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

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

Maury Cartine, Managing Director (Moderator)
Prospect Capital

Mark Leeds, Partner
Mayer Brown

Joe Pacello
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 
  • Navigate through technology solutions for increased transparency

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

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