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Managing tax obligations responsibly and proactively can make a critical difference in reducing inefficiencies and improving opportunities.
Cryptocurrency, digital assets and NFTs
- Why crypto service providers face a step change in tax reporting
- FY2023 Budget proposals may have state income tax implications for companies holding and transacting with digital assets
- How financial firms can jump-start digital asset strategies
- Cryptocurrency and other digital assets would be affected by tax proposals in budget reconciliation bill
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Our latest thinking
Tax in a time of transition: legislative, economic, regulatory and IRS developments
In this webcast, panelists discuss the US economy and tax policy, what’s happening at the IRS and breaking developments.
Spotlight on BEPS 2.0: developments and practical implications for US MNEs
On this webcast, panelists discuss recent BEPS 2.0 activity around the globe and US Congressional response to BEPS 2.0.
EY Tax.Tech™ | Key SAP implementation considerations to better link finance and tax
Our EY Tax.Tech webcasts help you keep pace with the ever-evolving tax landscape and what it takes to build an intelligent finance and tax function.
How BEPS 2.0 could impact the wealth and asset management industry
The potential impact of the Pillar Two rules could influence fund structuring and investment choices. Learn more.
Why financial institutions should transform tax and finance functions
EY research shows banks, asset managers and insurance companies are reimagining their tax and finance functions. Read more.
New OECD Guidance Gives Relief for US Renewable Credits
The OECD’s new guidance on the global minimum tax provides relief to US multinationals, but significant technical issues remain outstanding.
Five strategies to help modernize your tax and finance functions
Data from 100 US-based multinational companies – part of a recent global tax and finance survey – offers a guide to better transformation. Learn more.
Why a 15% financial statement tax rate may not avoid global minimum tax
A 15%+ financial statement effective tax rate may not be enough to avoid global minimum tax as part of BEPS 2.0 Pillar Two. Learn more.
Why five years of transforming tax and finance functions is paying off
New tax operating models in the last five years delivered value to businesses, EY survey shows. The next five years will add even more. Read more.
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How EY can help
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Our mutual fund tax professionals help clients reduce tax-related costs, improve quality and overall service.
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Three lenses every tax function needs to view to accelerate transformation of their operations. Learn more.
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FTEAS provides fiduciary/court accounting services to banks, law firms, family offices and individual trustees and executors.
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State and local taxes can significantly impact a company’s cash flow, effective tax rate and risk profile. Our network of dedicated state and local tax professionals combines technical knowledge with industry understanding and access to technologically advanced tools and methodologies.
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EY’s Captive Insurance Services team is uniquely positioned to address domestic or cross-border/foreign issues.
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Not giving tax the attention it deserves on digital issues could increase the risks for organizations. Read more.
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EY’s financial services tax team can help your business ensure data accuracy and reduce the operational burden. Find out more.
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Americas Financial Services Tax leadership team
Shawn Smith
EY Americas Financial Services Industry Group Leader-elect ; EY Americas Financial Services Tax Managing Partner
Passionate about tax transformation and innovation. Enjoys traveling and spending time with family.
Charlotte, USA
Terry Cardew
EY Americas Financial Services Banking and Capital Markets Tax Leader
Builds trust by helping banks solve business issues and stay competitive. Devoted husband. Father of six. Avid skier. NY Giants and Yankees fan. Supporter of The Fresh Air Fund and Lynne’s Kids.
New York, USA
Scott Guasta
EY Americas Financial Services Insurance Tax Leader
Transformative tax leader and mentor. Enjoys sports, travel and spending time with my family.
Jacksonville, USA
Jun Li
EY Americas Wealth & Asset Management Co-leader
Passionate about diversity and inclusiveness, mentoring and sponsorship. Loves beach vacations with family, relaxing with a good book and watching his young daughter win chess matches.
New York, USA
Belinda Pestana
EY Americas Financial Services Tax Industry Group Leader - elect
Working with businesses to successfully manage their tax agenda for more than 25 years. Passionate about mentoring our leaders of tomorrow and traveling.
New York, USA
Chris Dobson
EY Americas Financial Services Tax Technology and Transformation Leader
Assists financial services firms in transforming operating models and technology across corporate, wealth, customer, trust and fund tax. Enjoy being outdoors with my family, colleagues and clients.
Charlotte, USA
Anne Farrar
Partner, Financial Services Tax, Ernst & Young LLP
Leader in Managed Services for Financial Services Tax, including TFO, CTORS and Indirect Tax. People Leader. Wife. Proud Mother and Daughter. Loves traveling and Kansas Jayhawk Basketball.
Charlotte, USA
Thomas Shea
EY Americas Financial Services Crypto Tax Leader
Over 16 years serving financial services clients in a broad range of tax matters: planning, accounting, compliance and controversy. TradFi pedigree with a current focus on the digital asset ecosystem.
New York, USA
