Tax reform: How will your fund or portfolio company be affected?

Event Info

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Since the Trump Administration outlined its tax reform proposal, there has been much discussion regarding areas that asset management and private equity companies should address in their tax planning strategies. What will be the impact of the proposed removal of interest deductions on LBO shops and portfolio companies? How will proposed limitations on portfolio deductions affect activist funds with “buy and hold” strategies? How will domestic and international corporate tax reform proposals affect portfolio company business and tax strategies? What tax planning options should be considered by management company principals?

Join us for a discussion of these topics and more.

Key learning objectives

  • Overview the proposed tax reform to date
  • Understand the key tax reform areas that affect hedge funds, private equity funds and portfolio companies
  • Learn about tax planning areas to discuss with your investors and management company principals
  • Identify potential tax reform risks and opportunities that can impact the calculus on portfolio company deals.

Who should attend

Executives and financial professionals from:

  • Hedge funds
  • Private equity funds
  • Portfolio companies

Presenters

  • Pietro Stuardi, CPA, MST, Partner – Commercial Tax
  • Vadim Blikshteyn, CPA, Senior Tax Manager – Financial Services

Information about CPE eligibility

There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar.

CPE credit: One (1) hour total credit
Field of study: Taxes

A certificate of completion will be emailed to you four to six weeks after the event.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 608 240 2522.

Baker Tilly Virchow Krause, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.