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Strategic Tax Compliance in a Down Market
Planning for the latest tax rule changes and regulatory trends
Tuesday, September 22:
1:00pm EDT
10:00am PDT
What is this webinar about?
Private equity firms are smartly leveraging tax structures to take advantage of current law, maximize tax opportunities and manage the risks of potential changes. With seemingly endless updates and pending rule changes, evaluating the merits of each strategy is now more daunting. This webinar will take a detailed look at the most recent tax rule changes and Congressional and Administrative proposals to help you determine how to best minimize any resulting tax exposure to save you and your investors money.
The instructional session will include:
• Knowing when to restructure partnerships
• Negotiating terms and conditions in an environment where carry is taxed as ordinary income
• Debt buybacks: tax consequences of purchasing the debt of acquisition companies
• Impact of changes in check-the-box rules on existing fund and portfolio company structures
• Proper tax treatment of clawback payments
• Deferral of COD under §108(i)
Who will lead these webinars?
Confirmed speakers for the webinar are:
(Click on the speaker's name to read more about them and their firm)
 | Kevin Ley
Associate Editor
PEI Media
Kevin Ley is an associate editor for PEI Media and staff writer for PEI Manager magazine.
|  | Noel P. Brock
Partner & Partnership Tax Practice Leader
Grant Thornton LLP
Noel Brock is a partner and the Partnership Technical Tax Practice Leader in the National Tax Office of Grant Thornton LLP. |  | Cheryl M. Coe
Partner, Tax Department
Latham & Watkins LLP
Cheryl M. Coe is a partner in the Washington, D.C. office of Latham & Watkins LLP, where she concentrates her practice on advising US and global fund sponsors in connection with private equity fund formation, operations and transaction structuring.
|  | Amanda H. Nussbaum
Partner
Proskauer Rose LLP
Amanda H. Nussbaum is a partner in the Tax Department of Proskauer Rose
LLP and is also a member of the Firm’s Private Investment Funds Group. | | | |
Why Attend?
With the PEM Webinar Series, you will earn CPE credits and keep up-to-date with the latest changes in tax, accounting and fund finance and administration practices without having to leave your desk and cutting into your travel budget.
Did you know? A new law overhauling New York’s accounting rules expanded definition of “public accounting” to include accounting, management and financial advisory services, in addition to tax and professional services. CPAs performing public accounting services for non-CPA employers, whether those are companies, the government, universities or nonprofits, will be required to register with New York State, including private equity CFOs.
In addition, a registered CPA or public accountant must complete 40 hours of general studies or 24 hours of concentrated study in one recognised area of study, such as tax, during each year. The new law also changed the structure of CPE requirements – before, CPAs could complete 120 hours anytime over the course of three years, but now CPAs must complete 40 hours each year.
Who should attend?
The webinar series is expressly for those accounting and finance professionals within a private equity firm charged with managing its financial functions:
• Chief Financial Officers
• Chief Operating Officers
• Controllers
• Treasurers
• Fund Administration Personnel
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