1. AGN INTERNATIONAL TAX COMMITTEE
Douglas R. Clevenger, Chairman

2. WHERE WE HAVE BEEN
MAY 2010, ORGANIZATIONAL MEETING AT MEADEN MOORE IN CLEVELAND
7 ATTENDEES, 3 FROM NA, 4 FROM EUROPE
Formed the Original Executive Committee
DEVELOPED A CHARTER

3. WHERE WE HAVE BEEN DEFINED THE ITC MISSION IDENTIFIED CHALLENGES
Provide “on demand” access to the collective cross- border tax expertise of AGN member firms
IDENTIFIED CHALLENGES
Attract participation from a broad geographical cross-section of AGN membership
Create high value deliverables to the membership
Increase traffic to the AGN website

4. WHERE WE HAVE BEEN SCOPE OF TAX MATTERS TO BE ADDRESSED BY THE ITC
Transfer-Pricing
Inpat/Expat Services
Treaty Planning and Interpretation
Indirect/Consumption Taxes
Optimum Structures
Tax Regimes
Special Rules

5. WHERE WE HAVE BEEN ORIGINAL GOALS OF ITC
Expand the ITC in number and geography
Report activities of ITC at WC
Deliver a technical training exercise at WC
Create a “HELP” button on the AGN web-site
Create a secure communication medium
Create standard tax surveys for various jurisdictions
Examine the possibility of AGN-ITC newsletters
Develop international tax training programs

6. WHERE WE ARE ITC EXPANDED MEMBERSHIP AND GEOGRAPHY REACH
From 7 to 23 members-many are here
Introduce Executive Committee
From 6 to 22 AGN member firms
From 5 to 13 nations
From 2 to 5 AGN Regions (Asia Pacific; Central & South America; Europe; North America; West Asia & Africa)
Roster: c/default.cfm
Present Executive Committee
Nancy Cruickshanks-Shipleys, UK
Andre Le Prince, WLP GmbH, Germany
Paul Dillon, Duignan Carthy O’Neill, Ireland
Glen Macmillan, Adams & Miles, Canada
Mark Chaves, Daszkal Bolton, United States
David Sheets, Berger Lewis, United States

7. WHERE WE ARE
IMPROVED ITC INTERNAL INTERACTION, COMMUNICATION, COORDINATION
ITC conference calls
5 calls in 2013
Minutes of conference calls: efault.cfm
Annual face-to-face meetings
London, May, 2011 hosted by Shipley’s
New Orleans, October, 2012 at WC/ NA Tax and SaLT Meeting
Venice, September, 2013

8. WHERE WE ARE INCREASED DELIVERABLES TO MEMBERS
“Taxation News”, e-newsletter from ITC
Quarterly, since September, 2012
Back issues at .cfm
Share group/Listserv
Instructions on registration at: .cfm
Technical programs offered at World Congress
“Optimal Cross-Border Tax Structures” 2012-New
Orleans
“Transfer-pricing” 2013-Venice
Member-to-member referrals for cross-border work

9. WHERE WE ARE GOALS VS ACHIEVEMENTS
Expand the ITC in number and geography
Report activities of ITC at WC
Deliver a technical training exercise at WC
Create a “HELP” button on the AGN web-site
Create a secure communication medium
Create standard tax surveys for various
jurisdictions
Examine the possibility of AGN-ITC newsletters
Develop international tax training programs

10. WHERE WE ARE AGN BUDGETS AND SPENDING HISTORY FUNDING
Time volunteered by ITC members except for referred work. Funding used primarily for travel costs and facility costs of annual face-to-face meeting. For 2013, it has further been used to subsidize delegate fees for ITC technical session here in Venice as well as costs of ITC conference call.
AGN BUDGETS AND SPENDING HISTORY
Year Budget Spending
2011 £5,000 £2,170
2012 £5,000 £0
2013 £15,000 £15,000 (EST)

11. WHERE WE ARE HEADED EXPAND DELIVERABLES
Use of remotely accessed Webinars
Strengthen Regional ITCs
Expand ITC participation in regional meetings
Standardize reporting of tax regimes-AGN Web-site
Improve use of the listserv
Address more technical issues
Develop training programs

12. WHERE WE ARE HEADED
CAPTURE, AND REPORT VALUE OF CROSS- REFERRALS FACILITATED THROUGH THE ITC
IMPROVE USE OF THE LISTSERV
WE ARE ~YOUR~ITC-TELL US WHAT YOU NEED!