How will tax reform affect your fund and portfolio company?

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 leveraged buyout (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? View this on-demand webinar to learn more about these topics and more.

"Almost half of hedge funds are debating investment strategies under tax reform proposal"

Key takeaways

  • An overview of the Trump Administration’s tax reform proposal
  • Key tax reform areas that will affect hedge funds, private equity funds and portfolio companies
  • Tax planning areas to discuss with your investors and management company principals
  • Potential tax reform risks and opportunities that can impact the calculus on portfolio deals

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You can also view additional resources on tax reform by visiting our tax reform resource center.

For more information on how your organization can prepare for tax reform, or to learn how Baker Tilly’s tax and asset management specialists can help, contact our team.


41.2 percent of respondents answered either “Yes. We have made significant changes in upcoming fund structures and investment strategies based on the tax reform proposals that have been released” or “Somewhat. We have had some form of discussions on how the tax reform proposals will affect our investment strategy and fund structures.” to a flash poll question during the How will tax reform affect your fund and portfolio company webinar.


The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely.  The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.