Bar Admissions
- New York
Education
- Hofstra University School of Law, JD
- Articles Editor, Hofstra Law Review
Shlomo C. Twerski
Partner
Co-head of the Tax Group. Advises on the tax aspects of onshore and offshore investment funds, registered investment companies and business development companies, private equity partnerships, real estate and corporate transactions, restructurings and workouts, securitizations, and existing and emerging financial instruments.
Shlomo’s most recent representations have addressed hedge fund and management company structures, tax considerations for private investment funds and FATCA.
He is recognized as a leader in his field by Chambers USA, The Best Lawyers in America, The Legal 500 US, New York Super Lawyers and the Tax Directors Handbook.
Shlomo is a member of the Tax Section of the New York State Bar Association and regularly speaks at industry conferences and events.
In addition, he has published on a range of topics, including FATCA provisions, FIRPTA and REIT rules, and compliance requirements for hedge funds. Most recently, he co-authored Hedge Funds: Formation, Operation and Regulation, Full Court Press.
- “IRS Issues Final Regulations Addressing Ownership of Domestically Controlled REITs,” Schulte Alert, April 29, 2024
- “Recent Tax Court Opinion May Alter Limited Partners’ Self-Employment Tax Liability,” Schulte Alert, Nov. 30, 2023
- “New Proposed Regulations Would Affect the Taxation of Foreign Investors in U.S. Real Estate,” Schulte Alert, Jan. 6, 2023
- “Tax Update: IRS and New York State Delay April 15 Income Tax Return Filing and Tax Payment (Uncapped) Deadlines Until July 15 (COVID-19),” Schulte Alert, April 3, 2020
- Hedge Funds: Formation, Operation and Regulation, ALM Law Journal Press, co-author; Full Court Press, 2022, co-author
- “This Little-Known Tax Proposal Takes Aim at Your Trading Account,” Bloomberg, Dec. 6, 2017 (quoted)
- “Twilight of the Deferred Fees: Planning for 2017,” Schulte Alert, Dec. 19, 2016, co-author; republished in The Hedge Fund Journal, Jan. 2017
- “Year-End FATCA Action Items for Investment Funds That Are Sponsored Entities or Have Investors That Are Sponsored Entities,” Schulte Alert, Dec. 9, 2016, co-author
- “LMA Updates its Standard Terms and Conditions to Incorporate FATCA Provisions,” Schulte Alert, May 31, 2016, co-author
- “PATH Act: Recently Enacted Legislation Modifies the FIRPTA and REIT Rules,” Schulte Alert, Jan. 28, 2016, co-author
- “Change in the IRS Approach to the Registration of Disregarded Entities Under FATCA,” Schulte Alert, May 2, 2014, co-author
- “FATCA Registration and Compliance Requirements for Hedge Funds,” Schulte Alert, April 8, 2014, co-author
- “A Critical Analysis of the Soroban Decision, as Such,” Wall Street Tax Association Virtual Seminar, March 2024
- “Tax Considerations 2024,” 33rd Annual Schulte Private Capital Forum, January 2024
- “Tax Update,” Schulte 32nd Annual Private Investment Funds Seminar, January 2023
- “Tax,” Schulte 31st Annual Private Investment Funds Seminar, January 2022
- “Tax,” Schulte 30th Annual Private Investment Funds Seminar, January 2021
- “Current Tax Issues for Investment Manager Professionals,” Schulte Webinar, November 2020
- “Tax,” Schulte 29th Annual Private Investment Funds Seminar, New York, January 2020
- Schulte Luncheon for Investment Manager Tax Professionals, June 2019
- “Tax Considerations for 2019” and “Tax Update,” Schulte 28th Annual Private Investment Funds Seminar, New York, January 2019
- Schulte Luncheon for Investment Manager Tax Professionals, December 2018
