Private Equity & Private Capital Quarterly Tax Update – Q3 2024

Join our panel of professionals for a timely discussion on the latest strategic influences shaping private equity and capital funds with insights into global markets and tax legislative shifts.

Join the EY Private Equity & Private Capital Webcast for a Q3 2024 update. Subject-matter resources will provide a US legislative update and an analysis of global economic trends impacting the private fund industry and private equity (PE)-backed firms. The session will also explore global political developments, the current economic landscape, and emerging marketplace and transaction trends.

This webcast will identify the latest PE and private capital (PC) tax developments regarding:

• PE and PC US legislative developments in Washington
• Partnership tax basis shifting guidance and potential impact to private equity
• Recent seminal court cases shaping the PE and PC landscape
• PE transaction trends and marketplace
• Fund professional tax considerations
• Recent state and local legislative changes
• PE global radar screen

The discussion will be moderated by Gerald Whelan, EY Private Equity Tax Technical Leader, Ernst & Young LLP.

Panelists:

• Lisa Wolski, Executive Director, Washington Council Ernst & Young, Ernst & Young LLP
• David Franklin, Principal, National Tax Department, Ernst & Young LLP
• Martin Milner, Principal, National Tax Department, ITTS, Ernst & Young LLP
• Steve Clausen, Partner, Transaction Tax, ITTS, Ernst & Young LLP
• Joel Friedlander, Principal, FSO, PCS, Ernst & Young LLP
• Jordan Weintraub, Principal, SALT, Ernst & Young LLP