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 Leader of Financial Services Practice at Anchin
10:05 AM
10:05 AM – 10:50 AM
Keynote Address
Keynote Address: Current Developments for Private Investment Funds
TBA
Speaker
Lee Sheppard
Tax Commentator at Tax Analysts
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
Speaker
Brian T. Lovett
CPA, CGMA, JD, Tax Partner & Tax Services Team Leader at Withum
Speaker
George Teixeira
Partner and Leader of Financial Services Practice at Anchin
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
Speaker
Blaine Woodson
Manager, Washington National Tax Office at Grant Thornton Advisors LLC
Speaker
Brett Cotler
Partner at Seward
Speaker
Kristin V. Taylor
Partner at Lowenstein Sandler LLP
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
Philip Gross
Partner at Kleinberg, Kaplan, Wolff & Cohen, P.C.
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
Caroline D. Ciraolo
Partner at Kostelanetz LLP
Speaker
Jennifer Breen
Partner at Morgan, Lewis & Bockius LLP
Speaker
Miri Forster
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 post - OBBBA
- Examine the changes to the Subpart F regime impacting U.S. shareholders of controlled foreign corporations (CFCs)
- Understand the restoration of the prohibition on downward attribution of stock owned by foreign persons
- Explore how foreign corporations that cease to be CFCs may become PFICs
Speaker
Michael Miller
Esq., Partner at Roberts & Holland
4:10 PM
4:10 PM – 4:15 PM
Closing Remarks
Speaker
George Teixeira
Partner and 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 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
Speaker
David Fitzgerald
Partner at Sadis & Goldberg LLP
Speaker
Mark Strefling
Partner at Sadis & Goldberg LLP
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
Speaker
David Horton
CPA, CGMA, Partner at Anchin
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
Speaker
Brian T. Lovett
CPA, CGMA, JD, Tax Partner & Tax Services Team Leader at Withum
Speaker
Michael Hurwitz
Partner at Withum
12:50 PM
12:50 PM – 1:30 PM
Lunch Break
1:30 PM
1:30 PM – 2:20 PM
Navigating Tax Insurance in Private Funds
- Explore how tax insurance is transforming the way funds identify, mitigate, and transfer tax risk
- Understand how private investment funds are leveraging tax insurance to safeguard investments and enhance overall returns
- Examine emerging developments and future directions in the tax insurance market to stay ahead in an evolving environment
Speaker
Austin Cahill
Managing Partner at Castle Harbour
Speaker
Jeffrey Lash
Managing Partner at Castle Harbour
Speaker
Penny Mavridis Sales
Managing Partner at Castle Harbour
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
Eli Goldberg
Founder at Goldberg Consulting
Speaker
Maury Cartine
Managing Director at Prospect Capital
3:15 PM
3:15 PM – 3:20 PM
Closing Remarks
Speaker
George Teixeira
Partner and Leader of Financial Services Practice at Anchin
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