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Private Investment Fund Tax and Accounting Forum
December 6-7, 2023
Miami, FL

Past Agenda

Wednesday - December 6, 2023

8:00 AM 9:00 AM

7:00 AM 8:00 AM

6:00 AM 7:00 AM

5:00 AM 6:00 AM

2:00 PM 3:00 PM

Registration Desk Opens and Networking Breakfast

8:00 AM 6:00 PM

7:00 AM 5:00 PM

6:00 AM 4:00 PM

5:00 AM 3:00 PM

2:00 PM 12:00 AM

Exhibit Hall Open

9:00 AM 9:15 AM

8:00 AM 8:15 AM

7:00 AM 7:15 AM

6:00 AM 6:15 AM

3:00 PM 3:15 PM

Chairperson Welcome & Opening Remarks

George Teixeira, Partner and Tax Leader of Financial Services Practice
Anchin

9:15 AM 10:00 AM

8:15 AM 9:00 AM

7:15 AM 8:00 AM

6:15 AM 7:00 AM

3:15 PM 4:00 PM

Keynote Address

Update on Private Fund Tax Developments

Lee Sheppard, Tax Commentator
Tax Analysts

10:00 AM 10:50 AM

9:00 AM 9:50 AM

8:00 AM 8:50 AM

7:00 AM 7:50 AM

4:00 PM 4:50 PM

Panel: Reporting Issues for Investment Partnerships

  • Review Section 163(j) reporting for tiered partnership interests 
  • Evaluate new reporting requirements under the Corporate Transparency Act 
  • Navigate increased international reporting on Schedules K-2 and K-3
  • Examine proposed 2025 reporting rules for Digital Currency Transactions 

Maury Cartine, Managing Director (Moderator)
Prospect Capital

Mark Leeds, Partner
Mayer Brown

Joe Pacello, Tax Managing Director
BDO

Victoria Rincon, Manager, International Tax
RSM US LLP

10:15 AM 11:15 AM

9:15 AM 10:15 AM

8:15 AM 9:15 AM

7:15 AM 8:15 AM

4:15 PM 5:15 PM

Networking Break

11:15 AM 12:05 PM

10:15 AM 11:05 AM

9:15 AM 10:05 AM

8:15 AM 9:05 AM

5:15 PM 6:05 PM

Panel: State and Local Tax Issues for Investment Management Companies

  • Assess state legislation for bypassing the $10,000 limitation for the state and local tax deduction 
  • Evaluate State Income Tax Apportionment Rules 
  • Review NYC’s enforcement efforts against management companies 
  • Analyze Hot Topics in state personal income tax residency and income allocation

Timothy P. Noonan, Partner
Hodgson Russ,LLP

Stacey Roberts, State and Local Tax Director
TaxOps

 

12:05 PM 1:10 PM

11:05 AM 12:10 PM

10:05 AM 11:10 AM

9:05 AM 10:10 AM

6:05 PM 7:10 PM

Networking Lunch

1:10 PM 2:00 PM

12:10 PM 1:00 PM

11:10 AM 12:00 PM

10:10 AM 11:00 AM

7:10 PM 8:00 PM

Panel: Crypto Update: Unpacking Changes on the Horizon

  • Evaluate IRS Guidance such as cryptocurrency staking and if it’s taxable upon reward
  • Manage brokers who control stocks and mutual funds
  • Mitigate issues related to effectively connected income (ECI)

 

Shehan Chandrasekera, Head of Tax Strategy
CoinTracker

Chris Kotarba, Managing Director
Alvarez & Marsal

2:00 PM 2:50 PM

1:00 PM 1:50 PM

12:00 PM 12:50 PM

11:00 AM 11:50 AM

8:00 PM 8:50 PM

Panel: Update on Management Fees & Carried Interest

  • Analyse the intricacies of holding periods stipulated by Section 1061
  • Appraise the significance of Qualified Capital Interests
  • Evaluate how carry waivers influence the allocation of taxable income

Michael Spiro, Partner
Finn Dixon and Herling LLP

Morgan Klinzing, Tax Partner
Troutman Pepper

2:50 PM 3:15 PM

1:50 PM 2:15 PM

12:50 PM 1:15 PM

11:50 AM 12:15 PM

8:50 PM 9:15 PM

Networking Break

3:15 PM 4:00 PM

2:15 PM 3:00 PM

1:15 PM 2:00 PM

12:15 PM 1:00 PM

9:15 PM 10:00 PM

Panel: Tax Considerations and Implications of Foreign Investments

  • Evaluation on Outbound Operations: 
    • Analysis on Controlled Foreign Corporations (CFC) Subpart F and GILTI inclusions 
    • Effectively dealing with Passive Foreign Investment Companies (PFICs) 
  • Evaluation on Inbound Operations: 
    • Review FDAP (Gross basis taxation) v ECI (Net basis Taxation) 
    • Assess withholding obligations and reporting issues 

Michael Miller, Esq., Partner
Roberts & Holland

Surbhi Bordia, Tax Partner - Int'l tax and Transaction tax
Armanino

Adam Tejeda, Practice Area Leader | Corporate | Partner
K&L Gates LLP

4:00 PM 4:45 PM

3:00 PM 3:45 PM

2:00 PM 2:45 PM

1:00 PM 1:45 PM

10:00 PM 10:45 PM

Panel: Year-End Tax Planning

  • Distinguish elections to mitigate adverse tax consequences 
  • Evaluate ideas for management companies and funds 
  • Discover how to harvest losses

