VC & Private Equity Tax Practices presented by the Institute for International Research

Tax Managers, Controllers and CFOs are currently under more pressure than ever to minimize tax costs at both the fund and transactional level: with funds performing at all time lows, the industry is facing a whole host of complex problems such as how to build a tax-efficient model for managing clawback obligations and how to restructure management fees to reduce exposure and leverage tax benefits. At the transactional level, there are new challenges such as managing the tax implications of writing off loans and equity investments in portfolio companies and structuring investments as convertible debt. Funds also need to prepare for the impact of new IRS regulations on tax shelters and partnership options. During this informative program, Kirkland partner Donald E. Rocap will be speaking on Planning Strategies for Maximizing Tax Benefits Within GP and Management Company Entities.