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Recap of 2023 Financial Services Tax Conference

07.12.2023 | 9:00 - 6:00 PM ET

Jul
12
Convene at Brookfield Place, New York
9:00 AM - 6:00 PM ET

On behalf of the KPMG Financial Services Tax practice, we would like to thank all the attendees of this year's conference for making it a successful event.

This conference is the premier KPMG Tax event for our clients in the financial services industry. Its goal is to explore critical tax issues that are important to our clients operating in today's ever-changing marketplace. We hope we succeeded in providing stimulating and instructive sessions and created opportunities for you to network with your tax executive peers and KPMG Tax professionals.

Sector Breakout Presentations*

Banking: Focus on the Future

Banking: Focus on the Future

Banking
Current Issues Affecting Private Equity Funds

Current Issues Affecting Private Equity Funds

Private Equity

How Tax can add-value to the Real Estate Business

How Tax can add-value to the Real Estate Business

Real Estate
My Next Guest Needs No Introduction

My Next Guest Needs No Introduction

Asset Management

Tax Topical Breakout Presentations*

Continued Evolution of a Connected Tax Operating Model

Continued Evolution of a Connected Tax Operating Model
Form 1042 Audits and FATCA Updates

Form 1042 Audits and FATCA Updates
Increased Scrutiny of Taxpayer’s Worldwide Taxation – Current Issues

Increased Scrutiny of Taxpayer’s Worldwide Taxation – Current Issues
State Elective Pass-Through Entity Taxes (PTETs): Assessing and Utilizing These Elections

State Elective Pass-Through Entity Taxes (PTETs): Assessing and Utilizing These Elections
Tax Controversy Update

Tax Controversy Update

*Please note: the sessions were only eligible for CPE for in-person attendees on July 12, 2023.

Meet our team

Image of David Neuenhaus
David Neuenhaus
Partner in Charge, Tax, NY Financial Services, KPMG US
Read bio
Image of David Neuenhaus
David Neuenhaus
Partner in Charge, Tax, NY Financial Services, KPMG US
Read bio

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The information contained herein is not intended to be “written advice concerning one or more Federal tax matters” subject to the requirements of section 10.37(a)(2) of Treasury Department Circular 230.

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