Private Investment Fund Tax and Accounting Forum 2021 | Foundation Research Associates (FRA) | TBA

The FRA Private Investment Fund Tax & Accounting Forum is a one-of-a-kind, comprehensive program that provides you with everything you need to know to not only safeguard your fund from costly tax legislation misinterpretations but thrive in the post-TCJA era. Join us for the industry’s most complete and concise tax and accounting event for both private equity and hedge funds. 

Who Should Attend?
Private Equity and Hedge Funds, Portfolio Companies if you are:
• Tax Managers, Tax Directors, Tax Seniors, Tax Associates
• CFOs, Controllers, Fund Accountants
• Directors of Accounting, Senior Accountants
• Accounting Firms, Law Firms
• Administrators, Consultants

Top Reasons to Attend:
• Address year-end tax planning based on Presidential election predictions.
• Learn how to mitigate valuation risk with heightened valuation challenges due to the pandemic.
• Review states’ responses to COVID-19 and nexus considerations and understand the impact of market sourcing on filing requirements.
• Discuss fundraising in the new normal, capitalizing fund and portfolio companies, NAV, secondaries, and end of fund concerns.

2020 Past Speakers

Miri Abrams Forster
Principal and Tax Controversy Co-Leader, EisnerAmper

Jamila Abston
Partner, Financial Services Risk Management, EY

Robert Altieri, CPA
Principal, Frankel, Loughran, Starr & Vallone

Tom Angell, CPA, MBA
Partner, Withum

Olga Arakcheyev
Advisory Services - Director, Grant Thornton

Steven Bortnick
Partner, Troutman Pepper Hamilton Sanders

Richard Cagnetta, CPA
Principal, Untracht Early

Maury Cartine
Partner, Marcum LLP

Joshua Cherry-Seto
Chief Financial Officer, Blue Wolf Capital Partners

James Cofer
Partner, Seward & Kissel

Gautham Deshpande
Partner, EisnerAmper

Edward Dougherty
National Managing Partner, Investment Management Tax; National Hedge Fund Leader Deloitte, Deloitte

Eric Emrich
Chief Financial Officer, Independence Capital Partners

Erica England
Chief Financial Officer, Wolcott Family Office

Philip Gross
Member, Kleinberg, Kaplan, Wolff & Cohen

Lisa Head, CPA
Partner-In-Charge, Weaver

Justin Headley
Consulting Manager, Warren Averett

Ahuva Indig
Partner, Financial Services, RSM US

Sharon Klein
Partner, Troutman Pepper Hamilton Sanders

Chris Mears
Audit Partner and National Emerging Manager Practice Leader, KPMG

Amanda Nussbaum
Partner, Proskauer Rose

Nicholas Passantino
Tax Director, PwC

Michael Patanella
Audit Partner and US Asset Management Sector Leader, Grant Thornton

Sajjad Qamar
Managing Director, International Tax Services Financial Services, DO USA

Laura Ross
Partner, EisnerAmper

Leighanne Scott
Member, Caplin & Drysdale

James Stevenson
Chief Financial Officer, ABS Capital Partners

E. George Texieira
Partner, Anchin

Dale Thompson
Partner Asset Management Practice, BDO USA

Tony Tuths
Tax Principal, Alternative Investments, KPMG