State & Local Tax Issues in the Asset Management Industry
State & Local Tax Issues in the Asset Management Industry
WEBCAST

State & Local Tax Issues in the Asset Management Industry

Webcast overview:

KPMG LLP invites you to join us for an informative webcast focusing on the latest state and local tax developments affecting the asset management industry. This program will focus on a number of recent developments and trends in state and local taxation as it applies to asset managers, their funds, and investors.

KPMG professionals will lead discussions on how states are reacting to tax reform, including conformity to IRC § 163(j). Additional topics that will be discussed include physical presence nexus in a post-Wayfair world and the U.S. Supreme Court’s pending decision in North Carolina Department of Revenue v. The Kimberly Rice Kaestner 1992 Family Trust, as well as other items important to our audience.

Moderator:

Hernan Stigliano

Hernan Stigliano

Partner, State and Local Tax, KPMG US

Speakers:

Michael R. Deal

Michael R. Deal

National Leader, State & Local Tax, Asset Mgnt., KPMG US

Bradley R. Wilhelmson

Bradley R. Wilhelmson

Senior Manager, Tax, KPMG US

Abner Chong

Abner Chong

Partner, State & Local Tax, KPMG US

Datus P. Tomasovich

Datus P. Tomasovich

Managing Director, Tax, KPMG US