EVENT

November 14-17, 2021

KPMG at SYNERGY 2021

Gaylord Opryland Resort & Convention Center | Nashville, TN

Steve Fortier

Steve Fortier

Chief Operating Officer, Tax, KPMG US

+1 312-665-1416

KPMG LLP (KPMG) will once again be a platinum elite sponsor at SYNERGY, the premier Thomson Reuters ONESOURCE event for tax insights and technology. This year, you will have two opportunities to connect with KPMG, in person and online. 

Join our KPMG speaking sessions

  • November 15, Monday
  • November 16, Tuesday
  • November 17, Wednesday

November 15, Monday

Session ID In-Person session date and time in CT Virtual session date and time in CT Session title Session abstract KPMG speaker(s) Joint  speaker(s) 
DC610 Nov 15th
01:05-2:00 pm
Nov 16th 10:35-11:30 am Global minimum tax is here. Now what? Upon completion, attendees should have a basic understanding of the OECD’s proposed rules for addressing tax challenges of the digitization of the economy. Kim Majure, Tax Principal, KPMG  Gratian Joseph, CEO, Orbitax
TT660 Nov 15th
01:05-2:00 pm
Nov 16th
04:15-5:10 pm
Tax controversy and how to work with the current state of affairs  This class will cover what steps you can take today to have your trusts ready for examination and have documented policy and procedures to help reduce risk and increase value to your trust clients.

Kathleen Schelnzig, Tax Managing Director, KPMG 

Sean Gannon, Tax Managing Director, KPMG 

 
DP720 Nov 15th
02:15-3:10 pm
No virtual session KPMG and client roundtable panel –The benefits of using ONESOURCE Tax Provision and Alteryx for a successful implementation KPMG and client panelists will conduct an interactive discussion related to their recent OTP implementation and how it has dramatically improved their tax provision process.

Sandy Fisher, Principal, KPMG 

Andy Maryott, Managing Director, KPMG 

Kandace Kaplan, Senior Tax Analyst, Johnson & Johnson

Dan Sweeney, Director of Tax Technology, Assurant

Donna Oakes, Tax Manager, Johnson & Johnson

Toni Lasoff, Tax Manager, Lionbridge

TT680 Nov 15th
03:40-4:35 pm
Nov 16th
09:10-10:05 am
Do foreign estates need to pay taxes? This course will discuss when a nonresident alien would be subject to US estate taxes, including the type of property requiring the need to file a return. Mike Macero, WNT Director, KPMG  
DI-DOM110 Nov 15th
04:50-5:45 pm
No virtual session Federal tax law update Hear an industry expert present the latest developments in federal tax legislation and upon completion, attendees will be able to identify tax law changes and their relevance to their returns.

Doug Poms, Tax Principal, KPMG 

Jackie Ziemba, Tax Managing Director, KPMG 

 
I670 Nov 15th
04:50-5:45 pm
Nov 15th
02:15-3:15 pm
The big shift: Impacts of real-time filing and e-invoicing Come learn what we know today about how compliance is likely to impact tax departments and why successfully making this "big shift" requires tax data automation.​

Kathya Capote Piembert, Tax Senior Manager, KPMG 

Lauren Tallman, Manager, KPMG

Carl Davis, Director of Product Management, Thomson Reuters

Erik Iván Rejón Aguilar, Global Indirect Tax Manager, General Motors      

November 16, Tuesday

Session ID In-Person session date and time in CT Virtual session date and time in CT Session title Session abstract KPMG speaker(s) Joint  speaker(s) 
I700 Nov 16th
08:00-8:55 am
Nov 16th
03:05-4:00 pm
Keeping it cool with indirect tax cloud: A discussion with Carrier & KPMG A discussion on Carrier’s business and IT landscape including the business need for centralized tax determination, building a business case for a centralize tax engine and the journey migrating from OneSource Indirect Tax Determination on-premise to the cloud. Discuss the factors that lead to the cloud decisions, the approach to managing historical data, scaling the cloud environment to match business needs and the impacts to the indirect tax function. Fred Baumer, Managing Director, KPMG 

Jim Hebert, Director of Indirect Tax, Carrier Corp

Syed Hassan, Senior Manager of Tax Digital Technologies, Carrier Corp

TI610 Nov 16th
08:00-8:55 am
Nov 16th
10:35-11:30 am
Crypto Reporting for 1099s This session will cover the latest information regarding cryptocurrency 1099 reporting and discuss important considerations for those generating and filing information returns.

