Morrie Cheng is Asia head of tax for Sun Life, a Canadian multinational provider of financial services and wealth management products to individuals and corporations. The company operates in jurisdictions such as the US, UK, Bermuda, Indonesia, Philippines and India. Cheng speaks to Ralph Cunningham of International Tax Review about running a regional tax department, how he sees his role as taking care of the tax foundations, such as compliance and financial reporting, what causes tension with tax authorities and what kind of in-house and external adviser he needs.
Unlock this content.
The content you are trying to view is exclusive to our subscribers.
Valid pillar two objectives are still intact after the side-by-side agreement, but whether the framework is now settled is ‘a $64,000 question’, Morrison Foerster’s tax chair told ITR
The firms made senior hires in Los Angeles and Cleveland respectively; in other news, South Korea reported an 11% rise in tax income, fuelled by a corporation tax boom
While the manual should be consulted for any questions around MAPs, the OECD’s Sriram Govind also emphasised that the guidance is ‘not a political commitment’
The landmark Indian Supreme Court judgment redefines GAAR, JAAR and treaty safeguards, rejects protections for indirect transfers and tightens conditions for Mauritius‑based investors claiming DTAA relief
As tax teams face pressure from complex rules and manual processes, adopting clear ownership, clean data and adaptable technology is essential, writes Russell Gammon, chief innovation officer at Tax Systems