Financial Research Associates

4th Annual Private Investment Funds Tax Master Class

Learn how to maximize your fund’s returns in these challenging times at the industry’s most complete tax program in NYC.

Whether you’re a private equity fund, a hedge fund or you work with both, you can’t afford to miss Financial Research Associates' Private Investment Funds Tax Master Class, taking place on May 16-17, 2013.

Get useful insight on the latest tax developments and standards to ensure total compliance and maintain solid returns.

Private Investment Funds Tax Master Class

Website Brochure Register 

This unique conference brings together two of our most prominent tax programs - Effective Hedge Fund Tax Practices and Tax Practices for Private Equity Funds - and runs them concurrently so that attendees can have an all-access pass to attend the sessions of their choice.

Sessions Include

Private Equity Fund Track:

  • State of the Industry – New, Key Developments That Every Private Equity Fund Should Be Aware Of
  • Planning in Anticipation of Carried Interest and other Major Changes
  • Investments in Flow-Through Entities – Acquisitions, Ownerships, and Disposition
  • Working Through Common Tax Implications of Foreign Investments

Hedge Fund Track:

  • Tax Update: What Has Changed and How Do These Changes Affect Hedge Fund Investors?
  • Wash Sales, Straddles, Short Sales, Constructive Sales and Other Potential Pitfalls
  • Surviving the IRS Audit – What to Expect when the IRS Comes Knocking
  • Strategizing Your Fund’s Tax Plan in this Current Environment
  • Addressing Current Cross-Border Tax Implications

Top Reasons to Attend

  • Learn how to effectively address the countless new legislative changes that have come down the pike recently
  • Acquire step-by-step practical guidance on ensuring that your fund is FATCA compliant
  • Expand your arsenal of useful  tax strategies that you can use today to increase your fund’s returns in this ever-complicated environment
  • Gain invaluable insight on how to  best address the many foreign tax issues both inbound and outbound
  • Enhance your fund’s efficiency and profitability by obtaining useful tips, techniques, and strategies from the industry’s most renowned experts
  • Learn what to expect and how to act should the IRS audit your fund
  • Get insight on how to potential pitfalls from wash sales, straddles, short sales, etc.
  • Earn up to 15 CPE/CLE Tax Credits! 

Registration Detail

Priority Code - VM09

Standard Rate - $2095


For more information and to register, visit the website or contact:

Kathie Eberhard at 704-341-2439 or keberhard@frallc.com