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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 and its incorporation into your financial statements. Find out how new tax rules may affect your investment management firm. Be informed about SEC examination priorities and how to best protect your investment management firm from examination deficiencies.

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

CPE CREDITS
Program Description Tax Update for Investment Funds and Managers

Important Notice Regarding CPE:

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.
Learning Objectives
  • Identify changes from the legislation known as the One Big Beautiful Bill Act (OBBBA) on the alternative investment community.
  • Explain how new tax rules may impact investment management firms.
  • Describe the latest tax updates affecting hedge funds, private equity funds, investment managers, and general partners. 
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 2.4 Credits
Recommended Field of Study Taxes
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

CBIZ, Inc. 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.