Join us for an exclusive session where tax specialists will break down the latest federal and state credit opportunities impacting private equity firms and their portfolio companies. From navigating recent changes in the One Big Beautiful Bill to assessing applicability across funds and holdings, this event delivers practical guidance tailored to today’s investment landscape.
You’ll gain clear strategies to identify and capture available credits, leverage provisions under the Internal Revenue Code and state statutes and maximize long-term value for your firm and LPs—ensuring no opportunity is left on the table.
Key Topics:- Identifying and leveraging tax credits for private equity firms and portfolio
- Understanding requirements and the qualification process
- Organizing your data to substantiate potential credits
- Avoiding common pitfalls that prevent firms from realizing benefits
Who Should Attend:
Structured and private credit investors, fund managers, private equity and hedge fund executives, portfolio managers, GPs, LPs, CEOs, CIOs, CFOs, CPAs, treasurers, controllers, CCOs, RIAs, bankers, prime brokers, general counsel, M&A attorneys, private fund attorneys, family offices
Presenters:
PKF O’Connor Davies
Nicholas Rochedieu, JD – Partner, State and Local Tax
Victor M. Peña, CPA, CGMA – Partner, Financial Services Attest and LatAm Leader
Michael A. Provini, CPA – Partner, Financial Attest
Host:
Eric P. Gelb, CPA, Partner, Financial Services – Outsourced CFO, Advisory and Business Development
CPE Credits:
1 CPE credit in Specialized Knowledge
No prerequisites or advance preparation required
Program Level: Basic
Delivery Method: Group Live
For information regarding complaint and/or program cancellation policies, please contact l&dsupport@pkfod.com.
PKF O’Connor Davies is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.