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DTSTART:20260908T133000Z
DTEND:20260908T150000Z
LOCATION:Maggiano's, 7401 South Clinton St., Englewood, CO 80112
UID:2890720260908T133000ZEPCSED Meeting: Alternative Investments
DTSTAMP:20260920T142347Z
DESCRIPTION:\n \n \nPlease join EPCSED for our upcoming seminar:\n \nAlternative Investments\n \n \n \nAlternative investments are becoming an increasingly common part of clients' wealth portfolios—but they often create tax issues that can significantly impact estate planning strategies. Join Cherry Bekaert tax professionals Michael Callahan and Tom Davis for a practical discussion of the tax complexities surrounding hedge funds, private equity, Delaware Statutory Trusts (DSTs), Master Limited Partnerships (MLPs), Qualified Opportunity Zones, Qualified Small Business Stock (QSBS), and other alternative investments. The presentation will highlight planning considerations involving Schedule K-1s, basis adjustments, passive activity rules, Section 754 elections, and recent tax developments that estate planning attorneys, CPAs, financial advisors, and trust professionals should understand when advising high-net-worth clients.\n \n \n \nPresented By:\n \nMichael Callahan, CPA, Tax Partner, Cherry Bekaert\n \nMichael Callahan has been an alternative investment financial professional for over thirty years and is one of the leaders in charge of Cherry Bekaert’s tax practice, the eighth largest firm in the United States of America by number of registered fund advisors. Mike has acquired in-depth expertise in securities taxation, organizational structure of onshore and offshore funds, international taxation and personal tax planning with fund managers.  Mike has been involved in many areas of tax research and planning, including advising broker-dealers and hedge funds on a variety of tax issues and general business consultation including international taxation, multi-state tax planning and compliance and estate and financial planning.  Mike consults with clients and attorneys from start-up and formation through ongoing operational issues.\n \n \n \nTom Davis, CPA, Senior Tax Manager, Cherry Bekaert\n \nTom Davis started his career at Spicer Jeffries LLP, now Cherry Bekaert, and has over 10 years of experience. Throughout his time, he has provided tax consulting and compliance services to hedge funds, private equity funds, venture capital funds, and high net worth individuals. Tom is well versed in foreign investment tax implications from passive foreign investment companies to controlled foreign corporations. He can advise on fund structuring including master feeders, mini masters, and the use of blockers. He is also well-versed in multi-state tax planning. \n \n \n \n \n \nSponsors:\n \n \nA special thank you to our generous 2026 sponsors:  \n \n[  ](https://thegrossmanteam.com/)\n \n \n \n     [](https://www.charleswilsoncpa.com/)\n \n \n \n      [](https://contemporaryfiduciary.com/)\n \n[](https://mlgcapital.com/)\n \n[](https://www.gannetttrust.com/)\n \n \n \nMeeting Schedule:\n \n7:30 a.m. - 8:00 a.m.: Networking \n8:00 a.m. - 9:00 a.m.: Speaker presentation \n\nMeeting Registration:\n \nGuests are welcome! The fee for guests to attend is $50.\n \nBe sure to RSVP so that we have an accurate count and sufficient seating at the restaurant. Email stephanie@nonprofitadmin.com or hit "reply." \n \nPlease forward this invitation to anyone you think may be interested in the group -- and bring a guest!\n
SUMMARY:EPCSED Meeting: Alternative Investments - Estate Planning Council of Southeast Denver 
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