Tax Considerations and Planning Efforts for Private Equity Groups and Portfolio Companies

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Organizations of every size, in every industry, and in every state are charged with managing and complying with federal and state taxes. With rapidly evolving systems on both a local and global scale, paired with the unprecedented challenges that 2020 has unearthed, proactive tax planning will be key to navigating the current environment in a tax efficient manner, minimizing unpleasant surprises and being agile in successfully adapting to changes yet to come.

DHG is joined by K&L Gates to discuss areas private equity groups and portfolio companies will want to consider as they begin the year-end planning process with the intention of sparking some ideas and beginning to lay the groundwork for identifying and evaluating options specific to their circumstances and objectives.

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