Tax

Financial services

Managing tax obligations responsibly and proactively can make a critical difference in reducing inefficiencies and improving opportunities.

AI can enhance tax and finance functions

Shawn Smith, EY Americas Financial Services Tax Managing Partner, says that generative AI is allowing tax professionals to gain new business insights, enhancing the work they’re doing.

Global tax in 2024 - BEPS 2.0 and what you need to know

   

Our latest thinking

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.

Jun Li + 1

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.

EY Americas

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.

Barbara Angus + 1

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.

Adrienne Figur

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.

EY Americas

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.

EY Americas

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 AI-powered data optimization drives tax and finance transformation

Transform your tax and finance with data-driven insights. Discover how strategic data use can guide decisions and streamline compliance. Learn more.

EY Americas

    How EY can help

    Americas Financial Services Tax leadership team

    Belinda Pestana

    EY Americas Tax Financial Services Leader
    Working with businesses to successfully manage their tax agenda for nearly three decades. Passionate about mentoring our leaders of tomorrow.
    New York, USA

    Deepak Wadhwa

    EY Americas Tax Wealth and Asset Management Leader
    Transformation strategist focused on the global wealth and asset management sector.
    New York, USA

    John Mattioli

    EY Americas Tax Real Estate, Hospitality and Construction Leader
    Identifies business opportunities for clients to drive growth. Adept at managing complex global teams. Strategic thinker. Proud husband, dad and motorcyclist. Enjoys time with family and dog.
    New York, USA

    Olivia McTavish

    EY Americas Tax Insurance Leader and Global Client Service Partner
    Transformation strategist focused on the global insurance sector. Enjoys all sports and playing bass in the cul-de-sac with the neighborhood band. Committed mother of two.
    New York, USA

    Terry Cardew

    EY Americas Tax Banking and Capital Markets 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.
    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 Global and Americas Wealth and Asset Management 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

    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

    EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.