- “Tax Reform Update,” Schulte Webinar, March 2018
- “Tax Considerations for 2018,” “Tax Reform” and “Cryptocurrency, Alternative Data and Blockchain,” Schulte 27th Annual Private Investment Funds Seminar, New York, January 2018
- “Tax Reform: Impact on Private Fund Managers,” Schulte Webinar, New York, December 2017
- Schulte Investing in Digital Assets and Blockchain Technology Webinar, August 2017
- “Tax Update: New Guidance for U.S. Withholding Tax on Deemed Dividends,” Schulte Webinar, December 2016
- “US Withholding on Deemed Dividends,” Schulte Webinar, December 2016
- “Integrating Regulated Funds onto Your Platform,” Managed Funds Association, New York, June 2016
- Schulte Luncheon for Investment Manager Tax Professionals, May 2016
- “New Partnership Audit Rules: What They Mean for Hedge Funds and Hedge Fund Investors,” MFA Seminar, New York, April 2016
- “Tax Considerations for 2016,” Schulte 25th Annual Private Investment Funds Seminar, New York, January 2016
- “Hedge Fund and Management Company Structures,” NFA National Examination Staff Training Program, New York, July 2015
- “New Growth Area: Energy Funds” and “Tax Considerations for 2015,” Schulte 24th Annual Private Investment Funds Seminar, New York, January 2015
- “FATCA Update for Investment Fund Managers,” Schulte Webinar, April 2014
- “U.S. Tax,” Bank of America Merrill Lynch COO/CFO Hedge Fund Symposium, Deer Valley, Utah, March 2014
- “Running Hedge and Private Equity Strategies Side by Side” and “Tax Considerations for 2014,” Schulte 23rd Annual Private Investment Funds Seminar, New York, January 2014
- “GP Planning,” Schulte Private Equity: Fund and Deal Terms Conference, New York, October 2013
- “FATCA – Issues for Private Fund Managers,” Schulte Webinar, March 2013
- “Current Tax Developments” and “Opportunities for Hedge Fund Managers in the Registered Funds Space,” Schulte 22nd Annual Private Investment Funds Seminar, New York, January 2013
- “FATCA and Dividend Equivalent Withholding Developments,” Schulte Investment Management Hot Topics, New York, April 2012
- “Tax Update 2012: FATCA and Other Issues,” Schulte 21st Annual Private Investment Funds Seminar, New York, January 2012
- “The Return of CLOs: Changes That Matter to Managers and Investors,” Schulte Audio Conference Series, July 2011
- “Running a Multi-Jurisdictional Adviser,” Schulte 20th Annual Private Investment Funds Seminar, New York, January 2011
- “Tax Considerations for 2010,” Schulte 19th Annual Private Investment Funds Seminar, New York, January 2010
- “Registered Funds and UCITS: Reaching New Capital and Markets,” Schulte Investment Management Hot Topics, New York, October 2009
- “Tax Aspects of Investments in Distressed Situations” and “Fund Compensation Trends and Structures in the New Environment,” Schulte 18th Annual Private Investment Funds Seminar, New York, January 2009
- “Tax Legislative and Compliance Update,” Schulte Investment Management Hot Topics, New York, November 2008
- “Tax and ERISA Planning: U.K. and U.S. Perspectives,” Schulte 17th Annual Private Investment Funds Seminar, New York, January 2008
- “Hedge Funds at the Crossroads: Activism and New Opportunities in Today’s Capital Markets,” West Legalworks Seminar, New York, December 2007
- Panelist, “Permanent Capital Investment Vehicles,” Schulte Cutting Edge Alternative Asset Management Deals Seminar, New York, July 2007
- “Meeting the Challenges,” Registered Alternative Funds: New Products for New Markets, April 2006
- Tax Section, New York State Bar Association
- Chambers USA
- The Legal 500 US
- The Best Lawyers in America
- New York Super Lawyers
- Tax Directors Handbook
- “IRS Issues Final Regulations Addressing Ownership of Domestically Controlled REITs,” Schulte Alert, April 29, 2024
- “Recent Tax Court Opinion May Alter Limited Partners’ Self-Employment Tax Liability,” Schulte Alert, Nov. 30, 2023
- “New Proposed Regulations Would Affect the Taxation of Foreign Investors in U.S. Real Estate,” Schulte Alert, Jan. 6, 2023
- “Tax Update: IRS and New York State Delay April 15 Income Tax Return Filing and Tax Payment (Uncapped) Deadlines Until July 15 (COVID-19),” Schulte Alert, April 3, 2020
- Hedge Funds: Formation, Operation and Regulation, ALM Law Journal Press, co-author; Full Court Press, 2022, co-author
- “This Little-Known Tax Proposal Takes Aim at Your Trading Account,” Bloomberg, Dec. 6, 2017 (quoted)
- “Twilight of the Deferred Fees: Planning for 2017,” Schulte Alert, Dec. 19, 2016, co-author; republished in The Hedge Fund Journal, Jan. 2017
- “Year-End FATCA Action Items for Investment Funds That Are Sponsored Entities or Have Investors That Are Sponsored Entities,” Schulte Alert, Dec. 9, 2016, co-author
- “LMA Updates its Standard Terms and Conditions to Incorporate FATCA Provisions,” Schulte Alert, May 31, 2016, co-author
- “PATH Act: Recently Enacted Legislation Modifies the FIRPTA and REIT Rules,” Schulte Alert, Jan. 28, 2016, co-author
- “Change in the IRS Approach to the Registration of Disregarded Entities Under FATCA,” Schulte Alert, May 2, 2014, co-author
- “FATCA Registration and Compliance Requirements for Hedge Funds,” Schulte Alert, April 8, 2014, co-author
- “A Critical Analysis of the Soroban Decision, as Such,” Wall Street Tax Association Virtual Seminar, March 2024
- “Tax Considerations 2024,” 33rd Annual Schulte Private Capital Forum, January 2024
- “Tax Update,” Schulte 32nd Annual Private Investment Funds Seminar, January 2023
- “Tax,” Schulte 31st Annual Private Investment Funds Seminar, January 2022
- “Tax,” Schulte 30th Annual Private Investment Funds Seminar, January 2021
- “Current Tax Issues for Investment Manager Professionals,” Schulte Webinar, November 2020
- “Tax,” Schulte 29th Annual Private Investment Funds Seminar, New York, January 2020
- Schulte Luncheon for Investment Manager Tax Professionals, June 2019
- “Tax Considerations for 2019” and “Tax Update,” Schulte 28th Annual Private Investment Funds Seminar, New York, January 2019
- Schulte Luncheon for Investment Manager Tax Professionals, December 2018
- “Tax Reform Update,” Schulte Webinar, March 2018
- “Tax Considerations for 2018,” “Tax Reform” and “Cryptocurrency, Alternative Data and Blockchain,” Schulte 27th Annual Private Investment Funds Seminar, New York, January 2018
- “Tax Reform: Impact on Private Fund Managers,” Schulte Webinar, New York, December 2017
- Schulte Investing in Digital Assets and Blockchain Technology Webinar, August 2017
- “Tax Update: New Guidance for U.S. Withholding Tax on Deemed Dividends,” Schulte Webinar, December 2016
- “US Withholding on Deemed Dividends,” Schulte Webinar, December 2016
- “Integrating Regulated Funds onto Your Platform,” Managed Funds Association, New York, June 2016
- Schulte Luncheon for Investment Manager Tax Professionals, May 2016
- “New Partnership Audit Rules: What They Mean for Hedge Funds and Hedge Fund Investors,” MFA Seminar, New York, April 2016
- “Tax Considerations for 2016,” Schulte 25th Annual Private Investment Funds Seminar, New York, January 2016
- “Hedge Fund and Management Company Structures,” NFA National Examination Staff Training Program, New York, July 2015
