Taxes and technology for private equity and venture capital

Wednesday, July 11, 2018
8–10:30 a.m. EDT

Financial services organizations navigate a range of business issues when planning strategically for themselves and portfolio companies, including ensuring regulatory compliance, mitigating risks, connecting capital and clients, and leveraging key technologies. Two leading sources of concern within the current financial services landscape include tax reform and enabling security and mobility.

As first-choice advisors to private equity and venture capital groups in the middle market, RSM is hosting a breakfast for our industry experts to share insights on implications of tax reform and proactive planning to enhance security and mobility for your organization.

Tax concerns relevant to funds and portfolio companies will include:

  • Reduction of corporate tax rates, including repeal of corporate AMT and changes to utilization of net operating losses
  • Increased CAPEX expensing and new limitations on interest expense deduction
  • Migration of the United States taxation of international income
  • Carried interest holding periods and new pass-through entity deductions

Security and mobility topics will include:

  • Cyberrisk assessments
  • Portfolio companies—pre-close and post-close considerations
  • Authentication and authorization
  • Mobility, productivity and data controls
  • Dark web threats

RSM will also be joined by Chris Davis, Partner and CFO/COO, Larsen MacColl; and Brian Kim, Principal, New Spring Capital as we discuss a broader array of concerns affecting financial services organizations.

8–8:45 a.m. registration and breakfast
8:45–10:30 a.m. program

Radnor Hotel
591 E. Lancaster Ave.
St. Davids, PA 19087

Who should attend?
Financial services organization leaders as well as private equity and venture capital companies


Contact Jessica Gallo at +1 215 648 3077.