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Hedge Fund Tax 101 (January 30) is designed for those that are either new to the hedge fund industry, need a refresher course, or just want to learn the basics of these complex tax guidelines.  We’ll get you dialed in on the following hedge fund tax essentials:

  • Contributions & withdrawals
  • Mandatory basis adjustments
  • Allocations
  • Withholding issues that pertain to hedge funds
  • Tax consequences of the most common hedge structures
  • Taxation of investment transactions
    • Constructive sales
    • Wash sales
    • Swaps
  • Unrelated Business Taxable Income

The K-1 Boot Camp (January 31) will cover real-world guidance on how to resourcefully interpret and prepare these ever-complicated forms. We’ll cover the following:

  • A line-by-line dissection of the K-1
  • Preparation of hedge fund returns and disclosures
  • Form 8275
  • Form 8082
  • Allocation and aggregation methods and strategies
  • Implications of various state income and tax withholdings
  • Foreign reporting and disclosures
  • Putting PFIC income and disclosures on a K-1

PLUS for the first time ever, and by popular demand, we’ll feature an “Ask the Experts” panel where you can get specific questions answered by some of the industry’s most well-known authorities.

If the Hedge Fund Tax 101 and the K-1 Boot Camp is important to your business, act now and make the appropriate connections. See the contact information below.

All information in Events In America is deemed to be accurate at the time we add it, and we take steps to verify all details and update our records when new information is provided, but as people, events and circumstances change, we caution users to independently confirm all information. and Events In America LLC make no guarantee of accuracy and assume no liability for inaccurate information.

Conference/Event Dates: 01/30/2014 - 01/31/2014
Conference/Event Hours: 8:00 am - 5:00 pm
Classification: B2B
Primary Industry: Banking-Money-Finance
Other Industries: Banking-Money-Finance, Business
Estimated Attendance: 100
Audience: Day one is primarily designed for:
-Tax Practitioners
-Chief Financial Officers
-Tax Managers
-Back-office personnel
-And other hedge fund professionals who would like to learn or review the basics.

Day two is designed for the above as well as anyone that handles K-1s for a:
-Hedge fund
-Hedge fund of fund
-Private equity fund
-Private equity fund of fund
Venue: The Princeton Club of New York
Venue Phone: (212) 596-1200
Venue Type: Indoor - Other
Conference Hotel URL:(212) 596-1200
Sponsorship: Yes
Sponsorship Details: For speaking and sponsorship opportunities, contact Menna Lloyd-White at 704-341-2440 or

Booth Size Booth Cost   Available Amenities
Call for information.   Electricity: n/a
  Water: n/a
  Generator: n/a
  Marketing Vehicles Allowed: Call
Other Booth Sizes Available: n/a

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Hedge Fund Tax 101 and the K-1 Boot Camp

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