RSVP: Changes to Partnership Audit Rules: What Investment Funds and Other Partnerships Need to Know

Wednesday, February 8, 2016 | 5:30pm – 8:00pm
The Yale Club - 50 Vanderbilt Avenue, New York, NY 10017

*Please note: this event is intended for hedge funds, private equity funds, chief investment officers, chief financial officers, chief operating officers*

Michele Itri
Partner | Tannenbaum Helpern Syracuse & Hirschtritt LLP

Michele Itri is a partner in Tannenbaum Helpern’s Tax Law Practice and focuses on the tax and legal aspects of onshore and offshore investment funds, financial instruments, international transactions, corporate and real estate transactions. She works closely with clients to structure transactions to achieve that most favorable tax results. Prior to joining Tannenbaum Helpern, Michele was an associate at Paul, Weiss, Rifkind, Wharton & Garrison and Dewey Ballantine LLP. She is a graduate of Harvard Law School (J.D. 1998) and Colgate University (B.A. 1995).

Robert Schachter
CPA and Tax Partner | WithumSmith+Brown, PC

A tax partner based in Withum’s New York City office, Robert has over 30 years of public accounting experience and is a licensed certified public accountant in the states of New York and New Jersey. A member of Withum’s Financial and Investment Services Group and Withum’s State and Local Tax Services Group, Robert’s expertise includes transactions involving a variety of financial products‚ derivatives‚ tax efficient trading and investment strategies. In addition, Robert advises clients on business and personal tax matters including strategic planning, transaction review, risk assessment, tax law compliance and corporate restructuring.

A respected tax consultant‚ Robert assists development-stage entities‚ investment partnerships‚ broker-dealers‚ fund of funds and private equity funds. He is often engaged by clients to review partnership agreement allocations and consult on adverse effects reflecting such allocations. In addition‚ he is actively involved with tax structuring for private equity transactions‚ including the tax ramifications to multi-state consolidated corporate entities with highly-compensated employee owners.