View 2023 Agenda | The Private Investment Fund Tax Master Class | A FRA Conference

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Private Investment Fund Tax Master Class
May 1st – 2nd
Harvard Club, NYC

Past Agenda

Monday - May 1, 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 9:10 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

Day 1 Opening Remarks

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

Latest Developments in Regulation and IRS Enforcement

  • Discuss how changes to IRS funding will impact private equity and hedge funds 
  • Identify how to remain compliant with the latest developments to the tax code  
  • Discover how to prepare for an increase in tax examinations 

Moderator
Robert Velotta, Partner
Cohen & Company

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

Eric Emrich, CPA, CMA, Chief Financial Officer, Treasurer and Principal
Lubert-Adler Management Company, LP

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

Lessons Learned from K-2 and K-3 Reporting

  • Learn how to manage capital calculations 
  • Highlight what the IRS plans to do with the K-2 and K-3 to understand expectations 
  • Outline best practices for accurate reporting 

Colleen McHugh, CPA, Partner-in Charge
Marcum

Joe Zhou. Private Equity, STS International Senior Manager
BDO

Victoria Rincon, Manager, International Tax
RSM US LLP

10:50 AM 11:10 AM

9:50 AM 10:10 AM

8:50 AM 9:10 AM

7:50 AM 8:10 AM

4:50 PM 5:10 PM

Networking Break

11:10 AM 12:00 PM

10:10 AM 11:00 AM

9:10 AM 10:00 AM

8:10 AM 9:00 AM

5:10 PM 6:00 PM

The Essentials of Crypto Tax-Loss Harvesting

• Evaluate how crypto losses can decrease the tax liability of other assets
• Discuss implications of the wash-sale rule and where it may apply
• Identify best practices for state-by-state filing on crypto

Mark Leeds, Partner
Mayer Brown

Roger Brown, Global Head of Tax Strategy
Chainalysis Inc.

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

Withholding Obligations Involved in the Sale of a Partnership with Foreign Investors

  • Review considerations related to effectively connected taxable income 
  • Gain insights related to section 1446(f) and requirements for partnership interests 
  • Discuss the treatment of publicly traded partnerships as it relates to withholding obligations 

Morgan Klinzing, Partner
Troutman Pepper

Nick Heijkoop, Partner Global Structuring
PricewaterhouseCoopers

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

Key Strategies in Preparing for Tax Examinations

  • Identify cases where additional amendments may be required 
  • Discuss potential red flags in reviewing limited partnership returns 
  • Explore strategies for examining the K-1 

Erica England, Chief Financial Officer (Moderator)
The Wolcott Organization

Robert Wall, Partner
Akerman

Ali Kazimi, Managing Director
Hansuke Consulting

2:40 PM 3:00 PM

1:40 PM 2:00 PM

12:40 PM 1:00 PM

11:40 AM 12:00 PM

8:40 PM 9:00 PM

Networking Break

3:00 PM 3:50 PM

2:00 PM 2:50 PM

1:00 PM 1:50 PM

12:00 PM 12:50 PM

9:00 PM 9:50 PM

Deconstructing State and Local Tax Challenges

  • Review best practices for reporting within certain states 
  • Define the scope for how state income is sourced 
  • Assess the challenges related to multi-state nexus 

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

Timothy Noonan, Partner
Hodgson Russ LLP

Randy Varner, Counsel
Troutman Pepper

3:50 PM 4:40 PM

2:50 PM 3:40 PM

1:50 PM 2:40 PM

12:50 PM 1:40 PM

9:50 PM 10:40 PM

Carried Interest in an Evolving Landscape: Best Practices for Reporting

  • Learn how to manage allocations on section 1061 
  • Identify solutions for accurate reporting on management compensation 
  • Discuss the waiver structure and what changes may come to it 

Moderator
Robert Velotta, Partner
Cohen & Company

Michael Spiro, Partner
Finn Dixon & Herling LLP

Irina Kimelfeld, Partner
EisnerAmper

4:40 PM 4:50 PM

3:40 PM 3:50 PM

2:40 PM 2:50 PM

1:40 PM 1:50 PM

10:40 PM 10:50 PM

Day 1 Closing Remarks

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

4:50 PM 6:00 PM

3:50 PM 5:00 PM

2:50 PM 4:00 PM

1:50 PM 3:00 PM

10:50 PM 12:00 AM

Networking Cocktail Reception

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

Tuesday - May 2, 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 2:00 PM

7:00 AM 1:00 PM

6:00 AM 12:00 PM

5:00 AM 11:00 AM

2:00 PM 8:00 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

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

Best Practices for Navigating Master Limited Partnerships

• Explore how to invest in MLP investments
• Evaluate the benefits of tax-deferred accounts
• Analyze reporting for MLP’s on the K-1

Philip Gross, Partner
Kleinberg Kaplan

John Perry, Senior Tax Director
NGP Energy Capital Management

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

Tax Issues for Secondary Transfers of Private Fund Interests

  • Assess compliance requirements involved in a secondary sale 
  • Outline the restrictions on transfers that are required as a safe harbor 
  • Review best practices involved with selling a partnership interest to a foreign entity 

Jill Darrow, Partner
Katten Muchin Rosenman LLP

Ron Nardini, Partner
Vinson & Elkins LLP

 

10:50 AM 11:10 AM

9:50 AM 10:10 AM

8:50 AM 9:10 AM

7:50 AM 8:10 AM

4:50 PM 5:10 PM

Networking Break

11:10 AM 12:00 PM

10:10 AM 11:00 AM

9:10 AM 10:00 AM

8:10 AM 9:00 AM

5:10 PM 6:00 PM

The ABC's of Direct Lending

  • Identify best practices for managing tax on loan origination 
  • Discover the implications for foreign investors involved in direct lending 
  • Evaluate the tax treatment of private debt as it relates to audit readiness 

Peter Bergren, Partner and Chief Financial Officer (Moderator)
Empyrean Capital Partners

Ron Nardini, Partner
Vinson & Elkins LLP

Janicelynn Park, Partner
Proskauer Rose LLP

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

International Aspects and EU Tax Regime Updates for Private Funds

 

 

  • Review the impact of various EU-Directives (ATAD, DAC 6; Pillar II) on tax reporting and tax structuring 
  • Discuss withholding tax pitfalls and recovery opportunities for LPs, LLCs and offshore funds
  • Highlight the mitigation of tax risks via appropriate planning and structuring

Robert Welzel, Partner, Managing Director
WTS GmbH

Len Lipton, Managing Director
Globe Tax

 

1:50 PM 2:00 PM

12:50 PM 1:00 PM

11:50 AM 12:00 PM

10:50 AM 11:00 AM

7:50 PM 8:00 PM

Day 2 Closing Remarks

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