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Understanding the One Big Beautiful Bill: Implications for Institutional Investors and Asset Managers

CPE 1.0

Webcast

Webcast overview

We invite you to join us for an insightful 60-minute webcast following the releases by the House of Representatives and the Senate Finance Committee of their respective versions of the tax bill. 

David Neuenhaus, US Tax Leader for Asset Management and Global Tax Leader for Sovereign Wealth & Pension Funds, and Kirstin Gallagher, US Tax Leader for Sovereign Wealth & Pension Funds, will share a comprehensive analysis of the key provisions impacting Sovereign Wealth Funds and Asset Managers. Discussion topics will include:

  • Current Status and Key Provisions: Understand the legislative progress and main elements of the bill.
  • Impact on Institutional Investors: Explore the potential impacts on Institutional Investors and those raising capital from this group.
  • Global Tax and Investment Policies: Discuss how the bill might reshape international tax regulations and provide strategic guidance for funds relying on Section 892.
  • IRA Cuts and Renewable Energy: Examine the potential evolution of IRA cuts in the Senate and the future of renewable energy investments.

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

Meet our webcast team

Image of David Neuenhaus
David Neuenhaus
Line of Business Leader, Asset Management & Private Equity and Global Tax Leader for Sovereign Wealth & Pension Funds, KPMG US
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Image of Kirstin Gallagher
Kirstin Gallagher
Principal, International Tax, US Tax leader for Sovereign Wealth & Pension Funds, Financial Services, KPMG LLP
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Image of Alistair Pepper
Alistair Pepper
Managing Director, Washington National Tax, KPMG US
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Image of Matthew W. Busta
Matthew W. Busta
Partner, Washington National Tax, KPMG US
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Image of Kirstin Gallagher
Kirstin Gallagher
Principal, International Tax, US Tax leader for Sovereign Wealth & Pension Funds, Financial Services, KPMG LLP
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Image of Alistair Pepper
Alistair Pepper
Managing Director, Washington National Tax, KPMG US
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Image of Matthew W. Busta
Matthew W. Busta
Partner, Washington National Tax, KPMG US
Read bio

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