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, and planning opportunities that can impact you and your business. Register to learn about the latest regulatory and international tax updates. 

Part III | International & State and Local Tax Updates

December 5 | 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 2025 tax filings for asset management clients (i.e., sourcing, nexus, etc.).

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

• Strategize year end planning opportunities for 2025
• State tax impact for pass through entities related to OBBBA
• 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:

• Robert Hallman | Partner
• Catherine Kauffelt | Senior Manager
• Denisse Moderski | Partner
• Irina Kimelfeld | Partner, Moderator 

1.0 CPE credit in Taxes

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

On-Demand Recording

Learning Objectives: Participants will 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 straddle rules; and other planning opportunities.

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

• Hedge Fund year-end tax planning considerations and opportunities
• Private Equity year-end tax planning considerations and opportunities

Speakers:

• Brett Cornell | Partner
• Estee Kushner | Senior Manager
• Simcha David | Partner-in-Charge Financial Services Tax Group, Moderator 

CPE credit is not available on-demand viewing. 

Part II | Regulatory Updates

Previously Recorded

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

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

• How recent legislation impact funds
• Understand how future elections could impact pertinent tax legislation going forward

Speakers:

• Sarah Adkisson | Director
• Lindsay Karbowski | Director
• Marc Stahl | Partner, Moderator 

CPE credit is not available on-demand viewing.