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Private companies tax update: Pillar Two, GI3/R&D, and M&A
Tuesday, 12 May 2026 2:00 p.m. ET

Past Event

Virtual - Dbriefs

CPE credits | Event language: English

12 May 2026

Tuesday, 02:00 p.m. ET | 1 Hr.

Private companies tax update: Pillar Two, GI3/R&D, and M&A

Learn more about

Private Companies

Participants will discover practical next steps to navigate evolving tax requirements.

Host: Kevin Zinser, Deloitte Private leader, Deloitte Tax LLP

Presenter: Stephen Lyons, senior manager, Deloitte Tax LLP   
                     James Petrie, partner, Deloitte Tax LLP
                     Ross Reiter, partner, Deloitte Tax LLP
                     Jason Smyczek, principal, Deloitte Tax LLP                              

1 Overview CPE credit | Taxes

Key takeaways

Global tax change is accelerating—and private companies may be feeling the pressure across compliance, tax, and deal strategy. Pillar Two is setting standards on reporting and requiring tighter coordination across tax, finance, IT, and legal. At the same time, Global Investment and Innovation Incentives (GI3) and the R&D tax credit can unlock funding for growth, but programs vary across national, regional, and local jurisdictions. Add an evolving M&A tax environment, and execution risk (and value) can shift quickly. We’ll discuss:
 

  • Pillar Two readiness, risks, and “do now” actions
  • GI3 and R&D credit identification and prioritization
  • M&A tax updates 

Get in touch

Kevin Zinser

Kevin Zinser

Deloitte - United States
Kevin is a Tax partner based in Dallas with more than 20 years of public accounting experience. He serves as Lead Tax Partner on clients all over the US and Globally in many industries including manufacturing and distribution, technology, medical services, wine & spirits, and financial services. He has a strong ASC740 background, and also leads complex Partnership restructuring, has facilitated global mergers and acquisitions, and has guided clients through Private Equity investments and IPOs, as well as multi-generational wealth planning strategies.
Jim Petrie

Jim Petrie

Deloitte - United States
Jim Petrie is an International Tax partner in Deloitte Tax LLP, where he serves International tax clients providing International tax services associated with tax consulting and compliance. Jim is part of the global team responding to the Pillar two guidance issued by the OECD and EU. Jim’s thought leadership background includes assisting with Deloitte response to the technical rules, providing content regarding the rules and presenting the technical rules at various Deloitte and trade group events.
Jason Smyczek

Jason Smyczek

Deloitte - United States
Jason specializes in both inbound and outbound issues involving partnerships, along with cross-border restructurings, mergers, and acquisitions. Prior to joining Deloitte in 2020, he spent more than 15 years in government in various roles in partnership and international tax, most recently as the Senior Technical Reviewer in the IRS’s Office of Associate Chief Counsel, International, Branch 4 after stints with the Chief Counsel’s Passthroughs and Special Industries Division and on detail to Tax Legislative Counsel in the Office of Tax Policy to work on partnership issues. Jason is a frequent speaker at tax conferences hosted by Deloitte, Tax Executives Institute, and the Texas Federal Tax Institute, among others. He previously was a Georgetown Law adjunct professor. He earned his JD from George Washington University Law School and his BA from The Ohio State University.