Complimentary for Members

February 2, 2023


Live Webcast


NYSED 1

Estate Planning for Private Equity and Hedge Fund Managers Tech Session Webinar

February 2, 2023
Live Webcast
NYSED 1

Estate Planning for Private Equity and Hedge Fund Managers Tech Session Webinar

  • View Bio

    Instructor

    Kevin
    Matz

    View Bio

Learning Objectives

To assist CPAs and other professionals who work with private equity orhedge fund managers to identify lifetime estate planning opportunities thatmay be presented for their clients, and the tax traps that can be presented to those who transfer carried interests without awareness of the technicalgift tax rules that may apply to them

Major Topics

• What are carried interests and their special tax consequences that mayapply to them for gift tax purposes?
• What is a “virtual slice” and whenshould it be used as a gifting device?
• The challenges that can bepresented through transfers of unvested interests.

CPE Credits Available

NYSED 1
1
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs and other professionals who work with private equity or hedge fundmanagers who may be interested in estate planning

Provider

Foundation for Accounting Education

This event has ended.