Lakshay Ohri

Associate 2 @KPMG India

IN

M&A US Tax I specialize in U.S. Tax Diligence,Transaction Cost Analysis (TCA), Stock Basis Study and Earnings & Profits (E&P) study. I manage the full lifecycle of stock basis computations — from data extraction to final report generation — ensuring accuracy and clear documentation for audit and compliance support.On Tax Diligence front, I lead the preparation and validation of large tax data sets for M&A transactions, covering corporate and partnership returns (Forms 1120, 1120-S, 1065), international filings (5471, 8858), and tax attribute analyses. I also design and analyze due diligence reports and structure decks, leveraging tools like PowerPoint and Visio to present insights effectively.I conduct in-depth E&P analyses, maintain robust workpapers, and prepare comprehensive documentation to support complex tax planning initiatives. My experience extends to ownership change and Section 382 analyses, where I build detailed equity rollforwards and transaction timelines to evaluate limitations and streamline data accuracy in financial models.Beyond core project delivery, I actively contribute to KPMG’s innovation initiatives — being one of only 12 professionals selected from across KPMG KGS India to develop GenAI personas. This initiative focuses on integrating AI-driven solutions into tax structuring workflows, improving process efficiency and enabling smarter, data-informed decision-making.

Great Lakes Institute of Management Gurgaon

Master of Business Administration - MBA, Finance, General

Delhi University

Bachelor of Arts - BA, Economics and Entrepreneurship