The Private Investment Funds Tax Master Class

The Private Investment Funds Tax Master Class covers topics such as:

  • Hedge Fund Track
    • State Nexus, Sourcing Rules and other SALT Issues Affecting Hedge Funds
    • Hedge Fund Tax and Regulatory Update: Evaluating and Implementing Recent Developments
    • Manager Compensation: Trends and Strategies in Structuring Compensation
    • Accommodating the Tax and Regulatory Needs of Tax-Exempt Investors
    • Latest on PFIC Regulations and Reporting Requirements
    • FATCA Phase 2: A Brass-Tacks, PRACTICAL Guide to Staying Compliant
    • Working Through Tax Implications of Foreign Investment Withholding
    • Taxation of Derivatives - Swaps, Options and Other Instruments
    • Handling Informational Reporting for Hedge Funds
    • Handling Issues Relative to Inbound Tax Matters
    • 1256 Contracts, Section 988 and Straddles
    • Wash Sales, Short Sales, Constructive Sales and Constructive Ownership Transactions
    • Tax Analysis and Reporting for Lending and Debt Instruments
    • Advanced Currency Hedging
  • Private Equity Track
    • Addressing State and Local Tax Issues Affecting Private Equity Funds
    • State of the Industry - New, Key Developments That Every Private Equity Fund Should Be Aware Of
    • Interactive Forum Addressing Private Equity`s Most Pressing Issues
    • Fund Formation Considerations - Potential Hurdles and Opportunities in This Current Environment
    • Investments in Flow-Through Entities - Acquisitions, Ownerships, and Disposition
    • IRS Audit Guide: What to Expect if/when the IRS Pays a Visit
    • Working Through Common Tax Implications of Foreign Investments
    • Advanced Compensation Structures for Managers, GPs and Portfolio Players
    • Use of Treaties for Increased Tax Efficiency
    • Tax Considerations for Foreign Investors and Investments Coming Into the US
    • Tax Considerations for Investments in Debt Products
    • Exploring the Potential Impact of BEPS on Private Equity Funds - It`s Not Just a Corporate Issue
    • Private Equity Tax Compliance and Reporting Best Practices
    • Practical Guide to FATCA Compliance

The Private Investment Funds Tax Master Class brings together Private Equity Fund and Hedge Fund Executives with the following responsibilities and roles::

  • Controllers
  • Chief Financial Officers
  • General Partners
  • Tax Managers/Directors
  • Managing Directors
  • Chief Operating Officers
  • In-house counsel

Future Events

The Private Investment Funds Tax Master Class 2020


Please, check the official conference website for possible changes, before you make any traveling arrangements

Prices are for evaluation only.

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