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February 5, 2021

Thursday, February 18 | From liability to asset: Tax automation and data integrity for family offices and business owners (11:30 am ET)

In this webcast panelists will share technology insights for the tax function.

Technology has come a long way while global regulatory and compliance requirements, and the potential risk and cost that goes with it, has increased.  A high performing tax function is critical to the success of family offices and business owners as every aspect of the tax function is underpinned by technology and digital performance. Coupled with the new future of work environment as a result of the pandemic, firms who are prepared now are better positioned to handle the uncertainties ahead.

Join our panel of leading family office, financial services and tax technology professionals share insights and best practices on the value of technology within the tax function. From global reporting to data integrity, our leaders will share real-life examples and best-in-class options for ensuring your tax function is maximizing its capabilities – manually and digitally.

Topics discussed include:

  • End-to-end tax operations and accessing tax Apps via a single-platform
  • Managing global withholding taxes
  • Filing tax reclaims
  • Identifying corporate actions and associated taxability

Date: Thursday, February 18, 2021

Time: 11:30 AM Eastern Standard Time

Registration: View Archive here.


  • Danielle Clark, Partner, Ernst & Young LLP

  • Robert Cook, Senior Manager, Ernst & Young LLP

  • Ryan Malizio, Partner, Ernst & Young LLP

  • Arpit Kadakia, Senior Manager, Ernst & Young LLP

  • Kelly Sullivan, Senior Manager, Ernst & Young LLP

CPE credit offered: 1.0.

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