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How COVID-19 is impacting tax and accounting considerations for Wealth and Asset Management

March 30, 2020 @ 12:00 pm - 1:00 pm EDT

Free

Participants of the live webinar will be eligible for 1 free CPE credit.

In this webcast, panelists discuss topics that will help asset management, private equity and investment professionals navigate the industry amid the COVID-19 outbreak and its related uncertainties.

Given the COVID-19 pandemic’s ongoing market disruption and related business impacts, we have prepared this webcast to help asset management and private equity COOs, CFOs, tax directors, controllers, and investment professionals navigate the legislative, tax, cash flow, accounting and valuation implications for their funds, their portfolio companies, and their principals resulting from the COVID-19 outbreak and its related uncertainties. Our panel of professionals will share updates on the following topics:

  • Legislative updates from Washington Council
  • Tax implications for funds responding to the disruption of cash flow, liquidity, capital constraints, operational structure and supply chain
  • Individual tax planning issues for asset management principals and professionals
  • Accounting considerations
  • Valuation and pricing considerations

Panelists:

  • Ray Beeman, Partner, Washington Council, EY
  • Jaime Eichen, Partner, Financial Services Professional Practice, EY
  • David Kirk, Partner, National Tax, Private Client Services, EY
  • Stephan Thollot, Principal, Financial Services Organization, EY
  • Gerald Whelan, Principal, Financial Services Organization, EY

Moderator:

  • Joe Bianco, Principal, Financial Services Organization, EY

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