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State and Local Tax: Asset and Wealth Management (AWM)

State and Local jurisdictions continue to target Asset Managers as a source of additional revenue, imposing increasingly complex filing and regulatory requirements for the industry. Asset Managers must develop a robust state and local tax strategy to stay compliant with these changing standards and understand planning opportunities and exposures.

We can help you with:

  • Structuring and Planning Opportunities: Provide a holistic approach to the deal life-cycle, from proper structuring at entry to devising a tax efficient exit strategy. Provide proactive, ongoing guidance to minimize state tax exposure and risk for all deals.

  • State Income Tax Compliance: Deploy a suite of standardized state and local compliance technology tools that will deliver information to you and your investors in ways that are easy to understand and apply. The TRACK system houses federal and state book and tax information in a centralized and integrated repository.

  • Data Visualizations and Analytics: Provide real-time detailed reporting and analysis at both the investor and transaction level, which allows for a focus on high-level planning, modeling and decision-making through the use of our TRACK Insights software.

  • Audit Defense/Controversy: Address and resolve issues that arise in the AWM industry with the help of specialists with years of experience focused on financial services, including many former key department officials.


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Caragh DeLuca

Caragh DeLuca

Partner, PwC US

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