Free Online Workshop: 

Avoiding Hedge Fund Tax Surprises with Proper Structure, Planning and Policies

Led by the Michael Oates– this webinar covers:

  • Understanding the optimal structure based on your investor base.
  • Put policies in place to avoid surprises in the products that the fund trades.
  • What is the impact of being a trader fund vs. an Investor fund?
  • How does changes from the Tax Cuts and Job Act impact tax planning?

Join us online on Wednesday October 8, 2019 at 1:00 - 2:00 PM EDT.

Fill out the form on the right to register to the webinar.

Your Instructor:


Michael Oates, CPA

Michael Oates is the leader of Withum’s Financial Services Tax Practice. With over 30 years of experience with alternative investment funds, investment advisors and their owners. Michael often consults on the initial organizational structures and portfolio transactions to maximize tax efficiency. He serves as a trusted operational-matter tax advisor throughout the business and economic cycles of the fund and its advisor.

Michael is a certified public accountant and member of the New York and New Jersey Societies of Certified Public Accountants, as well as the American Institute of Certified Public Accountants.