- “New Growth Area: Energy Funds” and “Tax Considerations for 2015,” Schulte 24th Annual Private Investment Funds Seminar, New York, January 2015
- “FATCA Update for Investment Fund Managers,” Schulte Webinar, April 2014
- “U.S. Tax,” Bank of America Merrill Lynch COO/CFO Hedge Fund Symposium, Deer Valley, Utah, March 2014
- “Running Hedge and Private Equity Strategies Side by Side” and “Tax Considerations for 2014,” Schulte 23rd Annual Private Investment Funds Seminar, New York, January 2014
- “GP Planning,” Schulte Private Equity: Fund and Deal Terms Conference, New York, October 2013
- “FATCA – Issues for Private Fund Managers,” Schulte Webinar, March 2013
- “Current Tax Developments” and “Opportunities for Hedge Fund Managers in the Registered Funds Space,” Schulte 22nd Annual Private Investment Funds Seminar, New York, January 2013
- “FATCA and Dividend Equivalent Withholding Developments,” Schulte Investment Management Hot Topics, New York, April 2012
- “Tax Update 2012: FATCA and Other Issues,” Schulte 21st Annual Private Investment Funds Seminar, New York, January 2012
- “The Return of CLOs: Changes That Matter to Managers and Investors,” Schulte Audio Conference Series, July 2011
- “Running a Multi-Jurisdictional Adviser,” Schulte 20th Annual Private Investment Funds Seminar, New York, January 2011
- “Tax Considerations for 2010,” Schulte 19th Annual Private Investment Funds Seminar, New York, January 2010
- “Registered Funds and UCITS: Reaching New Capital and Markets,” Schulte Investment Management Hot Topics, New York, October 2009
- “Tax Aspects of Investments in Distressed Situations” and “Fund Compensation Trends and Structures in the New Environment,” Schulte 18th Annual Private Investment Funds Seminar, New York, January 2009
- “Tax Legislative and Compliance Update,” Schulte Investment Management Hot Topics, New York, November 2008
- “Tax and ERISA Planning: U.K. and U.S. Perspectives,” Schulte 17th Annual Private Investment Funds Seminar, New York, January 2008
- “Hedge Funds at the Crossroads: Activism and New Opportunities in Today’s Capital Markets,” West Legalworks Seminar, New York, December 2007
- Panelist, “Permanent Capital Investment Vehicles,” Schulte Cutting Edge Alternative Asset Management Deals Seminar, New York, July 2007
- “Meeting the Challenges,” Registered Alternative Funds: New Products for New Markets, April 2006
- Tax Section, New York State Bar Association
- Chambers USA
- The Legal 500 US
- The Best Lawyers in America
- New York Super Lawyers
- Tax Directors Handbook
Shlomo C. Twerski
Partner
Co-head of the Tax Group. Advises on the tax aspects of onshore and offshore investment funds, registered investment companies and business development companies, private equity partnerships, real estate and corporate transactions, restructurings and workouts, securitizations, and existing and emerging financial instruments.
Shlomo’s most recent representations have addressed hedge fund and management company structures, tax considerations for private investment funds and FATCA.
He is recognized as a leader in his field by Chambers USA, The Best Lawyers in America, The Legal 500 US, New York Super Lawyers and the Tax Directors Handbook.
Shlomo is a member of the Tax Section of the New York State Bar Association and regularly speaks at industry conferences and events.
In addition, he has published on a range of topics, including FATCA provisions, FIRPTA and REIT rules, and compliance requirements for hedge funds. Most recently, he co-authored Hedge Funds: Formation, Operation and Regulation, Full Court Press.
