United States

Accounting and tax updates for private equity funds


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Join us for RSM’s annual accounting and tax updates for private equity funds. From new tax requirements to valuation concerns, we’ll discuss notable challenges facing private equity firms and share our insights in this two-hour webcast.

Topics discussed include:

  • New and proposed accounting standards
  • Best practices in back office operations
  • SBIC update
  • SEC focus areas
  • Relevant provisions of the recently enacted extenders bill
  • Tax planning considerations
  • Common tax compliance issues

Presenters include:

Joseph Bergthold


Tom Lenz


Tom advises on complex partnership tax structures and transactions for investment funds. Contact him at tom.lenz@rsmus.com.

Areas of focus: Federal TaxPartnership Tax Planning

Matt Rotta


Who should attend?
Private equity fund managers and group principals, chief financial officers and their accounting and tax professionals.

Date and time:
Tuesday, January 13, 2015
11 a.m. - 1 p.m. EST

CPE credit: 2

Fee: Complimentary

More information
Contact Jody Lakota at 312.634.3903