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

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

Global Mobility Tax ServicesThe Vision

Dale MasonGlobal Mobility Tax Services Conference

Paris, FranceNovember 1 & 2, 2011

What is Global Mobility Tax Services?

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

What do we really do?

We provide “peace of mind”

Pre-Assignment • Pre-assignment counseling sessions• Structure tax efficient assignment

packages• Tax planning• Hypothetical tax calculations

Assignment • Registering with the tax authorities• Home and host country individual income

tax returns• Tax equalizations

Post Assignment

• Tax returns• Refund claims• Post assignment counseling session

What is Our Mission & Vision?

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”

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

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”

Values• Overall

• Acting ethically and transparently• Playing an active role in local and

international communities

Values• Clients

• Providing clients with “Peace of Mind”• Providing clients with a global reach to

local GMTS specialists• Ensuring consistency, quality and service

excellence

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

Strategic Objectives/Tasks

To be discussed tomorrow

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

The Brochure

GMTS Brochure (Front)Available on Nexia website in Adobe Illustrator format

Contact information and logo can be changed

GMTS Brochure (Back)

The Website

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

GMTS: The Movie

Build the GMTS Network(Value: Fostering Strong

collaborative bonds)

Paris - The First GMTS Conference!

Next Conference…..

Group

Search for “Nexia International Global Mobility Tax Services”

GMTS Secondments• Grant Miller – The Wolf Group

Secondment to Saffery Champness International Practice in October, 2011

• Other

Other GMTS Initiatives • DHPG & Wolf Group - FBAR

• Wolf/Iyer…U.S. Expat Tax ServicesSingapore Joint Venture

The Vision (Draft)

Top InternationalAccounting Networks

(non-Big Four)

BDO PKFRSM Moore StephensGrant Thorton NexiaBaker TillyCrowe Horwath

Top Global Mobility Firms (Based on Web Presence)

Grant Thorton PKFRSM Moore StephensBDOBaker TillyNexia Crowe Horwath

Short-Term Vision (5 years)

# 1 Nexia Global Mobility Tax Services!

Grant Thorton PKFRSM Moore StephensBDOBaker TillyCrowe Horwath