Trade Compliance at the Crossroads of Tariffs, Tax, and Transfer Pricing

Event date/time:  October 13 from 2:00 PM – 6:00 PM (this is an in-person event only).

Location:  Waukesha County Technical College (WCTC), RTA Education Center, 800 Main Street, Pewaukee, WI 53072

Join experts from Kroll Financial & Risk Advisory Solutions and Mayer Brown Law Firm at this MITA October 13 event for an insightful discussion on the growing intersection of transfer pricing, customs valuation, and global trade compliance in today’s evolving tariff environment.

As businesses face heightened tariff exposure, increased customs scrutiny, and shifting supply chain dynamics, understanding the relationship between tax and customs considerations has never been more critical. This session will explore the current U.S. tariff landscape, related-party customs valuation requirements, transfer pricing implications, and practical tariff mitigation strategies, including supply chain restructuring, first-sale planning, transaction unbundling, and intercompany pricing adjustments.

Attendees will gain actionable insights into managing risk, identifying planning opportunities, and aligning tax, customs, and trade functions to navigate an increasingly complex regulatory landscape.

Speakers:

Sonal Majmudar, Partner, Washington, DC Office of Mayer Brown Law Firm

Sonal Majmudar is a partner in Mayer Brown’s Washington DC office and a member of the Tax practice. Prior to joining Mayer Brown she was former international tax counsel with the Internal
Revenue Service (IRS). Sonal provides comprehensive representation and counseling on transfer pricing matters, including negotiating advance pricing agreements (APAs) with US and foreign tax authorities, and resolving double tax cases through the mutual agreement procedure (MAP) of bilateral tax treaties. She brings broad, cross-industry experience, with in-depth knowledge of critical tax issues arising in banking and financial services, life sciences, technology and consumer products, among other sectors.
At the IRS, Sonal served with the Advance Pricing and Mutual Agreement program, where she led the
development and negotiation of complex APAs and resolved MAP cases with treaty partners in Europe,
Asia and North America. She also worked on the World Bank’s global tax team advising the G20
Presidency on key issues in international taxation, including taxation of the digital economy and
transparency. Sonal began her legal career with the US Customs and Border Protection’s Office of the
Chief Counsel.

Susan Fickling, Managing Director, Transfer Pricing at Kroll

Susan Fickling is a managing director in the Chicago office of Kroll and the Midwest leader of the Transfer Pricing practice. Susan is also Contributing Author: Valuing a Business, 6th Edition. She is a member of the Transfer Pricing practice, leveraging more than 20 years of transfer pricing and valuation experience. Susan has worked closely with global companies in a vast range of industries, assisting them with transfer pricing planning, documentation and defense. Susan is one of the leaders of Duff & Phelps’s practice for Intellectual Property valuation for tax purposes.

Susan has extensive experience in international and multistate tax planning projects, employing various transfer pricing techniques to help support her clients’ tax strategies. She has also assisted clients on unilateral advance pricing agreements. She has helped to develop real options models and valuation techniques to support complex transfer pricing and tax structuring scenarios.

Alison Jacobs, VP, Trade and Customs at Kroll

With experience spanning across both import and export, Alison has successfully guided her clients through various compliance audits and supported the development of new compliance programs. This experience includes monitoring and auditing the export compliance programs of companies participating in settlement agreements with the Bureau of Industry and Security and consent agreements with the Directorate of Defense Trade Controls. These audits included assessment of compliance with Technical Assistance Agreements (TAA), validation of classifications according to the International Trade in Arms Regulations (ITAR) and Export Administration Regulations (EAR), review of policies to assess compliance with export regulations, and documenting all findings, observations, and recommendations in interim and final reports. Alison is also well-versed in the annual assessment and reporting requirements of Customs and Border Protection programs, such as CTPAT Trade Compliance and Foreign-Trade Zone compliance reviews.

Prior to Kroll, Alison was a member of a Big 4 consultancy’s global trade practice.

Ryan Lange, Managing Director, Transfer Pricing at Kroll at Kroll

Ryan Lange is a Managing Director in Kroll (formerly Duff & Phelps) Chicago Transfer Pricing practice, and advises clients’ senior management on a variety of issues related to transfer pricing, economics and valuation. Specifically, Ryan leverages more than 12 years of experience to provide sound and practical economic advice to companies that range from Fortune 500 to start-up businesses in a broad range of industries, including consumer goods, education, medical products, pharmaceutical, e-commerce, automotive, telecommunications, financial services, real estate, software, energy and industrial goods.

Ryan is active in the international tax community and holds a leadership position within the Chicago Tax Club, and has chaired the international tax committee for the past five years. In addition, he has co-authored articles for publications and speaks frequently on transfer pricing topics at conferences both domestically and internationally.

AGENDA:
2:00 PM – 2:30 PM  Registration & Networking
2:30 PM – 2:40 PM  Welcome, Opening Remarks
2:40 PM – 4:15 PM   Speaker Presentations
4:15 PM – 5:00 PM    Q & A Session and Closing Remarks
5:00 PM – 6:00 PM   Networking Reception

Cost of Admission: This is an in-person only event.  MITA Members $35; Non-members $50;  

MITA’s events are Co-sponsored by its Platinum Sponsors:  M.E. Dey &Co,  Husch Blackwell, WEDC,  Kroll,  OEC Group,  FTI Consulting and Star7