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Financial Services Tax
Managing tax obligations responsibly and proactively can make a critical difference in reducing inefficiencies and improving opportunities.
We provide comprehensive tax services tailored to the financial services industries, including banking and capital markets; insurance; wealth and asset management; and real estate, hospitality and construction. By understanding the specific tax challenges these sectors face, we offer strategic guidance and compliance solutions to navigate the complex tax landscape.
EY US is the only accounting firm with a dedicated business unit for the financial services industry. Our team specializes in business tax, indirect tax, international tax and in many other tax-related issues associated with operations, compliance, reporting, technology, estate planning and law.
What’s new in Tax
Financial Services Tax insights
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How EY can help
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Our mutual fund tax professionals help clients reduce tax-related costs, improve quality and overall service.
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Three lenses every tax function needs to view to accelerate transformation of their operations. Learn more.
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FTEAS provides fiduciary/court accounting services to banks, law firms, family offices and individual trustees and executors.
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State and local taxes can significantly impact a company’s cash flow, effective tax rate and risk profile. Our network of dedicated state and local tax professionals combines technical knowledge with industry understanding and access to technologically advanced tools and methodologies.
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EY’s Captive Insurance Services team is uniquely positioned to address domestic or cross-border/foreign issues.
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Not giving tax the attention it deserves on digital issues could increase the risks for organizations. Read more.
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EY’s financial services tax team can help your business ensure data accuracy and reduce the operational burden. Find out more.
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CTORS can help you meet your customer-related regulatory obligations through its highly integrated suite of customer tax operation services. Find out more.
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Our integrated suite of tools helps you stay informed with new and evolving international taxation regimes.
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Americas Tax Financial Services leadership team
Financial Services Tax thought leadership
The growing popularity of CITs in US retirement plans
US retirement markets shift away from mutual funds to CITs as the most popular vehicle for target date funds strategies. Learn more.
05 Feb 2025
Amy Snyder
Tax considerations for private equity or private credit funds
Discover how alternative investment strategies are becoming more accessible to high-net-worth and mass affluent retail investors through Alts Funds. Learn more.
16 Dec 2024
Amy Snyder
To optimize your tax and finance functions, dig into your data
Data from a recent global tax and finance survey: 500 US-based multinationals offer insights around modernized data strategy and management. Learn more.
13 Dec 2024
Anya Parkhurst
2024 Asset management tax year-end webcast
In this webcast, panelists discuss year-end tax considerations and other hot topics for alternative asset managers.
09 Dec 2024 | your local time
The future of AI in Tax: insights and practical considerations for the tax function
In this webcast, panelists discuss AI’s current impact in the tax industry and uncover how AI can potentially deliver tangible value in tax operations.
29 Oct 2024 | your local time
How will GenAI shape tax and finance transformation?
GenAI may help tax and finance functions struggling with cost, talent and regulatory pressures. Transforming operating models can help integrate it.
09 Oct 2024
EY Americas
How BEPS 2.0 could impact the wealth and asset management industry
The potential impact of the Pillar Two rules could influence fund structuring and investment choices. Learn more.
03 Jan 2024
Jun Li
Why financial institutions should transform tax and finance functions
EY research shows banks, asset managers and insurance companies are reimagining their tax and finance functions. Read more.
16 Nov 2023
EY Americas
New OECD Guidance Gives Relief for US Renewable Credits
The OECD’s new guidance on the global minimum tax provides relief to US multinationals, but significant technical issues remain outstanding.
19 Oct 2023
Barbara Angus
Tax in a time of transition: legislative, economic, regulatory and IRS developments
In this webcast, panelists discuss the US economy and tax policy, what’s happening at the IRS and breaking developments.
23 Mar 2024 | your local time
Spotlight on BEPS 2.0: developments and practical implications for US MNEs
On this webcast, panelists discuss recent BEPS 2.0 activity around the globe and US Congressional response to BEPS 2.0.
14 Mar 2024 | your local time
How AI-powered data optimization drives tax and finance transformation
Transform your tax and finance with data-driven insights. Discover how strategic data use can guide decisions and streamline compliance. Learn more.
19 Jun 2024
EY Americas