Dbriefs Webcast

Investment management year-end tax update

Investment Management

December 3 | 2 p.m. ET

Host: Ted Dougherty, partner, Deloitte Tax LLP
1 Overview CPE credit | Taxes

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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Ted Dougherty

Ted Dougherty

Hedge Fund and Tax Investment Management Leader

Ted leads Deloitte’s US Hedge Fund practice and is the national Tax leader for hedge funds. Ted deals with complex tax issues and has led the industry in assessing the impact and implementation of ASC... More