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Andersen Webcast: Fund 360° Review – Year-end Tax Planning

Published on: Monday, 26 October 2020

On Thursday, November 19, Andersen's Alternative Investment practice hosted a webcast on the opportunities and important items to consider before year-end. The webcast was led by a team of Andersen Managing Director experts including Lindsay Chamings, Heather Harman, Dennis Minich, Richard Jahn, Cornelia Schnyder, Janet Canty, and Edward Schulte.  

Webcast discussion topics included:

  • Taxes and the 2020 Election
  • Things to think about before year-end
  • Management Company: Compensation, Benefits and Cash Flow Management Considerations
  • Fund: §1061, No Amended K-1s under BBA, §163(j), Reporting tax basis capital accounts
  • Fund Principals: Estate and Income Tax Planning
  • Hedge Specific Topics: Loss harvesting, avoiding wash sales and deferring decisions on constructive sales

Learn more and access on the on-demand version here!