Bloomberg Tax Leadership Forum

The Future of Tax

Access a complimentary, CE-eligible replay of this event.


Over the last few years, multinational companies have experienced accelerating changes in the global tax landscape, from an onset of protectionist policies to increased global transparency. Domestically, the Inflation Reduction Act will likely increase corporate taxes and the top-line income tax rate.

Sessions at this event examined the drivers of global and domestic tax changes, discussed how attendees could help to shape the new tax landscape, and explored how tax automation can improve corporate tax workflows.

The footage from this virtual event provides viewers with a great opportunity to hear from policy leaders, regulators, and corporate tax leaders as they adjust to this new climate and plan for business growth in the future.

Topics include:

  • Inflation Reduction Act and its Tax Consequences
  • Optimizing Workflow — Will Technology Save the Day?
  • Taxation in the Metaverse — Nexus in Digital Space

Who should watch:

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

CPE & CLE Credit:

This program is eligible for up to 3.3 CPE credits and up to 3.2 CLE credits. Access the replay of this event to register and watch.

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Welcome by Lisa Fitzpatrick, President, Bloomberg Tax

Keynote Fireside Chat with Grace Perez-Navarro, Director, Centre for Tax Policy and Administration, OECD in conversation with Isabel Gottlieb, Correspondent, Bloomberg Tax

The Inflation Reduction Act and its Tax ConsequencesA panel of experienced tax advisors and corporate tax leaders will analyze changes from the Inflation Reduction Act of 2022, such as the new corporate alternative minimum tax (AMT), the excise tax on corporate stock buybacks, changes to energy-related tax credits, and other developments. The panel will discuss interpretations of the new laws, and what companies should look out for as changes are implemented.


  • Myrtle Jones, Senior Vice President – Tax, Halliburton (virtual)
  • Phil Laminack, Director – Tax Accounting Services, FORVIS
  • Christopher Netram, Managing Vice President, Tax & Domestic Economic Policy, National Association of Manufacturers
  • Lisa Pfenninger, Senior Tax Law Analyst, Bloomberg Tax (Moderator)

What’s New at Bloomberg Tax — Research?

Keynote Fireside Chat with Holly Paz, Acting Commissioner, Large Business and International Division, IRS (virtual) in conversation with Michael Rapoport, Senior Reporter, Bloomberg Tax

Optimizing Workflow — Will Technology Save the Day?
Do you wonder how to optimize workflow in a tax department, how to keep up with changing regulations, and how to ensure that your calculations are correct? The use of tax technology and process automation, if employed correctly, can be critical to mitigating tax risks, lowering compliance costs, and making tax research more efficient. Our panelists will share practical examples and case studies illustrating where automation and technology can be applied best in order to reap the highest benefits for a tax department and for the business overall.


  • Heather Collins, Partner, RSM US
  • Arleen Lucido, Director of Tax Reporting and Compliance, Danone
  • Evan Croen, SVP, Product, Bloomberg Tax & Accounting (Moderator)

What’s New at Bloomberg Tax – Provision/Fixed Assets

Taxation in the Metaverse – Nexus in Digital Space
Virtual worlds like the metaverse are used today by individuals and businesses for a variety of reasons, from socializing and playing games, to activities such as buying real-world homes, selling artwork, or signing binding contracts. Even though transactions in the metaverse can be worth millions of dollars, it is unclear if, how, and by what authority these transactions could be taxed. This panel will discuss questions around nexus and national taxing authority in a Web3 economy that is run by avatars and fueled by cryptocurrencies and NFTs. Will governments catch up and create regulatory frameworks, or will the metaverse become the next offshore tax haven?


  • Aleksandra Bal, Indirect Tax Technology Lead, Stripe (virtual)
  • Daniele Majorana, Of Counsel, Miccinesi TL&C and OIKON
  • Natalia Velez, International Tax Director, Riot Games (virtual)
  • Andrew Silverman, Government Analyst — Tax Policy, Bloomberg Intelligence (Moderator)


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