May 2010

Blumenthal Presents, "Back to the Future—Strategies in a Rising Tax Environment" to IVCA Members

Mark Blumenthal, Partner and Chairman of Blackman's Family Office Services group will present "Back to the Future - Strategies in a Rising Tax Environment" to members of the Illinois Venture Capital Association and Blackman Kallick clients and friends on June 24. His presentation will begin at 8:00 am at UBS Tower, 2nd floor, located at 1 N. Wacker Drive in Chicago. Below is a short description of the seminar.

Taxes will dramatically increase based on a growing federal deficit and current political reality. Mark J. Blumenthal, Partner at Blackman Kallick, will discuss tax planning ideas from an investment fund and Family Office investor perspective. His presentation will include planning strategies for the following:

• The new 3.8% tax on investment income and .9% tax on compensation
• Expiring Bush tax cuts and utilizing the 15% tax rates on dividends and capital gains in 2010
• How to achieve tax equilibrium and maximize after tax returns on your investments
• Wealth transfer utilizing lower than normal private equity and venture capital valuations
• How funds with individual investors will structure the purchase of portfolio companies in the future
• Making peace with the Alternative Minimum Tax
• The tax crystal ball including the latest on carried interest and news from Springfield, Illinois

Agenda:
7:30 am - 8:00 am - Registration/Breakfast
8:00 am - 8:45 am - Mark Blumenthal, presenter from Blackman Kallick LLP
8:45 am - 9:00 am - Q&A
9:00 am - 9:30 am - Networking

Space is limited. To register for this event, please email Andrea Caputo, Marketing Manager, at acaputo@BlackmanKallick.com