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2021 Investment management year-end tax update
December 1, 2021 @ 1:00 pm - 2:00 pm EST
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Participants of the live webinar will be eligible for 1 free CPE credit.
Key takeaways
Host: Ted Dougherty , partner, Deloitte Tax LLP
Presenters: Dave Earley, Jim Calzaretta, Amy Rogowski, Wendy Diamond
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
Investment Management Tax Leader
Dave serves as Deloitte’s national Investment…
Jim Calzaretta
Partner | Deloitte Tax LLP
Jim specializes in tax consulting and compliance for…
Ted Dougherty
Hedge Fund and Tax Investment Management Leader
Ted leads Deloitte’s US Hedge Fund practice and is the…
