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CBIZ & MHM Executive Education Series
Webinar: Tax Considerations for Debt-Financed Distributions from Partnerships Owned By Private Equity

Partnerships often hear the calling from private equity fund partners to monetize a portion of the value they own, even though they are not yet ready to deploy their exit strategy. Partnerships offer tremendous flexibility to accomplish this objective in a tax-efficient manner using debt-financed distributions. However, these transactions leave potential traps for the unwary.

In this webcast, we will provide comprehensive examples of the tax consequences of debt-financed distributions, from the moment they are made through typical subsequent events that affect their tax results.

Learning Objectives

After completion of this course, you will be able to:

  • Explain the current tax treatment afforded to partners in receipt of debt-financed distributions
  • Recognize situations that pose potentially adverse tax consequences for partners who previously received debt-financed distributions
  • Discuss possible strategies private equity funds can employ to maintain tax-efficient strategies in partnerships with these conditions
Nate Smith

Nate SmithNathan Smith, CPA
Nathan Smith is a Director in the CBIZ National Tax Office, bringing over 20 years of experience in public accounting to provide technical support and strategic solutions for the firm’s tax practice. Nathan leads the development of practice aids and tactical approaches used in responding to industry and Federal tax developments in a variety of subject matter areas. Nathan also consults nationally to facilitate delivery of client service opportunities and solutions, contributes as an author and editor to the firm's tax thought leadership publications and assists with the development and implementation of national tax policies and procedures.


Contact us at You can also follow the discussion using the hashtag #CBIZMHMwebinar on Twitter.


*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.

For more information regarding complaint and program cancellation policies, please contact our offices at (216) 447-9000.

CPE Sponsor LogoAll webinars are produced using the LearnLive platform. LearnLive is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Additional Details

Cost: No fee required.

CPE: Eligible for 1 CPE credit in Taxes*

Prerequisites: None

Who Should Attend? CEOs, CFOs and other Financial Executives

Advanced Preparation: None

Program Level: Basic/Intermediate

Delivery Method: Group Internet-based

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