Private Investment Fund Tax and Accounting Forum

The Private Investment Fund Tax & Accounting Forum

Navigate Complex Regulations and Optimize Your Firm's Success

This one-of-a-kind, comprehensive program features industry specialists and thought leaders sharing everything you need to know to safeguard your fund from costly tax legislation misinterpretations and thrive in a constantly changing environment. As the industry's most comprehensive tax and accounting event for private equity and hedge funds, this is your opportunity to connect with tax and accounting firms, fund administrators, attorneys serving fund clients, portfolio companies, and funds from across the nation.

Gain valuable insights on key industry issues, such as SEC and IRS regulations, fraud prevention, year-end tax planning, cryptocurrency, state and local tax (SALT), and cybersecurity. Don't miss your opportunity to hear from our industry-leading speaking faculty and discover solutions to remain compliant, navigate new regulations, and optimize your firm’s success.

Stay tuned for details on next year's event.

Private Equity and Hedge Funds, Portfolio Companies if you are:

Financial OR Internal auditors
Compliance auditors
State tax specialists
Chief Operating Officers
Chief Investment Officers
Chief Tax Officers

Top Reasons to Attend

Your peers attended our last event to:

Review and analyze the latest IRS updates and regulations impacting private funds to ensure compliance and effectively prepare for audits
Navigate the complexities of cryptocurrency taxation, including IRS guidance, recordkeeping requirements, and strategies for compliance
Explore SALT issues including carried interest, resident credits, and tax rules for remote employees, to optimize tax efficiency
Identify and classify QSBS, explore strategies to maximize tax benefits, and understand best practices for documenting and reporting transactions
Gain practical knowledge on year-end tax planning techniques, including deferrals, accelerations, and long-term strategies to respond to potential tax landscape shifts
Review recent SEC enforcement actions, financial reporting, and disclosure violations, and prepare for updated Form PF reporting requirements
Identify common fraud schemes targeting private investment funds, explore effective internal controls, and conduct comprehensive fraud risk assessments
Evaluate significant court decisions to understand their implications on tax and regulatory practices
Assess the evolving landscape of cybersecurity threats and vulnerabilities that impact accounting professionals
Gain valuable insights from esteemed professionals as they share their expertise on critical tax and accounting issues

Platinum Sponsor

“The topics were extremely relevant to the current tax environment including the Tax Cuts and Jobs Act”

Large Business & International Revenue Agent, Managed Fund Examination, Internal Revenue Service

“Talented presenters and current information”

Partner, Citrin Cooperman