PLI Advanced Swaps & Other Derivatives 2024

On October 22, 2024, New York Tax partner, Mark Leeds and Heta Desai of Macquarie Group provided a tax presentation at the Practicing Law Institute 2024 conference on Advanced Derivatives. They discussed tax issues presented to financial institutions from participation in creation-redemption transactions for exchange-traded funds, 2025 rules for transacting in digital assets, how to work with the new Internal Revenue Service Form W-9 and recent developments in employee stock ownership transactions. Download presentation below.