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November 7, 2023

Register for this week's Tax webcasts

Tuesday, November 7 — 1:00 p.m. ET. Realizing the full potential of your tax and finance function: Insights and leading practices for financial services institutions. With over 60 years of cumulative experience helping many of the world’s largest financial services institutions transform their tax functions, our panel of industry changemakers will highlight leading practices and discuss the challenges many firms face today, tomorrow, and beyond. The panel will discuss how financial services institutions are elevating their tax operating models to: (i) empower their people to shape change; (ii) utilize technology to improve efficiency and data integrity; and (iii) future-proof their tax and finance responsibilities. Register.

Thursday, November 9 — 1:00 p.m. ET. Tax considerations for asset managers and their families: The individual year-end tax matters you need to know. 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 as they share insights on key tax developments and what they might mean for asset managers and their family offices. Register.