Welcome and Chairperson’s Opening Remarks

George Teixeira, Partner and Tax Leader of Financial Services Practice
Anchin

Keynote Address

Sulolit “Raj” Mukherjee, Executive Director, Compliance & Implementation, Office of Digital Asset Initiative
IRS

IRS Audit Activity Updates    

• Overview of current IRS enforcement landscape and its impact on partnerships and high- income taxpayers
• Highlight recent exam trends impacting private funds, managers and investors
• Navigate IRS audits, including preparation, response strategies, and best practices for managing interactions with IRS officials

Miri Forster, Partner and National Tax Controversy Leader
Eisner Advisory Group LLC

Melissa Wiley, Partner
Lowenstein Sandler LLP

Navigating Digital Asset Taxation; Regulations for Cryptocurrency

• Review IRS guidance and Form 1099-DA, recordkeeping requirements for taxpayers 
• Analyze the practical implications of the IRS regulations on brokers and taxpayers, including potential challenges and best practices
• Identify and categorize different taxable events related to digital assets under current tax laws
• Explore strategies to ensure compliance with the new reporting requirements, including record-keeping and reporting practices

Shehan Chandrasekera, Head of Tax Strategy
CoinTracker

Seth Wilks, Executive Director, Strategy & Development, Office of Digital Asset Initiative
IRS

A Sprinkle of SALT – State and Local Taxes

• Navigate complex multistate tax issues related to carried interest and resident credits
• Explore possible pass-through entity tax elections for investment funds of management companies with partners located in multiple states
• Develop and implement effective tax strategies that optimize carried interest and resident credits to maximize tax efficiency
• Update on the tax rules applicable to remote working employees

Timothy P. Noonan, Partner
Hodgson Russ, LLP 

Exclusion of Gain on Qualified Small Business Stock

• Identify and classify qualified small business stock within private investment funds, ensuring compliance with the necessary conditions for gain exclusion
• Explore strategies to maximize the tax benefits associated with QSBS, including timing of investments and holding periods
• Discuss best practices for documenting and reporting QSBS transactions

Stanley Barsky, Partner, Co-Leader, National Tax
Eisner Advisory Group LLC

Joseph Pacello, Asset Management Tax
BDO

Malcolm S. Hochenberg, Partner
Proskauer

Year-End Tax Planning & Planning for the Future

• Develop adaptive tax strategies that can respond to the election outcome, ensuring readiness for potential shifts in the tax landscape
• Gain practical knowledge on specific year-end tax planning techniques, including deferrals, accelerations, and other tactics
• Examine long-term tax planning strategies that consider various scenarios post-election

Moderator
George Teixeira, Partner and Tax Leader of Financial Services Practice
Anchin

Philip Gross, Partner
Kleinberg, Kaplan, Wolff & Cohen, P.C.

Closing Remarks

George Teixeira, Partner and Tax Leader of Financial Services Practice
Anchin