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State & local tax issues impacting the financial services industry
March 5 @ 1:00 pm – 2:00 pm EST
Ongoing federal, state and local legislative developments continue to reshape the regulatory landscape for the real estate and wealth & asset management industries. This webcast will address tax approaches organizations may wish to consider in light of these developments and will highlight the importance of advance planning and assessing the potential impact on your organization.
The following topics will be discussed:
- Asset management fees – sourcing and nexus implications
- Gross receipts taxes
- Notices and controversy – an area of increasing risk
- State considerations for sales of partnership interests
- State legislative updates including budget proposals and recent P.L. 86-272 developments
- Filing season reminders for tax year 2025
Panelists
- Salha Aboushi, Managing Director, State & Local Tax, Ernst & Young LLP
- Joe Betesh, Senior Manager, State & Local Tax, Ernst & Young LLP
- Nic Van Horn, Partner, State & Local Tax, Ernst & Young LLP
Moderator
- Amy McLocklin, Partner, State & Local Tax, Ernst & Young LLP
EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax
CPE Information (for live events only)
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Refunds & Cancellations: This course is offered free of charge, therefore there are no refunds given. In the event that a course must be cancelled, participants will be contacted via the email addressed submitted during registration.
Complaint Policy: For complaints or concerns, please submit an inquiry here.
Note: CPE credit is awarded for live webinars only. For more information, visit: https://www.ey.com/en_us/media/webcasts/cpe.
Ernst & Young LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
