Jeff Bortnick has advised clients on federal, state, local and international tax and estate planning issues for over 25 years. Jeff frequently advises hedge funds and investment managers on the tax issues related to fund formation, operations and investments. He has also written articles and lectured on related topics.
BAR ADMISSION:
1983, New York
1988, U.S. Tax Court and U.S. Claims Court
1992, U.S. Court of Appeals, Federal Circuit
EDUCATION:
New York University (LL.M. in Taxation, 1986; J.D., cum laude, 1982)
Adelphi University (B.B.A., summa cum laude, 1979)
HONORS AND AWARDS:
Order of the Coif
Delta Mu Delta
Eta Chi Alpha
Delta Tau Alpha
American Jurisprudence Award in Estate Planning
MEMBER:
New York City Bar Association
LECTURER:
Tax and Financial Reporting Practices for Hedge Funds, November 2004
Financial Research Associate's LLC’s Insurance-Based Hedge Fund Investing Seminar, December 2002
The Rodney L. White Center for Financial Research 29th Annual Seminar, The Wharton School, University of Pennsylvania, March 2000
Foundation for Accounting Education's Investment Partnerships Conference Advanced Topics, 1995 and 1998
Hedge Fund Services Seminar, 1994
PUBLICATIONS:
"Nonresident Partners in Hedge Funds May Avoid New York Tax on Services Performed There," Journal of Multi-state Taxation, Sept./Oct. 1993
ARTICLES AND LINKS:
