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Tax Issues for Secondary Sales of Private Funds: Transfer Restrictions, Fund Structures, T...
August 11, 2020 CLE, CPE, EA Live Webinar

This CLE/CPE webinar will provide guidance to tax counsel and advisers on critical tax considerations for secondary sales of interests in private funds. The panel will discuss tax and fund structuring challenges impacting the buyers, sellers and the fund, transfer restrictions, tax elections, alloca... Read More

Qualified Opportunity Zones and Tax Credits: IRS Regulations, Capital Gain Deferral Mechan...
IRC 45D(e) Requirements, Step-Up in Basis, Appreciation Exclusion, Tax Planning Strategies...
March 12, 2020 CLE, CPE, EA CLE On-Demand, Download

This CLE/CPE webinar will provide tax counsel and advisers with a detailed analysis of the qualified opportunity zones tax incentive mechanism provided under the tax reform law. The panel will discuss the much anticipated final IRS regulations issued in late 2019 for investors and the necessary lega... Read More

Advanced Tax Strategies in Structuring Private Investment Funds: Balancing Competing Inter...
July 30, 2019 CLE, CPE CLE On-Demand, Download

This CLE/CPE webinar will provide tax counsel and advisers with advanced guidance on how to structure private equity and other types of investment funds. The panel will discuss critical considerations in light of new tax law and offer essential planning techniques to avoid tax pitfalls. The panel wi... Read More

Hedge Funds and IRS Partnership Audit Rules
Advanced Tax Strategies in Structuring Private Investment Funds in Light of New IRS Rules
April 26, 2018 CLE, CPE, EA CLE On-Demand, Download

This CLE/CPE webinar will provide tax counsel with guidance on the impact of the IRS partnership audit rules on the structure and operations of hedge funds and private investment funds. The panel will discuss structuring considerations for new funds in light of the new regulations, and will detail n... Read More

Minimizing IRS Scrutiny of Private Equity Management Fee Waivers: Structuring Defensible W...
December 12, 2017 CLE, CPE, EA CLE On-Demand, Download

This CLE/CPE webinar will explore designs for private equity management fee waivers in light of the latest developments in the law, industry practice and potential tax reform legislation. The panel will discuss critical terms for agreements to minimize the risk of IRS challenge to new arrangements a... Read More

Tax Strategies for Limited Partner Investors in Private Investment Funds
Avoiding Tax Traps Through Side Letters and Other "Hidden" Agreements
April 13, 2016 CLE, CPE CLE On-Demand, Download

This CLE/CPE webinar will provide tax counsel and advisers with a detailed guide to the tax issues of various types of private investments funds, including private equity, venture capital, and real estate funds. The panel will discuss the tax implications of various fund structures, identify potenti... Read More

Tax Challenges With Private Equity Management Fee Waivers Given Newly Heightened IRS Scrut...
Structuring Waiver Arrangements in Light of the Proposed Regulations and Possible Changes...
October 13, 2015 CLE, CPE CLE On-Demand, Download

This CLE/CPE webinar will provide tax counsel with a review of private equity management fee waivers in light of the recently issued proposed regulations, the issues practitioners should consider when advising on fee waivers, the tax risks involved, and best practices for structuring waivers that ma... Read More

CLO Investments: Navigating Tax Challenges in a Resurging Market
Balancing Between Debt and Equity Tranches; Applying FATCA, PFIC, CFC and NII Regulations;...
November 5, 2014 CLE, CPE CLE On-Demand, Download

This CLE/CPE webinar will provide tax counsel and advisors with legal strategies to handle tax issues involved in collateralized loan obligations (CLOs). The panel will offer their insights and perspectives on the differences between debt and equity tranches, application of new FATCA and PFIC regula... Read More

Taxation of Debt Instruments: OID and AHYDO Rules, Distressed Debt, Contingent Capital
Navigating Latest IRS Rules and Overcoming Complexities in Structuring Capital Arrangement...
July 29, 2014 CLE, CPE, EA CLE On-Demand, Download

This CLE webinar will prepare tax counsel to structure complicated debt arrangements. Our experienced panel will provide best practices in handling original issue discount​ (OID), distressed debt and contingent capital. Read More

Derivative Tax Challenges: Navigating the Changing IRS Rules on the Treatment of Swaps and...
January 22, 2014 CLE, CPE CLE On-Demand, Download

This CLE webinar will prepare tax counsel to address current tax issues specific to derivative financial products. Our distinguished panel will help tax counsel to identify the issues and explain how to resolve them. Read More

Hedge Funds: Tax Advantages and Liabilities for Investors and Fund Managers
Leveraging Qualified Dividend Income, Net Investment Tax, Management Fee Waivers, and More
December 5, 2013 CLE, CPE CLE On-Demand, Download

This CLE webinar will educate tax counsel on tax issues specific to hedge funds for taxpayers and managers. Our panel will discuss tax treatment of qualified dividend income, management fee waivers and deferral, as well as tax liabilities including the new Net Investment Income Tax. Read More

Tax Issues With Private Equity Management Fee Waivers
Anticipating Areas of IRS Scrutiny and Structuring Defensible Fee Waivers
November 14, 2012 CLE, CPE CLE On-Demand, Download

This teleconference will provide counsel with a review of the management fee waiver currently being investigated by the New York Attorney General (NY AG), the various ways fee waivers can be structured, the tax risks involved, and best practices for structuring waivers that maximize the chance of wi... Read More