Daniel Carpenter of Meritsoft

Daniel Carpenter

Head of regulation

Daniel Carpenter is head of regulation at Meritsoft.

Tax planning

Changes are coming: Preparing for the tax operations storm

The recent announcement of potential financial transaction taxes in New York and New Jersey alongside new regulations represent a growing operational challenge.

By Daniel Carpenter

October 6
Tax planning

With the introduction of QDD, will tax compliance get even more taxing?

Just when banks may have thought they have met all of their fiscal and regulatory obligations for the New Year (including the hotly debated IRS 871(m) requirements governing financial derivatives), yet a new one arises.

By Daniel Carpenter

January 26