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State and local tax updates for investment managers – CA, NY, and beyond
February 19, 2025 @ 1:00 pm – 2:00 pm EST
Free
1 CPE credit
State taxation of investment managers and investment funds continues to evolve in an already complex regulatory and compliance environment. With audits on the rise and many companies’ state and local tax footprint continuing to expand due to remote work and economic nexus thresholds, it is important to stay apprised of developments affecting the investment management industry. We’ll discuss:
Los Angeles and San Francisco tax updates
California proposed changes to market-based sourcing regulation
Recently enacted New York state corporate regulations
Pending New York City corporate regulations
