David is the Head of Tax for KPMG practice across the Cayman Islands, The Bahamas and The British Virgin Islands and also leads the AEOI and Economic Substance teams for KPMG Cayman Islands.
David has over 24 years of experience with KPMG’s Vancouver and Cayman Islands member firms with respect to U.S. inbound and outbound tax reporting including large compliance assignments requiring both income tax and foreign reporting disclosures
Professional and Industry Experience
- Advises clients on international partnership and corporate tax issues including hedge fund and private equity fund reporting (including Schedule K1s and tax return filings), insurance taxation, check the box elections, Subpart F considerations and U.S. trade or business reviews. Additionally, David assists clients on PFIC analysis and reporting.
- 12 month secondment with a KPMG client leading their U.S. Tax reporting filing for their sixty U.S. subsidiary corporations involved in real estate development.
- Performed due diligence reviews on many acquisitions and participated in structuring discussions with legal counsel as part of the due diligence process.
- Assists clients in looking at entity choices in the Cayman Islands including consideration of Cayman economic substance requirements.