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Effective Hedge Fund Tax Planning

Valuable strategies to ensure your fund has optimized its tax plan

September 17-18, 2019
AMA Conference Center | New York City
#HedgeFundTaxIEN


While the Tax Cuts and Jobs Act legislation isn’t exactly breaking news, its impact on the hedge fund industry has been significant, and yet many unanswered questions remain.  There’s still a ton of confusion, limited guidance, and many funds scratching their heads about how to act on certain issues. Can your fund afford to fall into expensive traps?

Earn up to 12.5 CPE credits

The time for a forum like this has never been greater and we’re pleased to offer the hedge fund community cutting-edge insight and access to some of the most distinguished tax professionals in the country. You won’t find a more thorough, advantageous hedge fund tax conference anywhere.  Take a look at the program and see for yourself!


Key topics will include


Working Through Key Tax Cuts and Jobs Act Provisions That Significantly Affect Hedge Funds
Qualified Opportunity Zones: New Tax Benefit for Investors and Managers?
Carried Interest Update: The New Three-Year Holding Period Rule

Footnote Disclosures Under the TCJA and Other New Disclosures
What You Currently Need to Know About GILTI, BEAT and the Transition Tax
October 15th is Just Around the Corner! – Effectively Preparing Individual Tax Returns under the TCJA

Who Will You Meet?


  • This conference has been pragmatically crafted to tackle the many complex tax issues that hedge funds face. You’ll learn alongside and expand your network of:
  • Hedge Fund CFOs
  • Controllers
  • Tax Managers
  • Tax Directors
  • ...as well as some of the industry’s most well-known and sought-after tax lawyers and accountants

How Will This Conference Help You?

Receive the most up-to-date developments about ever-changing federal and state tax legislation

Catch-up on lessons learned by expert practitioners from one of the more complicated tax seasons in decades
Get the latest insight on how carried interest legislation will affect hedge funds
Discover how Qualified Opportunity Zones can offer new tax benefits for investors and managers
Understand how foreign tax issues like GILTI, BEAT, the transition tax, and other important developments affect hedge funds
Fine-tune your tax practices by learning the latest tips, tricks, and techniques for solving
Get highly useful guidance on year-end tax planning
  • “Good topics and speakers were willing to engage with attendees after they spoke"

    – Mark R. with Segall Bryant
  • “Content was specific to my job and provided important detail for my role"

    – Jeff D. with DWS
  • “Solid technical discussion but presented in a way that wasn’t brutally dry and didn’t go over my head. Very nice use of applicable examples.”

    - Anonymous Attendee
  • “Very current, practical, and thoughtful analysis”

    - Anonymous Attendee

Speakers

E. George Teixeira

Partner
Anchin

Edward Dougherty

Partner
Deloitte

Moshe Metzger

Partner
RSM

Philip Gross

Partner
Kleinberg, Kaplan, Wolf, Cohen

Harlan Kwiatek

Partner
RSM

Mark Leeds

Partner
Mayer Brown

Lee Sheppard

Contributing Editor
Tax Analysts' Tax Notes

Robert Gordon

President
Twenty-First Securities Corp.

Stuart Kralstein

Partner
KPMG

Laura Ross

Partner
EisnerAmper

Maury Cartine

Partner
Marcum

Miri Abrams Forster

Tax Principal
KPMG

Kat Saunders Gregor

Partner
Ropes & Gray

Schedule


17

September 2019

Tuesday

  • 8:00 AM

    Conference Registration & Networking Breakfast

  • 9:00 AM

    Conference Sessions:

    • - Welcome and Opening Remarks from the Conference Chairperson
    • - Working Through Key Tax Cuts and Jobs Act Provisions That Significantly Affect Hedge Funds
  • 10:30 AM

    Networking Break

  • 10:45 AM

    Conference Sessions

    • - Carried Interest Update: The New Three-Year Holding Period Rule
    • State and Local Tax Update
  • 12:30 PM

    Networking Luncheon

  • 1:30 PM

    Conference Sessions

    • - Qualified Opportunity Zones: New Tax Benefit for Investors and Managers?
    • - Keynote Address: Current Developments on the Hedge Fund Tax Front
  • 3:00 PM

    Networking Break

  • 3:20 PM

    Conference Sessions

    • - Effectively Preparing Individual Tax Returns under the TCJA – October 15th is Just Around the Corner!
    • Getting a Head Start on Year-End Tax Planning
  • 5:00 PM

    Networking Reception

  • 6:00 PM

    End of Day

18

September 2019

Wednesday

  • 8:15 AM

    Networking Breakfast

  • 9:00 AM

    Conference Sessions:

    • - Chairperson’s Day 1 Recap and Welcome Back
    • Footnote Disclosures Under the TCJA and Other New Disclosures
    • Everything You Need to Know About GILTI, BEAT and the Transition Tax
  • 11:10 AM

    Networking Break

  • 11:30 AM

    Conference Sessions

    • - Effectively Connected Income – Still a Concern for Foreign Investors
  • 12:15 PM

    Networking Luncheon

  • 1:15 PM

    Conference Sessions

    • - Cryptocurrency and Blockchain – Tax Considerations and More
    • - Latest on IRS Audits, Partnership Audits and Recent Tax Controversies to be Aware of
  • 3:00 PM

    Conference Conclusion

Schedule


Have us email you when the full agenda is ready

Sponsors


Location


AMA Conference Center

1601 Broadway
New York, NY 10019
(212) 903-8060

AMA's New York Executive Conference Center is the largest Conference Center in New York City. Conveniently located at 48th and Broadway in the heart of New York City's bustling Times Square, the Center is within blocks of some of the best restaurants, shops, and entertainment for which New York is famous.

Nearby Hotels


Crowne Plaza Manhattan

1605 Broadway
New York, NY 10019
1-877-977-4000
Website

Sheraton New York Times Square Hotel

811 7th Avenue 53rd Street
New York, NY 10019
1-212-581-1000
Website

The Hotel Edison

228 W 47th Street
New York, NY 10036
1-800-637-7070
Website

Sponsor Or Exhibit At This Event


CPE Credit Information


Program Learning Objectives: Conference participants will gain advanced knowledge of new tax legislation affecting hedge fund investments/investors both domestically and abroad. They will also get relevant guidance on how to strategize investments for better tax efficiency and comply with new and existing IRS rules.
 
Program Description: This event will primarily cover the effects of the Tax Cuts and Jobs Act and its effect on hedge funds. Additionally, this course will offer insightful tips and strategies to help fund tax practitioners be ready for year-end tax planning.
 
Program Level: Intermediate
 
Prerequisites: Working knowledge of basic hedge fund tax codes, principles, and standards
 
Advanced Preparation: None
 
Instructional Delivery Method: None
 
CPE Credit Breakdown: Attendees are eligible to receive up to 12.5 CPE credits in theTax field of study


Insight Exchange Network is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
 
IEN will issue CPE certificates to all eligible attendees 7-10 business days post-conference via email. The number of CPE credits issued will be based on the actual time spent in instructional sessions during the event. Please note that, while rare, changes to the final conference agenda may be beyond our control but we will do our absolute best to ensure that any change will be met with relevant alternatives.

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