Robert HartnettPartner, Asset Management at FORVIS
Profile
Rob has spent over 25 years providing tax and related consulting services within the asset management industry. Over the years he has provided services for: hedge funds, private equity and venture capital funds, commodity pools, open-end and closed-end funds, and various private placements and fund structures. Rob consults with clients and attorneys on fund tax issues including the startup, formation and ongoing operational issues of a fund, state tax issues, U.S. tax withholding issues, taxation of financial products, transactions, and tax law changes. Before joining Forvis, Rob worked in the Asset Management Practice at a big four firm in Denver and the Greater Washington DC area as well as other national and regional firms. He has been a speaker at industry conferences and events as well as written articles for industry journals. He is most passionate about his volunteer work with the National Multiple Sclerosis Society. He has been involved with the MS Society in various capacities for nearly 30 years. He has served as Treasurer of the Board of Trustees for the Colorado-Wyoming Chapter and is currently on the Board of Trustees of the Greater DC-Maryland Chapter. Rob holds a B.S. in Accounting from the University of Delaware and is a licensed CPA in New Jersey, New York, Delaware, and Virginia
Agenda Sessions
The ever-changing world of US tax
, 2:15pmView Session