Episodes

  • Managing business traveler compliance
    May 4 2026
    Exploring the technical and operational challenges of business travel regulatory compliance
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    16 mins
  • OB3 Banking Insights - new proposed regulations for Trump accounts
    May 4 2026
    In the Vault with KPMG podcast is excited to share part two of navigating Trump accounts within our OB3 Banking Insights series.
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    26 mins
  • Unlocking Synergy Between Tax and Legal in B&CM
    Mar 25 2026
    Listen as we explore the developments of KPMG Law US, identifying where banking tax departments benefit from legal support.
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    16 mins
  • OB3 Banking Insights: Auto loan reporting - transitional relief to proposed regulations
    Mar 9 2026
    While the industry recently benefited from the transitional breather provided in October, the Treasury and IRS rang in the New Year by dropping Proposed Regulations on December 31. These new rules inform operational priorities for bank tax operations.
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    15 mins
  • OB3 Banking Insights: Navigating Trump Accounts for Minors
    Feb 5 2026
    Introducing a new type of savings account for eligible minors, known as Trump Accounts.
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    22 mins
  • OB3 Banking Insights: IRS Notice 2025-71 and Agricultural Loan Income Exclusions
    Jan 5 2026
    In this episode we break down guidance that relates to IRC Section 139L, which creates an exclusion from income for interest received by qualified lenders on certain agricultural real estate loans.
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    17 mins
  • Banking on Efficiency: The Rise of Managed Tax Services
    Nov 19 2025
    Form-ing a new path in bank R and D credits?
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    15 mins
  • Banking on Efficiency: The Rise of Managed Tax Services
    Nov 13 2025
    Examine the evolution of managed services, its benefits, and challenges, as well as the role of technology in shaping its future in the banking industry.
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    31 mins