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Tax Solutions

Delivering comprehensive outsourcing and technology solutions designed by industry experts

Tax Solutions by IHS Markit was designed by a team of leading industry experts to deliver comprehensive outsourcing and technology solutions for the global marketplace. No matter which jurisdiction or regulatory obligation your business encounters, Tax Solutions enables customers to scale and streamline tax compliance processes. Through our secure electronic exchange, you can reduce the resource burdens of tax, onboarding and accounts payable teams while creating the efficiencies necessary to manage an ever-increasing scope of compliance processes.

From QI and FATCA to CRS due diligence, Section 871(m), Section 305(c), and other regulatory requirements, Tax Solutions helps you achieve timely and accurate regulatory compliance including validation of Forms W-8, W-9, KYC documents and self-certifications, withholding rate calculations, GIIN/TIN matching and information return reporting. Our technology teams deliver quarterly system upgrades to continuously address the constantly evolving tax environment. This is all backed by our team of dedicated professionals who can assist with onboarding and outsourcing to save critical time and resources.

Why IHS Markit?
Simplify your tax compliance and due diligence processes
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Introducing IHS Markit's Electronic W8 platform

Experts

William Sheridan

Mr. Sheridan has an extensive background in information reporting, documentation and withholding. He serves as one of the tax subject matter experts regarding the Foreign Account Tax Compliance Act (FATCA), the OECD's Common Reporting Standard (CRS), Qualified Intermediary (QI) compliance and Section 871(m). He works with several financial institutions, including large multi-national banks, insurance companies and funds. Mr Sheridan has a broad range of experience assisting clients in the implementation of process and procedures for operational tax compliance. Prior to joining IHS Markit, Mr. Sheridan spent over 12 years with HSBC where he was seconded in the United Kingdom and acted as the Group's subject matter expert with respect to FATCA. He was also responsible for the Group's QI program; and had oversight of internal testing, audit preparation and risk management. Mr. Sheridan has experience in implementing and developing global operational tax risk processes and procedures; and has developed information reporting, documentation and withholding training programs for business lines. Mr. Sheridan has also worked with U.S. withholding compliance issues and led successful Voluntary Compliance Program submissions. He has over 20 years' experience in the financial service industry and brings a practical understanding on how to implement strategic institutional change in order to comply with operational tax matters.

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Christopher Liguori

Mr. Liguori has over twenty years of industry experience. As executive director, he is responsible for providing FATCA and CRS services and assistance to customers in the financial services industry, including hedge funds and investment partnerships. Prior to joining IHS Markit, he was the managing director of State Street's FATCA and CRS Service and a tax director at both Chilton Investment Company and PricewaterhouseCoopers LLP. He served as an adjunct instructor at New York University, teaching Partnership Taxation. Mr. Liguori holds a Bachelor of Science degree in finance and management, and a Master of Science degree in accounting from The University of Rhode Island, United States. He also holds a Juris Doctor from the Columbus School of Law at The Catholic University of America.

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Yvonne Kunihira-Davidson

Ms. Kunihira-Davidson advises several global financial institutions, online brokers and multi-national corporations on how to manage and monitor their compliance obligations with respect to the US FATCA & QI regimes, as well as the OECD CRS and MDR regimes and the EU's DAC6 regime. Prior to joining Markit, Ms. Kunihira-Davidson was with Burt, Staples & Maner, LLP and PwC in London. While at PwC, Ms. Kunihira-Davidson served as the global coordinator of QI audit and advisory services from 2003 to 2010 and represented PwC on the IRS sponsored QI industry practitioner working group from 2001-2010. Currently, Ms. Kunihira-Davidson is an active member of the OECD's FATCA/CRS Business Advisory Group and the tax taskforce of the Digital Chamber of Commerce She is a regular speaker at various industry events on QI, FATCA, and CRS in both Europe and the U.S. In addition to her client facing roles, Ms Kunihira-Davidson is a founding member of our EMpower multicultural network and is co-head of the IHS Markit CEO D&I Advisory Board.

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Adam Goldberg

Mr. Goldberg has specific expertise related to derivatives and the Dodd-Frank Wall Street Reform and Consumer Protection Act from his time working on Capitol Hill as a law clerk on the US Senate Permanent Subcommittee on Investigations and for two of the principal drafters of the Dodd-Frank Act, Sen. Carl Levin (D-MI) and Rep. Barney Frank (D-MA).Mr. Goldberg formerly worked at Arent Fox LLP, Mitsubishi UFJ Financial Group (MUFG), PwC Consulting and Barclays, where he worked in a variety of advisory functions focused on helping large financial institutions implement reforms following the global financial crisis. At MUFG, Mr. Goldberg was the principal regulatory subject matter expert within the Internal Audit Department of the Americas, leading audits of the Americas Volcker Program and their Syndications business.

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Events

IHS Markit Webinar 11 October 2022

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IHS Markit Webinar 12 July 2022

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IHS Markit Webinar 12 April 2022

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IHS Markit Webinar 24 January 2022

Q4 What's New in iLEVEL

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