Complimentary for Members

November 5, 2026

Webcast

AND

In-Person

BDO - New York
200 Park Avenue, 38th floor, New York, New York 10166

NYSED 1
•
NASBA 1

Tax and Trusts and Estate Planning for Management Companies and their Principals

November 5, 2026
In Person + Online
NYSED 1
•
NASBA 1

Tax and Trusts and Estate Planning for Management Companies and their Principals

  • View Bio

    Instructor

    Phil
    Gross

    View Bio

    Mr. Phil Gross, Esq., LLM, CPA

    Bio
    Philip S. Gross, JD, LLM, Partner, Kleinberg Kaplan, Wolff & Cohen, P.C., advises hedge funds and private equity funds on federal, state, local and international tax issues. Phil counsels clients on structuring (and restructuring) funds, structuring investment managers and general partners, compensating managers and employees, investing in funds and seeding managers, and how financial instruments are taxed. He also advises clients on how to avoid being subject to ERISA and what to do if they are, how to plan and structure securities transactions, FIRPTA, nonqualified deferred compensation, Puerto Rico, and numerous other tax issues.

This session will cover year-end tax planning strategies for management companies and their principals. Participants will explore estate tax planning considerations and strategies to support long-term financial planning. The session will also examine management company structuring options and their potential tax implications.

Learning Objectives

  • Identify key year-end tax planning strategies for management companies and their principals.
  • Describe estate tax planning considerations for management company owners and their principals.
  • Explain management company structuring options and their tax implications.

Major Topics

  • Year-End Tax Planning Strategies
  • Estate Tax Planning Considerations
  • Management Company Structuring Implications

CPE Credits Available

NYSED 1
NASBA 1
1
Taxation (NYSED) - NYSED
1
Taxes (NASBA) - NASBA

BDO - New York

200 Park Avenue, 38th floor, New York, New York 10166

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Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None.

Intended Audience

CPAs

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