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October 20, 2020

Thursday, October 22 | Private fund tax update: State/local, remote workplace, individual tax planning (11 am ET)

A discussion of tax developments in the private fund industry.

In this webcast, panelists discuss important changes in private equity and alternative fund tax. Learn more.

Please join us for a timely discussion of the latest US tax guidance for private equity (PE) and alternative funds, transactions and portfolio companies. Our panel of professionals will discuss planning in light of the upcoming elections and year-end and the ramifications to the PE and fund industry, including:

  • State and local tax (SALT) update: management company, fund and portfolio company SALT considerations
  • Employment and remote workplace: issues for funds, management companies and portfolio companies
    • Remote nexus/apportionment and payroll tax considerations
    • Recently issued final regulations addressing meal and entertainment deductions
  • Individual tax planning: current considerations for fund professionals in advance of the upcoming election and year-end

Date: Thursday, 22 October 2020

Time: 11:00 a.m.-12:00 p.m. ET

Registration: View archive here.


EY moderator:

  • Gerald Whelan, Principal, Ernst & Young LLP, Private Equity Tax Technical Leader

Ernst & Young LLP panelists:

  • Rachael Walker, Principal, National Tax, Compensation & Benefits Group, Ernst & Young LLP
  • Peter Berard, Senior Manager, Financial Services Organization, Employment Tax Advisory Services, Ernst & Young LLP
  • Paul Estrada, Principal, Indirect Tax, Ernst & Young LLP
  • James Thomas, Partner, Indirect Tax, Ernst & Young LLP
  • Jordan Weintraub, Senior Manager, Indirect Tax, Ernst & Young LLP
  • Joel Friedlander, Managing Director, Private Client Services, Ernst & Young LLP

Learn about and register for Thought Center webcasts

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