Agenda
Explore the full schedule of sessions at The Private Investment Fund Tax and Accounting Forum.
Tuesday - December 02, 2025
10:00 AM
10:00 AM – 10:05 AM
Welcome and Chairperson's Opening Remarks
Speaker
George Teixeira
Partner and Tax Leader of Financial Services Practice at Anchin
10:05 AM
10:05 AM – 10:50 AM
Keynote Address
Keynote Address
TBA
10:50 AM
10:50 AM – 11:00 AM
Break
11:00 AM
11:00 AM – 11:50 AM
The Evolving Tax Landscape for Funds and Investors: Key Updates to Leverage Now
- Identify planning opportunities across QOF, bonus depreciation, and R&D to reduce taxable income and enhance after-tax returns
- Explore the impact of making Qualified Opportunity Funds permanent, including ongoing qualification and compliance obligations
- Evaluate how the extension of 100% bonus depreciation and changes to the R&D credit affect fund investment structures and portfolio companies
11:50 AM
11:50 AM – 12:00 PM
Break
12:00 PM
12:00 PM – 12:50 PM
QSBS (Qualified Small Business Stock) 2.0: Expanded Benefits & New Strategies After OBBBA
- Understand the new and expanded QSBS (Qualified Small Business Stock) benefits under Section 1202
- Recognize planning opportunities (and pitfalls) under the new rules for founders, investors, and funds
- Align exit timing, investment structuring, capitalization, and documentation practices to maximize QSBS advantages
12:50 PM
12:50 PM – 1:30 PM
Lunch Break
1:30 PM
1:30 PM – 2:20 PM
Shifting SALT Landscape: Key Updates for Private Investment Funds
- Evaluate the current state of individual SALT deductions, including planning considerations for fund managers and investors
- Assess the status and future of pass-through entity taxes, including why they remain a viable strategy and how different states are approaching them
- Identify compliance risks and opportunities for fund managers and investors arising from these state-level developments
Speaker
Timothy P. Noonan
Partner at Hodgson Russ, LLP
2:20 PM
2:20 PM – 2:30 PM
Break
2:30 PM
2:30 PM – 3:15 PM
IRS Exam & Enforcement Trends: What Private Investment Funds Need to Know
- Understand recent shifts in IRS resources and its impact on partnerships and high-income taxpayers
- Highlight areas of increased IRS scrutiny and how funds/partnerships, management companies and investors can manage risk
- Learn strategies for effectively managing an IRS audit, including use of re-established IRS programs and guidance
Speaker
Miri Foster
Partner and National Tax Controversy & Dispute Resolution Leader at Eisner Advisory Group LLC
3:15 PM
3:15 PM – 3:25 PM
Break
3:25 PM
3:25 PM – 4:10 PM
Navigating the New International Tax Landscape: GILTI, FDII, BEAT, and CFC Reforms
- Understand how recent statutory changes alter the U.S. taxation of global intangible low-taxed income (GILTI), base erosion and anti-abuse tax (BEAT), and foreign-derived intangible income (FDII)
- Evaluate the new rules around Controlled Foreign Corporations (CFCs), including the restoration of the prohibition on downward attribution from foreign persons
- Identify how the new “Net CFC Tested Income” and “Foreign-Derived Deduction Eligible Income” regimes affect fund structures with multinational operations or foreign portfolio companies
Speaker
Michael Miller
Esq., Partner at Roberts & Holland
4:10 PM
4:10 PM – 4:15 PM
Closing Remarks
Speaker
George Teixeira
Partner and Tax Leader of Financial Services Practice at Anchin
Wednesday - December 03, 2025
10:00 AM
10:00 AM – 10:05 AM
Welcome Remarks and Day One Takeaways
Speaker
George Teixeira
Partner and Tax Leader of Financial Services Practice at Anchin
10:05 AM
10:05 AM – 10:50 AM
Navigating the SEC Landscape: Compliance, Enforcement, and Emerging Risks for Private Funds
- Identify the most significant SEC rule changes and proposals impacting private investment funds in 2025
- Apply best practices to strengthen compliance frameworks, disclosures, and reporting processes
- Anticipate emerging risks tied to technology, ESG, cybersecurity, and market conduct
10:50 AM
10:50 AM – 11:00 AM
Break
11:00 AM
11:00 AM – 11:50 AM
From Hype to Impact: Practical AI Applications for Funds and Firms
- Leverage AI as an auditing tool to expedite accounting processes
- Utilize AI for equity research in business and finance
- Incorporate AI as a writing and content development tool
11:50 AM
11:50 AM – 12:00 PM
Break
12:00 PM
12:00 PM – 12:50 PM
Emerging Real Estate Trends
- Gain knowledge of accounting best practices for real estate investments, including valuation methods, revenue recognition, and compliance
- Discuss strategies for planning and adapting to future developments in the real estate market
- Explore different real estate investment strategies, including direct investments, REITs, and joint ventures
12:50 PM
12:50 PM – 1:30 PM
Lunch Break
1:30 PM
1:30 PM – 2:20 PM
Carried Interest & Performance Fees: Accounting, Clawbacks, and Regulatory Scrutiny
- Gain insight into the growing role of tax insurance as a game-changing tool for managing tax risk
- Learn how private investment funds are strategically utilizing tax insurance to protect their portfolios and optimize returns
- Dive into the latest trends and uncover where tax insurance is headed, helping you stay one step ahead in a rapidly evolving landscape
2:20 PM
2:20 PM – 2:30 PM
Break
2:30 PM
2:30 PM – 3:15 PM
Positioning Accounting Firms and Fund Administrators for Acquisition
- Explore the motivations driving professional firms to sell and what makes them attractive acquisition targets
- Hear why private equity firms are eager buyers in this space
- Compare the short-term and long-term objectives of both sellers and buyers to understand where interests align and diverge
Speaker
Maury Cartine
Managing Director at Prospect Capital
3:15 PM
3:15 PM – 3:20 PM
Closing Remarks
Speaker
George Teixeira
Partner and Tax Leader of Financial Services Practice at Anchin
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