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October 20, 2023

Thursday, November 9 | Tax considerations for asset managers and their families: The individual year-end tax matters you need to know (1 pm ET)

Asset managers and high-income earners have been making tax headlines in the past year with recent tax court filings, IRS enforcement efforts and more. Join our panel of Financial Services Private Tax professionals, led by moderator Damien Martin, as they share insights on key tax developments and what they might mean for asset managers and their family offices.

This 60-minute webcast will cover:

  • Individual developments impacting financial services professionals and their families
  • The prospect of legislative and regulatory tax change before year-end
  • A recent IRS announcement that it will focus greater attention on high-income earners and larger partnerships
  • Year-end planning considerations

Date: Thursday, November 9, 2023

Time: 1:00–2:00 p.m. ET New York; 10:00–11:00 a.m. PT Los Angeles

Registration: View archive here.


  • David Kirk, Private Tax National Tax Department Leader, EY Private Tax, Ernst & Young LLP
  • Joel Friedlander, Partner, Financial Services Organization (FSO) Private Tax, Ernst & Young LLP
  • Jessica Perna, Partner, FSO Private Tax, Ernst & Young LLP


  • Damien Martin, Partner, FSO Private Tax, Ernst & Young LLP

CPE credit offered: up to 1.2 depending on duration. Recommended field of study: Taxes. Learning objectives: Describe recent tax developments of interest to financial services professionals; assess the likelihood of legislative and regulatory tax changes that might affect high-income earners; identify relevant year-end tax 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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