Foundation Research Associates 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. 

 

PROGRAM LEVEL: Basic

ANTICIPATED CPE CREDITS: 11.0 CPEs for both days, 5.5 CPEs for Day 1 access only, 5.5 CPEs for Day 2 access only

RECOMMENDED FIELD(S) OF STUDY:  Taxes, Accounting, Information Technology

PREREQUISITES: NONE

ADVANCE PREPARATION:  NONE

INSTRUCTIONAL DELIVERY METHOD: Group Internet Based

LEARNING OBJECTIVES: UPON COMPLETING THE COURSE, PARTICIPANTS WILL:

 

• 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

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

• 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

• 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

 

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