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Asset Management Year End Tax Updates & Hot Topics
December 2, 2025 @ 12:00 pm – 1:00 pm EST
As 2025 winds down following the passage of the major tax bill, the ONE Big Beautiful Bill Act (OBBB), we invite you to join leaders from BDO’s asset management tax practice for a comprehensive discussion on year-end updates and strategic planning for 2026. We will address current hot topics in the asset management industry-including cryptocurrency and digital assets and provide insights from federal, international, and state and local perspectives. Stay informed and prepared for the year ahead.
Learning Objectives
- Describe the main takeaways of the One Big Beautiful Bill Act on asset managers and evaluate year-end planning ideas.
- Explain the changes to attribution of stock ownership and impacts on international filings.
- Review key state and local tax updates, including new requirements effective in 2026.
CPE Information
Delivery: Group Internet Based
Prerequisites: None
Advanced Prep: None
Program Level: Basic
Cost: There is no fee to attend this session
Information about CPE Eligibility
To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.
Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.
For questions regarding CPE credit, please contact [email protected].
BDO USA, P.C. 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
