The Financial Executives Alliance's New York City Private Equity / Venture Capital Networking Group will be hosting a complimentary educational lunch session on the "Impact of Tax Reform on Carry Taxation." The panel will feature speakers Steven D. Bortnick, a partner in the Tax and Estates Practice Group of Pepper Hamilton, and Morgan Klinzing, an associate in the Tax and Estates Practice Group, and will be moderated by Janice Chan, CFO of Clarion Capital Partners.
Topics to be discussed include:
- How the new carry rules work
- Planning around the new 3-year holding period
- Whether management fee waivers make sense after tax reform
- New disclosure issues resulting from carry legislation.