The 8th Annual Private Investment Funds Tax Master Class

The industry’s most comprehensive tax event for BOTH private equity funds & hedge funds

May 23-24, 2017
New York, NY

What You'll Hear

2017 is a year and that’s why you need to attend FRA’s 8th Annual Private Investment Fund Tax Master Class – the industry’s BIGGEST and most complete tax conference of the year. This is THE event where fund CFOs, controllers, and tax professionals get up-to-date on all of the current developments affecting private investment funds.

Whether you’re from a hedge fund, a private equity fund, or you’re providing services to either, this conference will equip you with timely insight and guidance on what types of decisions you should be making to optimize your fund’s tax planning efforts. We’ve teamed up with some of the brightest and most innovative tax professionals in the industry to bring you a program that delivers a wide-array of valuable content.

Through in-depth research with a wide-array of quality thought leaders, we’ve carefully crafted an agenda to provide in-depth guidance

Topics at a Glance

Hedge Fund Track

  • Hedge Fund Tax and Regulatory Update
  • Practical Implications of Complying with Partnership Audit Rules
  • Taxation of Derivatives
  • Advanced Issues with Taxation of Swap Contracts
  • Best Practices for Complying with FATCA and Common Reporting Standards
  • General Tax Planning Guide Under the New Administration
  • Investor Perception of Tax Reform and How Could It Affect Hedge Funds
  • Addressing Tax Issues with 1256, 988 and FX
  • Surviving an IRS Audit in a New Landscape
  • Trends in Hedge Fund Manager Compensation Structures
  • Working Through Tax Implications of Foreign Investment Withholding

Private Equity Fund Track

  • State of the Industry – New Developments that Every Private Equity Fund Must Be Aware Of
  • Effective GP Compensation Structures in this New Environment
  • Partnership Audit Rules from a Pragmatic Standpoint – What Should Your PE Fund Be Doing?
  • Portfolio Company Exit Strategies and Their Tax Implications
  • State and Local Tax Update for Private Equity Funds
  • Interactive Forum Addressing Private Equity’s Most Pressing Issues
  • State and Local Tax Update for Private Equity Funds
  • Working Through Tax Implications of Foreign Investments
  • Tax Considerations for Foreign Investors and Investments
  • Managing the Potential Impact of Section 385 Regulations
  • HYDO Refresher
  • Tax Implications of Sales of GP Interests
  • Investor Perception of Tax Reform and How Could It Affect Private Equity

Top Reasons To Attend

  • Get the latest insight on new legislative changes and so-called tax reform
  • Understand how the new partnership audit rules are affecting your fund’s tax planning
  • Gain invaluable insight on how to best address the many foreign tax issues both inbound and outbound
  • Develop new and innovative tax strategies that you can use to increase your fund’s returns in this ever-complicated environment
  • Optimize profitability by obtaining useful tips, techniques, and strategies from the industry’s most renowned experts
  • Learn cutting edge fund structures that promote efficient tax practices
  • Hear directly from some of the industry’s most esteemed tax leaders
  • Customize your conference experience by travelling between the hedge fund and private equity fund tracks as you wish
  • Grow your network of high-level private equity and hedge fund tax professionals
  • Earn up to 14 CPE Tax Credits!

The conference features a private equity track and a hedge fund track where attendees are free to mix and match sessions of their choice

Who Should Attend

From Hedge Funds and Private Equity Funds:

  • Chief Financial Officers
  • Controllers
  • Tax Managers/Directors
  • General Partners
  • Chief Operating Officers
  • Managing Directors
  • In-house counsel

From law firms, accounting firms, and management consultancies:

  • Lawyers
  • Accountants
  • Consultants
  • Advisors

Get Answers To These Important Questions

  • How will tax reform affect my fund’s tax planning?
  • What legislative developments should I be paying close attention to?
  • What can a fund expect if it goes through an IRS audit?
  • How to most efficiently structure my fund in this new tax environment?
  • What are some useful strategies to implement absolute efficiency?
  • What kind of considerations should we have with foreign tax issues?
  • How will incoming foreign investors/investments currently affect my tax plan?

Earn up to 14 CPE TAX Credits

When & Where

May 10-11, 2017

The Princeton Club
15 West 43rd Street
New York, NY 10036
P: (212) 596-1200

If you require overnight accommodations for this conference, please contact any of the following nearby hotels. Please note that FRA does not have a negotiated rate with any of these hotels.

Area Hotels:
InterContinental Times Square - 212-803-4500
Westin Times Square - 866-837-4183
Millennium Broadway Hotel - 212-768-4400
Hotel Sofitel New York - 212-354-8844

Register

Register Now: Space is Limited!

For more information and to register, contact Kathie Eberhard at 704-341-2439 or keberhard@frallc.com

For speaking and sponsorship opportunities, contact Samantha Rosky at (704) 341-2390 or srosky@frallc.com

[+] Register Now

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The Industry’s Most Complete and Concise Tax Event for both Private Equity Funds and Hedge Funds

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