Year-End Tax Planning Webinars for Funds and GPs

What should funds and general partners consider when strategizing for year-end tax planning? This three-part webinar series will cover the latest tax issues, new developments, and planning opportunities that impact private equity funds, hedge funds, real estate funds, venture capital funds, general partners, and management companies. Register to learn about the latest updates from federal, state and local, and international tax perspectives.  

Part I | Year-End Tax Strategies for Fund Managers 

Watch On-Demand

Learning Objectives: We will discuss the latest legislative tax developments and year-end tax planning strategies for funds and their management companies. 

Learning Outcomes: After this live virtual presentation, attendees will have a better understanding of: 

• Year-end tax planning opportunities
• Investment structuring considerations
• Legislative updates for 2023 and beyond 

Speakers: Tom Grothues and Stephen Christiano  
Moderator: Simcha David  

CPE credit is not available for on-demand viewing.

Part II | IRS Updates & Personal Tax Considerations for General Partners 

Previously Recorded

Learning Objectives: We will present key takeaways from recent IRS audit and compliance updates impacting general partners. 

Learning Outcomes: To learn the following developments around: 

• Maximizing passive activity losses
• Tax planning for IRC 461 (l) and NOLs
• Qualified small business stock and other tax opportunities
• Self-employment IRS audit update
• Other IRS audit campaigns and enforcement initiatives 

Speakers: Lisa Cappiello and Miri Forster  
Moderator: Jeff Parker  

CPE credit is not available for on-demand viewing.

Part III | State and Local Tax Updates for Funds and GPs

November 17 | 12:00 - 1:15 PM (ET)

Learning Objectives: Provide important updates and discuss the latest State and Local legislative tax developments that impact the year-end tax planning for funds and GPs.

Learning Outcomes: Participants will better understand: 

• Pass-through entity tax changes and considerations  
• State tax updates including certain sourcing rules and tax reforms
• Reporting sales of partnership interests
• Residency issues 

Speakers: Denisse Moderski and Nicholas Montorio
Moderator: Gary Bingel 

1.0 CPE credit in Taxes