Taxation of Investment Partnerships: Hedge and Private Equity Funds, Carried Interest, Bermuda Reinsurance
Note: CLE credit is not offered on this program
A live 110-minute CPE webinar with interactive Q&A
This webinar will address the complex rules surrounding the taxation of investment partnerships. Our panel will discuss how private equity and hedge funds are taxed, the latest guidance on taxation of carried interests, and utilizing Bermuda reinsurance to mitigate taxation. They will provide comprehensive examples of scenarios and strategies explaining the taxation of partners investing in these funds.
Outline
- Taxation of investment partnerships: introduction
- Private equity
- Hedge funds
- Carried interest
- Bermuda reinsurance
- Other considerations
- Examples and strategies
Benefits
The panel will cover these and other critical issues:
- The definition of an investment partnership under IRC Section 731
- Key considerations for taxation of private equity funds
- The latest guidance on Section 1061 carried interest
- Utilizing Bermuda reinsurance to minimize taxation
Faculty
Toni Mazzacca
Partner
Mazars
Ms. Mazzacca has over 20 years of experience delivering insightful local, federal and global tax services to clients in... | Read More
Ms. Mazzacca has over 20 years of experience delivering insightful local, federal and global tax services to clients in the financial services, capital markets, banking, insurance, real estate, investment management, and private equity industries. She has a substantial track record of helping clients improve their tax positioning at the local, national and international levels, including achieving compliance with ongoing changes in tax regulations worldwide.
Closeto be announced.
Early Discount (through 11/15/24)
CPE credit processing is available for an additional fee of $39.
CPE processing must be ordered prior to the event.
See
NASBA details.
Cannot Attend December 10?
Early Discount (through 11/15/24)
CPE credit is not available on downloads.
CPE On-Demand