Preparing Hedge Funds for year-end tax planning


Join KPMG for our annual year-end tax seminar for hedge funds, hosted by the KPMG New York office. Our Alternative Investments Tax professionals will be discussing key year-end tax planning topics for hedge funds. Topics include:

  • Carried interest planning
  • Interest expense limitations – Section 163(j) update
  • Wash sale/constructive sale planning
  • Work-from-home tax issues
  • K-2/K-3 forms

KPMG speakers include:

  • Amy Chan Managing Director, Tax
  • John Damasco Principal, Tax
  • Seth Factor Partner, Tax
  • Snehesh Patel Managing Director, Tax
  • Anthony Tuths Principal, Tax

Continuing professional education

This seminar is worth approximately 1.5 continuing professional education (CPE) credits. KPMG is registered with the National Association of State Boards of Accountancy as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual course credits. No advance preparation or prerequisite is required for this program.


Jim Suglia

Jim Suglia

National Sector Leader, Alternative Investments, KPMG US