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CITs in Focus: Trends and Transformations
June 17 @ 11:30 am – 12:30 pm EDT
This webcast explores the evolving investment landscape as the industry shifts from mutual funds to Collective Investment Trusts (CITs). Key topics include current trends and transformations in the CIT market, the drivers behind this shift and its impact on investors.
The discussion will also cover important operational aspects such as ITTS components, treaty access and relief, and legislative considerations including UBIT. Attendees will gain insights into market movements, trends, statistics and the challenges and opportunities CITs present today. Join us to understand the shifting paradigms and key events shaping the future of investment vehicles.
Moderator:
- Christopher Doyle, Partner, Financial Services, Assurance, Ernst & Young LLP
Panelists:
- Stephanie Tanguay, Managing Director, Professional Practice, Ernst & Young LLP
- Laura Anderson, Senior Manager, Financial Services Organization — Tax, Ernst & Young LLP
- Mike Cincotta, Senior Manager, Financial Services Organization — Tax, Ernst & Young LLP
Learning outcomes
Identify the SEC regulatory agendaWashington, DC: Lynn FairfaxLP
Describe the latest accounting and auditing matters
Recognize recent tax activities
CPE Information (for live events only)
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Refunds & Cancellations: This course is offered free of charge, therefore there are no refunds given. In the event that a course must be cancelled, participants will be contacted via the email addressed submitted during registration.
Complaint Policy: For complaints or concerns, please submit an inquiry here.
Note: CPE credit is awarded for live webinars only. For more information, visit: https://www.ey.com/en_us/media/webcasts/cpe.
Ernst & Young LLP 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.
