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. |