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Past Event
30-31 January 2015


  • Mark H. Leeds
    T +1 212 506 2499

HF Tax 101 and K-1 Bootcamp

Hedge Fund Tax 101, will help attendees obtain the necessary skills to effectively take on the fundamental tax issues that all hedge funds face. This course is designed for those that are either new to the hedge fund industry, need a refresher course, or just want to learn the basics of these complex tax rules.  We’ll get you dialed in on the following hedge fund tax essentials:

  • Contributions & withdrawals
  • Mandatory basis adjustments
  • Allocations
  • Withholding issues that pertain to hedge funds
  • Tax consequences of the most common hedge structures
  • Taxation of investment transactions
    • Constructive sales
    • Wash sales
    • Swaps
  • Unrelated Business Taxable Income

The K-1 Boot Camp, delivers practical, cutting-edge guidance on how to efficiently interpret and prepare these ever-complicated forms. With most funds being knee deep in K-1 clutter, this one-day event is just what you need to ensure proper and cost-effective implementation! We’ll tackle the following:

  • A line-by-line dissection of the K-1
  • Preparation of hedge fund returns and disclosures
  • Form 8275
  • Form 8082
  • Allocation and aggregation methods and strategies
  • Implications of various state income and tax withholdings
  • Foreign reporting and disclosures
  • Putting PFIC income and disclosures on a K-1

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