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Past Event
21-22 May 2014


  • Mark H. Leeds
    T +1 212 506 2499

The 5th Annual Private Investment Funds Tax Master Class

1256 Contracts, Section 988 and Straddles

  • Identifying Section 1256 Contracts
  • Foreign currency contracts
  • 60%- 40% treatment vs. ordinary treatment under Section 1256 and Section 988
  • Identifying Section 988 transactions
  • Identifying straddles
  • Loss deferral rules and holding period rules
  • Qualified covered call options

When & Where:
May 21 - 22, 2014
The Princeton Club of NY
15 West 43rd St.
New York, New York 10036

Why you should attend:

  • Learn how to effectively address the countless new legislative changes that have come down the pike recently
  • Understand how new and pending tax legislation affects your fund’s tax planning strategies
  • Gain invaluable insight on how to best address the many foreign tax issues both inbound and outbound
  • Develop new and innovative tax strategies that you can use to increase your fund’s returns in this ever-complicated environment
  • Promote optimum profitability by obtaining useful tips, techniques, and strategies from the industry’s most renowned experts
  • Get insight on cutting edge fund structures that promote efficient tax practices
  • Hear directly from some of the industry’s most esteemed tax leaders
  • Customize your conference experience by travelling between the hedge fund and private equity fund tracks as you wish
  • Grow your network of high-level private equity and hedge fund tax professionals
  • Earn up to 14 CPE/CLE Tax Credits!

Who should attend:
From Hedge Funds and Private Equity Funds:

  • Chief Financial Officers
  • Controllers
  • Tax Managers/Directors
  • General Partners
  • Chief Operating Officers
  • Managing Directors
  • In-house counsel

From law firms, accounting firms, and management consultancies:

  • Lawyers
  • Accountants
  • Consultants
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