Financial Services - State Tax Navigator quarterly series (February 25, 2025)

Panelists will focus on navigating complexities in state tax, with a specific focus on issues that are top of mind for tax professionals in the banking, capital markets & insurance sectors.

Please join us for this installment of our financial services quarterly webcast, which will focus on navigating complexities in state tax, with a specific focus on issues that are top of mind for tax professionals in the banking, capital markets & insurance (BCMI) sectors. In this webcast, panelists will:

• Provide an update on state fiscal conditions, pending legislation of interest and policy watchlists
• Hear from our state tax desks on specific issues of particular relevance for the BCMI sector, this quarter featuring California, San Francisco and Pennsylvania
• Share an artificial intelligence/technology tidbit featuring a use case for BCMI sector members

We hope you can join us for this 60-minute, interactive webcast. We welcome and encourage you to ask questions.

Panelists

• Vin Falkiewicz, Tax, Technology & Transformation, Ernst & Young LLP, Hoboken, NJ
• Allan Holzer, State and Local/Indirect Tax, Ernst & Young LLP, San Francisco, CA
• Scott Roberti, State and Local/Indirect Tax Policy Leader, Ernst & Young LLP, Stamford, CT
• Jenica Wilkins, State and Local/Indirect Tax, Ernst & Young LLP, Sacramento, CA

Moderator

• Karen Ryan, State and Local/Indirect Tax, Ernst & Young LLP, New York, NY
• Arthur Gold, State and Local/Indirect Tax, Ernst & Young LLP, New York, NY

EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax