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Accounting/Regulatory Update and Financial Reporting for Alternative Investment Funds

December 11, 2025 @ 12:00 pm – 2:00 pm EST
Join us to learn more about the latest developments affecting financial reporting and taxation of 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.
Topics
- Accounting & Auditing Updates for Investment Funds and Managers
- SEC Update
- Recent SEC Proposalsย
- SEC Examination Priorities & Risk Alertย
- Recent SEC Enforcement Cases
Presenters
Tina Catalina, Managing Director, Assurance โ CBIZ
Joanna Conte, Managing Director, Assurance โ CBIZ
John M. Guerrieri, Managing Director, Assurance โ CBIZ




