Marie Shaver

Marie is a managing director in KPMG’s financial services tax practice.  She has more than 20 years of industry experience providing a broad range of tax compliance and consulting services to a variety of clients, with a specialty in the taxation of regulated investment companies, ETFs and business development companies.

Throughout Marie’s career, she has led and coordinated tax consulting and compliance services to regulated investment companies, hedge funds, and other alternative investment funds.  Marie specializes in regulated investment companies, ETFs and business development companies and advises clients on a broad range of tax matters.  Her primary responsibilities include:

• Leading the tax provision review for financial statement audits, including review of calculations and footnote disclosures
• Leading the review of excise tax calculations for year-end distributions
• Providing consultation to clients regarding potential fund structuring and the relevant tax implications and reporting requirements, including analysis to increase tax efficiency
• Overseeing implementation and delivery for large scale tax compliance engagements and investor reporting as well as leveraging KPMG’s tax technology tools and specialized resources to provide the most effective solutions to her clients
• Leading the qualification reviews for regulated investment company tax status, including tax issues for business development companies
• Advising mutual fund and partnership clients on taxation of complex financial instruments