2018 Webinar - What the New Tax Law Means for Advisers

When:  Jan 24, 2018 from 2:00 PM to 3:15 PM (ET)

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.

Topics Covered

  • 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.

You may submit questions for the speakers ahead of time by emailing iaaevents@investmentadviser.org.


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. Download to see image
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. Download to see image
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. Download to see image


Registration for the live webinar has closed.

IAA Members and IAA Associate Members: The recording will be available on the website within five business days of the webinar.

Non-Member Registration Fees: The recorded webinar is $250. Contact Megan Olson to order.

Webinar Audio Platform

Audio for this webinar will be broadcast through the internet via your computer speakers. Please visit the IAA's Webinar FAQ page or email iaaevents@investmentadviser.org if you have questions.


For questions regarding this call, contact the IAA at (202) 293-4222 or email iaaevents@investmentadviser.org.

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Megan Olson
(202) 293-4222