 and 2. How close are we to a compromise and what are the remaining obstacles? We will also look at details of already implemented digital services taxes (DST) and those likely to come into effect soon. We will talk about the future of DSTs once the OECD finds a compromise, and what is likely to happen if the negotiations drag on or fail.


  • Barbara Angus, Global Tax Policy Leader, EY
  • Christian Kaeser, Global Head of Tax, Siemens
  • Martin Lagarden, Head of Transfer Pricing, Henkel Group
  • T. P. Ostwal, Owner, T.P. Ostwal & Associates

Moderator: Julie Joy, Senior Fellow, Bloomberg Tax & Accounting

12:00 pm – 12:10 pm ET

Fireside Chat with Featured Speaker Nikole Flax, Commissioner of LB&I, IRS

Interviewer: Reema Patel, Practice Lead, U.S. International Tax, Bloomberg Tax & Accounting

12:10 am – 12:40 pm ET

Panel Discussion:

GILTI and Co. – The Future of Taxing Global Income

More than three years after the Tax Cuts and Jobs Act, many questions linger, especially when it comes to the taxation of foreign profits of businesses. And the Biden administration has floated proposals to change the rules again. This session will bring some light into the planning around the highly complex and interwoven regulations: GILTI, FDII, BEAT, foreign tax credits, and other provisions. Will GILTI become a model for a global minimum tax?


  • Daniel Holzer, International Tax Director, Autodesk
  • Brian Jenn, Partner, McDermott Will & Emery
  • Lisa Wamboldt, Global Head of Tax Audits & Controversy, Cognizant Technology Solutions

Moderator: Reema Patel, Practice Lead, U.S. International Tax, Bloomberg Tax & Accounting

Choose one option:

12:40 pm – 1:00 pm ET

Networking Breakouts

Keep the discussion going in informal networking rooms and share your own thoughts about the OECD negotiations, DSTs, and Biden’s tax proposals.


12:40 pm – 1:00 pm ET

Bloomberg Tax & Accounting Here – How Can We Assist You?

Join this group if you are interested in seeing the tools and resources Bloomberg Tax & Accounting has to offer for the tax practitioner dealing with international tax issues. Get your specific questions answered and enjoy a more personalized demo.

Thursday, June 17: Domestic Tax

12:00 pm – 12:20 pm ET

Fireside Chat with Jared Bernstein, Member of the White House Council of Economic Advisers

Interviewed by: Emily Wilkins, Congressional Reporter, Bloomberg Government

12:20 pm – 1:10 pm ET

Navigating Through Short- and Long-Term Tax Changes

Since the start of the pandemic, economic relief and stimulus measures have introduced many short-term changes to the tax code for corporations. More important in the long run are the extensive revisions to the Internal Revenue Code that the Biden Administration has outlined. This panel will discuss scenarios around an increased corporate income tax, a minimum tax on book income, several sector-specific proposals, the “Made in America” tax measures, and other planned changes. We will debate the likelihood that those proposals will become legislation and what effects they could have on businesses.


  • Gretchen Horwitz, Vice President – Chief Tax Officer, Baker Hughes
  • Victoria Glover, Partner, Deloitte Tax
  • Fran Mordi, Vice President – Tax, Accounting & Financial Management, Mortgage Bankers Association

Moderator: Ashley Fausset, Analyst, Bloomberg Tax & Accounting

Choose one option:

1:10 pm – 1:30 pm ET

Networking Breakouts

Keep the discussion going in informal networking rooms and share your own thoughts and challenges around the tax policy changes currently under consideration.


1:10 pm – 1:30 pm ET

Getting to know Bloomberg Tax & Accounting

A fast-paced round of meetings introducing you to our experts, plus roadmaps, calculators, and other tools that can make your life as a tax practitioner a whole lot easier.

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