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 |
|
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 |
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| 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 |
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| 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.
