The 7th Private Investment Funds Tax Master Class 2016

Key Topics

• 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

Who should Attend

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