Start date and time
January 6, 2014 2:00 PM
End date and time
January 6, 2014 3:00 PM
(GMT-05:00) Eastern Time (US & Canada)
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Host: Ted Dougherty, Partner - Deloitte Tax LLP
Specialized Knowledge & Applications: 1 Intermediate CPE Credit
On December 4, 2013, Treasury and the IRS released new guidance under Section 871(m) of the Internal Revenue Code. It dramatically affects non-U.S. persons and funds trading derivatives that reference stock of U.S. issuers. What are implications for investment managers and how can you prepare? We'll discuss:
The current regime, effective until December 31, 2015, and how it applies to total return equity swaps.
The new regime, proposed to be effective on January 1, 2016, and the three major tax law changes applying to all equity derivatives that reference U.S. stocks.
Identification of dividend equivalent amounts in transactions involving price-only derivatives.
Understand what this evolving regulation could mean for investment management portfolios and hear how you can prepare.
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