POWER OF INTELLIGENCE

Insight Center: Events

Financial Executives Alliance, 'Impact of Tax Reform on Carry Taxation'

Speakers: Steven D. Bortnick and Morgan Klinzing

4/16/2019
12:00-1:30 PM (ET)
Financial Executives Alliance, 'Impact of Tax Reform on Carry Taxation'

The Financial Executives Alliance's New York City Private Equity / Venture Capital Networking Group will be hosting a complimentary educational lunch session on the "Impact of Tax Reform on Carry Taxation." The panel will feature speakers Steven D. Bortnick, a partner in the Tax and Estates Practice Group of Pepper Hamilton, and Morgan Klinzing, an associate in the Tax and Estates Practice Group, and will be moderated by Janice Chan, CFO of Clarion Capital Partners.

Topics to be discussed include:

  • How the new carry rules work
  • Planning around the new 3-year holding period
  • Whether management fee waivers make sense after tax reform
  • New disclosure issues resulting from carry legislation.
Location

Pepper Hamilton
The New York Times Building
620 Eighth Avenue - 37th Floor
New York, NY 10018-1405

Event Documents

Impact of Tax Reform on Carry Taxation PPT slides (.pdf)

Registration

This event is for members of the Financial Executives Alliance. For questions, contact Karyn Walsh at (617) 478-5188.

Data protection laws have changed, so we have revised our Privacy Policy.

CLOSE