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November 18, 2022

Monday, December 5 | 2022 year-end tax considerations and other hot topics for asset managers (11 am ET)

In a year filled with economic uncertainty and global political changes, year-end tax planning takes on elevated importance for asset managers. Issues at the federal, state, and local levels will play an important role in year-end planning and reporting. Join us for a discussion of what it may mean for asset managers and their investors.

Our panel of distinguished asset management tax professionals will share their insights and discuss the potential implications of:

  • Legislative developments in Washington
  • Active IRS Large Business and International Division (LB&I) campaigns
  • International tax compliance developments
  • State and local tax trends
  • Planning considerations for individuals
  • Year-end considerations for funds and management companies

Date: Monday, December 5, 2022

Time: 11:00 a.m.–12:30 p.m. ET New York; 8:00 a.m.–9:30 a.m. PT Los Angeles

Registration: View archive here.

CPE credit offered: up to 1.8 depending on duration. Recommended field of study: Taxes. Learning objectives: Identify legislative tax developments, recognize international tax considerations and state and local tax trends, identify active IRS campaigns, explain hedge fund and management company considerations. This intermediate level, group internet-based course has no prerequisites or advanced preparation. Final CPE award to be based on content, polling and length of participation. See CPE FAQ for more information.

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

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