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22 July 2025

Wednesday, July 30 | State & local tax issues impacting the financial services industry (1 pm ET)

Wealth & asset management and real estate legislative developments

Ongoing federal, state and local legislative developments continue to reshape the regulatory landscape for the real estate and wealth & asset management industries. This webcast will address tax approaches organizations may wish to consider in light of these developments and will highlight the importance of using the latest technology to improve how organizations address controversy and enhance modeling capabilities.

The following topics will be discussed:

  • Tax considerations from P.L. 119-21 (known as "One Big, Beautiful Bill"), including state pass-through entity taxes
  • State legislative developments impacting the real estate and wealth & asset management industries
  • Asset management developments, including fee sourcing and filing requirements for direct lending
  • Current transaction trends with state and local tax considerations
  • Advances in data analytics, artificial intelligence and automation impacting the industry

Date: Wednesday, July 30, 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

Sibel Aktas, Partner, State & Local Tax — Wealth & Asset Management, Ernst & Young LLP

Amy McLocklin, Partner, State & Local Tax — Real Estate, Ernst & Young LLP

Kaela Munster, Senior Manager, State & Local Tax — Real Estate, Ernst & Young LLP

Jenn Slinkard, Senior Manager, State & Local Tax — Wealth & Asset Management, Ernst & Young LLP

Moderator

Patrick Doyle, Principal, State & Local Tax — Real Estate, Ernst & Young LLP

CPE credit offered: up to 1.2 depending on duration. Recommended field of study: Taxes. Learning objectives: Describe the latest state and local tax legislative developments impacting the financial services industry, specifically wealth & asset management and real estate, and how the changes may impact businesses and investors. 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: 2025-1553

 

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