Solutions

Taxparency

Find your way in the tax regulatory compliance maze

The Taxparency solution includes three modules: Regulatory content, Deloitte insights, and the CRS relationship monitor. Taxparency includes the following features and benefits:
 

  • Central knowledge management for tax regulatory topics within an organisation
  • Custom built web crawling technology
  • Regimes in-scope: US FATCA, CRS, and QI
  • Identify implementation differences between and across jurisdictions and regimes
  • Browse and search through regulatory content and Deloitte insights
  • Save and share searches with colleagues
  • Overview of CRS agreements and relevant lists published by local authorities
  • Little to no IT/implementation costs.

Three main modules

The Taxparency solution includes three modules: Regulatory content, Deloitte insights, and the CRS relationship monitor.

Please contact us to request a demonstration

Markus Weber

Markus Weber

Managing Partner

Markus leads the Quality, Risk & Security function and is a member of the Swiss Executive team. He is a senior tax expert with more than 18 years of experience in investment fund structuring, U.S. Wit... More

Brandi Caruso

Brandi Caruso

Financial Services Tax & Legal

Brandi heads the Tax Transparency offering within the Financial Services Tax & Legal practice across Switzerland, responsible for services related to QI, FATCA, CRS, and 871(m). She is a technical adv... More

Michael Grebe

Michael Grebe

Financial Services Tax & Legal

Michael is a Director in the Financial Services Tax & Legal practice. He advises banks, trust companies, and insurers in relation to the interpretation and implementation of the global transparency re... More

Karim Schubiger

Karim Schubiger

Financial Services Tax & Legal

Karim leads the Tax Transparency team in the Suisse Romande and Ticino markets within the Financial Services Tax & Legal practice, responsible for services related to QI, FATCA, CRS, and 871(m). He is... More

Kaitlin Barbier

Kaitlin Barbier

Financial Services Tax & Legal

Kaitlin is the Project Coordinator for our Taxparency solution. She is also responsible for the coordination of the Swiss Deloitte FS Tax team projects and has a supporting role for project deliverabl... More