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State Sourcing Income Rules and Considerations for Hedge and Private Equity Funds

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Baker Tilly's asset management practice is pleased to invite you to our breakfast series featuring a presentation on: State sourcing income rules and considerations for hedge and private equity funds.

Date and Time

June 28, 2017
8:00 a.m. – 10:00 a.m.


One Penn Plaza, Suite 3000
New York, N.Y.

Speaking topics will include:

  • Movement towards a single factor formula from the traditional three factors
  • Market based versus costs of performance sourcing regimes
  • "Look through" rules and uncertainties
  • Partnership level tax states
  • Possible income tax withholding requirements, statute of limitations issues and solutions such as composite returns


Gregory Kastner, CPA
Senior Tax Manager, Asset Management
Baker Tilly
Michele Itri
Tannenbaum Helpern