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• Joseph W. Bartlett

• Corporate
• Private Equity
• Private Investment Funds

Taxation of Distressed Debt (Including Credit Opportunity Funds)

Joseph W. Bartlett was a panelist at "The Private Investment Funds Tax Master Class," a program presented by Financial Research Associates. Mr. Bartlett discussed:

• Loan origination and "loan-to-own"
• Trade or business issues
• Withholding (portfolio interest exception)
• OID
• Market discount rules
• UBTI/ECI concerns