Investment management: The growing complexity of state taxes

Part of the Tax News & Views podcast series

The rules and regulations in the state tax landscape are quickly evolving, and investment managers need to stay informed of how their industry is being impacted. In this latest episode, we hear from Deloitte Multistate Tax specialists on recent state tax adjustments affecting the investment management industry and how to tackle these issues.

Listen and subscribe to the Tax News & Views podcast:

Listen on Apple Podcast Listen on Google Podcast Listen on Spotify Listen on Souncloud Listen on Pandora

Investment management: The growing complexity of state taxes

Recent developments, from court rulings redefining the tax nexus to a rise in private credit funds, are making it harder for the investment management industry to determine state tax implications. Investment managers and tax advisers need to consider all aspects of the investment management life cycle—sourcing and passthrough entity tax rules, transaction structure, and nexus laws—when filing state taxes. In this episode, Deloitte Multistate Tax Specialists Shawn David, Amanda Sterling, and Dareck Stringfield explore how each of these areas plays a role in future investment management strategies:

Investment managers will need to model out and analyze transactions, including areas of operation, and identify all of the benefits and any potential pitfalls that may exist when determining where to file.

—Shawn David

white house icon
Learn about the latest tax policy updates with the Tax News and Views podcast

Subscribe to Tax News & Views

There are plenty of tax-related policy and regulatory updates these days. Clear-eyed analysis of it is more difficult to come by. Deloitte Tax News & Views is a tax podcast committed to making sure you understand the latest tax developments and opportunities and their potential impact on your business.

Listen as Deloitte Tax specialists provide key highlights of tax legislation, regulation, and more.

Subscribe now on: iTunes | SoundCloud | Stitcher | Spotify

Or visit the Tax News & Views library for the full collection of episodes.

tax news and views
View the Tax News & Views library
Did you find this useful?