OECD Base Erosion and Profit Shifting (BEPS) Project
This project is aimed at reforming gaps in international taxation rules that promote base erosion and profit shifting, and to ensure that profits are taxed where value is created. The BEPS Package contains 15 action plans, containing recommendations on how to tackle BEPS strategies.
See the Explanatory Statement http://www.oecd.org/ctp/beps-explanatory-statement-2015.pdf
See more about the OECD's efforts in tackling tax avoidance and evasion https://www.oecd.org/tax/beps/
OECD BEPS Action Plans
Action plan 1: Addressing the Tax Challenges of the Digital Economy
Action Plan 2: Neutralising the Effects of Hybrid Mismatch Arrangements
Action Plan 3: Designing Effective Controlled Foreign Company (CFC) Rules
Action Plan 4: Limiting Base Erosion Involving Interest Deductions and other Financial Payments
Action plan 5: Countering Harmful Tax Practices More Effectively, Taking into Account Transparency and Substance
Action Plan 6: Preventing the Granting of Treaty Benefits in Inappropriate Circumstances
Action Plan 7: Preventing the Artificial Avoidance of Permanent Establishment Status
Action Plan 8-10: Aligning Transfer Pricing Outcomes with Value Creation
Action Plan 11: Measuring and Monitoring BEPS
Action Plan 12: Mandatory Disclosure Rules
Action plan 13: Transfer Pricing Documentation and Country-by-Country Reporting
Action Plan 14: Making Dispute Resolution Mechanisms more Effective
Action 15: Multilateral Convention to Implement Tax Treaty Related Measures to Prevent BEPS
Articles
Avi-Yonah, Reuven S. and Xu, Haiyan, Evaluating BEPS (January 15, 2016). U of Michigan Public Law Research Paper No. 493. Available at SSRN:https://ssrn.com/abstract=2716125 or http://dx.doi.org/10.2139/ssrn.2716125
A. Christians; L. van Apeldoorn, "International - The OECD Inclusive Framework" Bulletin for International Taxation 2018 (Volume 72), No 4/5 .
Brauner, Yariv, "What the BEPS", 16 Fla. Tax Rev. 55 (2014), available at http://scholarship.law.ufl.edu/facultypub/642
Brauner, Yariv, "Treaties in the Aftermath of BEPS" (2016) 41 Brook J. INT'L L. 973 <https://brooklynworks.brooklaw.edu/cgi/viewcontent.cgireferer=https://www.google.com/&httpsredir=1&article=1468&context=bjil>
Reuven S. Avi-Yonah and Haiyan Xu, Evaluating BEPS: A Reconsideration of the Benefits Principle and Proposal for UN Oversight (2016) Volume 6 Havard Business Review http://www.hblr.org/wp-content/uploads/2017/01/1.-Evaluating-BEPS.pdf
Bird, Richard M., "Global Taxes and International Taxation: Mirage and Reality" (Part 1) (2016) 27 J. INT'L TAX'N 50 <https://ssrn.com/abstract=2587842>
Bird, Richard M., "Global Taxes and International Taxation: Mirage and Reality" (Part 2) (2017) 28 J. INT'L TAX'N 50
Burgers, Irene and Mosquera Valderrama, Irma Johanna, Corporate Taxation and BEPS: A Fair Slice for Developing Countries? (August 28, 2017). Erasmus Law Review, Vol. 10, No. 1, 2017. Available at SSRN: https://ssrn.com/abstract=3026299
Christians, Allison and Diniz Magalhaes, Tarcisio, "A New Global Tax Deal for the Digital Age" (2019) 67:4 Canadian Tax Journal https://ssrn.com/abstract=3510271
Cui Wei, "The Digital Services Tax on the Verge of Implementation" (2019) 67:4 Canadian Tax Journal https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3510270&dgcid=ejournal_htmlemail_tax:law:international:comparative:tax:ejournal_abstractlink
Harpaz, Assaf " The OECD Unified Approach: Nexus, Scope, and Coexisting With DSTs" (2019) 67:4 Canadian Tax Journal https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3514862&dgcid=ejournal_htmlemail_tax:law:international:comparative:tax:ejournal_abstractlink
Hines, James R., Jr. "How Serious a Problem is Base Erosion and Profit Shifting?" Canadian Tax J. 62, no. 2 (2014): 443-53 https://repository.law.umich.edu/cgi/viewcontent.cgi?article=2378&context=articles
Michael Lennard, Base Erosion and Profit Shifting and Developing Country Tax Administrations (2016) 44 Intertax Issue 10, 740-745 https://www.kluwerlawonline.com/abstract.php?area=Journals&id=TAXI2016063
Christians, Allison and Shay, Stephen E., Assessing BEPS: Origins, Standards, and Responses (June 15, 2017). General Report, in 102A Cahiers de Droit Fiscal International: Assessing BEPS: Origins, Standards, and Responses 17 (Int’l Fiscal Ass’n 2017). Available at SSRN: https://ssrn.com/abstract=2997548
F.M. Horner, Do We Need an International Tax Organization?, Tax Notes Intl. (2001).
