As this tumultuous year comes to a close, join us to learn more about the latest developments affecting taxation for hedge funds, private equity funds, investment managers and general partners.

Marcum LLP’s Alternative Investment Group will share how new tax rules may affect your investment firm. Be informed about SEC examination priorities and how to best protect your investment firm from examination deficiencies.

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We will discuss tax updates for 2020 including:

  • Tax capital reporting requirement
  • Long-term holding period for certain partnership interests held in connection with the performance of services
  • Withholding tax on foreign person’s disposition of a partnership interest


Maury Cartine, Tax Partner, Marcum LLP
Colleen McHugh, Tax Partner, Marcum LLP

This session is eligible for 2 CPE credits.