Utilizing New State Tax Cap Workarounds: Key Considerations

Presented on November 4, 2021

Mark Hawkins, Director, State & Local Tax Services
Jennifer Young, Director, State & Local Tax Services
Lawrence Khan, Senior Manager, State & Local Tax Services
Chris Parker, JD, Senior Manager, State & Local Tax Services

California, Oregon, and other states have enacted recent legislation to offer pass through entity workarounds from the $10,000 federal cap on state and local tax (SALT) deductions.

Individuals and trusts that own an interest in a pass-through entity will want to understand their eligibility and how to calculate potential benefits.

Watch our webcast to learn how this could affect you.

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