Streamlining Tax Processes: Apportionment Automation in Banking

11.18.2024 | Duration: 19:51

In this episode we discuss how automation can streamline apportionment processes, enhance auditability and improve tax planning.

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Podcast overview

Listen to the newest episode of our podcast, In the vault with KPMG, with Elizabeth L’Hommedieu from the KPMG Banking & Capital Markets Tax practice, along with Tracy Graham and Jennifer Holley, both from the KPMG State & Local Tax practice. During this episode, they tackle the unique tax compliance challenges faced by financial institutions.

Listen now to discover how automation can address industry-specific issues, streamline apportionment processes, enhance auditability and improve tax planning. Below are additional points they address during this discussion:

  • Understanding who is the ideal candidate for apportionment automation
  • Benefits of shifting to automation (time savings, auditability, modeling, and more!)
  • Understanding when to start an apportionment automation project and how long it can take to complete.

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Meet our podcast team

Image of Elizabeth B. L'Hommedieu
Elizabeth B. L'Hommedieu
Principal, Washington National Tax, KPMG US

Discover more podcast episodes in this series

Return to In the Vault with KPMG: A Banking industry podcast series

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