EVENT

Presented annually in Boston

KPMG TaxWatch Live NE

Our 2021 forum was a success! Relive the experience through the content featured on this page while we plan for 2022.



Michael Johnson

Michael Johnson

Marketing Manager, New England & Upstate New York, KPMG US

  • Overview
  • Sessions
  • Speakers
  • Thought Leadership

Overview


Title sample

blurb

link

KPMG in Boston hosts the annual TaxWatch Live NE Seminar

The seminar is designed to bring together hundreds of executives and professionals from across the financial services industry, including banking, capital markets, asset management, alternative investments, private equity, and more.

In 2021, the seminar delved into domestic and international topics, the impact of COVID, integration of ESG, taxes in an era of pandemic and social distancing. 

As we continue planning for our 2022 forum, please feel free to explore the content from previous sessions here and stay tuned for the announcement of future programs.


Special guest contributors are a hallmark of TaxWatch Live NE: Annual Tax Business Seminar

To produce the seminar in a way that reflects an unvarnished look at the current state of the industry, KPMG brings together our most senior thought leaders with senior industry executives to bring you well-rounded, sometimes provocative, and always hyper-relevant perspectives on trending topics that the tax sector is facing.


You're in good company at the TaxWatch Live NE: Annual Tax Business Seminar

Building lasting connections with industry peers is critical no matter your professional level or industry segment. Because our TaxWatch Annual Tax Business Seminar attracts hundreds of professionals from all levels of the organizational hierarchy, you'll have an opportunity to meet new contacts and peers, strengthen existing relationships, and build connections that will pay dividends for years.


6% C-level
49% VP/Director
28% Manager
16% Staff

19% Asset Mgmt
16% Technology
11% Manufacturing
54% Other Segment


Audience breakdown shown has been derived from the most recent forum registration data

Sessions


November 16, 2021 12:00pm - 2:00pm: Work From Anywhere: Balancing employee flexibility and organizational risk

How can businesses best position their organization to balance the flexibility employees are demanding with organizational risk? KPMG's David Mayes, Darren McCarthy, John Montgomery, Daniel De Jong, Jonathan Benson, and Joel Goodsell discuss the trends and developments related to workplace flexibility and domestic/international remote work, tax technical considerations and how organizations are enabling flexibility in a compliant, efficient, and cost effective manner.

How can businesses best position their organization to balance the flexibility employees are demanding with organizational risk? KPMG's David Mayes, Darren McCarthy, John Montgomery, Daniel De Jong, Jonathan Benson, and Joel Goodsell discuss the trends and developments related to workplace flexibility and domestic/international remote work, tax technical considerations and how organizations are enabling flexibility in a compliant, efficient, and cost effective manner.


November 18, 2021 12:00pm - 2:00pm: Refreshing Tax Controls and Accelerating the Year-End close and Compliance Cycle using Tax Technology Accelerators

Need to accelerate the Tax Close and Tax Compliance Cycle? KPMG's David Frazier, Andrew Maryott, and Jennifer Holley discuss the current trends and developments related to reducing the tax close and compliance cycle time using tax technology tools.

Need to accelerate the Tax Close and Tax Compliance Cycle? KPMG's David Frazier, Andrew Maryott, and Jennifer Holley discuss the current trends and developments related to reducing the tax close and compliance cycle time using tax technology tools.

.

November 29, 2021 12:00pm - 2:00pm: BEPS 2.0 and Intersection of ESG with Tax

This session provides an overview of the latest Inclusive Framework developments, and the relevance to US Tax Reform and DSTs. With the rise of ESG, tax has become a measure of sustainability and a driver of sustainability.

This session provides an overview of the latest Inclusive Framework developments, and the relevance to US Tax Reform and DSTs. With the rise of ESG, tax has become a measure of sustainability and a driver of sustainability.

.

December 2, 2021 12:00pm - 2:00pm: International tax update

This session provides an update on potential U.S. tax reform and impact on international tax structures and planning, recent developments in U.S. international tax compliance including new informational filing requirements, select PFIC issues inherent in SPAC transactions. This session also covers a general update on trade and customs regulations including recent development in China.

