International Tax Strategies

April 29, 2026 9:00 AM - 10:00 AM (MDT)

Description

Topics Covered:

• Global R&D incentives – what cash tax savings opportunity exist around the world and how you can ensure you are capturing those dollars
• US exporter tax incentives – whether you sell widgets or provide services, to the extent you are driving revenue from non-US sources, it’s important to understand the US income tax incentives that exist and could benefit your organization, including IC-DISC considerations and FDDEI benefits.
• Global indirect tax update – whether you have a physical presence outside of the US or are starting to dip toes into foreign customer pools, it is imperative to understand potential pitfalls and opportunities that exist in the global indirect tax world (i.e. VAT in Europe, GST / HST / PST / QST in Canada, etc.).

Recommended For: 

This training is designed to give business owners and team members a practical framework for evaluating global procurement readiness in a way that fits their business - or for those looking to improve upon their process or prepare for changes in their current global supply base. Participants will gain a clearer understanding of the key process considerations across the full procure-to-pay and material flow cycle- from purchasing and supplier communication to import coordination, delivery, receiving, and storage. The goal is not to offer a one-size-fits-all solution, but to help your team ask the right questions, identify potential gaps, and develop a smarter strategy to support global sources successfully.

Instructors: 

RSM US LLP - https://rsmus.com/

Brad Ostendorf, Partner, International Tax Services

Brad has been with RSM since his internship in January 2011. Brad was placed on secondment in the London office of the U.K. affiliate of RSM international, RSM UK. In his role in London, he advised inbound and outbound U.K. companies on issues, complications and planning opportunities while doing business in the United States. Further, he built strong relationships with members of RSM international throughout Europe, through RSM’s European Center of Excellence.

Brad provides a range of global tax advisory services to middle market businesses. Services include global operating model structuring, global cash planning, global income tax provision, foreign tax credit planning, transfer pricing, mergers and acquisitions, entity rationalization, global reorganization structuring, entity classification elections, and global income tax compliance. He focuses on serving clients in the business services, industrials and technology industries.

Danielle Kaufman, Partner, Tax Services

Danielle is in the credits, incentives and methods group. She serves as the inbound/outbound coordinator for global research and development engagements and leads the Northeast federal credits and incentives practice focusing on the research and development tax credit. In addition, Danielle has experience with consulting engagements involving accounting methods, domestic production activity deductions and the tangible asset and repairs regulations.

Danielle serves a diversified client base, working with both private and SEC-reporting entities. She has over 14 years of experience serving a broad spectrum of industries including software, manufacturing, technology, life sciences, industrial products, consumer products, aerospace and defense.

Samantha Payne, Senior Manager, VAT Services

Samantha is an experienced value-added tax (VAT) specialist providing technical advice and operational support to U.S. multi-national companies. She has worked with clients across Europe, the Middle East, Africa, APAC and LATAM in multiple industries. Her career spans 23 years, the first 10 of which were in finance and subsequent 13 years in VAT (10 at a Big Four firm and three for government revenue)

Since coming to the U.S. Samantha has provided supply chain assessments and recommendations to manufacturing companies, VAT advisory services in the M&A space to big pharma-companies; and global VAT risk and remediation services to clients in the technology and digital services sector.

In the Middle East she spent five years assisting local and international companies with VAT implementation in Saudi Arabia, United Arab Emirates (UAE), Oman and Bahrain [as well as Qatar and Kuwait]. In her role, Samantha advised on the impact that the introduction of VAT (a new national tax) should have on businesses operating in-country. She advised on its practical impact on every constituent part of a business, from sales and procurement to contracting, human resources, financial reporting and business processes, and worked closely with IT consulting teams to develop/customize/configure/integrate IT systems and tax engines for accurate reporting.

In addition, during this time Samantha was also responsible for the UAE VAT compliance function of a Big Four firm and for developing the VAT audit support offering to the assurance division of that firm.

Prior to working in the Middle East, Samantha worked in the legal and policy division of the South African Revenue Service where she reviewed applications for technical VAT directives from local and international companies and drafted interpretation notes on technical VAT matters for the public.

Training Hours:
This training counts for 4 hours towards the Certificate in International Trade. 

CE Credits:

WTC Denver Members: If you are interested in attending this event using one of your membership's free training credits, please contact your account executive or email institute@wtcdenver.org.

**The registration fee is nonrefundable within 7 days prior to the training.  Participant substitutions can take place at any time.**

Location

Zoom