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Tax by Industry: Investment Management


Headline-grabbing events have put the public spotlight on the investment management industry, including private equity, hedge fund and mutual fund firms. And, perhaps not surprisingly, there have been significant tax consequences because of that attention.

Proposed and enacted tax legislation, tough new tax regulations and rulings and the increased level of certainty required for financial reports and tax returns mean greater complexity and increased due diligence. Now, more than ever, these firms must manage their investments and funds for optimal tax efficiency while remaining within these tightening boundaries.

Do you have the in-house resources to keep up with this quickly evolving tax landscape? As you continue your growth globally, is your tax department equipped to deal with emerging U.S. and international tax issues? Deloitte Tax LLP can help you stay in-bounds while, at the same time, helping you pursue a stronger effective return on investment.

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Multistate tax developments impacting investment management webcast
Register today for this one-hour virtual session, where Deloitte's top multistate tax specialists will discuss recent tax developments that may impact Investment Managers. Other topics will include: the concept of state tax nexus, including the economic nexus trend; state tax apportionment rules, including the market sourcing trend; state partnership withholding requirements and composite returns for pass-through entities generating or deemed to generate U.S. trade or business income; and state investment partnership rules.


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