Private Investment Fund Tax and Accounting Forum

The Private Investment Fund Tax & Accounting Forum

Get Updates and Best Practices on Effective Tax & Accounting Strategies

This one-of-a-kind, comprehensive program features industry specialists and thought leaders sharing everything you need to know to not only safeguard your fund from costly tax legislation misinterpretations but thrive in a constantly changing environment.

As the industry’s most complete and concise tax and accounting event for both private equity and hedge funds, connect with tax and accounting firms, fund administrators, attorneys with fund clients, portfolio companies, and funds from around the country.

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Who Should Attend

Private Equity and Hedge Funds, Portfolio Companies if you are:

Financial OR Internal auditors
Compliance auditors
State tax specialists
Chief Operating Officers
Chief Investment Officers
Chief Tax Officers

Top Reasons to Attend

There is a reason attendees return to this event year after year. Last year your peers from around the country attended to:

Stay up-to-date on the latest developments regarding IRS and SEC proposed regulations, to remain compliant with current tax laws and to optimize financial outcomes for investment funds and their managers
Analyze the latest State Income Tax Apportionment Rules, with a focus on New York and New Jersey’s new regulations, to improve proficiency in navigating evolving tax compliance requirements
Explore considerations when opening an offshore investment fund in the Cayman Islands to maximize the benefits and minimize potential risks associated with offshore investment funds
Interpret and understand intricate reporting regulations applicable to private investment entities, for accurate compliance with evolving tax laws
Evaluate the evolving landscape of carried interest taxation, distinguishing between various jurisdictions to provide informed advice to clients

“Topics extremely relevant to the current tax environment including the Tax Cuts and Jobs Act”

Large Business & International Revenue Agent, Managed Fund Examination, Internal Revenue Service

“Talented presenters and current information”

Partner, Citrin Cooperman

“ Great group of attendees”

Manager, CliftonLarsonAllen

“ Relevant subject matter, well organized, qualified speakers”

CPA, Shareholder, Fleming Fund Services