Cyrus Daftary, Tax Principal, KPMG 

Nelson Suit, Tax Managing Director, KPMG 

 
O630 Nov 16th
08:00-8:55 am
Nov 17th
11:10-12:05 pm
KPMG & TR: Making implementations successful Upon completion, attendees will be able to determine the steps needed for planning for an implementation along with understanding some of the potential pitfalls. Ken Jaslow, Tax Managing Director, KPMG  Nicole Browne, Thomson Reuters
D610 Nov 16th
09:10-10:05 am
Nov 15th
11:10-12:05 pm
Prepare now: Public country-by-country reporting for all SEC registrants coming soon to the US, UK and EU! With public CbC on the horizon, it's time to proactively prepare, evaluate, and consider internal collaboration in the C-suite, investor relations, public relations, finance, treasury, and tax planning. John DerOhanesian(JD), Tax Managing Director, KPMG 

Carol Chamberlain, Orbitax

Bianca Kujper, Thomson Reuters

TT650 Nov 16th
09:10-10:05 am
Nov 16th
03:05-4:00 pm
Alternative Investments The course will discuss the reporting requirements for various investments held (passive, at-risk basis, 199A, etc.), proposed changes in tax legislation (if any), basis tracking, valuation issues and potential for UBTI.

Steven Emilio, Tax Senior Manager, KPMG 

Brad Sprong, Tax Partner, KPMG 

Mike Macero, WNT Director, KPMG

 
TI600 Nov 16th
12:30-1:25 pm
Nov 16th
03:05-4:00 pm
Form 1099 information reporting update In this session, we will learn about any changes and updates to IRS Forms 1099 and 1042-S for tax year 2021.

Jerry Khan, Tax Managing Director, KPMG

Elis Prendergast, Tax Managing Director, KPMG

Manan Shah, Tax Managing Director, KPMG 

 
TT660 Nov 16th
12:30-1:25 pm
Nov 16th
04:15-5:10 pm
Tax controversy and how to work with the current state of affairs 

 

 

This class will cover what steps you can take today to have your trusts ready for examination and have documented policy and procedures to help reduce risk and increase value to your trust clients.

 

 

Kathleen Schelnzig, Tax Managing Director, KPMG 

Sean Gannon, Tax Managing Director, KPMG 

 
TT680 Nov 16th
12:30-1:25 pm
Nov 16th
09:10-10:05 am
Do foreign estates need to pay taxes? This course will discuss when a nonresident alien would be subject to US estate taxes, including the type of property requiring the need to file a return. Mike Macero, WNT Director, KPMG  
TT670 Nov 16th
01:40-2:35 pm
Nov 15th
02:15-3:10 pm
Trust situs: Challenges due to changing locations of trustees and beneficiaries This session will cover the various trust situs rules, what happens if beneficiaries or trustees move and how to deal with state authorities who all want to keep a share of the tax revenue.

Brad Wilhelmson, WNT Director, KPMG 

Ned Leiby, Tax Managing Director, KPMG 

 
DI-INTL110 Nov 16th
01:40-2:35 pm
Nov 16th
04:15-5:10 pm
Tax law update for multinationals Hear an industry expert present the latest developments in multinational tax legislation and upon completion, attendees will be able to identify tax law changes and their relevance to their returns. Doug Poms, Tax Principal, KPMG   
I770 Nov 16th
03:05-4:00 pm 
Nov 15th
02:15-3:10 pm
KPMG mastering ONESOURCE Maintenance: How to maximize accuracy, minimize risk, and magnify ROI This course highlights best practices, tools, tips, and other ways to efficiently maintain your ONESOURCE configurations.

