Private Equity & Private Capital Quarterly Tax Update – Q4 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 Q4 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.

Topics to be discussed include: 

• US tax legislative update relevant to PE and private capital (PC) — US election debrief
• State legislative update — considerations for PE and PC industries
• UK tax legislative update — UK budget implications for PE
• Corporate alternative minimum tax (CAMT) proposed regulations — potential impact on PE funds, blockers and portfolio companies
• PE transaction trends and marketplace update
• Base erosion and profit shifting (BEPS) potential impacts on PE transactions
• PE global radar screen

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

Panelists:

• Lisa Wolski, Executive Director, Washington Council Ernst & Young, Ernst & Young LLP
• David Sawyer, Senior Manager, National Tax Department, Indirect Tax, Ernst & Young LLP
• Sonia Rai, Partner, International Tax and Transaction Services Partner, Ernst & Young LLP UK
• Brian Peabody, Principal, National Tax Department, ITTS, Ernst & Young LLP
• Chris Mayer-Dempsey, Senior Manager, National Tax Department, Passthrough Transactions Group, Ernst & Young LLP
• Steve Clausen, Partner, Transaction Tax, ITTS, Ernst & Young LLP
• Jason Yen, Principal, National Tax Department, ITTS, Ernst & Young LLP