Year-End Tax Planning Webinar Series for Funds, General Partners, Management Companies, and Portfolio Companies

Join the EisnerAmper team to learn more about year-end tax planning considerations and strategies for alternative investment funds, general partners, management companies, and portfolio companies. This four-part webinar series will cover the latest tax developments, post-election considerations, and planning opportunities that can impact you and your business. Register to learn about the latest regulatory and international tax updates.  

Part I | Tax Planning for Funds, General Partners, and Management Companies

October 29 | 12:00 - 1:30 PM (ET)

Learning Objective: Participants will gain an understanding of tax considerations for year-end transactions, such as loss realizations; the deductibility of losses from worthless securities and other investments; the application of wash sale, constructive sales, and straddle rules; and other planning opportunities for hedge funds, general partners, and fund management companies.

Learning Outcomes: After this presentation, participants will be able to: 

Understand tax considerations of year-end tax planning for hedge funds, general partners, and management companies.

Speakers:

• Phil Bekmessian | Senior Manager
• Brett Cornell | Partner
• Alyssa Rausch | Partner
• Marc Stahl | Partner (Moderator)

1.5 CPE credits in Taxes

Part II | Regulatory and IRS Enforcement Updates

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

Learning Objective: After this presentation, fund managers will be up to date on the latest regulatory, case law, legislative updates impacting the alternative funds industry, our post-election outlook, as well as the latest developments in the IRS audit activity. 
 
Learning Outcomes: After this presentation, participants will be able to understand: 

• How recent legislative and judicial developments impact funds 
• How recent elections could impact pertinent tax legislation going forward  
• Latest IRS activity impacting funds, general partners, and management companies 

Speakers:

• Sarah Adkisson | Director
• Miri Forster | Partner
• Irina Kimelfeld | Partner (Moderator)

1.0 CPE credit in Taxes

Part III | State and Local Tax and International Taxes – Updates

November 19 | 12:00 - 1:00 PM (ET)

Learning Objective: Participants will gain a better understanding of the international tax landscape and necessary tax compliance associated with international issues impacting alternative funds. Participants will also gain a general overview of state tax changes impacting 2026 tax filings for funds and asset managers (i.e., income sourcing, state nexus, etc.).

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

• Strategize year-end planning opportunities for 2026
• State tax updates sourcing
• Portfolio Interest Exception
• CFC/PFIC Overlap
• Downward attribution
• Pro rata inclusions - CFC tax year changes
• Removal of QBAI hurdle
• YA Global and Mitigating ECI 

Speakers:

• Simcha David | Partner (Moderator)
• Robert Hallman | Partner
• Nicholas Montorio | Partner

1.0 CPE credit in Taxes

Part IV | Year-end tax considerations for Private Equity Funds and Portfolio Companies

December 3 | 12:00 - 1:30 PM (ET)

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

• Tax matters to consider prior to year-end affecting private equity funds
• Tax planning opportunities to consider prior year-end
• Year-end tax considerations for portfolio companies of the private equity funds
• Latest developments with research and development credits affecting funds and portfolio companies 

• Kayla Konovitch | Partner (Moderator)
• Estee Kushner | Senior Manager
• Gurleen Singh | Director
• Alex Turk | Senior Tax Manager
• Raymond Werth | Partner

1.5 CPE credits in Taxes