06 February 2025

Tuesday, February 25 | Financial Services – State Tax Navigator quarterly series: A focus on state tax matters for banking, capital markets & insurance industry members (1 pm ET)

Please join us for this installment of our financial services quarterly webcast, which will focus on navigating complexities in state tax, with a specific focus on issues that are top of mind for tax professionals in the banking, capital markets & insurance (BCMI) sectors. In this webcast, panelists will:

  • Provide an update on state fiscal conditions, pending legislation of interest and policy watchlists
  • Hear from our state tax desks on specific issues of particular relevance for the BCMI sector, this quarter featuring California, Pennsylvania and Ohio
  • Share an artificial intelligence/technology tidbit featuring a use case for BCMI sector members

We hope you can join us for this 60-minute, interactive webcast. We welcome and encourage you to ask questions.

Date: Tuesday, February 25, 2025

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

Registration: Register for this event.

Panelists

Tara Byron, State and Local/Indirect Tax, Ernst & Young LLP, Charlotte, NC

Vin Falkiewicz, Tax, Technology & Transformation, Ernst & Young LLP, Hoboken, NJ

Bill Nolan, State and Local/Indirect Tax, Ernst & Young LLP, Akron, OH

Bob Overstreet, State and Local/Indirect Tax, Ernst & Young LLP, Seattle, WA

Scott Roberti, State and Local/Indirect Tax Policy Leader, Ernst & Young LLP, Stamford, CT

Jenica Wilkins, State and Local/Indirect Tax, Ernst & Young LLP, Sacramento, CA

Moderators

Karen Ryan, State and Local/Indirect Tax, Ernst & Young LLP, New York, NY

Arthur Gold, State and Local/Indirect Tax, Ernst & Young LLP, New York, NY

CPE credit offered: up to 1.2 depending on duration. Recommended field of study: Taxes. Learning objective: Discuss state and local tax developments and issues of interest to taxpayers in the BCMI sectors. 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 | lynn.fairfax@ey.com and Barbara Kirchheimer | barbara.kirchheimer@ey.com

Learn about and register for EY Tax webcasts

You can learn about and register for any EY Tax webcast here.

Document ID: 2025-0412