Wealth and asset management tax services
Our global wealth and asset management services bring together the broad industry and tax knowledge of thousands of professionals. With offices worldwide, we are a leading service provider to alternative and traditional regulated funds, both onshore and offshore.
Our clients benefit not only from our experience with numerous wealth and asset managers and funds but also from the dynamic blend of cross-border tax services we provide to sellers, buyers and financial intermediaries.
We assist funds in addressing the complexity and challenges inherent in their domestic and global structures. The breadth of our tax services ranges from planning and controversy assistance through tax accounting, controls and compliance.
Our tax services include:
- International tax planning, including transfer pricing and global tax analysis
- Jurisdictional tax services (federal, state, local)
- Transaction tax services
- Human capital services, including performance and rewards
- Tax accounting and risk advisory services
- Individual tax planning and compliance
- FATCA, CRS, and CbC reporting
- Hedge fund structuring for tax efficiency
- Structuring for seed arrangements
- Mutual fund tax outsourcing including proprietary tax technology and data analytic tools
- Tax process analysis
- Uncertain tax position (i.e., ASC 740) analysis
Tax technology products:
- Rapid Security Analyzer
- Passive Foreign Investment Company (PFIC) Analyzer
- The Global Withholding Tax Reporter
EU reclaim is a rapidly evolving landscape. Catch up on recent developments, and understand the key phases of a successful EU reclaim project.
Our mutual fund tax professionals can help you make your tax function more efficient and cost-effective, as well as help with planning and modeling ideas.
This guide describes the basic tax issues affecting regulated investment companies (RICs).
As the latest developments unfold, check back here frequently for tax reform analyses and insights from our EY Center for Tax Policy professionals.
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Join EY and other industry professionals as we tackle some of today’s most pressing issues affecting the tax industry.
We offer knowledge and resources to help navigate the Foreign Account Tax Compliance Act (FATCA).
Stay up-to-date with the latest developments involving the CRS.
In an era of increased transparency and digitalization, today’s tax function needs to adapt how it interacts with governments & stakeholders to prepare for the future. Issue 17 of EY’s Tax Insights, out now, explores how innovation is transforming the tax landscape.
For event details, please contact EY’s Global Withholding Tax Reporter team.
Global Withholding Tax Reporter
Global Hedge Fund Symposiums
Held in financial centers around the world, this symposium series examines the multi-faceted issues and challenges facing the hedge fund industry.