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Private Equity Funds Update

August 23 @ 1:00 pm - 2:00 pm EDT

Free
MossAdams CPE Webinars

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

Register

Join us for our annual Private Equity Funds Update webcast to learn the latest developments that will help you navigate through a period of uncertainty and opportunity. We’ll share insights into accounting, tax, and regulatory changes. Our private equity professionals will discuss:

  • Market trends for private equity transactions and what to expect in 2022
  • Regulatory developments for private equity funds
  • Relevant tax and accounting matters impacting private equity funds

Speakers

Syed Rizvi, CPA, CFA, CAIA, ABV, Partner, Moss Adams

Syed has practiced public accounting since 2008. He has extensive experience providing accounting and consulting services to alternative investment funds, including private equity, venture capital, hedge, credit, and real estate funds. He also has experience providing accounting services to corporate offices of alternative investment funds.

Brittain Cunningham, CPA, Director, Moss Adams

Brittain has practiced public accounting since 2003, with a specialization in US international taxation. He assists clients with cross-border income and estate tax planning. Brittain’s practice focus is private owners of multinational companies, venture capital and private equity, and individuals with complex US international financial interests. His passion is to help individuals, investors, and business leaders understand and navigate complex international tax rules so they can focus on building financial wealth.

Sterling Smith, CPA, CFA, Director, Moss Adams

Sterling practiced public accounting starting in 1997 before transitioning into the investment banking industry in 2003. As an investment banker, he represented public and private companies and investors in a broad range of industries, including enterprise software and B2B technology-enabled business services, data analytics and information services, and healthcare and healthcare technology sectors. His experience with mergers and acquisitions and growth capital raises enables him to advise clients on a range of corporate finance transactions services.

Jason Munn, CPA, Partner, Moss Adams

Jason has practiced public accounting since 1996. He works with manufacturing and technology companies, as well as financial institutions and telecommunication companies. Jason advises his clients on a wide array of domestic and international tax matters, from standard compliance issues to complex transactional planning. He manages personnel and works directly with clients to ensure tax planning is conducted on a timely and proactive basis.

Dylan Peters, CPA, Senior Manager, Moss Adams

Dylan has practiced public accounting since joining the firm in 2014. His primary focus is managing financial statement audits for employee benefit plans including 401(k), 403(b), defined benefit pension, and health and welfare plans. He has experience in financial statement and regulatory compliance audits for broker-dealers, registered investment advisors, trust banks, and pooled investment vehicles such as hedge funds, private equity funds, and venture capital funds.

Sheetal Sewal, CPA, Partner, Moss Adams

Sheetal has practiced public accounting since 1996. She is part of the venture fund tax practice of the Silicon Valley location and has extensive experience with partnership tax issues and specializes in the venture fund industry. Sheetal also provides tax planning and compliance services to individuals, families, and the entities they own.

Stuart Myhill, CPA, Partner, Moss Adams

Stu has practiced public accounting since 1993. He specializes in domestic and international tax compliance, consulting on international tax issues, tax planning for mergers and acquisitions, inbound and outbound tax structuring, advising on transfer pricing, and accounting for income taxes (ASC 740). Stu primarily serves clients in the technology, manufacturing and distribution, and extractive industries.

CPE Information

PROGRAM LEVEL:
Overview
CREDITS:
Specialized Knowledge and Application: 1
DELIVERY METHOD:
Webcast
LEARNING OBJECTIVES:

After completing this training, participants will be able to; discuss private equity transactions and current market trends; identify regulatory developments for private equity funds; and discuss upcoming tax and accounting changes.

PREREQUISITES:
None
REFUND POLICY:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Lauren Feeney at (206) 302-6406 or send them an email.

Moss Adams 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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