Theresa Urband, a partner at RSM US LLP specializing in federal business tax, says there are still many provisions that will benefit PE firms looking to shore up cash flow and balance sheets as the pandemic grinds on. 

Before becoming national tax go-to-market leader for RSM US LLP in September, 2019, Jim Alex served at the U.S. Department of the Treasury, where he worked on tax reform implementation alongside Assistant Secretary for Tax Policy in the United States Department of Treasury Dave Kautter, who was with RSM prior to his role with…

James Alex of RSM, a former US Treasury official who worked on tax reform with other Trump Administration senior officials, discusses new tax rules including the deduction of business interests, Qualified Improvement Property rules, and the reporting challenges of Opportunity Zone regulations.

Robert Seber of Vinson & Elkins discusses a new model limited partnership agreement from the Institutional Limited Partner Association and why general partners need to be aware that a suggested “prudent person” standard has a very specific history and understanding in the investment management industry.

Part of the Gen II Fund Services thought-leadership series, Unlocking the Power of Private Equity Data.

Private equity fund economics are complicated – just ask the people whose job it is to calculate who gets paid how much and when. The distribution waterfall determines how profits are shared among GPs and LPs, and…

Institutional investors increasingly are focused not only on the returns generated by private equity managers, but on the soundness of the firm’s infrastructure. With each passing day, it seems that the legal, regulatory and competitive environment in which private capital firms do business becomes more complex, thereby elevating the risks faced even by firms…

Sally Mahloudji Vogelhut of MVision describes the reasons behind underrepresentation in the industry and what can be done to address it.

Why are there so few women in senior positions in private equity?

An executive summary report on new AICPA guidance, changes to revenue recognition rules, new lease accounting standards, and more.

An expert discussion focused on new AICPA guidance, changes to revenue recognition rules, new lease accounting standards, and more.

How can “traditional” private equity CFOs navigate an increasingly challenging regulatory and tax landscape?

A conversation about the challenges and opportunities of private equity data.

How the Tax Cuts & Jobs Act may impact your fund, firm, and portfolio companies.

No more death by PowerPoint when you engage investors with these tips from two private capital veterans.

An expert discussion of the sweeping changes to tax legislation and how the Tax Cuts & Jobs Act may impact your fund, firm, and portfolio companies.

How PE funds can best be allocated towards management teams.

IR experts from Cambridge Associates and Sutton Hill on how to plan an effective annual general meeting.

Why GP restructurings are at record-setting levels in the current market.