Foundation Research Associates (FRA) Private Investment Fund Tax Master Class

The first panel titled “Tax Issues for Secondary Transfers of Private Fund Interests” will assess compliance requirements involved in a secondary sale, outline the restrictions on transfers that are required as a safe harbor, and review best practices involved with selling a partnership interest to a foreign entity. The second panel titled “The ABC’s of Direct Lending” will identify best practices for managing tax on loan origination, discover the implications for foreign investors involved in direct lending, and evaluate the tax treatment of private debt as it relates to audit readiness.

To view the schedule, click here.