Bar Admissions
- New York
Education
- Hofstra University School of Law, JD
- Articles Editor, Hofstra Law Review
- “IRS Issues Final Regulations Addressing Ownership of Domestically Controlled REITs,” Schulte Alert, April 29, 2024
- “Recent Tax Court Opinion May Alter Limited Partners’ Self-Employment Tax Liability,” Schulte Alert, Nov. 30, 2023
- “New Proposed Regulations Would Affect the Taxation of Foreign Investors in U.S. Real Estate,” Schulte Alert, Jan. 6, 2023
- “Tax Update: IRS and New York State Delay April 15 Income Tax Return Filing and Tax Payment (Uncapped) Deadlines Until July 15 (COVID-19),” Schulte Alert, April 3, 2020
- Hedge Funds: Formation, Operation and Regulation, ALM Law Journal Press, co-author; Full Court Press, 2022, co-author
- “This Little-Known Tax Proposal Takes Aim at Your Trading Account,” Bloomberg, Dec. 6, 2017 (quoted)
- “Twilight of the Deferred Fees: Planning for 2017,” Schulte Alert, Dec. 19, 2016, co-author; republished in The Hedge Fund Journal, Jan. 2017
- “Year-End FATCA Action Items for Investment Funds That Are Sponsored Entities or Have Investors That Are Sponsored Entities,” Schulte Alert, Dec. 9, 2016, co-author
- “LMA Updates its Standard Terms and Conditions to Incorporate FATCA Provisions,” Schulte Alert, May 31, 2016, co-author
- “PATH Act: Recently Enacted Legislation Modifies the FIRPTA and REIT Rules,” Schulte Alert, Jan. 28, 2016, co-author
- “Change in the IRS Approach to the Registration of Disregarded Entities Under FATCA,” Schulte Alert, May 2, 2014, co-author
- “FATCA Registration and Compliance Requirements for Hedge Funds,” Schulte Alert, April 8, 2014, co-author
- “A Critical Analysis of the Soroban Decision, as Such,” Wall Street Tax Association Virtual Seminar, March 2024
- “Tax Considerations 2024,” 33rd Annual Schulte Private Capital Forum, January 2024
- “Tax Update,” Schulte 32nd Annual Private Investment Funds Seminar, January 2023
- “Tax,” Schulte 31st Annual Private Investment Funds Seminar, January 2022
- “Tax,” Schulte 30th Annual Private Investment Funds Seminar, January 2021
- “Current Tax Issues for Investment Manager Professionals,” Schulte Webinar, November 2020
- “Tax,” Schulte 29th Annual Private Investment Funds Seminar, New York, January 2020
- Schulte Luncheon for Investment Manager Tax Professionals, June 2019
- “Tax Considerations for 2019” and “Tax Update,” Schulte 28th Annual Private Investment Funds Seminar, New York, January 2019
- Schulte Luncheon for Investment Manager Tax Professionals, December 2018
- “Tax Reform Update,” Schulte Webinar, March 2018
- “Tax Considerations for 2018,” “Tax Reform” and “Cryptocurrency, Alternative Data and Blockchain,” Schulte 27th Annual Private Investment Funds Seminar, New York, January 2018
- “Tax Reform: Impact on Private Fund Managers,” Schulte Webinar, New York, December 2017
- Schulte Investing in Digital Assets and Blockchain Technology Webinar, August 2017
- “Tax Update: New Guidance for U.S. Withholding Tax on Deemed Dividends,” Schulte Webinar, December 2016
- “US Withholding on Deemed Dividends,” Schulte Webinar, December 2016
- “Integrating Regulated Funds onto Your Platform,” Managed Funds Association, New York, June 2016
- Schulte Luncheon for Investment Manager Tax Professionals, May 2016
- “New Partnership Audit Rules: What They Mean for Hedge Funds and Hedge Fund Investors,” MFA Seminar, New York, April 2016
- “Tax Considerations for 2016,” Schulte 25th Annual Private Investment Funds Seminar, New York, January 2016
- “Hedge Fund and Management Company Structures,” NFA National Examination Staff Training Program, New York, July 2015
- “New Growth Area: Energy Funds” and “Tax Considerations for 2015,” Schulte 24th Annual Private Investment Funds Seminar, New York, January 2015
- “FATCA Update for Investment Fund Managers,” Schulte Webinar, April 2014
- “U.S. Tax,” Bank of America Merrill Lynch COO/CFO Hedge Fund Symposium, Deer Valley, Utah, March 2014
- “Running Hedge and Private Equity Strategies Side by Side” and “Tax Considerations for 2014,” Schulte 23rd Annual Private Investment Funds Seminar, New York, January 2014
