Assurance Partner Rose Dale Ando kicked off the event with a warm welcome, encouraging everyone to actively participate in each session. Assurance Director Jason Autencio then introduced the morning's speakers.
Tax Executive Director John Edgar Maghinay led the first session, offering a detailed look at the different types of withholding tax, the rules surrounding them, and key filing reminders for corporate withholding taxes. Tax–Client Accounting Services (CAS) Executive Director Marvin Madrigalejo followed with insights into individual withholding tax, covering payroll essentials and income types. He also explained the annual tax filing process. After their sessions, John Edgar and Marvin engaged in an open forum, addressing audience questions.
In the afternoon, Tax Manager Stephanie Osorio introduced the speakers. Tax Partner Nelson Soriano shared strategies for navigating the tax assessment process, focusing on handling the Bureau of Internal Revenue’s (BIR) audits and assessments. He also highlighted the Capital Markets Efficiency Promotions Act (CMEPA), which seeks to enhance the income tax system and boost capital markets. Tax–CAS Partner Jane Alcause-Fabro discussed other recent regulatory changes in the Philippine tax landscape and year-end reminders. Nelson and Jane then joined an open forum to answer audience queries.