February 14, 2018 | Webinar

2018 Tax Reform and the Private Market

Register To View Webinar

This webinar focuses on:

  • What does the 2017 Tax Cuts and Jobs Act mean for private company investors and shareholders?
  • How does the change in the Alternative Minimum Tax rate affect you?
  • What are the tax implications for cryptocurrency investors and traders?

Featuring:

Paul S. Bleeg, Tax Partner with EisnerAmper LLP

Paul S. BleegPaul S. Bleeg is a Tax Partner at EisnerAmper with over 30 years of public accounting experience. He is responsible for overseeing tax compliance and planning in the firm’s Personal Wealth Advisor Group, as well as authoring tax research memorandums on various individual partnership, corporate and non-profit issues. Paul’s past experience also includes serving as the Tax Manager for the Freightliner, a subsidiary of Daimler AG.

Hosted by:

Rohit Kulkarni, Managing Director with SharesPost Research

Rohit KulkarniPrior to SharesPost, Rohit was a Vice President, Senior Analyst at RBC Capital Markets, where he covered small and mid-cap stocks in the Internet sector and led the equity research efforts for several recent IPOs. Before that, Kulkarni was Equity Research Analyst, Internet and Interactive Entertainment, at Robert W. Baird & Co. Earlier in his career he worked for Citigroup, Houlihan Lokey and Oracle. Rohit received a 2015 Rising Star Award from Institutional Investor magazine for research in the Internet sector, and was a key member of top-ranked Internet research team in Citigroup (2008-2012).

PLEASE READ THESE IMPORTANT LEGAL NOTICES & DISCLOSURES

This article does not constitute an offer to provide investment advice or service. Registered representatives of SharesPost Financial Corporation do not (1) advise any member on the merits or prudence of a particular investment or transaction, or (2) assist in the determination of fair value of any security or investment, or (3) provide legal, tax, or transactional advisory services.

Securities referenced in this article may be offered by SharesPost Financial Corporation, member FINRA/SIPC. SharesPost Financial Corporation and SP Investments Management are wholly owned subsidiaries of SharesPost, Inc. Certain affiliates of these entities may act as principals in such transactions.

Investing in private company securities is not suitable for all investors. An investment in private company securities is highly speculative, involving a high degree of risk, and investors should be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid and there is no guarantee that a market will develop for such securities. Each investment also carries its own specific risks and investors should conduct their own, independent due diligence regarding the investment, including obtaining additional information about the company, opinions, financial projections and legal or investment advice.

Accordingly, investing in private company securities is appropriate only for those investors who can tolerate a high degree of risk and do not require a liquid investment.

SharesPost, the SharesPost logo, My SharesPost, the SharesPost Index, and SharesPost Investment Management are all registered trademarks of SharesPost, Inc. All other trademarks are the property of their respective owners.

Copyright SharesPost, Inc. 2020. All rights reserved.

PLEASE READ THESE IMPORTANT LEGAL NOTICES & DISCLOSURES

This article does not constitute an offer to provide investment advice or service. Registered representatives of SharesPost Financial Corporation do not (1) advise any member on the merits or prudence of a particular investment or transaction, or (2) assist in the determination of fair value of any security or investment, or (3) provide legal, tax, or transactional advisory services.

Securities referenced in this article may be offered by SharesPost Financial Corporation, member FINRA/SIPC. SharesPost Financial Corporation and SP Investments Management are wholly owned subsidiaries of SharesPost, Inc. Certain affiliates of these entities may act as principals in such transactions.

Investing in private company securities is not suitable for all investors. An investment in private company securities is highly speculative, involving a high degree of risk, and investors should be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid and there is no guarantee that a market will develop for such securities. Each investment also carries its own specific risks and investors should conduct their own, independent due diligence regarding the investment, including obtaining additional information about the company, opinions, financial projections and legal or investment advice.

Accordingly, investing in private company securities is appropriate only for those investors who can tolerate a high degree of risk and do not require a liquid investment.

SharesPost, the SharesPost logo, My SharesPost, the SharesPost Index, and SharesPost Investment Management are all registered trademarks of SharesPost, Inc. All other trademarks are the property of their respective owners.

Copyright SharesPost, Inc. 2020. All rights reserved.