United States

KPMG's Sunrise & Sunset Series: Reviewing Your Schedule K-1 Draft Package for Hedge Funds

Thursday March 10, 2016 2:00 PM - 3:30 PM EST
From KPMG TaxWatch

KPMG TaxWatch


Event Overview

Do you understand how taxable income is allocated to your investors? Are you sure your K-1s contain all of the required tax disclosures?

Many companies struggle to ensure their K-1s are accurate and comply with all relevant regulations. Please join KPMG LLP’s Joseph Heavey, James Parillo and Daniel Mayo, for a discussion that will help provide clarity and simplify the process to complete your K-1s. This event targets chief financial officers, chief tax officers, tax directors, and controllers of hedge funds and fund of funds to help provide guidance while reviewing their K-1 draft package. The event will enable the attendees to do the following:

  • Tax adjustments to book income 
  • K-1 footnote disclosures
  • Current hedge fund tax topics
  • Tax allocations (including fill up/fill down).

Daniel Mayo

Principal, Financial Services, KPMG LLP

Joseph Heavey

Partner, KPMG LLP

James Parillo

Senior Tax Manager, KPMG LLP