Private Equity and Hedge Funds, Portfolio Companies if you are:

• Financial OR Internal auditors
  
  
• Compliance auditors
  
  
• State tax specialists
  
  
• Chief Operating Officers
  
  
• Chief Investment Officers
  
  
• Chief Tax Officers
  
  

Join your peers in December to:

• Review and analyze the latest IRS updates and regulations impacting private funds to ensure compliance and effectively prepare for audits

• Navigate the complexities of cryptocurrency taxation, including IRS guidance, recordkeeping requirements, and strategies for compliance

• Explore SALT issues including carried interest, resident credits, and tax rules for remote employees, to optimize tax efficiency

• Identify and classify QSBS, explore strategies to maximize tax benefits, and understand best practices for documenting and reporting transactions

• Gain practical knowledge on year-end tax planning techniques, including deferrals, accelerations, and long-term strategies to respond to potential tax landscape shifts

• Review recent SEC enforcement actions, financial reporting, and disclosure violations, and prepare for updated Form PF reporting requirements

• Identify common fraud schemes targeting private investment funds, explore effective internal controls, and conduct comprehensive fraud risk assessments

• Evaluate significant court decisions to understand their implications on tax and regulatory practices

• Assess the evolving landscape of cybersecurity threats and vulnerabilities that impact accounting professionals

• Gain valuable insights from esteemed professionals as they share their expertise on critical tax and accounting issues