| Session ID & Location | Date & Time | Session Title | Session Abstract | Presenter(s) |
| TI600 | Nov 6th
10:45-11:40pm | Information Reporting Hot Topics | This session will cover the latest developments surrounding 1099 & 1042-S compliance obligations, IRS audit efforts, as well as providing an update on the Transmitter Control Codes (TCCs) for filing electronically through the FIRE system | Elis Pendergast (KPMG), Cyrus Daftary (KPMG) |
| TI610 | Nov 6th
2:10-3:05pm | 1099 State Reporting Regulatory Update | This session will cover the latest regulatory updates and changes to state tax information reporting rules and regulations. | Kelli Wooten (KPMG), Martin Mueller, Jr. (KPMG) |
| Campfire | Nov 6th
3:20-3:35pm | Kyndryl Advance the tax function with S/4 HANA | The entire tax department lifecycle will be affected by an organization’s migration to S/4Hana, including Direct tax, Indirect tax and Transfer Pricing. In this session Kyndryl & KPMG, will discuss how to bridge the gap between Tax and S4 HANA process workstreams as well as identifying areas where Tax can bring value. | Fred Baumer (KPMG), Annerose Klausmann (Kyndryl) |
O750
Summit 9 | Nov 6th
3:45-4:40pm | Customer Roundtable - Leading Practices for ONESOURCE and Alteryx Implementation & Integration with the ERP System | Customers discuss their experiences working with Alteryx and various ONESOURCE products to maximize efficiency in their Tax department and integrations to their ERP systems. | Sandy Fisher (KPMG), David Frazier (KPMG), Joe Emmolo (Flight Centre), Brian Herbert (S&P Global) |
| O180 | Nov 6th
3:45-4:40pm | Turn Your Accountants Into Rockstars | In this session we will share real-life examples of work situations where accurate leverage of ONESOURCE University, ONESOURCE Support, and the ONESOURCE Help Library have made our client users look like pros. We will be walking through a series of short narratives that tell the story of our ONESOURCE resources. | Jackie Ziemba (KPMG) |
| TT620 | Nov 6th
3:45-4:40pm | Preparing for the sunsetting of TCJA in 2025 | This session will cover the sunsetting of tax provisions implemented with the passing of the TCJA in 2018. | Brad Sprong (KPMG), Lyle Mohler (KPMG) |
| TI620 | Nov 6th
4:55-5:50pm | Cryptocurrency Regulatory Update and Associated Information Withholding Reporting Implications | The IRS released the draft Digital Assets regulations in late August 2023. This session will cover key requirements focus as well as cover some of the implementation challenges related to who is broker, what information will need to be reported, and the coordination with Sections 6045A/6045B and 6050W regulations. | Cyrus Daftary (KPMG) |
IDT740
Summit 2-3 | Nov 6th
4:55-5:50pm | Bausch & Lomb Customer Case Study - Global ONESOURCE Indirect Tax Determination Implementation with SAP S/4HANA | Bausch & Lomb has embarked on a global Financial Transformation project with SAP S/4HANA and ONESOURCE Indirect Tax Determination. We will review the implementation approach and how ONESOURCE has added significant value to Bausch & Lomb in managing its indirect tax calculation and reporting requirements. | Mark Rems (KMPG), Jon Rezendes (KPMG), David Ware (B&L) |
| TT630 | Nov 6th
4:55-5:50pm | Avoiding Common Pitfalls When Dealing with ILITS | ILITs are a popular planning tool, but there are a number of pitfalls that you should avoid to maximize their effectiveness. This session will identify common pitfalls when dealing with ILITs. | Mike Macero (KPMG), Jen Doyle (KPMG), Katelyn Hall (KPMG) |
DT790
Cottonwood 4-5 | Nov 7th
9:10-10:05am | Excellence In Practice - The UnitedHealth Group Journey | Discuss how UnitedHealth Group is utilizing the ONESOURCE platform to efficiently manage its tax processes and data. Discuss how UHG is implementing ONESOURCE Data Hub and Modern Data Flow while building out a roadmap for a smarter, data-driven tax process to support its growing tax needs. | Amit Ringshia, (KPMG); Greg Hodin (KPMG), Brian Lund (UHG), Toby Caldwell (UHG), Keith Landolfi (UHG) |
| TT620 | Nov 7th
9:10-10:05am | Preparing for the sunsetting of TCJA in 2025 | This session will cover the sunsetting of tax provisions implemented with the passing of the TCJA in 2018. | Brad Sprong (KPMG), Lyle Mohler (KPMG) |
IDT700
Summit 6-7 | Nov 7th
