Year-End Tax Planning for Alternative Investment Fund Managers

Fund managers are approaching year-end with important tax planning decisions that could affect both their businesses and individual tax positions. From managing investment gains and losses to evaluating charitable strategies, basis limitations and state and local tax considerations, proactive planning can help identify opportunities and address potential exposure before year-end.

Join Grassi’s Financial Services advisors for an interactive discussion focused on year-end tax planning for fund managers in the alternative investment space. Our specialists will share key developments and practical considerations involving:

• Tax Loss Harvesting (including wash sale considerations)
• Securities Distributions
• Worthless Securities and abandoning partnership/corporate interests
• Suspended losses and basis limitations
• Use of Donor Advised Funds and Charitable Contributions
• Qualified Small Business Stock (QSBS)
• State and Local Tax Updates (Pass-through Entity Tax)
• Court Case Updates (Self-Employment Tax)

Whether you are reviewing investment positions, evaluating potential losses, considering charitable giving strategies or assessing the impact of recent tax developments, this discussion will help you better understand the decisions and planning opportunities to consider before year-end.

Participants can earn 1 CPE credit by attending the webinar.