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October 22, 2024
2024-1944

Thursday, October 24 | Private Equity & Private Capital Quarterly Tax Update - Q3 2024 (11 am ET)

Overview

Please join us for a timely discussion of the latest developments impacting global private equity (PE) and private capital funds, their transactions, and portfolio companies.

Washington Council Ernst & Young will provide insights on the current state of play in Washington, US election outlook, and what projected election scenarios could mean for the future legislative and tax environment.

  • US election and legislative outlook - including scenario planning, tax rate increases and tax policy proposals (corporate tax rate, capital gains rates, carried interest, etc.) — potential impact to funds, portfolio companies, fund professionals, and transactions

Our panel of EY tax professionals will highlight cutting-edge trends and emerging strategies including:

  • Recent, seminal court cases shaping the PE and PC landscape — impact on PE and private capital funds, and portfolio companies
  • Fund professional and management considerations — Top 10 individual tax year-end considerations for fund professionals
  • State and local tax updates — recent SALT developments in CA, NY, and other jurisdictions
  • Partnership tax basis shifting rules — application of partnership tax basis shifting proposed regulations, guidance, and draft reporting, and potential impact to PE funds and their transactions
  • Transaction marketplace update — scenario modeling, deal pipeline, emerging trends in tax structuring, financing, credit, fundraising, and exit activity.
  • Global "radar screen" — a rapid-fire overview of the Top 10 PE relevant US tax developments (e.g., CAMT guidance, IRS tax controversy, etc.) global macro tax trends, global election super-cycle, and other PE-relevant tax reporting developments

Date: Thursday, October 24, 2024

Time: 11:00 a.m.-12:15 p.m. ET New York

Registration: Register for this event.

Moderator

  • Gerald Whelan, EY PE Tax Technical Leader, Ernst & Young LLP

Panelists

  • Steve Clausen — Partner, Transaction Tax Private Equity Leader, ITTS, Ernst & Young LLP
  • David Franklin, Principal, National Tax Department, Passthrough and Transactions Group, Ernst & Young LLP
  • Joel Friedlander, Principal, Private Tax, FSO, Ernst & Young LLP
  • Martin Milner, Principal, National Tax Department, ITTS, Ernst & Young LLP
  • Jordan Weintraub, Principal, SALT, FSO, Ernst & Young LLP
  • Lisa Wolski, Principal, Washington Council Ernst & Young, Ernst & Young LLP

Learn about and register for EY Tax webcasts

You can learn about and register for any EY Tax webcast here.