1. The Wolf Group, PC 4401 Fair Lakes Court, Suite 310, Fairfax, VA 22033 Tel: (703) 502-9500 Global Mobility Tax Services The Vision Dale Mason Global Mobility Tax Services Conference Paris, France November 1 & 2, 2011

2. What is Global Mobility Tax Services?

3. “We manage the individual income tax and social security aspects of expatriate assignments”

4. What do we really do?

5. We provide “peace of mind”

6. Pre-Assignment Pre-assignment counseling sessions Structure tax efficient assignment packages Tax planning Hypothetical tax calculations

7. Assignment Registering with the tax authorities Home and host country individual income tax returns Tax equalizations

8. Post Assignment Tax returns Refund claims Post assignment counseling session

9. What is Our Mission & Vision?

10. Nexia Mission Statement “Nexia International is a leading worldwide network of independent, high quality firms. We provide clients with the highest standards of national and international audit, accounting, tax and advisory services in a cohesive, personal and customized manner”

11. GMTS Important Attributes Leading provider of GMT services Highest standards Cohesive Personal Customized “Peace of Mind”

12. GMTS Mission Statement (DRAFT) “Nexia’s GMT Services is a leading provider of global mobility tax services. We provide clients with “peace of mind” by performing at the highest standards in managing the tax and social security aspects of expatriate assignments in a cohesive, personal and customized manner”

13. Values Overall Acting ethically and transparently Playing an active role in local and international communities

14. Values Clients Providing clients with “Peace of Mind” Providing clients with a global reach to local GMTS specialists Ensuring consistency, quality and service excellence

15. Values Members Fostering strong collaborative bonds between GMTS specialists Sharing access to leading best practice and technical resources Creating an environment in which professionals can develop and flourish

16. Strategic Objectives/Tasks To be discussed tomorrow

17. Where has GMTS done so far to promote its mission and values?

18. The Brochure

19. GMTS Brochure (Front)  Available on Nexia website in Adobe Illustrator format Contact information and logo can be changed

20. GMTS Brochure (Back)

21. The Website

22. The Wolf Group, PC 4401 Fair Lakes Court, Suite 310, Fairfax, VA 22033 Tel: (703) 502-9500

25. GMTS: The Movie

26. Build the GMTS Network (Value: Fostering Strong collaborative bonds)

27. Paris - The First GMTS Conference! Next Conference…..

28. Group  Search for “Nexia International Global Mobility Tax Services”

29. GMTS Secondments Grant Miller – The Wolf Group Secondment to Saffery Champness International Practice in October, 2011 Other

30. Other GMTS Initiatives DHPG & Wolf Group - FBAR Wolf/Iyer…U.S. Expat Tax Services Singapore Joint Venture

31. The Vision (Draft)

32. Top InternationalAccounting Networks (non-Big Four) BDOPKF RSMMoore Stephens Grant ThortonNexia Baker Tilly Crowe Horwath

33. Top Global Mobility Firms (Based on Web Presence) Grant ThortonPKF RSMMoore Stephens BDO Baker Tilly Nexia Crowe Horwath

34. Short-Term Vision (5 years) # 1 Nexia Global Mobility Tax Services! Grant ThortonPKF RSMMoore Stephens BDO Baker Tilly Crowe Horwath