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


Azran Financial

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