9:00 AM 5:00 PM
8:00 AM 4:00 PM
7:00 AM 3:00 PM
6:00 AM 2:00 PM
3:00 PM 11:00 PM
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
George Teixeira, Partner and Tax Leader of Financial Services Practice
Anchin
9:10 AM 10:10 AM
8:10 AM 9:10 AM
7:10 AM 8:10 AM
6:10 AM 7:10 AM
3:10 PM 4:10 PM
• Assess target risk of multistate nexus, income tax and other tax types
• Tackle residency risk upfront
• Understand nonresident sourcing rules
Timothy Noonan, State Tax Lawyer
Hodgson Russ, LLP
Stacey Roberts, State and Local Tax Director
TaxOps
10:10 AM 11:10 AM
9:10 AM 10:10 AM
8:10 AM 9:10 AM
7:10 AM 8:10 AM
4:10 PM 5:10 PM
• Review the required qualifications of taxable investment income
• Define key issues associated with management fees
• Assess the role of carry waivers in guiding the distributions of taxable income
Amanda Nussbaum, Partner
Proskauer
Jeff Bilsky, Partner
BDO
11:10 AM 11:30 AM
10:10 AM 10:30 AM
9:10 AM 9:30 AM
8:10 AM 8:30 AM
5:10 PM 5:30 PM
11:30 AM 12:30 PM
10:30 AM 11:30 AM
9:30 AM 10:30 AM
8:30 AM 9:30 AM
5:30 PM 6:30 PM
• Analyze regulations on tax treaties to effectively reduce withholdings
• Discuss valuable considerations when filing the K1's Foreign Partners Information Statement
• Outline the withholding exemptions in section 1446(f) of the IRC
Ines Khoumsi, Managing Director of International Tax Services
BDO
Lee Sheppard, Tax Commentator
Tax Analysts
12:30 PM 1:30 PM
11:30 AM 12:30 PM
10:30 AM 11:30 AM
9:30 AM 10:30 AM
6:30 PM 7:30 PM
1:30 PM 2:30 PM
12:30 PM 1:30 PM
11:30 AM 12:30 PM
10:30 AM 11:30 AM
7:30 PM 8:30 PM
• Highlight strategies for tax loss harvesting across a variety of asset classes
• Learn how to optimize tax reporting on installment and wash sales
• Outline best practices for mitigating risk and for accurate tax filing
Philip Gross, Partner
Kleinberg Kaplan
Miri Forster, Partner and National Tax Controversy Leader
Eisner Advisory Group LLC
George Teixeira, Partner and Tax Leader of Financial Services Practice
Anchin
2:30 PM 3:30 PM
1:30 PM 2:30 PM
12:30 PM 1:30 PM
11:30 AM 12:30 PM
8:30 PM 9:30 PM
• Identify the tax implications of virtual currency being treated as property
• Discuss how to manage crypto tax-filing with states that have not implemented guidance
• Understand how specific attributes of a virtual currency can lead to increased scrutiny from the IRS
Anthony Tuths, Tax Principal
KPMG LLP
Navin Sethi, Tax Partner
Ernst & Young LLP
3:30 PM 3:50 PM
2:30 PM 2:50 PM
1:30 PM 1:50 PM
12:30 PM 12:50 PM
9:30 PM 9:50 PM
3:50 PM 4:50 PM
2:50 PM 3:50 PM
1:50 PM 2:50 PM
12:50 PM 1:50 PM
9:50 PM 10:50 PM
• Identify the parties involved in the process of disclosure and how to extract data for accurate reporting
• Review how the K-2 and K-3 compare to the partnership form on the K-1 and what additional requirements have been set by the IRS
• Learn best practices for setting proper expectations with investors who are new to the K-2 and K-3
Colleen McHugh, CPA Partner in Charge
Marcum
Christy Jing, Senior Tax Manager
Armanino LLP
4:50 PM 4:50 PM
3:50 PM 3:50 PM
2:50 PM 2:50 PM
1:50 PM 1:50 PM
10:50 PM 10:50 PM
George Teixeira, Partner and Tax Leader of Financial Services Practice
Anchin
9:00 AM 5:00 PM
8:00 AM 4:00 PM
7:00 AM 3:00 PM
6:00 AM 2:00 PM
3:00 PM 11:00 PM
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
George Teixeira, Partner and Tax Leader of Financial Services Practice
