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17 February 2026

Thursday, March 5 | 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 advance planning and assessing the potential impact on your organization.

The following topics will be discussed:

  • Asset management fees — sourcing and nexus implications
  • Gross receipts taxes
  • Notices and controversy — an area of increasing risk
  • State considerations for sales of partnership interests
  • State legislative updates including budget proposals and recent P.L. 86-272 developments
  • Filing season reminders for tax year 2025

Date: Thursday, March 5, 2026

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

Salha Aboushi, Managing Director, State & Local Tax, Ernst & Young LLP

Joe Betesh, Senior Manager, State & Local Tax, Ernst & Young LLP

Nic Van Horn, Partner, State & Local Tax, Ernst & Young LLP

Moderator

Amy McLocklin, Partner, State & Local Tax, Ernst & Young LLP

CPE credit offered: up to 1.2 depending on actual duration. Recommended field of study: Taxes. Learning objective: Describe the latest state & 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: 2026-0454

 

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