For more than two decades Doug has enjoyed helping companies with transfer pricing (“TP”), both as an in-house practitioner and as a professional services firm consultant. He has worked with WTP Advisors as a TP and Valuation Specialist since 2014, and since 2018 as the firm’s Intra-Group Financial Transactions Leader. Prior to WTP, Doug developed his broad understanding of most major industries and his specialized technical expertise at Big 4 and boutique consulting firms. Moreover, he forged in-house operational TP know-how as a full-time professional in Hewlett-Packard’s and CEMEX’s corporate tax departments.

Doug’s distinctive proficiencies include: intra-group loans and factoring; ERP-based cost allocation; IRS exam preparedness; intangible property valuation; TP for multi-country intra-industry sourcing and trading companies, across the value chain; and navigating intricate TP rules and requirements of LATAM and Asian countries and providing OECD BEPS Action 13 documentation and controversy support.

As WTP’s Intra-Group Financial Transactions Leader, Doug recently completed the following types of projects: credit rating scoring, debt capacity analysis, interest rate determination, guarantees, factoring, and captive insurance. Additionally, Doug has experience designing and managing TP aspects of MNE treasury centers, including hedging (F/X and interest rate), cash pools, and accounts receivable factoring.

TP technology is a hallmark of Doug’s interests and experiences, notably: 1) Collaborating in teams on Big 4 global TP tech initiatives; 2) Contributing to early start-up stage company TP S/W development; 3) Evaluating, selecting, and building expertise in WTP’s TP research and analysis platforms; and 4) Developing aspects of the Transportal TP management platform and pioneering its tools including the Risk Assessment Model and the OECD CbCR XML Generator module.

Thanks to numerous years of in-house MNE TP experience, Doug is equipped to understand the challenges and objectives of large corporate tax departments — enabling him to maintain alignment between consulting and larger client company projects and goals.  He is dedicated to delivering TP documentation of industry-leading quality and providing clients with sound, actionable advice.  What’s more, Doug is tirelessly keen on collaboratively designing innovative TP plans that are supported by comprehensive research and methodical analyses.  Doug maintains up-to-date knowledge on noteworthy TP topics and he’s happy to talk with you about TP matters.