- “GP Planning,” Schulte Private Equity: Fund and Deal Terms Conference, New York, October 2013
- “FATCA – Issues for Private Fund Managers,” Schulte Webinar, March 2013
- “Current Tax Developments” and “Opportunities for Hedge Fund Managers in the Registered Funds Space,” Schulte 22nd Annual Private Investment Funds Seminar, New York, January 2013
- “FATCA and Dividend Equivalent Withholding Developments,” Schulte Investment Management Hot Topics, New York, April 2012
- “Tax Update 2012: FATCA and Other Issues,” Schulte 21st Annual Private Investment Funds Seminar, New York, January 2012
- “The Return of CLOs: Changes That Matter to Managers and Investors,” Schulte Audio Conference Series, July 2011
- “Running a Multi-Jurisdictional Adviser,” Schulte 20th Annual Private Investment Funds Seminar, New York, January 2011
- “Tax Considerations for 2010,” Schulte 19th Annual Private Investment Funds Seminar, New York, January 2010
- “Registered Funds and UCITS: Reaching New Capital and Markets,” Schulte Investment Management Hot Topics, New York, October 2009
- “Tax Aspects of Investments in Distressed Situations” and “Fund Compensation Trends and Structures in the New Environment,” Schulte 18th Annual Private Investment Funds Seminar, New York, January 2009
- “Tax Legislative and Compliance Update,” Schulte Investment Management Hot Topics, New York, November 2008
- “Tax and ERISA Planning: U.K. and U.S. Perspectives,” Schulte 17th Annual Private Investment Funds Seminar, New York, January 2008
- “Hedge Funds at the Crossroads: Activism and New Opportunities in Today’s Capital Markets,” West Legalworks Seminar, New York, December 2007
- Panelist, “Permanent Capital Investment Vehicles,” Schulte Cutting Edge Alternative Asset Management Deals Seminar, New York, July 2007
- “Meeting the Challenges,” Registered Alternative Funds: New Products for New Markets, April 2006
- Tax Section, New York State Bar Association
- Chambers USA
- The Legal 500 US
- The Best Lawyers in America
- New York Super Lawyers
- Tax Directors Handbook
- “IRS Issues Final Regulations Addressing Ownership of Domestically Controlled REITs,” Schulte Alert, April 29, 2024
- “Recent Tax Court Opinion May Alter Limited Partners’ Self-Employment Tax Liability,” Schulte Alert, Nov. 30, 2023
- “New Proposed Regulations Would Affect the Taxation of Foreign Investors in U.S. Real Estate,” Schulte Alert, Jan. 6, 2023
- “Tax Update: IRS and New York State Delay April 15 Income Tax Return Filing and Tax Payment (Uncapped) Deadlines Until July 15 (COVID-19),” Schulte Alert, April 3, 2020
- Hedge Funds: Formation, Operation and Regulation, ALM Law Journal Press, co-author; Full Court Press, 2022, co-author
- “This Little-Known Tax Proposal Takes Aim at Your Trading Account,” Bloomberg, Dec. 6, 2017 (quoted)
- “Twilight of the Deferred Fees: Planning for 2017,” Schulte Alert, Dec. 19, 2016, co-author; republished in The Hedge Fund Journal, Jan. 2017
- “Year-End FATCA Action Items for Investment Funds That Are Sponsored Entities or Have Investors That Are Sponsored Entities,” Schulte Alert, Dec. 9, 2016, co-author
- “LMA Updates its Standard Terms and Conditions to Incorporate FATCA Provisions,” Schulte Alert, May 31, 2016, co-author
- “PATH Act: Recently Enacted Legislation Modifies the FIRPTA and REIT Rules,” Schulte Alert, Jan. 28, 2016, co-author
- “Change in the IRS Approach to the Registration of Disregarded Entities Under FATCA,” Schulte Alert, May 2, 2014, co-author
- “FATCA Registration and Compliance Requirements for Hedge Funds,” Schulte Alert, April 8, 2014, co-author
- “A Critical Analysis of the Soroban Decision, as Such,” Wall Street Tax Association Virtual Seminar, March 2024
- “Tax Considerations 2024,” 33rd Annual Schulte Private Capital Forum, January 2024
- “Tax Update,” Schulte 32nd Annual Private Investment Funds Seminar, January 2023
- “Tax,” Schulte 31st Annual Private Investment Funds Seminar, January 2022
- “Tax,” Schulte 30th Annual Private Investment Funds Seminar, January 2021
