Dbriefs
10 May

Executing on the ‘S’ of your organization’s ESG strategy

Federal Tax

Tuesday, 01:00 p.m.  ET | 1 hr
Credits offered: CPE Event language: English

Participants will be able to delineate where tax, alongside other departments, can help transform and fund their organization’s climate and sustainability initiatives, beyond the environmental component.

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Key takeaways

Host: Jeff Shaw, partner, Deloitte Tax LLP

Presenters: Stephen Metoyer, Julia Cloud, Angelica Tsakiridis, and Anesh Mehta

1 Overview CPE credit | Specialized Knowledge

As companies execute on climate and sustainability objectives, tax departments, among other areas of an organization, play a critical role in delivering value related to social priorities. We’ll discuss:

  • Embracing DEI to help drive your organization toward broader economic and social goals
  • Evolving philanthropic priorities to address new challenges organizations face in aligning on purpose
  • Risk mitigation strategy related to value/supply chains and Forced Labor Ban requirements
  • Credit and incentive approaches that contribute to funding the sustainability journey, including Work Opportunity Tax Credit (WOTC)

Meet the speakers

Jeff Shaw

Jeff Shaw

Partner | Deloitte Tax LLP

Jeff works with clients on many different aspects of federal taxation including areas of mergers and acquisitions, dispositions, reorganizations, consolidated tax returns, tax accounting, tax minimization, and transactional support. He has extensive experience advising clients on domestic and cross-border transactions, corporate restructurings including corporate workouts, bankruptcy, refinancing transactions, and the financial statement accounting for transactions under ASC 740. Jeff serves as the lead Tax Partner on several attest clients responsible for the review the accounting for income taxes under ASC 740. Jeff leads the firm’s Subchapter C national competency group as well as a national leader in the firm in section 382, consolidated tax return matters and NOL utilization issues. Jeff serves as adjunct professor for Corporate Income Taxation and Consolidated Tax Returns at the University of Illinois Masters of Science in Taxation program.

Julia Cloud

Julia Cloud

Global Investment Management Sector Leader

Julia serves as the Global Investment Management sector leader for DTTL. She is responsible for professional services delivered to the private equity, hedge fund, mutual fund, and sovereign wealth industries in matters involving audit, tax, consulting, and advisory services. With nearly 30 years of experience, Julia has served many corporate fiduciaries, family offices, privately held companies, and their owners addressing both tax planning and reporting matters.

Stephen Metoyer

Stephen Metoyer

Principal | Deloitte Tax LLP

As a principal with Deloitte Tax LLP, Stephen is the global service line leader for Tax Management Consulting. For more than 25 years, he has created tax technology solutions and designed, configured, and implemented various integration projects for global organizations. He has a unique depth of experience utilizing internal and external tax software to advance automated solution implementation, tax data retention, data analytics, and tax document management. Stephen speaks regularly regarding best practices in the area of tax automation and process improvement. He is leading efforts to help our clients in the effort to make tax digital. He also serves as the national managing principal responsible for Deloitte Tax LLP’s Inclusion Recruiting and Eminence.

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Tuesday, 10 May 2022 01:00 p.m. ET
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