Institutional Investor Announces an Audiocast: IRS Memo Roils Pre-paid Forward Markets: Are You Prepared for the Consequences?

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Institutional Investor presents an audio conference titled “IRS Memo Roils Pre-paid Forward Markets: Are You Prepared for the Consequences?” on January 19 at 3:30 p.m. (ET). An audio conference is an interactive conference carried live over the phone.

Institutional Investor presents an audio conference titled “IRS Memo Roils Pre-paid Forward Markets: Are You Prepared for the Consequences?” on January 19 at 3:30 p.m. (ET). An audio conference is an interactive conference carried live over the phone.

Sweeping changes are ricocheting through the wealth management sector.

An IRS memo shakes up existing pre-paid forward transactions, which till now had fairly predictable tax consequences. New taxes are likely. If you've done pre-paid forwards, or plan to, you need to know what's going on.

The IRS ruling states that pre-paid forward gains triggered gains. Pre-paid forwards in which investors lent or lend shares to a counter-party will get scrutinized. Investment advisers must tread gingerly when advising clients on pre-paid forward agreements (also known as common tools used to monetize a profitable securities position).

In this hour-long conference speakers will examine changes in store for past and future transactions.

Information about registration can be found at http://www.institutionalinvestor.com/audioconference

The discussion will be lead by Robert N. Gordon, president of Twenty-First Securities Corporation, a New York-based brokerage and financial services firm, and Mark Leeds, a share-holder with Greenberg Traurig LLP and a member of the Tax and Capital Markets practice groups. Other speakers include Steve Rosenthal, a partner at Miller & Chevalier and Matthew A. Stevens, counsel at Skadden, Arps, Slate, Meagher & Flom LLP in Washington DC.

This conference will give important insights to accountants, brokers, family officers, investment advisers, private bankers, CFOs, and treasurers. Listeners will have an opportunity to ask speakers questions.

About Institutional Investor:

Institutional Investor offers audiocasts on topics ranging from hedge fund litigation to reinsurance. Audiocasts are a live, interactive conference over the telephone, lasting about 60 minutes. For information on other Institutional Investor audio conferences, visit http://www.institutionalinvestor.com/audioconference.

InstitutionalInvestor.com is the premier online destination for financial professionals, providing a selection of daily news, analysis, rankings and archives from our award winning publications. The site is a comprehensive financial news portal that delivers increased coverage from Institutional Investor magazine, Journals and Newsletters as well as original daily content from our editorial staff, audiocasts and interactive Webcasts.

Contact:

Liza Shevitz

212-224-3623

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