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

Tina Catalina,  Alternative Investment Managing Director, Assurance – CBIZ
Joanna Conte, Alternative Investment Managing Director, Assurance – CBIZ
John Guerrieri, Alternative Investment Managing Director, Assurance – CBIZ

Topics

We will discuss tax updates as we prepare for 2025 including:

• Accounting & Auditing Updates for Investment Funds and Managers
• SEC Update
  • Recent SEC Proposals
  • SEC Examination Priorities & Risk Alert
  • Recent SEC Enforcement Cases

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.

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