United States

2020 tax planning ideas for investment fund owners

4 key tax areas private equity and hedge fund owners should revisit

VIDEO  | 

Now that a tax filing season under the Tax Cuts and Jobs Act of 2017 is complete, private equity and hedge fund owners have a clearer understanding of the tax planning opportunities and challenges to address in 2020. Christa Clark, tax partner and fund owner practice leader, discusses key areas to revisit this year:

  • Estate planning exemptions
  • Qualified business stock planning
  • Business interest expense limitations
  • Charitable donation deduction

Learn about the tax opportunities and challenges facing private equity and hedge fund owners in 2020.

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