Insight Center: Events & Webinars

Investment Management and Hedge Funds Update

Speakers: Gregory J. Nowak and Steven D. Bortnick

12:00 PM - 1:00 PM (EDT)
Investment Management and Hedge Funds Update

Presented by West LegalEdcenter

Join Pepper partner Gregory J. Nowak for a series of candid, interactive discussions for West LegalEdcenter on what is going on now in the investment management world, including issues that affect private funds and their managers. 

This month, Mr. Nowak will be joined by Pepper partner Steven D. Bortnick to talk all things tax just in time for the April 15th deadline!

Key topics will include:

  • Taxation of the entity – state and local taxes, changes in IRS audit rules, withholding taxes, foreign taxes and FATCA, planning with loss carryovers, LLC vs LP vs Cayman LTD vs corp or trust – RICs, PE, HFs
  • Taxation of the manager – fee waivers, carry proposals
  • Taxation of the investors – 2% floor, k-1s vs 1099’s, ECI and Trade or Business issues.

CLE credit available.



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