9:10-10:05am | BRIMming with Complexity - A Case Study On the Custom Integration Between SAP BRIM and ONESOURCE | In this session, we will deep dive on the unique hurdles and creative workarounds implemented to meet business requirements while implementing SAP BRIM to ONESOURCE via custom integration using SAP Global Next. | Echo Zhou (KPMG), Stacie Everhart (Volvo), Mark Rodriguez (TR) |
O720
Crest 3-4 | Nov 7th
10:20-11:15am | Supercharge Your State Income Tax Function By Unleashing the Power of the ONESOURCE Suite of Tools and Alteryx to Automate Both Compliance and Provision Processes | State income tax has always been an area where thousands of hours are spent extracting and analyzing data. KPMG will show how to solve for these challenges with the use of all the ONESOURCE products specific to state, Alteryx and connected modeling. KPMG will also share some of the valuable use cases that has been transformative to the state income tax life cycle as well as demo a state tax model used to automate return preparation, estimates, extension, and provision. | Chris Kalaris (KMPG), Andy Maryott (KPMG), Chris Margiotta (KPMG) |
| Campfire | Nov 7th
3:05-3:20pm | Mastering ONESOURCE Maintenance with KPMG’s OnDemand Indirect Tax Service | During this campfire session, attendees will learn how to maximize accuracy, minimize risk, and magnify ROI with support from KPMG’s team of indirect tax technologists. | Morgan Clingan (KPMG) |
| TT630 | Nov 7th
3:30-4:25pm | Avoiding Common Pitfalls When Dealing with ILITS | ILITs are a popular planning tool, but there are a number of pitfalls that you should avoid to maximize their effectiveness. This session will identify common pitfalls when dealing with ILITs. | Mike Macero (KPMG), Jen Doyle (KPMG), Katelyn Hall (KPMG) |
IDT750
Summit 2-3 | Nov 7th
3:30-4:25pm | Motor Fuels Excise Taxes - Best Practices for Data, Workflow and Compliance | Compliance data is at the bottom of the hill. Every single click, save, and refresh within your ERP could affect the accuracy of the data in your firm’s compliance filing extracts. Good maintenance is paramount to keep your compliance filing systems running clean and efficient. Let us walk through how minor data elements result in huge snowballs rolling down into compliance. | Donny Asbell (KPMG) |
O730
Crest 3-4 | Nov 7th
3:30-4:25pm | Raw-to-Refined, Converting Data for Use In the Tax Lifecycle - A Focus On Key Use Cases | This session will follow a typical data journey in a tax department by focusing on fixed assets, use case 2 and use case 3. We will explore how data can be extracted, transformed and loaded from source systems via Alteryx and APIs, stored and transformed for tax using the structures provided in ONESOURCE Data Hub, and then used in the tax process to capture data-driven insights using PowerBI connectors. | Greg Hodlin (KPMG), Susan Galberaith (TR), Joe Horne (Alteryx) |
| TT680 | Nov 7th
4:40-5:35pm | Know your Alternative Investments | Alternatives aren't just for large institutional investors. This session will discuss the reporting requirements for various investments held (passive, at-risk basis, section 199A, etc.), proposed changes in tax legislation (if any), basis tracking, valuation issues, and the potential for unrelated business taxable income (UBTI). We will also discuss the challenges encountered, including third-party prepared returns, rental real estate (passive losses and at-risk basis), debt-financed items creating UBIT for charitable donations and IRAs, additional time requirements, skill sets needed, and more. | Mike Macero (KPMG), Steve Emilio (KPMG) |
| TT690 | Nov 8th
9:10-10:05am | Trust Situs: Challenges Due to Changing Locations of Trustees and Beneficiaries | Did you work from home, change state residency, or move your trustee location? This session will cover the various trust situs rules, as well as what happens if beneficiaries or trustees move, and how to deal with state authorities who want to keep a share of the tax revenue. | Mark Westemeier (KPMG), Rick Floraday (KPMG), Lyle Mohler (KPMG) |
| TT710 | Nov 8th
10:20-11:15am | NRA and FATCA Withholding: Latest Regulatory Updates | This session will cover the latest regulatory updates to NRA/FATCA and associated withholding for Form 1042-S, with an emphasis on reporting for trust companies. | Jerry Kahn (KPMG), Elis Pendergast (KPMG), Paul DeAlmeida (KPMG) |
