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Tax Matters: Michele K. Gibbs works closely with clients to structure transactions
to achieve that most favorable tax results. Her practice encompasses all
aspects of federal, state, local and international taxation, with an emphasis
on onshore and offshore investment funds, venture capital transactions,
corporate acquisitions, financial instruments and real estate acquisitions
and dispositions.
Investment Management: Michele assists clients in the structuring of onshore
and offshore investment funds (such as general equity funds, fund of funds,
distressed debt funds, arbitrage funds and global macro funds).
Corporate Matters: Michele assists clients in the structuring and organization
of private partnerships and limited liability companies (primarily investment
management and real estate management companies and start-ups).
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SEC Approves Regulation Best Interest | BulletPoint | June 2019
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Treasury clarifies the qualified opportunity zone program with additional guidance | GlobalNote | April 2019
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The Tax Cuts and Jobs Act One Year Later – Updates and Structuring
Considerations for Private Funds and Their Managers | Hedge Fund Law Report | February 2019
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Proposed Regulations Clarify Certain Open Issues on the Opportunity Zone
Tax Incentive Program | GlobalNote | October 2018
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Legalized Adult-Use Marijuana Coming to New York? | August 2018
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Distribution & Agency 2018 - Q&A on the distribution of goods and
services in 18 jurisdictions worldwide |
Reproduced with permission from Law Business Research Ltd. This article
was first published in Getting The Deal Through: Distribution & Agency
2018 (contributing authors Andre R Jaglom, Donald Prutzman, Michele Itri
& Stacey Usiak(Tannenbaum Helpern Syracuse & Hirschtritt LLP). Visit
gtdt.link/da-a for more information. | March 2018
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Top Six Advisory Fee and Expense Deficiencies Identified by OCIE | BulletPoint | April 2018
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The Tax Cuts and Jobs Act 2 Months Later - Considerations for Hedge Funds,
Private Equity Funds and their Fund Managers | GlobalNote | March 2018
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SEC Announces 2018 Examination Priorities | BulletPoint | February 2018
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So You Want to Manage a Cryptocurrency Fund? U.S. Regulatory Rules to Consider First | BulletPoint | December 2017
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“Who Is Who?” and “Who Owns Whom?”- Are You Ready for LEIs? | GlobalNote | November 2017
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General Data Protection Regulation Affects Investment Advisors with EU Clientele | BulletPoint | November 2017
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SEC Amendments to Form ADV Effective on October 1, 2017 | BulletPoint | September 2017
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Getting the Deal Through: Distribution & Agency 2017 - Q&A on the
distribution of goods and services in 17 jurisdictions worldwide |
Reproduced with permission from Law Business Research Ltd. This article
was first published in Getting the Deal Through: Distribution & Agency
2017, (published in March 2017; contributing editor: Andre R Jaglom, Donald
Prutzman & Michele Itri (Tannenbaum Helpern Syracuse & Hirschtritt
LLP). For further information please visit www.gettingthedealthrough.com." |
Click here to download a pdf file or an e-book version for your Kindle,
iPad or iPhone.
For e-book download instructions, click here. | March 2017
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Dramatic Changes to Partnership Audit Rules Will Impact Private Investment
Funds and other Partnerships | GlobalNote | May 2016
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Upcoming FATCA Deadlines for Cayman-Based Funds | GlobalNote | December 2014
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IRS Issues Chief Counsel Advice on Imposition of Self-Employment Tax on
Members of a Fund Manager | GlobalNote | November 2014
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IRS Delays FATCA Implementation by Six Months | GlobalNote | July 2013
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What Impact Will FATCA Have on Offshore Hedge Funds and How Should Such
Funds Prepare for FATCA Compliance? | The Hedge Fund Law Report | Vol. 6 No. 5 | February 1, 2013
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The American Taxpayer Relief Act of 2012: What It Means to You | January 2013
- Section 1031 to the Rescue? | New York Law Journal | April 11, 2005
Michelle Gibbs Itri has or will serve as a speaker, moderator, event chair
or panelist for the following events:
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Private Fund Structuring & Marketing Best Practices | Hedge Fund Association
and Tannenbaum Helpern | June 18, 2019
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Due Diligence Before Investing | Financial Poise | May 7, 2019
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ESG Event: Panel Discussion on Socially Responsible Investing | Bloomberg | February 27, 2019
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What Managers Need To Know In 2018 | March 22, 2018
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Implications of the Tax Reform Package: Insights & Considerations for
2018 & Beyond | March 15, 2018
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Impact of the Tax Reform on Investment Managers | February 13, 2018
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Hedge Fund 2018 | November 28, 2017
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State sourcing income rules and considerations or hedge and private equity funds | June 28, 2017
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Changes to Partnership Audit Rules: What Investment Funds and Other Partnerships
Need to Know | February 8, 2017
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Hedge Fund Tax 101 and K-1 Boot Camp | Financial Research Associates, LLC |January 23-24, 2017
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Webcast: Accommodating Non-U.S. Investors: Structuring Real Estate and
Other Fund Investments to Minimize U.S. Tax Impacts| Lawline | Webinar – 4:00 p.m. – 5:30 p.m. | September 15, 2016
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Accommodating Non-U.S. Investors – Structuring Real Estate and Other
Fund Investments to Minimize U.S. Tax Impacts | THSH CLE Program | March 8, 2016
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How to structure employment agreements and employee equity offerings to
avoid Section 409A tax traps | THSH CLE Program | December 3, 2015
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How to structure employment agreements and employee equity offerings to
avoid Section 409A tax traps | THSH CLE Program | October 13, 2015
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A Guide to Introducing International Products and Services to the U.S. Market | NYSBA – Global Law Week 2015| May 13, 2015
- The Current State of FATCA and the impact of the Final Regulation on offshore
hedge funds | THSH CLE Program | May 21, 2013
- Recent US Regulatory Developments for Foreign Financial Institutions: FATCA,
OFAC and the FCPA | NYSBA's Global Law Week | May 16, 2013
- Tax issues in the offering of partnership equity and phantom equity interests
for services | CLE Program | November 29, 2011
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Education:
College:
- Colgate University, 1995, B.A. Economics and International Relations (with honors)
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Honors: Summa Cum Laude; Phi Beta Kappa
Law School:
- Harvard Law School, 1998, J.D.
Prior Affiliations:
- Dewey Ballantine, LLP 1998-2000
- Paul, Weiss, Rifkind, Wharton & Garrison 2000-2002
Memberships:
Professional:
Bar Admissions:
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