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Helping you navigate evolving compliance and planning opportunities and exposures.

State and Local Tax for Financial Services

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The financial services industry is under pressure to enhance performance and profitability amidst increased market transparency and fee pressures driven by shifting client preferences. Whether the organization is focused on insurance, banking, real estate, asset management or a combination of these, firms are leveraging digital platforms to improve experiences and drive efficiencies. Amid emerging trends like sustainability priorities, workforce shifts, and advancements in data analytics, the industry is recognizing tax as a value driver that enhances investor and client experiences and supports its goal to remain competitive and adapt to rapidly changing market dynamics.

How PwC can help

Provide a holistic approach to the deal life-cycle, from proper structuring at entry to devising a tax exit strategy. Provide proactive, ongoing guidance to reduce state tax exposure and risk for deals.

Deploy a suite of standardized state and local compliance technology tools that is designed to deliver information to you and your stakeholder in ways that are easy to understand and apply.

Provide real-time in-depth reporting and analysis at both the investor and transaction level, which allows for a focus on high-level planning, analysis and decision-making.

Address and resolve issues that arise in financial services with the help of specialists with years of experience focused on financial services, including many former key department officials.

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Contact us

Caragh DeLuca

Caragh DeLuca

Partner, State and Local Tax Financial Services Leader, PwC US

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