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Investment management year-end tax update

December 3, 2019 @ 2:00 pm - 3:00 pm EST


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

Host: Ted Dougherty, partner, Deloitte Tax LLP
1 Overview CPE creditTaxes

Nearing the end of 2019, investment managers should reflect on lessons learned from a year of change and prepare for the continuing impacts of tax reform. What are critical areas to look at and what approaches should be considered for 2020 planning? We’ll discuss:

  • International tax rules and guidance issued in 2019.
  • An update on carried interest, including any guidance issued.
  • Business interest expense limitations and planning.

Participants will review recent tax developments and analyze their potential implications for tax planning going into the new year.


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