Annual Tax Update

Join us for this online session diving into US and Global Tax Updates. Presented by the tax team from EY.

The objectives of this course are to provide a deeper understanding of:

• Market Conditions & Current Political Landscape
• Fund reporting including UBTI silo 512a tax exemptions, PFIC proposed regulations, K2/K3
• Trust/Foreign Corporation Taxation Considerations including Pillar 2 - Global Minimum Tax, Economic Substance
• FATCA/CRS Reporting update
• Cayman DITC Enforcement

Presenters: Emily Simpson, Tax Senior Manager; Andrea Leo, Tax Senior Manager; Lucy Muyanga, Tax Senior Manager; Robert Moncrieff, Tax Associate Partner; Christine Bowers, Tax Senior Manager; Michelle Bahadur, Tax Senior Manager

Who should attend: Financial services professionals and leaders who want to learn more about the global tax landscape and what that means for clients.

CPE: 2