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July 10, 2007
Need to Know More About Taxing Hedge Funds, Private Equity Funds, and Their Managers? Contact Lee Sheppard, Expert on Tax Issues Related to Financial Products and Institutions
FALLS CHURCH, VA — Lee Sheppard, the nation's most respected tax commentator, Tax Analysts' contributing editor, and an expert on taxation of financial products and institutions, is available for media interviews on the controversy about taxing hedge funds, private equity funds, and their individual managers.

Sheppard, who has written for Tax Analysts for more than 20 years, is best known for her pioneering articles about corporate tax shelters, which laid the groundwork for a federal government crackdown.

Sheppard is now doing equally important work on (1) whether publicly traded hedge funds and private equity funds should be taxed as corporations, and (2) whether managers of those funds should pay tax at a higher tax rate on the carried interests they receive for their services. The carried-interest question will be the subject of a Senate Finance Committee hearing on July 11.

Who: Lee Sheppard, tax expert.

What: Taxation of hedge funds, private equity funds, and their managers.

When: Lee Sheppard is available now for interviews.

How: To schedule an interview with Lee Sheppard, contact Wendy Lewis at (703) 533-4404 or Please provide both your phone number and e-mail address, as well as your deadline.

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