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August 12, 2020

Thursday, August 13 | Private Equity Tax: Carried Interest, Interest Limitation Rules, Legislative and Campaign Tax Update (11am ET)

On Thursday, 13 August from 11:00 a.m.-noon EDT, join the Private Equity Tax team for a timely discussion of the latest US tax guidance for PE and alternative funds, transactions and portfolio companies. Our panel of professionals will discuss recent US tax legislative and regulatory guidance and the ramifications to the PE industry, including:

  • Tax policy and legislative update: the latest on US stimulus legislative proposals, including the Republicans' proposal — the Health, Economic Assistance, Liability Protection and Schools (HEALS) Act — as well as an update on the latest negotiations in Washington and the presidential candidates' proposals on tax policy
  • Interest limitation rules: recently issued, proposed and final regulations on interest expense limitation rules; and FAQs on small business exemption attribution rules under Section 163(j) and the impact on the use of leverage in PE structures, transaction modeling, and fund and portfolio company reporting
  • Carried interest: proposed regulations and their potential effect on PE funds, general partner structures, and PE fund professionals

Date: Thursday, August 13, 2020

Time: 11:00 a.m. - 12:00 p.m. EDT New York

Registration: View archive here.


Gerald Whelan, Principal, US PE Tax Technical Leader


  • Ray Beeman, Partner, EY Washington Council Co-Leader
  • David Franklin, Principal, National Tax, Passthrough Transactions Group
  • Phillip Gall, Principal, National Tax, Passthrough Transactions Group
  • Lee Holt, Principal, National Tax, International Tax and Transaction Services
  • Auri Weitz, Partner, PE Tax Leader - International Tax and Transaction Services

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