Tax Update for Investment Funds and Managers
Overview
Join us to learn more about the latest developments affecting financial reporting and taxation for hedge funds, private equity funds, investment managers and general partners.
Our Alternative Investment Group will provide an update on current industry developments, including new accounting guidance and its incorporation into your financial statements. Find out how new tax rules may affect your investment management firm. Be informed about SEC examination priorities and how to best protect your investment management firm from examination deficiencies.
Presenters
Keith Blitzer, Alternative Investment Managing Director, Tax – CBIZ
Colleen McHugh, Alternative Investment Managing Director, Tax – CBIZ
Topics
We will discuss tax updates as we prepare for 2025 including:
- Recent litigation regarding self-employment tax for limited partners
- State and local tax updates
- And more!
*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.
CPE CREDITS
| Program Description | Tax Update for Investment Funds and Managers |
| Important Notice Regarding CPE: | |
| Learning Objectives | Provide an update on current industry developments, including new accounting guidance and its incorporation into your financial statements. |
| Instruction Delivery Method | Group Internet Based |
| Recommended CPE Credit | 2.4 Credits |
| Recommended Field of Study | Taxes |
| Prerequisites | None |
| Program Level | Overview |
| Advance Preparation | None |
| Cancellation Policy | You may cancel your registration at any time prior to the event. |
| Complaint Resolution Policy | For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected]. |
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CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. |
