BDO x Fiskl Briefing: Inside the Shift to Real-Time Tax Strategy
Unlock real-time tax strategy through real-time financials. BDO shows how proactive tax savings and planning is elevated when your data is always ready and AI is leveraged properly.
Event Overview
BDO’s Corporate Tax Services (CTS) and Private Client Services (PCS) practices are redefining advisory for complex cross jurisdictions and cross industries wealth and business structures. This session will explore how financial data can enable better timing, more strategic expense structuring, increased tax savings, proactive discussions and impactful after-tax outcomes.
You’ll hear how BDO’s CTS & PCS practices combine deep technical expertise with Fiskl’s AI intelligence layer to deliver a new class of advisory—proactive, data-driven, and continuously aligned to legislative change.
Hosted by: BDO USA — Corporate Tax Services (CTS) & Private Client Services (PCS)
Technology Partner: Fiskl AI Accounting
Why Now
Major 2025 legislative changes require a significant focus on Year End Tax Planning and revamp of 2026 and beyond Tax Strategies.
Expanding of federal, state and local tax rules demand real-time oversight.
Multi generational wealth shift increased estate and transfer needs increases planning needs.
Accelerated AI innovation demands real-time data — turning tax from a reactive process into a strategic advantage.
Who Should Attend
C-suite executives, business owners, family offices, investment firms, financial advisors, bankers, and lawyers seeking adaptive, real-time tax strategies and year-end planning for complex wealth management.
What You’ll Gain
A framework for year-end tax and financial readiness and continuous planning.
An understanding for how real-time financial data strengthens tax strategy and decision-making.
2025–26 tax planning priorities and year-end legislative insights.
A live look at how AI-enabled accounting supports BDO's transformational tax planning insights.
Agenda
30 min — Arrival & Networking
Light meal and refreshments.
15 min — Welcome & Context
Simona Vasile, Tax Principal, BDO
How BDO’s Corporate Tax Services and Private Client Services are redefining proactive and adaptive tax strategies through real-time insight and continuous readiness.
15 min — AI Accounting in Action — Enabling Real-Time Advisory
Alina Vader Lapusneanu, CEO, Fiskl
How Fiskl’s AI platform delivers real-time financial clarity and control, enabling BDO’s proactive approach to modern and transformative tax strategy.
20 min — Tax Insights
BDO Team
Data-Driven Decision-Making — how real-time financial visibility strengthens tax strategy and execution.
Year-End Readiness and Continuous Planning — building a framework for adaptive tax management and timely and accurate tax compliance.
2025–26 Legislative Impact — key planning priorities and considerations shaping tax and financial strategy.
15 min — Panel Discussion and Q&A: From Data to Decision Making
Simona Vasile (BDO), Alina Vader Lapusneanu (Fiskl), Keith Downer, Board Advisor Fiskl Americas, and surprise speakers
How real-time financial clarity and strategic advisory intersect to drive better outcomes.
5 min — Closing Remarks / Next Steps
Key takeaways and how to engage further with BDO PCS and Fiskl.
20 min — Closing Networking
Informal discussions and introductions with BDO and Fiskl teams.
Presenters:
Simona Vasile, Tax Principal, BDO
Christopher Gaspar, Tax Managing Director, BDO
Christine Gonzalez, Tax Principal, BDO
Caroline Cardillo, Tax Principal, BDO
Alina Vader Lapusneanu, CEO, Fiskl
Keith Downer, Board Advisor, Fiskl Americas
Why Attend
BDO’s Corporate Tax Services and Private Client Services practices bring high-touch tax and wealth planning for individuals, family offices, and business owners. The team delivers trusted, strategic, and forward-looking tax solutions built on deep technical expertise and continuous foresight.
Fiskl supports this mission as the accounting platform built on an AI core that understands financial context. It provides the real-time, compliant foundation behind BDO’s proactive, data-driven tax strategy.
Together, BDO and Fiskl are shaping the future of proactive tax strategy—where financial orchestration meets advisory intelligence.