Key takeaways
Host: Eric C. Fox, principal, Deloitte Tax LLP
Presenters: Christopher Albert, partner, Deloitte Tax LLP
Dave Earley, partner, Deloitte Tax LLP
Lynn Kawaminami, partner, Deloitte Tax LLP
Brian Kelliher, partner, Deloitte Tax LLP
Jeff Kummer, managing director, Deloitte Tax LLP
Todd Samson, partner, Deloitte Tax LLP
1.5 Overview CPE credit | Taxes
The investment management landscape in 2024 experienced significant innovative change in response to unique global economic and political conditions driving new sources of capital and liquidity for alternative investments. This theme continues as we head into 2025, and we will examine tax considerations that provide insights into navigating potential opportunities and complexities that are driven by these conditions. We’ll discuss:
- US tax policy and legislative update
- Retail alternatives and private credit
- Infrastructure assets - tax credits and incentives
- Industry convergence - investment management and insurance
Dbriefs resources
