Year-End Tax Planning Considerations for Private Equity Funds

"Another great CohnReznick Webinar." —

The Details
This webinar will discuss private equity-related tax opportunities and challenges that should be considered as year-end approaches. We will discuss relevant topics that can create value for PEs and allow stakeholders to make well-informed business decisions around tax planning and compliance obligations.

This webinar will cover various year-end planning considerations, including:
  • Carried Interest/Waterfall Planning/Management Fee Waivers
  • Opportunity Zones
  • Worthless Securities
  • Portfolio Company Issues:
    • Net Operating Losses
    • Business Interest Deduction Limitation
    • Qualified Business Income Deduction
  • Excess Business Loss Limitations

Please note the webinar will be played through your web browser. Speakers or a headset is required.
Jonathan Collett
Partner, Tax (Moderator)

Robert Richardt
Partner, Tax
Brigid Morrissey
Senior Manager, Tax
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