Richard S. Collier and Joseph L. Andrus, Transfer Pricing and the Arm’s Length Principle after BEPS (Oxford University Press, 2017)
Tax Sovereignty in the BEPS Era (2017) Kluwer Law International, Sergio André Rocha, Allison Christians eds.
Allison Christians, BEPS and the New International Tax Order, 2016 BYU L. Rev. 1603 (2017).Available at: https://digitalcommons.law.byu.edu/lawreview/vol2016/iss6/4
Arthur Cockfield, Tax Wars: The Battle Over Taxing Global Digital Commerce, (2018) Tax Notes International
Jefferson Vanderwolk, A Look Ahead: A Multinational Prescription for Global Tax Policy, (2018) Tax Notes International
Mindy Herzfeld, News Analysis: The OECD Consults on a New Tax World Order, (2018) Tax Notes International
Mindy Herzfeld, News Analysis: BEPS Implementation, TCJA Responses Top 2019 Agenda, (2018) Tax Notes International
Gregory Pun, Base Erosion and Profit Shifting: How Corporations Use Transfer Pricing to Avoid Taxation, 40 B.C. Int'l & Comp. L. Rev. 287 (2017), http://lawdigitalcommons.bc.edu/iclr/vol40/iss2/5
Tyler H. Lippert, PhD, JD, OECD Base Erosion & Profit Shifting: Action Item 6, 37 Nw. J. Int'l L. & Bus. 539 (2017). http://scholarlycommons.law.northwestern.edu/njilb/vol37/iss3/6
Laurens van Apeldoorn (2018) BEPS, tax sovereignty and global justice, Critical Review of International Social and Political Philosophy, 21:4, 478-499, DOI: 10.1080/13698230.2016.1220149
Li, Jinyan and Bao, Jin and Li, Huaning (Christina), "Value Creation: A Constant Principle in a Changing World of International Taxation" (2019) 67:4 Canadian Tax Journal 1107-1134 https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3510268&dgcid=ejournal_htmlemail_tax:law:international:comparative:tax:ejournal_abstractlink
Spencer, David, BEPS and the Allocation of Taxing Rights" (Part 1) (2017) 28 INT'L TAX'N 36 <https://taxexecutive.org/beps-and-allocation-of-taxing-rights/>
Spencer, David, BEPS and the Allocation of Taxing Rights" (Part 2) (2017) 28 INT'L TAX'N 46 <https://taxexecutive.org/beps-and-allocation-of-taxing-rights/>
Spencer, David, BEPS and the Allocation of Taxing Rights" (Part 3) (2017) 28 INT'L TAX'N 46 <https://taxexecutive.org/beps-and-allocation-of-taxing-rights/>
Yariv Brauner, BEPS: An Interim Evaluation (2014) World Tax Journal 10-39 https://www.ibfd.org/sites/ibfd.org/files/content/pdf/WTJ-Free-Article-March-2015-Newsletter.pdf
OECD Webcast Series
Press Conference for the Launch of the Final Set of BEPS Reports https://youtu.be/dVRVfIz9c64
Technical Presentation of details of the final set of BEPS Reports https://youtu.be/AFtUOMVmovk
Update on BEPS Project (2015) https://youtu.be/FlU7XsH7728
Update on 2015 Deliverables https://youtu.be/QH1hNu4C72Q
Update on 2014 Deliverables https://youtu.be/wPM58en9Llk
Update on BEPS Project (2014) https://youtu.be/MBTvB2JHmmM
Update on BEPS Project (2014) https://youtu.be/0TMSMErUYYI
OECD Tax Talks
OECD Tax Talks 11 https://perma.cc/RN43-3XVY
OECD Tax Talks 10 https://perma.cc/PW5J-GAWP
OECD Tax Talks 9 https://perma.cc/FSA4-Y8BD
OECD Tax Talks 8 https://perma.cc/PR29-E7RR
OECD Tax Talks 7 https://perma.cc/WY27-HGBM
OECD Tax Talks 6 https://perma.cc/Q35T-DSN3
OECD Tax Talks 5 https://perma.cc/NT39-K74B
OECD Tax Talks 4 https://perma.cc/EQM3-PF2Z
OECD Tax Talks 3 https://perma.cc/3N9A-5Y47
OECD Tax Talks 2 https://perma.cc/RF8R-NQ2G
OECD Tax Talks 1 https://perma.cc/9MXE-9S3Z
Other Resources
OECD (2019), Programme of Work to Develop a Consensus Solution to the Tax Challenges Arising from the Digitalisation of the Economy, OECD/G20 Inclusive Framework on BEPS, OECD, Paris, www.oecd.org/tax/beps/programme-of-work-to-develop-aconsensus-solution-to-the-tax-challenges-arising-from-the-digitalisation-of-the-economy.htm
Corporate Tax Statistics Database (2019) https://www.oecd.org/tax/beps/corporate-tax-statistics-database.htm