Tax information reporting considerations

KPMG tax leaders Liz L’Hommedieu and Kelli Wooten discuss tax information reporting considerations following a bank merger or acquisition

Elizabeth B. L'Hommedieu

Elizabeth B. L'Hommedieu

Principal, Financial Institutions & Products, KPMG US

+1 614-249-1849

Podcast overview

In this podcast, Kelli Wooten, Managing Director, Tax Information Reporting and Withholding, KPMG LLP, shares her thoughts and recommendations with Liz L’Hommedieu, Principal, Washington National Tax, Financial Institutions and Products, KPMG LLP, on how an acquiring bank might address both its tax information reporting requirements as well as those of the acquired bank following a merger or acquisition transaction. Kelli also discusses integration issues that banks face as a result of these transactions.