FS Audiocast
FS Tax Audiocast
Episodes
15 episodes
Opportunity Zones 2.0: Unlocking Value for Family Offices
Opportunity zones continue to develop as a strategic tool for family offices focused on long-term wealth preservation and purposeful investing. In this episode of PwC’s Financial Services Tax Audiocast series, Jonathan Flack, PwC’s Global and U...
Tax considerations for charitable giving by financial institutions
Corporate tax rules for charitable contributions are changing, and for banking and capital markets organizations, how and when contributions are made will matter more than ever. In this episode, Denise Schwieger and Monic Kechik unpack the intr...
Navigating Pillar Two’s side-by-side system in banking and capital markets
Global minimum tax rules continue to evolve, and for banking and capital markets organizations, regulatory design matters. In this episode, Denise Schwieger and Chris Riffle unpack the OECD’s newly released side-by-side system under Pillar Two ...
OBBBA and IRA credits: Key changes for financial institutions
The One Big Beautiful Bill Act (OBBBA) brings a significant shift to the clean energy tax credit landscape, accelerating IRA credit phaseouts and imposing new foreign-entity restrictions. In this episode, Denise Schwieger and Randa Barsoum brea...
How insurers are rethinking their tax operating model in a changing landscape
Tax operating models are under increased pressure, as the financial services sector — including insurance — navigates rapid regulatory change, demographic workforce challenges, and increasing operational demands. In this episode, Matt Lodes and...
Managing FS Tax Exposure in a Shifting California Landscape: PwC
California’s shifting tax landscape is raising new implications for financial services companies, particularly around sourcing, conformity updates and wealth-based proposals. In this episode, Caragh DeLuca, PwC’s Financial Services State and Lo...
Unlocking value in today’s private equity deal market
After a slow stretch in activity, private equity firms are cautiously optimistic. In this episode of PwC’s Financial Services Tax Audiocast series, Amy McAneny, PwC’s US Private Equity Tax Leader, sits down with Josh Smigel, US Private Equity L...
Inside the rise of private credit secondaries
Private credit secondaries are rapidly moving from niche strategy to mainstream product in asset and wealth management. As investor demand for liquidity intensifies and the market attracts a growing mix of managers and investor types, tax leade...
Reinventing the tax function: Managed services in focus for Financial Services leaders
As tax departments across the financial services landscape face mounting pressure—from regulatory shifts to rising workloads and evolving tech requirements—many are taking a second look at how work gets done. In this latest episode of our Finan...
Navigating GP Stakes: Key tax considerations for Private Equity
Thinking of entering into a GP stakes transaction? In this Financial Services audiocast, we explore the nuances of these deals, unpacking the tax complexities and growing popularity.
The impacts of California law change on financial services
As of January 1, 2025, California has significantly reshaped the state tax landscape for financial institutions. A new law replaces the long-standing three-factor apportionment formula with a mandatory single sales factor approach. In this epis...
Navigating IRS updates to R&D tax credit (Form 6765)
In this episode of PwC’s Financial Services audiocasts, Denise Schwieger and Sian Rayson discuss the IRS's significant revisions to Form 6765. These changes impact how businesses, especially in the banking and financial sectors, report research...
Navigating liquidity in financial services
In this extended cut episode of PwC’s Financial Services tax audiocasts, Amy McAneny and Brian Rebhun explore how liquidity concerns are impacting private equity, credit, insurance, and asset management sectors. With rising interest rates, dela...
The impacts of H.R. 1 on financial services
In this extended cut episode of PwC’s Financial Services audiocasts, Amy McAneny and Brian Rebhun break down the implications of the proposed H.R.1 —a legislative sequel to the 2017 Tax Cuts and Jobs Act (TCJA)—on the financial services sector....