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Jan 2014
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Venue

The Princeton Club of New York 15 West 43rd Street Between 5th And 6th Avenues New York , New York 10036
Tel: (212) 596-1200
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Hedge Fund Tax 101 and the K-1 Boot Camp

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Overview

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.

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