Bill Yohana

Financial Transactions and Financial Services Transfer Pricing Advisor at INDEPENDENT ADVISOR

Speaker

Bill has twenty-five years of transfer pricing consulting experience, with a focus on assisting clients with evaluating the transfer pricing implications of intra-group financial transactions, including related-party debt, credit guarantees, cash pooling arrangements, shareholder subordinated debt and thin capitalisation/debt capacity. In providing this advice, he draws upon knowledge gained in the first nine years of his career, where he held front office roles in U.S. and emerging market equity and balanced account investment management, the analysis of payment systems risk and fixed income derivative structuring and marketing. His work also increasingly involves assisting clients with managing disputes with taxation authorities regarding the pricing and terms of their intra-group debt, the amount of debt that should be assumed, or both. Bill has a BA in Economics from the University of Chicago, was a visiting student in Philosophy and Economics at Jesus College, Oxford and holds an MBA degree from Cornell University’s Johnson Graduate School of Management, with a focus in Finance and International Business. Bill is also a CFA Charterholder.