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How PE Firms Can Make the Most of Their Tax Data

On the podcast, Lauren Demas, a principal with RSM US LLP, explains what PE firms should be doing with their tax data and how to get started.

How PE Firms Can Make the Most of Their Tax Data

This episode is brought to you by RSM US LLP, a leading accounting, tax and advisory firm dedicated to the middle market.


Lauren Demas, a principal with RSM who works on the firm’s tax compliance technology tool, PartnerSight, joins the podcast to talk about what private equity firms should be doing with their tax data.

Demas previously worked at a top-five asset management firm, where she managed all of its U.S. tax compliance filings, and she has seen firsthand how tax data is employed throughout the lifecycle of the deal.

In the interview, she offers her perspective as both a client and a provider to explain why tax data is something that firms are looking at closely, the benefits of managing tax data more effectively, and the types of resources required to improve data management across the organization.

To learn more about RSM, visit rsmus.com.


To hear more interviews with middle-market influencers, subscribe to the Middle Market Growth Conversations podcast on Apple Podcasts and Soundcloud.