Financial Services Tax

Managing tax obligations responsibly and proactively can make a critical difference in reducing inefficiencies and improving opportunities.



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Financial Services Tax insights

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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.

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.

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.

2024 Asset management tax year-end webcast

In this webcast, panelists discuss year-end tax considerations and other hot topics for alternative asset managers.

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.

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.

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.

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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.

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.

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.

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.

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.