Morgan Clingan, Senior Manager, KPMG 

Robyn Gomez, Manager, KPMG 

Stacie Everhart, Tax Director, Volvo Group North America

November 17, Wednesday

Session ID In-Person session date and time in CT Virtual session date and time in CT Session title Session abstract KPMG speaker(s)  Joint client speaker(s) 
I710 Nov 17th
09:45-10:40 am
Nov 17th
01:05-2:00 pm
Adapting quickly to new business models and leveraging Alteryx: A discussion with Bridgestone & KPMG A discussion on Bridgestone’s business and IT landscape including the business need for centralized tax determination, centralized compliance and leveraging Alteryx connectors for automation.

Scott Belding, Partner, KPMG 

Chas Reimer, Manager, KPMG 

David Ladd, Tax Technology Manager, Bridgestone

TT650 Nov 17th
9:45-10:40 am
Nov 16th
3:05-4:00 pm
Alternative Investments The course will discuss the reporting requirements for various investments held (passive, at-risk basis, 199A, etc.), proposed changes in tax legislation (if any), basis tracking, valuation issues and potential for UBTI.

Steven Emilio, Tax Senior Manager, KPMG 

Brad Sprong, Tax Partner, KPMG 

Mike Macero, WNT Director, KPMG

 
I720 Nov 17th
11:10-12:05 pm
Nov 17th
02:15-3:10 pm
Adapting quickly to new business models with SAP Cloud, SAP Ariba, Microsoft Dynamics. A discussion on General Motor’s business and IT landscape including the business need for centralized tax determination, centralized compliance and leveraging ONESOURCE with different applications.

Scott Belding, Partner, KPMG 

John Vella, Senior Manager, KPMG 

Chaitanya Kolla, Tax Technology Manager, General Motors Company
DP730 Nov 17th
11:10-12:05 pm
Nov 16th
04:15-5:10 pm
KPMG: Accelerating and automating the tax close cycle with the ONESOURCE suite of tools KPMG will conduct an interactive discussion using real life examples to show how companies have reduced their quarterly and year-end tax close cycle utilizing the ONESOURCE suite of tools and Alteryx.

David Frazier, Managing Director, KPMG 

Sandy Fisher, Principal, KPMG 

Andy Maryott, Managing Director, KPMG 

Chris Karalis, Senior Manager, KPMG

 
TT670 Nov 17th
1:05-2:00 pm
Nov 15th
02:15-3:10 pm
Trust situs: Challenges due to changing locations of trustees and beneficiaries



This session will cover the various trust situs rules, what happens if beneficiaries or trustees move and how to deal with state authorities who all want to keep a share of the tax revenue.



Brad Wilhelmson, WNT Director, KPMG 

Ned Leiby, Tax Managing Director, KPMG 

 
DI-INTL700 Nov 17th
01:05-2:00 pm
Nov 17th
09:45-10:40 am
KPMG choices, choices everywhere: International tax compliance approaches and opportunties for automation A detailed walkthrough of International Compliance Case Studies most commonly used with ONESOURCE products, potential areas for risk and enhancement, and potential targets for automation.

Nathan Patterson - Senior Manager - Tax Ignition, KPMG 

Keith Sheehan - Senior Manager, Tax Ignition, KPMG 

 
I750 Nov 17th
02:15-3:10 pm
Nov 15th
04:50-5:45 pm
Leveraging Alteryx and data analytics tools to optimize your implementation and post go-live ONESOURCE maintenance This session will review the key phases of an OITD implementation and highlight how automation tools can enhance the accuracy and completeness of your project.

Mark Rems, Principal, KPMG 

Patrick Onderick, Manager, KPMG 

 
I740 Nov 17th
02:15-3:10 pm
Nov 16th
04:15-5:10 pm
Best practices for integrating ONESOURCE Determination with a procurement system This session will cover the best practices in integrating OITD with an external procurement system, i.e. Coupa.

Dan LeCompte, Senior Manager, KPMG 

Ethan Collik, Manager, KPMG

 


Visit us

Visit our booth in Nashville or in the virtual platform, where we will be showcasing our capabilities related to our indirect and direct tax solutions. Stop by to learn how we can help you on your tax transformation journey.