Jordan Goodman Presents “Veering Off Course: Issues Unique to the Financial Industry” at the 41st Annual IPT Conference


2017 IPT Annual Conference
Charlotte, North Carolina

Jordan will zero in on the nexus, sourcing and tax base issues specifically associated with financial institutions and their affiliate businesses.

After attending, the attendee will be able to:

  • Explain nexus rules as they apply to Financial Institutions
  • Determine sourcing of interest and other income from intangibles is subject to the same sourcing rules as other business
  • Recognize combination/unitary rules work for a group comprised of financial institutions and other types of business
  • Decide whether financial institutions have non-business/allocable income
  • Determine if repossessed property create a new set of issues
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