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Tax Advisory and Compliance
Participants will examine recent state tax developments affecting the investment management industry.
Key takeaways
Host: Don Roveto, partner, Deloitte Tax LLP
Presenters: Dan Daly, partner, Deloitte Tax LLP
Alyssa Keim, senior manager, Deloitte Tax LLP
Farah Raja, managing director, Deloitte Tax LLP
1.0 Overview CPE credit | Taxes
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:
- California proposed changes to market-based sourcing regulation
- Recently enacted New York state corporate regulations
- Pending New York City corporate regulations
- Los Angeles and San Francisco tax updates