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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.

Location

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

Speakers

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