2025 year-end tax considerations and hot topics for alternative asset managers

Insights from the EY Center for Tax Policy

With enactment of the One Big Beautiful Bill Act, extension of key Tax Cuts and Jobs Act (TCJA) provisions, and the potential for additional legislative activity this year, alternative asset managers and their stakeholders face new challenges at the international, federal, state and local levels as they wrap up 2025.

On this webcast, EY tax professionals will discuss issues that should be top of mind for alternative asset managers, including:

• US legislative activity and tax policy 
• Recent IRS audit campaigns
• State and local tax updates
• International tax developments
• Tax matters for individuals
• Year-end considerations for funds and management companies

Panelists

• Adam Francis, Principal, Washington Council Ernst & Young, Ernst & Young LLP
• Matt Geremia, Partner, Private Client Services, Ernst & Young LLP
• Meaghan Higgins, Senior Manager, Global Compliance & Reporting, Ernst & Young LLP
• Lakshmi Jayanthi, Senior Manager, International Tax and Transaction Services, Ernst & Young LLP
• Damien Martin, Partner, Private Client Services, Ernst & Young LLP
• Dan Paulos, Principal, International Tax and Transaction Services, Ernst & Young LLP
• Joseph Romanowski, Manager, Americas Financial Services Tax Controversy, Ernst & Young LLP 
• Tomislav Zovko, Managing Director, Indirect Tax, Ernst & Young LLP

Moderator

• Katrina Winogradzki, Senior Manager, Global Compliance & Reporting, Ernst & Young LLP

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