The new tax law – the first major tax overhaul in more than 30 years – will significantly impact advisers and their clients. Tax rates have changed, existing deductions and other provisions have been eliminated, and new tax benefits have been created. It’s crucial that investment advisers understand the ramifications of all of the changes – along with the challenges, and opportunities they present.
- Changes affecting carried interest, 401(k) plans, investment advisory fees, and executive compensation.
- How the new pass-through tax deduction affects different pass-through firms.
- What's next in terms of IRS guidance and technical corrections legislation.
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|James R. Brown is a partner in the tax department of Ropes & Gray LLP, focusing on the tax aspects of complex investment fund transactions. He regularly advises sponsors of investment funds on tax structuring and operational issues relating to these funds, including the taxation of registered and unregistered investment funds (e.g., private equity funds, debt funds, hedge funds, commodities funds and regulated investment companies or mutual funds). He also advises on acquisitions, mergers, recapitalizations, joint ventures and other types of transactions involving funds, their portfolio investments and their sponsors.
|Brian Rebhun leads the Asset Management tax practice for PricewaterhouseCoopers LLP. Brian specializes in the State and Local Taxation of hedge-funds, private-equity funds, real estate funds, mutual-funds and broker-dealers. He advises clients on complex structuring and transactional issues and also specializes in representing taxpayers including partnerships, corporations and individuals in New York State and New York City audit matters. Brian has been a member of PwC’s State and Local Tax practice since 1999. Brian received a B.S. in Accounting from Monmouth University, summa cum laude, and his J.D. from the Benjamin N. Cardozo School of Law where he was the Managing Editor of the Journal of International and Comparative Law.
|Neil A. Simon is Vice President for Government Relations for the IAA. For three years before joining the IAA in early 2007, he served as Director of Government Relations for the Financial Planning Association. From 1998 to 2003, he was Executive Director of the National Franchise Council where he lead an innovative partnership between industry and federal regulators. Prior to that, he served as a legislative director in the U.S. House of Representatives and, subsequently, was counsel to the Washington, D.C. law firm of Hogan & Hartson LLP (now known as Hogan Lovells). Neil received his B.A. Magna Cum Laude in government and international relations from Clark University in Worcester, Mass. He received his Juris Doctorate from Georgetown University and is a member of Phi Beta Kappa.
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