This session provides an update on potential U.S. tax reform and impact on international tax structures and planning, recent developments in U.S. international tax compliance including new informational filing requirements, select PFIC issues inherent in SPAC transactions. This session also covers a general update on trade and customs regulations including recent development in China.



December 7, 2021 12:00pm - 2:00pm: ASC 740 and accounting methods update

We will cover recent developments in accounting for income tax (ASC 740) and accounting methods and considerations around potential U.S. tax reform. We will also discuss “questions from the field” and other items of interest for 2021 year-end tax provision and compliance.

We will cover recent developments in accounting for income tax (ASC 740) and accounting methods and considerations around potential U.S. tax reform. We will also discuss “questions from the field” and other items of interest for 2021 year-end tax provision and compliance.



December 9, 2021 12:00pm - 2:00pm: Tax ethics in an era of pandemics and social distancing (Part 1)

Pragmatic advice and best practices for incorporating ethical decision-making into the practice of tax.

Pragmatic advice and best practices for incorporating ethical decision-making into the practice of tax.



December 14, 2021 12:00pm - 2:00pm: Tax ethics in an era of pandemics and social distancing (Part II)

This session continues the discussion on pragmatic advice and best practices for incorporating ethical decision-making into the practice of tax.

This session continues the discussion on pragmatic advice and best practices for incorporating ethical decision-making into the practice of tax.

All sessions shown are eligible for Continuing Professional Education (CPE) credits

Speakers

Robert Baldassarre
Principal, Tax: Economic & Valuation Services
KPMG LLP

Jonathan Benson
Senior Manager, Tax-SALT USIT Core
KPMG LLP

Daniel De Jong
Managing Director, Tax: WNT-SALT Income & Incentives
KPMG LLP

Alexandra DeSantis
Manager, Tax: WNT-TCDR
KPMG LLP

David Frazier
Managing Director, Tax Ignition-Innovation
KPMG LLP

Joel Goodsell
Senior Manager, Tax GMS
KPMG LLP

Tom Greenaway
Principal, Tax: WNT-TCDR
KPMG LLP

Joseph R. Hainly
Principal, Tax: BTS-AMCS
KPMG LLP

Jennifer Holley
Senior Manager, Tax: SALT
KPMG LLP

John A. Karasek
Managing Director, Tax: Intl Tax VCM
KPMG LLP

Josh Leclair
Managing Director, Tax: International Tax
KPMG LLP

Jacqueline Lewis
Senior Manager, Tax: BTS Strategic Corporate
KPMG LLP

Michelle Marion
Managing Director, Tax: WNT-TCDR
KPMG LLP

Andrew Maryott
Managing Director, Tax-Ignition
KPMG LLP

David Mayes
Principal, Tax: GMS Core
KPMG LLP

Darren McCarthy
Principal, Tax: SALT-M&A
KPMG LLP

Matt McNeill
Principal, Tax: Intl Tax VCM
KPMG LLP

Joseph Middleton
Principal, Tax: BTS Strategic Corporate
KPMG LLP

John Montgomery
Partner, Tax: GMS-Employment Tax
KPMG LLP

 

James Mulvehill
Managing Director, Tax: INTL Tax
KPMG LLP

 

Kenneth J. O' Hara
Principal, Tax Economic & Valuation Services
KPMG LLP

 

Heet Shah
Senior Manager, Tax: BTS Strategic Corporate
KPMG LLP

 

William M. Sheridan, Jr.
Managing Director, Tax: International Tax
KPMG LLP

 

Jay Tata
Tax Partner in Charge: NEUNY
KPMG LLP

 

 

Tanya Terekhova
Senior Manager, Tax: BTS-NYFS Asset Management
KPMG LLP

Anu Varadharajan
Director, Tax: BTS- NYFS Asset Management
KPMG LLP

Aaron Vaughan
Director, Tax: WNT-TCDR
KPMG LLP

Thought Leadership


Previous forums

  • Prior forum speakers
  • Faces of the forum

Prior forum speakers

Faces of the forum