Sign up today! June 24 IVCA Breakfast Event: Back to the Future—Strategies in a Rising Tax Environment - sponsored by Blackman Kallick, LLP

Sign up today! June 24 IVCA Breakfast Event: Back to the Future—Strategies in a Rising Tax Environment - sponsored by Blackman Kallick, LLP

May 26, 2010

- œBack to the Future- ”Strategies in a Rising Tax Environment-  sponsored by Blackman Kallick, LLP
 
Taxes will dramatically increase based on a growing federal deficit and current political reality. Mark J. Blumenthal, Partner at Blackman Kallick, will discuss tax planning ideas from an investment fund and Family Office investor perspective. His presentation will include planning strategies for the following:
  • The new 3.8% tax on investment income and .9% tax on compensation
  • Expiring Bush tax cuts and utilizing the 15% tax rates on dividends and capital gains in 2010
  • How to achieve tax equilibrium and maximize after tax returns on your investments
  • Wealth transfer utilizing lower than normal private equity and venture capital valuations
  • How funds with individual investors will structure the purchase of portfolio companies in the future
  • Making peace with the Alternative Minimum Tax
  • The tax crystal ball including the latest on carried interest and news from Springfield, Illinois
Date: Thursday, June 24, 2010
Time: 7:30 am - 9:30 am - Breakfast Event
Location:
The Conference Center at UBS Tower, 2nd floor
One North Wacker Drive
Chicago, IL
Agenda:
7:30 am - 8:00 am - Registration/Breakfast
8:00 am - 8:45 am - Mark J. Blumenthal, presenter
8:45 am - 9:00 am - Q & A
9:00 am - 9:30 am - Networking