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2021 Investment management year-end tax update

December 1, 2021 @ 1:00 pm - 2:00 pm EST

Free
Deloitte CPE Webinar

Participants of the live webinar will be eligible for 1 free CPE credit.

Register

Key takeaways

Host: Ted Dougherty , partner, Deloitte Tax LLP

Presenters: Dave EarleyJim CalzarettaAmy RogowskiWendy Diamond

1 Overview CPE credit | Taxes

Nearing the end of 2021, investment managers will likely reflect on lessons learned from potential legislation, unprecedented government stimulus, and a global pandemic—all of which created uncertainty. What are the critical areas to look at, and what approaches should be considered for both finalizing tax year 2021 and beginning tax year 2022 planning? We’ll discuss:

  • Tax planning in a rate-raising environment
  • Carried interest planning
  • Changes to cross-border investing rules
  • New reporting requirements for tax year 2021
Dave Earley

Dave Earley

Investment Management Tax Leader

Dave serves as Deloitte’s national Investment

Jim Calzaretta

Jim Calzaretta

Partner | Deloitte Tax LLP

Jim specializes in tax consulting and compliance for

Ted Dougherty

Ted Dougherty

Hedge Fund and Tax Investment Management Leader

Ted leads Deloitte’s US Hedge Fund practice and is the

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