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State & local tax issues impacting the financial services industry - March 2026

Wealth & asset management and real estate legislative developments

Ongoing federal, state and local legislative developments continue to reshape the regulatory landscape for the real estate and wealth & asset management industries. This webcast will address tax approaches organizations may wish to consider in light of these developments and will highlight the importance of advance planning and assessing the potential impact on your organization.

The following topics will be discussed:

  • Asset management fees – sourcing and nexus implications
  • Gross receipts taxes
  • Notices and controversy – an area of increasing risk
  • State considerations for sales of partnership interests
  • State legislative updates including budget proposals and recent P.L. 86-272 developments
  • Filing season reminders for tax year 2025

Panelists

  • Salha Aboushi, Managing Director, State & Local Tax, Ernst & Young LLP
  • Joe Betesh, Senior Manager, State & Local Tax, Ernst & Young LLP
  • Nic Van Horn, Partner, State & Local Tax, Ernst & Young LLP

Moderator

  • Amy McLocklin, Partner, State & Local Tax, Ernst & Young LLP

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

Webcast

CPE credit : 1.2

Field of Study: Taxes

Total duration: 60 minutes

Time

your local time

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