Tax Reform & PE Funds: What You Need to Know

Date:   Wednesday, November 29
Time:  10–11 a.m. Central time
Presenters:  Rick Klahsen

Rick Klahsen



14241 Dallas Parkway, Suite 1100
Dallas, Texas 75254-2961


, Damien Martin &

Damien Martin



BKD Family Office
Private Client Services

910 E. St. Louis Street, Suite 400
P.O. Box 1900
Springfield, MO 65801-1900 (65806)

Springfield - HQ

Brett Palmer, President of Small Business Investor Alliance

Tax reform is moving fast! Get caught up on the latest developments and find out how possible tax change may affect private equity (PE) funds with a complimentary webinar from the Small Business Investor Alliance (SBIA) and BKD. In this 60-minute presentation, BKD’s Rick Klahsen and Damien Martin and SBIA’s Brett Palmer will cover the latest on tax reform efforts and break down provisions you need to know in the House and Senate versions of the tax bill.

Learning Objectives

Upon completion of this webinar, participants will be able to:

  • Identify what’s in the House and Senate versions of the Tax Cuts and Jobs Act of 2017
  • Understand how provisions of the tax bills may affect PE funds
  • Identify possible opportunities to plan for tax change



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