The Private Investment Fund Tax and Accounting Forum
December 2-3, 2025
A Virtual Event
Navigate Regulatory Shifts and Protect Your Fund’s Results
Tighter rules, closer exams, and shifting cross-border standards define this year for private funds. IRS resources are rising, SEC priorities are expanding, SALT conformity keeps moving, and AI is changing how tax and accounting teams work.
The Private Investment Fund Tax & Accounting Forum zeroes in on what teams need now: how to prepare for IRS and SEC scrutiny, apply QSBS 2.0, use QOFs, bonus depreciation, and R&D incentives, navigate GILTI, BEAT, FDII, and CFC reforms, benchmark state strategies, and put AI to work in audit and research. Expect practical checklists, case examples, and planning moves that protect filings, support investors, and improve after-tax results.
- Get guidance from tax partners, fund administrators, attorneys, and regulators
- Get current on enforcement trends, year-end planning, QOFs, bonus depreciation, and R&D
- Discover planning moves to raise after-tax returns while tightening compliance
Gain insights from experts with steps you can apply across fund and portfolio operations.
Don't Fall Behind. Catch These Key Topics.
SALT Challenges
Navigate state/local tax issues, carried interest, and remote work tax rules.
Qualified Small Business Stock
Maximize tax benefits and improve your documentation practices.
SEC Oversight
Stay informed on reporting rules and enforcement actions.
Thinking About Attending? Here's Why You Should
- Navigate regulatory change with precision across IRS exams, SEC priorities, and shifting SALT rules.
- Maximize after-tax returns using QSBS 2.0, R&D credits, bonus depreciation, and QOF strategies.
- Fortify cross-border and compliance frameworks with guidance on GILTI, BEAT, FDII, and CFC rules.
- Operationalize AI and stronger controls to speed audits, tighten documentation, and improve reporting.
- Capitalize on market dynamics through real estate insights, carried interest and tax insurance updates, and acquisition trends.
You'll Be in Good Company
Take a look at who you'll be virtually attending with.
Organizations That Attend
- Hedge Funds
- Private Equity Funds
- Fund Administrators
- Tax / Accounting Firms
- Consulting Firms
- Portfolio Companies
- Law Firms
Job Functions You'll Network With
- Accountants
- Auditors
- Chief Financial Officers
- Controllers
- Fund Managers
- Partners
- Tax Directors
Thank You to Our Platinum Sponsors
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