Tax Update for Investment Funds and Managers

Join us to learn more about the latest developments affecting financial reporting and taxation of hedge funds, private equity funds, investment managers and general partners.

Our Alternative Investment Group will provide an update on current industry developments, including new accounting guidance on tax provisions and its incorporation into your financial statements. Find out how new tax rules may affect your investment management firm.

Topics

We will discuss tax updates as we prepare for 2026 including:

• Important changes resulting from the OBBBA
• Litigation regarding self-employment tax for limited partners
• And more!

Presenters

Scott Costa, CBIZ Managing Director, Tax
Rob Kerr, CBIZ Managing Director, Tax
Doug McKay, CBIZ Managing Director, Tax
Sam Scherr, CBIZ Managing Director, Tax