Partner - @KPMG_US San Francisco; #realestate; #realestate; #privateequity. Views expressed are my own
Joined November 2011
- Tweets 40,619
- Following 767
- Followers 669
- Likes 2,678
25,883 Photos and videos
The outlook has improved, but uncertainty remains high. @DianeSwonk breaks down how AI-driven growth, geopolitical risks and sticky inflation are shaping the midyear outlook. bit.ly/4uFj73z
3
Midyear update: regulatory priorities are shifting, with greater fragmentation across jurisdictions and a more targeted supervisory approach taking shape. See how the landscape is evolving in KPMG’s latest outlook. tinyurl.com/2z46teff
Evaluating your current filer status? See how the SEC’s proposed changes could reclassify issuers and impact compliance requirements in our latest Defining Issues. #kpmgfrv #audit bit.ly/4uCZGIT
1
With GenAI evolving rapidly, managing risk is at the forefront. COSO's new roadmap provides considerations for establishing effective internal controls over this technology. We break down the roadmap and what it means for you. #KPMGFRV #AIGovernance... bit.ly/4e7xtVE
2
Is your firm eligible for a #ReserveBankMasterAccount? Have you postponed applying because of the length of time and/or uncertainties about the review process? This KPMG Regulatory Alert covers the Federal Reserve’s new proposal. #KPMG bit.ly/4otaR5v
7
With growth accelerating and access expanding, the operating model is being redefined. What comes next for asset managers? Read more from Matt Giordano and Ricky Rahaman: tinyurl.com/3r7jfrua #KPMGPrivate bit.ly/4vd2rSk
6
The IRS updated draft Form W 9 signals key shifts in digital asset reporting, TIN flexibility, and reporting thresholds. Are you ready for what’s next? #Tax #IRS #DigitalAssets #Compliance bit.ly/3SkWbJx
5
From codifying banks’ lending and escrow powers to preempting state #interestonescrow laws, the OCC’s two final rules, effective June 18, 2026, seek to reduce #regulatory burden and provide legal clarity. Access our latest Regulatory Alert for more. #KPMG bit.ly/3QFD1xy
10
We're proud to sponsor the With Intelligence 2026 Women's Private Credit Summit, June 15–17 in Chicago! Our team will be on stage moderating panels on market resilience, operational scaling & growth strategies. Let's connect! #KPMG #PrivateCredit
6
Our new report outlines eight critical considerations for CISOs — from managing agentic AI in security operations to preparing for post-quantum cryptography. bit.ly/4e8OBKI
30
The move toward optional semiannual reporting signals more than a timing change—it’s a strategic inflection point for finance, audit, and leadership teams navigating evolving expectations. #kpmgfrv #audit #SEC bit.ly/4v4kxpn
9
Household net worth edged up just $113B in Q1 '26. @KenKim_1 notes financial assets fell $1T, offset by a $1.2T gain in real estate, pushing net worth to a new record high of $183T. bit.ly/4ozBZ2Q
3
Jun 13
In our latest client story, learn how KPMG Tax Managed Services helped a global investment management firm transform its tax operations by delivering cost savings, better data and reporting, stronger governance, and new opportunities for its tax team. bit.ly/4g2XbMv
1
7
Jun 13
Is inflation gaining momentum again? @DianeSwonk notes CPI jumped 0.5% in May, with pressures broadening beyond energy—keeping the Fed focused on #inflation. bit.ly/4emZ9Vl
4
Jun 13
Remote work & tax rules are changing — fast. Thank you to Daida Hadzic, John Seery & Alistair Pepper from KPMG LLP for a compelling #2026USTaxSummit pre-session on PE risk, the new OECD Commentary & unresolved challenges facing global employers. bit.ly/3RXYH8C
4
Jun 13
The war in Iran is hitting energy, supply chains and markets. Join #KPMG global economists on June 25 for insight on cascading effects and how to act early. Register now: bit.ly/4e8H8vd
1
20
Jun 13
Join KPMG for a webcast on the AI-enabled finance operating model. Discover how to redefine roles and processes to help AI and human teams collaborate seamlessly. The event will take place on June 17, 2026, at 2:00 p.m. ET. bit.ly/43z400M
1
3
Jun 13
Macro uncertainty has become a full-on governance issue, not just a management challenge. In Midyear observations on the 2026 board agenda, the #KPMGBLC offers insights for boards as they calibrate their priorities for H2 2026. tinyurl.com/2zsxx6bh bit.ly/4oKVm9j
1
Jun 13
In Q1 2026, M&A in consumer, retail, and hospitality favored conviction over volume. Deal count fell, but value rose 130.8 percent YoY on two large strategic deals. Pipelines are strong; execution certainty now decides what closes. bit.ly/4dk2BRh bit.ly/4vF2giu
7
Jun 13
Speed to value matters in healthcare. KPMG led a rapid 4-month clearinghouse implementation and verified 180K accounts to build revenue cycle resiliency for Catholic Health Long Island. Learn how: bit.ly/3SFuQ4Q
4