Treasury’s Green Book—An Asset Management focus

Webcast overview

Treasury released its Green Book on May 28, providing detailed explanations of the Biden Administration’s revenue proposals related to the Made in America Tax Plan and the American Families Plan.

Please join KPMG LLP (KPMG) for a 60-minute webcast with senior professionals from our Asset Management and Washington National Tax practice, which will unpack the key business tax and individuals tax aspects of the Green Book’s analysis with a special focus on the asset management industry. 

Agenda and Speakers

  • State of play – Overview of tax landscape provided by John Gimigliano, Principal-in-Charge, Federal Legislative and Regulatory Services, KPMG Washington National Tax Office (WNT), KPMG US.
  • Potential changes and planning issues. Topics include federal income tax rates, taxation of capital income, net investment income and SECA, taxation of carried interest, and estate tax changes. Moderator: Kevin Valek, Partner, Tax Asset Management, KPMG. Panelists: Deborah Fields, Partner-in-Charge, Passthroughs, KPMG WNT; Jay Freedman, Principal, KPMG Financial Services Tax Practice; Carol Kulish, Director, KPMG WNT; Ricky Rahaman, Partner, Tax Asset Management; Tracy Stone, Principal, Tax/KPMG WNT Estates Gifts and Trusts