Irina Kimelfeld is a Tax Partner and a member of the Financial Services Group. With over 20 years of experience, Irina provides tax planning and compliance services to private equity funds, hedge funds, funds of funds, investment advisors, and other financial services companies. She focuses on advising clients on tax implications of fund structuring, investment structuring, management company operations, and tax treatment of various types of securities transactions. Prior to joining the firm, Irina was Managing Director at a credit investment firm, where she oversaw all tax related matters for the firm and its managed funds as well as the firm’s deferred compensation plan. She began her career at a Big 4 accounting firm where she provided tax planning and compliance services to asset management clients. Irina is an Adjunct Professor at Fordham University Gabelli School of Business, where she designed and lectures a graduate level course on taxation of financial products and transactions.

Philip S. Gross, JD, LLM, Partner, Kleinberg Kaplan, Wolff & Cohen, P.C., advises hedge funds and private equity funds on federal, state, local and international tax issues. Phil counsels clients on structuring (and restructuring) funds, structuring investment managers and general partners, compensating managers and employees, investing in funds and seeding managers, and how financial instruments are taxed. He also advises clients on how to avoid being subject to ERISA and what to do if they are, how to plan and structure securities transactions, FIRPTA, nonqualified deferred compensation, Puerto Rico, and numerous other tax issues.

Amanda McKenna is a Partner with over 17 years of experience in the financial services space with an focus in tax services., Amanda has extensive experience in the alternative investments industry. She specializes in providing tax compliance and consulting services for venture capital, private equity, and hedge funds. Her primary focus is on partnership structures, including stand-alone entities, master-feeder structures, offshore funds, fund of funds, real estate entities, management companies, and general partner entities. Amanda has a deep understanding of the complexities surrounding fund structures and brings a creative approach to her clients’ tax planning. She provides practical solutions to complex tax issues and is dedicated to helping her clients achieve their investment goals while minimizing tax liabilities. Amanda is experienced in working with both domestic and international investment funds and advises on various structuring options to determine the best tax efficiency and impact on U.S. and non-U.S. limited partners. Her comprehensive knowledge of tax laws and regulations has proven invaluable to her clients in navigating the ever-changing tax landscape.

Andie Kramer is widely regarded as one of the foremost authorities on the regulatory, tax, commercial, and governance matters that arise for individuals and businesses in trading environments. Andie represents multinational corporations, financial service firms, exchanges and trading platforms, hedge funds, energy companies, insurance companies, family offices, and businesses in all stages of their life-cycle. These clients are typically dealing with securities, commodities, derivatives, digital assets, energy (production and distribution), renewables, ESG (environmental, social, and governance) matters, nontraditional assets, and emerging asset classes of all types. Andie is widely respected for her multidisciplinary knowledge concerning the legal issues arising in market and all types of products that trade in them and the participants which use them. She is a trusted advisor and sought-after problem solver who provides the comprehensive advice that clients need to navigate the complexities that arise from the intersection of multiple asset classes, commercial realities, and ESG matters. Before founding ASKramer Law, Andie spent 30 years at McDermott Will & Emery, where she established and led the Financial Products, Trading, and Derivatives Group. She is the coauthor of Financial Products: Taxation, Regulation, and Design, the two-volume authoritative treatise widely used by market participants, advisors, and regulators. She has been ranked since 2009 by Chambers USA and Legal 500, the leading independent legal ranking firms. Andie was also named by the National Law Journal as one of the “50 Most Influential Women Lawyers in America” for “demonstrated power to change the legal landscape, shape public affairs, launch industries, and do big things.” The National Law Review recognized Andie as a “Go To Thought Leader” in 2022 (Crypto/Blockchain), and in 2020 (Finance Law [Virtual Currencies]); and JD Supra readers voted her a “Top Author” in cryptocurrency taxation in 2021 (Readers Choice Awards). Additionally, she is qualified by the Financial Industry Regulatory Authority (FINRA) as a tax expert witness. Andie was selected by the Chicago Daily Law Bulletin and the Chicago Lawyer as an “Inaugural Women in Law Honoree”; by Crain’s Custom Media for the “Chicago Notable Women Lawyers” list; named by Women in Law Business Guide as one of the leading tax practitioners; and honored as one of the “Most Influential Women Lawyers in Chicago” by Crain’s. Andie is also known for her longstanding work addressing and dismantling workplace gender discrimination. She served as a member of the Diversity & Inclusion Advisory Board for the Illinois Supreme Court Commission on Professionalism and was coauthor of What You Need to Know about Negotiating Compensation, a 2013 guide published by the American Bar Association. With her husband, Al Harris, she has written two award-winning books, Breaking Through Bias: Communication Techniques for Women to Succeed at Work and It’s Not You, It’s the Workplace: Women’s Conflict at Work and the Bias That Built It. Their latest book, Beyond Bias: The PATH to End Gender Inequality at Work, was published in May 2023. Andie is a Phi Beta Kappa, summa cum laude graduate of the University of Illinois, where she received the Bronze Tablet Award, and she is a cum laude graduate of Northwestern Pritzker School of Law where she served as an adjunct professor for more than 20 years. She is an editor of and contributor to Energy and Environmental Project Finance Law and Taxation (2010) and Energy and Environmental Trading (2008). Generously philanthropic and civically engaged, Andie is the recipient of the “Unsung Heroine Award” from the Cook County Board of Commissioners and the “National Public Service Award” from the American Bar Association for her public service and pro bono activities. She founded and serves on the boards of a number of nonprofits and professional associations. She is a founding board member and chair of TWTC (formerly The Women’s Treatment Center) that provides housing and healthcare support and assistance to Chicago’s most vulnerable residents. Andie is a co-founder and the chair of WLMA (the Women’s Leadership and Mentoring Alliance), and she serves on the board of the Design Museum of Chicago.

