California’s shifting tax landscape is raising new implications for financial services companies, particularly around sourcing, conformity updates and wealth-based proposals. In this episode, Caragh DeLuca, PwC’s Financial Services State and Local Tax Leader, sits down with Ben Luedeke, a tax partner with deep experience advising asset managers. Together, they unpack what finalized market-based sourcing regulations mean for managers with California exposure, the ripple effects of California's updated conformity to the Internal Revenue Code, and early signals from a proposed billionaire’s tax. Whether filing in California today or not, this discussion spotlights the need to reassess investor's footprint and reporting strategies now. 

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