Irina Kimelfeld, Tax Partner
EisnerAmper

Philip Gross, Partner
Kleinberg Kaplan

George Teixeira, Partner and Tax Leader of Financial Services Practice
Anchin

4:45 PM 5:00 PM

3:45 PM 4:00 PM

2:45 PM 3:00 PM

1:45 PM 2:00 PM

10:45 PM 11:00 PM

Closing Remarks

5:00 PM 6:00 PM

4:00 PM 5:00 PM

3:00 PM 4:00 PM

2:00 PM 3:00 PM

11:00 PM 12:00 AM

Networking Cocktail Reception

Join us for drinks, hors d’oeuvres, and face-to-face networking with peers.

Thursday - December 7, 2023

8:00 AM 9:00 AM

7:00 AM 8:00 AM

6:00 AM 7:00 AM

5:00 AM 6:00 AM

2:00 PM 3:00 PM

Registration Desk Opens and Networking Breakfast

8:00 AM 1:35 PM

7:00 AM 12:35 PM

6:00 AM 11:35 AM

5:00 AM 10:35 AM

2:00 PM 7:35 PM

Exhibit Hall Open

9:00 AM 9:10 AM

8:00 AM 8:10 AM

7:00 AM 7:10 AM

6:00 AM 6:10 AM

3:00 PM 3:10 PM

Chairperson Welcome Remarks and Day One Takeaways

George Teixeira, Partner and Tax Leader of Financial Services Practice
Anchin

9:10 AM 10:00 AM

8:10 AM 9:00 AM

7:10 AM 8:00 AM

6:10 AM 7:00 AM

3:10 PM 4:00 PM

Panel: SEC New Rules Review and Implementation

  • Evaluate performance measures including Quarterly Reporting rules 
  • Review reform & compliance changes within the private fund industry 
  • Analyze Third Party Verification such as Independent Audits

Christopher Mears, Audit Partner, Asset Manager
KPMG

Paul J Foley, Partner, Chair, Investment Management Practice
Akerman LLP

Marni Pankin, Partner, Alternative Investment Group
Marcum LLP

10:00 AM 10:50 AM

9:00 AM 9:50 AM

8:00 AM 8:50 AM

7:00 AM 7:50 AM

4:00 PM 4:50 PM

Panel: Addressing Family Office Challenges and Best Practices

  • Assess the unique financial and operational challenges faced by Family Offices 
  • Review investment management opportunities and analysis 
  • Explore pros and cons when considering starting a single family office vs. working in a multi-family office model 

Todd Kesterson, Principal | Family Office & Business Services (Moderator)
Kaufman Rossin

Jared Feldman, Partner, Private Client Group
Anchin

Jacqueline Duval, Partner
K&L Gates LLP

10:50 AM 11:15 AM

9:50 AM 10:15 AM

8:50 AM 9:15 AM

7:50 AM 8:15 AM

4:50 PM 5:15 PM

Networking Break

11:15 AM 12:00 PM

10:15 AM 11:00 AM

9:15 AM 10:00 AM

8:15 AM 9:00 AM

5:15 PM 6:00 PM

Establishing Offshore Investment Funds in the Cayman Islands

  • Examine auditing and reporting requirements updates
  • Evaluate exemptions for certain categories of closed-ended funds
  • Registration with CIMA to establish a new fund

 Daniel Strachman, Managing Director, A&C Advisors LLC

Christopher Mears, Audit Partner, Asset Manager
KPMG

12:00 PM 1:00 PM

11:00 AM 12:00 PM

10:00 AM 11:00 AM

9:00 AM 10:00 AM

6:00 PM 7:00 PM

Networking Lunch

1:00 PM 1:50 PM

12:00 PM 12:50 PM

11:00 AM 11:50 AM

10:00 AM 10:50 AM

7:00 PM 7:50 PM

Panel: Best Practices for Cybersecurity Adoption Policies

  • Safeguard against the growing wave of cyber threats 
  • Keys to Implementing AI in your Cyber Defense Plans 
  • Determine whether Cybersecurity Insurance is necessary

Erica England, Chief Financial Officer
The Wolcott Organization

Justin Headley, Senior Manager
Warren Averett

1:50 PM 2:40 PM

12:50 PM 1:40 PM

11:50 AM 12:40 PM

10:50 AM 11:40 AM

7:50 PM 8:40 PM

Update on IRS Initiatives & Enforcement Actions/ Ask Us Anything

  • Question industry experts with all your tax and financial reporting questions
  • Hear what issues are still on the minds of your peers and ensure you leave with all the answers you need
  • Wrap up your conference experience with open discussion

Miri Forster, Partner and National Tax Controversy Leader
Eisner Advisory Group LLC

Maury Cartine, Managing Director
Prospect Capital

2:40 PM 2:45 PM

1:40 PM 1:45 PM

12:40 PM 12:45 PM

11:40 AM 11:45 AM

8:40 PM 8:45 PM

Closing Remarks

George Teixeira, Partner and Tax Leader of Financial Services Practice
Anchin