Year-End Tax Planning Webinars for Funds and GPs

Join EisnerAmper to learn more about what to consider when strategizing for year-end tax planning. This three-part webcast series will cover the latest tax issues, new developments post-election, and planning opportunities that can impact you and your business.  

Register to learn about the latest regulatory and international tax updates.  

Part II | Regulatory Updates and Post-election Landscape

November 22 | 12:00 - 1:00 PM (ET)

Learning Objectives: After this live virtual presentation, fund managers will be up to date on the latest regulatory, case law, and legislative changes and will have an understanding of how future tax legislation could impact them.

Learning Outcome: After this presentation, participants will be able to understand: 

• How recent developments impact funds
• Prepare and implement tax strategies for the coming expiration of the Tax Cuts and Jobs Act (TCJA)
• Understand how the election outcome could impact pertinent tax legislation going forward 

Speakers:

• Sarah Adkisson | Senior Manager, EisnerAmper
• Simcha David | Partner-in-Charge Financial Services Tax Group, EisnerAmper  

1.0 CPE Credit in Taxes

Part III | International Taxes – Updates

December 6 | 12:00 - 1:00 PM (ET)

Learning Objectives: Participants will have a better understanding of the international landscape and necessary tax compliance associated with international issues. Participants will also gain a general overview of state tax changes impacting 2024 tax filings for asset management clients (i.e., sourcing, nexus, etc.) and considerations of state tax updates for year-end planning.

Learning Outcome:  After this presentation, participants will be able to understand: 

• Hybrid vs reverse hybrid structure
• Treaty benefits
• 1042 Reporting and withholding tax obligations   
• Strategize year end planning opportunities for 2024

Speakers:

• Stephen Christiano | Partner, EisnerAmper
• Simcha David | Partner-in-Charge Financial Services Tax Group, EisnerAmper  
• Denisse Moderski | Director, EisnerAmper
• Josh Thomas | Manager, EisnerAmper

1.0 CPE Credit in Taxes

Part I | Tax Planning for Hedge Funds and Private Equity Funds

Previously Recorded

Learning Objectives: Participants will learn about the latest legislative and judicial developments relevant to private funds; gain an understanding of tax considerations on year-end transactions, such as loss realizations, deductibility of losses from worthless securities and other investments; the application of wash sales, constructive sales, and straddles; and Qualified Small Business Stock (QSBS) opportunities.

Learning Outcome:  After this presentation, participants will be able to understand:

• Year-end tax planning opportunities
• QSBS tax opportunities
• Recent legislative developments impacting private funds  

Speakers:

• Simcha David | Partner-in-Charge Financial Services Tax Group, EisnerAmper  
• Irina Kimelfeld | Partner, EisnerAmper
• Estee Kushner | Senior Manager, EisnerAmper

CPE credit not available for on-demand viewing.