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Tax Administration for Global Investment Managers: Priorities and Practices

Deloitte Dbriefs | Investment Management

Start date and time

March 5, 2014 2:00 PM

End date and time

March 5, 2014 3:00 PM

Time zone:

(GMT-05:00) Eastern Time (US & Canada)

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Host: Ted Dougherty, Partner - Deloitte Tax LLP
1 Intermediate CPE Credit: Specialized Knowledge & Applications 

The investment management industry is under the microscope, subject to changing tax obligations and reporting standards around the world. How are global investment management firms responding, and what are their real short- and long-term tax-reporting priorities? We'll discuss:

  • Tax administration background and trends in the context of the investment management industry's current tax environment.
  • Specific issues, concerns, practices, and priorities of tax leaders within the industry.
  • Potential next steps for investment managers to address issues and concerns.

Hear results of a recent Deloitte survey of global investment managers and how you may change your short- and long-term approach to tax administration.

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Please note: CPE Credit is not available for viewing archived programs.

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