Mr. Rebhun is a Partner at PricewaterhouseCoopers, based in New York City. He is PwC's U.S. Asset & Wealth Management tax leader. He holds a Juris Doctor from Yeshiva University's Benjamin N. Cardozo School of Law and a Bachelor of Science in Business Administration with a concentration in Accounting from Monmouth University.

Andre Brijadadder is a Director at PwC US Tax LLP. He has more than 12 years of professional experience. Andre holds significant experience in providing state tax compliance and consulting services to a variety of asset management clients. He provides a wide range of services to clients, including tax structuring, tax due diligence, tax compliance, and other general tax consulting services. He focuses on coordinating the year-round compliance process, which includes the allocation and apportionment of income, investor reporting, and the tax return process. Andre has experience in streamlining the state tax compliance process and managing real-time data for state tax planning, modeling, and forecasting. He also Has served as a subject matter professional in the state and local tax, and federal wealth and asset management tax industries for both hedge fund and private equity client. Andre graduated from Fox School of Business: Temple University with a Bachelor of Arts in Accounting and Finance, and from the Zicklin School of Business: Baruch College with a Master’s in Taxation.

Steve is recognized globally as a leading authority on issues related to the formation and operation of both U.S. and international venture capital and private equity funds and other partnership arrangements. He has been named a Super Lawyer and a Chambers & Partners “Band 1” practitioner, with clients and other market observers describing Steve to Chambers over the years as: a “phenomenal” practitioner, a “leading light,” the “heart and soul of the practice” and “without hesitation the premier venture capital fund lawyer and adviser.” Steve’s practice encompasses both (i) representing a dominant share of the preeminent venture capital funds globally, and (ii) advising promising emerging fund managers in their quest to become the market leaders of the future. As a complement to his practice, Steve has taught partnership tax at Stanford Law School, serves as an adviser to the National Venture Capital Association (NVCA), and frequently lectures and publishes on topics relating to venture capital and private equity funds. Organizations and publications for which Steve has presented or published include: the Venture Capital Journal, the Kauffman Fellows Program, the NVCA, Haas School of Business at the University of California, CVCFO (China Venture Capital Finance Organization), First Republic Bank Future CFO conference, Stanford Law School, the New York Capital Roundtable, the Bank of America Venture Fund CFO Roundtable, the Institute for International Research, the American Bar Association, the California State Bar, Practicing Law Institute, Financial Research Associates LLC, the International Private Equity Fund Formation & Operations Forum, the Pennsylvania Private Equity CFO (PECFO), and the International Association of Financial Planners. Earlier in his career, Steve lectured as an Adjunct Professor in the Golden Gate University, Masters of Taxation Program. He is also a contributing editor to two treatises: The Acquisition and Sale of the Emerging Growth Company: The M&A Exit and Formation and Financing of Emerging Companies, as well as an Advisory Board Member to The M&A Tax Report.