Anchin
9:10 AM 10:10 AM
8:10 AM 9:10 AM
7:10 AM 8:10 AM
6:10 AM 7:10 AM
3:10 PM 4:10 PM
• Discuss the impact of increased regulatory measures on the private equity sector in uncertain times
• Receive an economic forecast from industry experts
• Understand how trends in PE are shifting to reduce the impacts of a recession
Brad East, Partner
MCM CPAs & Advisors
Paul Foley, Partner
Akerman LLP
10:10 AM 11:10 AM
9:10 AM 10:10 AM
8:10 AM 9:10 AM
7:10 AM 8:10 AM
4:10 PM 5:10 PM
• Examine how the SEC's proposed rule under the Investment Advisers Act would impact compensation models for private equity funds
• Capture the scope of how the SEC plans to change the dynamics of private equity management
• Receive guidance on the necessary disclosures that may be required by regulators in 2023
Marni Pankin, Partner
Marcum
Adam Reback, Partner
Optima
11:10 AM 11:30 AM
10:10 AM 10:30 AM
9:10 AM 9:30 AM
8:10 AM 8:30 AM
5:10 PM 5:30 PM
11:30 AM 12:30 PM
10:30 AM 11:30 AM
9:30 AM 10:30 AM
8:30 AM 9:30 AM
5:30 PM 6:30 PM
• Consider the factors that go into an effective valuation of a financial instrument
• Hear from experts on best practices for assessing risk on financial transactions
• Identify how to make use of third-party pricing tools to collect accurate data
Christopher Mears, Audit Partner and Asset Manager (Moderator)
KPMG
Cindy Ma, Ph.D., CFA, FRICS, Global Head of Portfolio Valuation & Fund Advisory
Houlihan Lokey
Assaf Hasson, Tax and Private Wealth Manager
12:30 PM 1:30 PM
11:30 AM 12:30 PM
10:30 AM 11:30 AM
9:30 AM 10:30 AM
6:30 PM 7:30 PM
1:30 PM 2:30 PM
12:30 PM 1:30 PM
11:30 AM 12:30 PM
10:30 AM 11:30 AM
7:30 PM 8:30 PM
• Identify best practices for securing data and privileged client information
• Hear a case study on how the private equity sector has been targeted in the past
• Learn what measures to take in worst case scenarios such as a breach
Justin Headley, Senior Manager | Security, Risk and Controls
Warren Averett
Erica England, Chief Financial Officer
The Wolcott Organization
2:30 PM 3:30 PM
1:30 PM 2:30 PM
12:30 PM 1:30 PM
11:30 AM 12:30 PM
8:30 PM 9:30 PM
• Learn about the impacts that the SEC's Climate Disclosure Rule could have on sustainable investing for private equity and hedge funds
• Dive into ESG reporting and learn how evolving guidelines are changing the way companies approach their sustainability efforts via internal audits and materiality assessments
• Gain insights as to how ESG is transforming communication between companies and their suppliers
Eivind Lorgen, IAG Chair Emeritus
SASB
William Nelson, Associate General Counsel
Investment Adviser Association
3:30 PM 3:50 PM
2:30 PM 2:50 PM
1:30 PM 1:50 PM
12:30 PM 12:50 PM
9:30 PM 9:50 PM
3:50 PM 4:50 PM
2:50 PM 3:50 PM
1:50 PM 2:50 PM
12:50 PM 1:50 PM
9:50 PM 10:50 PM
• Understand how to efficiently develop contingency plans for potential red-flags
• Learn best practices for communications with tax and accounting experts
• Discuss how changes in regulation are impacting CFOs' responsibilities
Christopher Mears, Audit Partner and Asset Manager (Moderator)
KPMG
Erica England, Chief Financial Officer
The Wolcott Organization
Joshua Cherry-Seto, Partner, CFO
StartUp Health
4:50 PM 5:00 PM
3:50 PM 4:00 PM
2:50 PM 3:00 PM
1:50 PM 2:00 PM
10:50 PM 11:00 PM
George Teixeira, Partner and Tax Leader of Financial Services Practice
Anchin