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

Marcum’s 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 firm. Be informed about SEC examination priorities and how to best protect your investment firm from examination deficiencies.


  • Accounting & Auditing Updates for Investment Funds and Managers
  • SEC Update
    • Recent SEC Proposals
    • SEC Examination Priorities & Risk Alert
    • Recent SEC Enforcement Cases


Tina Catalina, Assurance Partner, Marcum LLP
Joanna Conte, Assurance Partner, Marcum LLP
Marni Pankin, Assurance Partner, Marcum LLP


Program Description Accounting and Regulatory Update and Financial Reporting for Alternative Investment Funds
Important Notice Regarding CPE:
Learning Objectives Inform the participants  of new accounting updates for investment funds and managers, and current developments in the AlG investment industry.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 2 Hours
Recommended Field of Study Auditing
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].

Marcum LLP 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.