Tax Challenges With U.S.-Based Private Equity Fund Formation

,

I am pleased to announce that I will be speaking in an upcoming Strafford live phone/web seminar, “Tax Challenges With U.S.-Based Private Equity Fund Formation” scheduled for Thursday, August 15, 1:00pm-2:50pm EDT.

The normal “flow-through” structures used by private equity funds can create U.S. tax problems for tax-exempt and non-U.S. limited partners of the private equity funds.

The American Tax Relief Act of 2012 has a significant impact on private equity deals, both in terms of investment strategy and compensation policy. Investors and fund managers must adjust their internal rate of return calculations to take into account the higher tax rates.

Our experienced panel of veteran tax advisors will identify opportunities to minimize your client’s federal and state taxes when investing in private equity funds that include other differently situated investors with competing tax objectives.

Our panel will provide tax advisors with a summary of basic fund prototypes, a comprehensive review of the principal U.S. tax objectives of the general partner and the fund manager, and explain the various categories of investors in a typical fund and location of fund.

We will offer our perspectives and guidance on these and other critical issues:

  • The impact of the American Tax Relief Act of 2012
  • How the new 3.8% Medicare tax can be minimized.
  • Structures for U.S. investors investing in U.S. and non-U.S. based funds.
  • Alternative approaches to both common and unique tax scenarios for tax professionals who regularly advise private equity funds and their investors.

After our presentations, we will engage in a live question and answer session with participants so we can answer your questions about these important issues directly.

I hope you’ll join us.

For more information or to register >

Or call 1-800-926-7926 ext. 10
Ask for Tax Challenges in Private Equity Fund Formation on 8/15/2013

Sincerely,

Joshua V. Azran CPA/ABV/CFF, CMA, CGMA, CFE
Azran Financial

/by

Founder Institue: Revenues, Costs & Profits Seminar

Revenues, Costs and Profits
Los Angeles 2013 Semester

How do you plan to make money? How do you build a financial model? What are the types of expenses, such as fixed expenses and costs of goods sold, and how do they scale? How do you know if your model is right? What do angel investors and venture capitalists expect from your financial model? How do you identify the key metrics for your success?
Goal: Build a financial model.
Date: 2013-06-17, 06:30 PM

Mentors

/by

IS YOUR START-UP IDEA “HOT OR NOT”?

Read more
/by

Meet YEC’s Rahim Fazal of Involver on #StartupLab

,

Rahim Fazal, this week’s live chat host (click here to RSVP), still remembers the exact moment he knew he would be a lifelong entrepreneur. It was June 14th, 2000. Rahim was in his senior year at high school, and he’d just sold his first venture, a Web hosting company, for a sweet $1.5 million.

“Up to that moment, everyone around me, my parents, my family, my teachers, my counselors, etc. was telling me what to do with my life,” he told a startup conference audience in Canada earlier this year.

Not anymore, clearly.

The co-founder of Involver, the world’s largest social media marketing platform (just acquired by Oracle), has never looked back. In fact, he went on to become one of the youngest directors of a publicly traded company in the history of the U.S. and the youngest student ever accepted into Canada’s top MBA program at the Richard Ivey School of Business.

To boot, the White House just honored Rahim with an Empact 100 Award too, and he’s been named as one of the Top 25 Digital Thought Leaders by iMedia. And today, Involver is used by more than 1 million companies, including a number of Fortune 500s.

So what’s his secret sauce? How did Rahim get so far, so fast?

Aside from being nice and not listening to detractors, he says it’s all about throwing away your pride and asking for help when you need it.

That “aha moment” came to Rahim when he started falling behind at university. “Running out of options and excuses, I admitted I just didn’t get the material,” he remembers. For the first time in his life, he had to ask for help. “With a little bit of luck, and A LOT of help, I graduated with an A-average.”

And look how far he’s come!

This Thursday, January 10th at 3 PM EST, why not come get a bit zen with a real business Buddha?

Learn how it could just be your pride holding you back. Rahim Fazal will unblock your shareholder chakra and lead you down the path to ultimate entrepreneurial enlightenment … no yoga mats required!

Join our hour-long #StartupLab live chat presented by Citi, and learn firsthand how to let go — and go higher.

Got questions for Rahim? Bring them with you Thursday to the live chat!

Click here to RSVP`

/by

Meet Nick Friedman of College Hunks Hauling Junk on #StartupLab

,

When Nick Friedman (this week’s live chat host — RSVP here) and his best friend Omar Soliman co-founded College Hunks Hauling Junk, all they had was a beat-up van and a local service.

But what started as a small business went VERY big, very fast, following a storm of media attention and customer demand.

Nick and Omar — who were very good at the hauling part — suddenly faced the daunting task of turning their business into a sophisticated operation, with rules, systems, employees and a very promising financial future.

Nick completed a 3-year Entrepreneurial Masters Program at MIT, but he found the most valuable training was finding other successful people he admired, asking them for their advice, and applying those techniques to College Hunks Hauling Junk.

His approach has paid off; there are few entrepreneurial top honors Nick hasn’t nabbed, from a spot on the Inc. 500 list of fastest growing U.S. companies to Ernst & Young Entrepreneur of the Year nominations, Inc.’s 30 Under 30 list, TV spots on “Shark Tank” and “Oprah,” participation in White House panels on entrepreneurship, and press coverage in just about every major media outlet.

To boot, he and Omar found time to author a bestselling book, Effortless Entrepreneur.

Now, College Hunks is one of the largest and fastest-growing junk removal/moving service franchise opportunities in the United States, with 45+ franchises nationwide. As President, Nick has played a major role in growing the business from cargo van to powerhouse. He pays it forward, too, by offering other aspiring entrepreneurs his best advice on leadership, culture and delegation along the way.

Want to learn more about startup leadership? Founding a company that takes off, wildly, with your best friend? Join him on Thursday, January 3rd at 3 PM ET for an hour-long #StartupLab live chat presented by Citi.

Click here to RSVP!>>

/by

Riverside Barristers Financial Literacy Event

Read more
/by