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Baker Tilly Asset Management’s Breakfast Briefing Series: State Sourcing Income Rules and Considerations for Hedge Funds and Private Equity Funds

June 28 @ 08:00 - 10:00

Gregory Kastner, CPA and a Senior Tax Manager Asset Management for Baker Tilly, and Michele Itri, a partner with Tannenbaum Helpern, will discuss state sourcing income rules and considerations for the alternative investment industry.

Specific topics they plan to cover 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

The presentation will be followed by a short Q&A period.

This event is complimentary, but space is limited. Anyone interested in attending should RSVP as soon as possible to: lancy.jiang@bakertilly.com

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