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

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.

22 Mar 2024 | 16:00 your local time

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.

13 Mar 2024 | 16:00 your local time

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.

20 Feb 2024 | 16:00 your local time

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.

03 Jan 2024 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.

16 Nov 2023 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.

19 Oct 2023 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.

18 Oct 2023 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.

22 Sep 2023 EY Global

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.

20 Jun 2023 EY Americas

    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

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