April 3rd, 2018
IVCA Breakfast Event
7:30am - Continental Breakfast
8:00am to 9:15am - Presentation
Conference Center at UBS Tower
1 North Wacker Drive
Michigan II Room
2nd Floor
Chicago, IL
 
"Deal Structure & Other Advanced Tax Considerations Under 2018 Tax Law”

• Mark Blumenthal, CPA, Partner, Leader National Family Office Services and Co-Leader Chicago Investment Fund Services
• Kurt Piwko, CPA, Partner, National Tax Office
• Matthew Petrucci, Partner, Leader National Transaction Advisory Services
• Stephen Eckert, JD, LLM, National Tax Office

This program will explore alternative deal structures and advanced tax-planning ideas for your portfolio companies, funds, and investors.
 
This is not an introductory lecture, but will be a working session using real world case studies that will compare how a tax efficient deal would have been structured under the old tax law and how it might be structured today.

IVCA member-only event:  Members free!

e a C-Corp is only part of the question. Plante Moran tax and transaction advisory specialists will explore alternative deal structures and advanced tax-planning ideas for your portfolio companies, funds, and investors. The new tax laws present new opportunities, complexity, and may change your valuation models. This is not an introductory lecture, but will be a working session using real world case studies.

Presenters from Plante Moran:

• Mark Blumenthal, CPA, Partner, Leader National Family Office Services and Co-Leader Chicago Investment Fund Services
• Kurt Piwko, CPA, Partner, National Tax Office
• Matthew Petrucci, Partner, Leader National Transaction Advisory Services
• Stephen Eckert, JD, LLM, National Tax Office

IVCA Member only event

REGISTER HERE!

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