Jenni is a managing director in Citrin Cooperman’s National Tax Office and the practice leader of the Tax Procedure and Controversy practice. Jenni has over two decades of combined legal and accounting experience and has extensive experience dealing with complex tax issues, including partnership audit procedures under the Tax Equity and Fiscal Responsibility Act of 1982 (TEFRA) and the Bipartisan Budget Act of 2015 (BBA). Prior to Citrin Cooperman, Jenni was senior counsel for the Internal Revenue Service’s (IRS) Office of Chief Counsel in the Procedure and Administration Division. Jenni served as the primary resource for both BBA and TEFRA matters and was one of the primary authors of the BBA regulations. Jenni was essential in implementing the BBA regime, including developing policy, interpreting statutes, reviewing and creating new forms, and assisting in developing internal procedures to perform examinations under the BBA. Jenni received her juris doctor, magna cum laude, from the University of Richmond School of Law and her LLM in tax, with distinction, from the Georgetown University Law Center.

Maury Cartine is a Managing Director at Prospect providing tax and related services to the Prospect team. Prior to joining Prospect, Maury served as the Partner-in-Charge of the NYC Tax Department and the Partner-in-Charge of the Alternative Investment Group Tax Department at Marcum, LLP. Before joining Marcum, he was the Principal-in-Charge of the worldwide tax practice at Rothstein, Kass & Company, PC and a member of the executive board. Maury started his career at an Internal Revenue Agent advancing to the role of classroom instructor and reviewer of income tax audits. He completed his military service as an Officer in the United States Army Reserve and the New Jersey Army National Guard. Maury received a BS degree from Seton Hall University and a JD degree from Seton Hall University School of Law. He is a Certified Public accountant in New Jersey and New York. Maury is also a member of the New Jersey Bar.

Lee Sheppard, JD, a Contributing Editor to Tax Notes at Tax Analysts, is one of the nation’s most widely read and respected tax commentators. Named one of the Global Tax 50 most influential players in international taxation in 2012 by International Tax Review, she specializes in financial issues and the taxation of multinational corporations. Her articles have included commentary on treaty issues, transfer pricing, European tax developments, and cutting-edge financial issues such as derivatives, hybrid securities, and hedge funds. She holds a law degree from the Northwestern University School of Law.

Specifically, David represents investment managers in connection with the formation and the ongoing operation of investment funds, including navigating the tax issues related to the proper documentation and international tax reporting of investors in such funds. He also represents private equity fund managers in connection with the acquisition and disposition of portfolio investments.

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Focuses on the tax aspects of private investment funds, including hedge funds, private equity funds, hybrid funds and credit funds, as well as advising investment managers in connection with their structuring, formation and ongoing operations.

Joseph Wiener specializes in mergers and acquisitions in RSM US LLP’s Washington National Tax practice. A licensed attorney, Joseph develops firm policies and advises clients on transaction-related federal tax issues. Joseph helps strategic buyers and private equity firms consider the tax ramifications of mergers, acquisitions, restructurings, and other corporate transactions. He also supports the firm nationally by drafting and publishing articles, white papers, and memoranda that explain a variety of corporate and M&A tax issues. Joseph subspecializes in the section 1202 qualified small business stock provision, friendly doctor structures, and debt-related issues. He has authored or co-authored more than 50 articles for various tax publications and websites, including Tax Notes, The Tax Adviser, Law360, Taxation of Exempt Organizations, the AIRA (Association of Insolvency & Restructuring Advisors) Journal, and the RSM US website. While in law school, Joseph interned in the appellate unit of the Department of Justice’s Tax Division. He began his career in the M&A division of one of the Big Four accounting firms. Prior to law school, Joseph studied Talmudic law for several years in Jerusalem. Outside of work, Joseph spends time with his family and community.

Navin is a senior tax partner in the EisnerAmper financial services office in San Francisco. Prior to EisnerAmper, Navin was a partner for eleven years with EY’s financial services tax practice in San Francisco. Navin specializes in providing tax consulting and compliance services to clients in the asset management industry. Navin’s clients include hedge funds, venture capital, fund of funds, private equity, and cryptocurrency funds. Navin was involved with the launch of the first major crypto fund in the US back in 2013. Navin has more than 25 years of work experience in both the public and private industry. Navin began his career as a tax attorney for a large oil and gas firm in Houston, Texas. Navin started his career in California by joining a Big Four accounting firm in San Francisco rotating through their asset management, real estate and technology practices. Navin has worked at both large and small accounting firms during his career. Navin is a frequent speaker at alternative investment conferences. Navin also co-created a graduate course on the taxation of financial products in 2006 which he still teaches as an adjunct professor at Golden Gate University. Navin graduated from the University of Texas at Austin with a bachelor’s degree in accounting (BBA) and a law degree (JD). Navin later received a master’s in tax law (LLM) from Golden Gate University. Navin is currently both a licensed attorney and a CPA in California and in multiple other jurisdictions. Since 2005, Navin has been a board member of the Alameda County Library Foundation, a non-profit organization supporting our public libraries.