Financial Services State and Local Tax Newsletter Vol 33

In this issue

Hello,

Welcome to the latest edition of our state tax newsletter. As we find ourselves at the tail end of a bustling tax season, our goal with this newsletter is to provide you with timely and relevant information to aid in your tax compliance efforts and keep you informed about significant state and local tax developments that may be impactful to your organization or stakeholders.  

In this edition, our spotlight article delves into the recent activity of the Multistate Tax Commission's Partnership Project. Our in-depth analysis will walk you through the latest developments, offering insights into potential impacts for those in our industry. Additionally, please be sure to watch the accompanying video on California’s proposed market-based sourcing regulations, which include specific changes pertinent to the asset management industry.   

As always, your feedback and questions are welcome.  

Best regards,

Caragh DeLuca
Financial Services State and Local Tax Leader