Katie Quinn, a partner in the Tax Practice Group in the New York office, participated as a panelist at the 2024 Institute for Professionals in Taxation (IPT) Annual Meeting on June 24, 2024, in San Diego, California. Katie’s presentation “Making Sense of the Complex Wave of Financial Transaction Taxation” identified state and local income and gross receipts tax issues for financial instruments and transactions, described different state apportionment methods for financial instruments, and identified issues concerning tax motivated investments.