- “Current Tax Issues for Investment Manager Professionals,” Schulte Webinar, November 2020
- “Tax,” Schulte 29th Annual Private Investment Funds Seminar, New York, January 2020
- Schulte Luncheon for Investment Manager Tax Professionals, June 2019
- “Tax Considerations for 2019” and “Tax Update,” Schulte 28th Annual Private Investment Funds Seminar, New York, January 2019
- Schulte Luncheon for Investment Manager Tax Professionals, December 2018
- “Tax Reform Update,” Schulte Webinar, March 2018
- “Tax Considerations for 2018,” “Tax Reform” and “Cryptocurrency, Alternative Data and Blockchain,” Schulte 27th Annual Private Investment Funds Seminar, New York, January 2018
- “Tax Reform: Impact on Private Fund Managers,” Schulte Webinar, New York, December 2017
- Schulte Investing in Digital Assets and Blockchain Technology Webinar, August 2017
- “Tax Update: New Guidance for U.S. Withholding Tax on Deemed Dividends,” Schulte Webinar, December 2016
- “US Withholding on Deemed Dividends,” Schulte Webinar, December 2016
- “Integrating Regulated Funds onto Your Platform,” Managed Funds Association, New York, June 2016
- Schulte Luncheon for Investment Manager Tax Professionals, May 2016
- “New Partnership Audit Rules: What They Mean for Hedge Funds and Hedge Fund Investors,” MFA Seminar, New York, April 2016
- “Tax Considerations for 2016,” Schulte 25th Annual Private Investment Funds Seminar, New York, January 2016
- “Hedge Fund and Management Company Structures,” NFA National Examination Staff Training Program, New York, July 2015
- “New Growth Area: Energy Funds” and “Tax Considerations for 2015,” Schulte 24th Annual Private Investment Funds Seminar, New York, January 2015
- “FATCA Update for Investment Fund Managers,” Schulte Webinar, April 2014
- “U.S. Tax,” Bank of America Merrill Lynch COO/CFO Hedge Fund Symposium, Deer Valley, Utah, March 2014
- “Running Hedge and Private Equity Strategies Side by Side” and “Tax Considerations for 2014,” Schulte 23rd Annual Private Investment Funds Seminar, New York, January 2014
- “GP Planning,” Schulte Private Equity: Fund and Deal Terms Conference, New York, October 2013
- “FATCA – Issues for Private Fund Managers,” Schulte Webinar, March 2013
- “Current Tax Developments” and “Opportunities for Hedge Fund Managers in the Registered Funds Space,” Schulte 22nd Annual Private Investment Funds Seminar, New York, January 2013
- “FATCA and Dividend Equivalent Withholding Developments,” Schulte Investment Management Hot Topics, New York, April 2012
- “Tax Update 2012: FATCA and Other Issues,” Schulte 21st Annual Private Investment Funds Seminar, New York, January 2012
- “The Return of CLOs: Changes That Matter to Managers and Investors,” Schulte Audio Conference Series, July 2011
- “Running a Multi-Jurisdictional Adviser,” Schulte 20th Annual Private Investment Funds Seminar, New York, January 2011
- “Tax Considerations for 2010,” Schulte 19th Annual Private Investment Funds Seminar, New York, January 2010
- “Registered Funds and UCITS: Reaching New Capital and Markets,” Schulte Investment Management Hot Topics, New York, October 2009
- “Tax Aspects of Investments in Distressed Situations” and “Fund Compensation Trends and Structures in the New Environment,” Schulte 18th Annual Private Investment Funds Seminar, New York, January 2009
- “Tax Legislative and Compliance Update,” Schulte Investment Management Hot Topics, New York, November 2008
- “Tax and ERISA Planning: U.K. and U.S. Perspectives,” Schulte 17th Annual Private Investment Funds Seminar, New York, January 2008
- “Hedge Funds at the Crossroads: Activism and New Opportunities in Today’s Capital Markets,” West Legalworks Seminar, New York, December 2007
- Panelist, “Permanent Capital Investment Vehicles,” Schulte Cutting Edge Alternative Asset Management Deals Seminar, New York, July 2007
- “Meeting the Challenges,” Registered Alternative Funds: New Products for New Markets, April 2006
- Tax Section, New York State Bar Association
- Chambers USA
- The Legal 500 US
- The Best Lawyers in America
- New York Super Lawyers
- Tax Directors Handbook
