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.

Stay up-to-date on recent SEC rule-making, including the new Private Fund Adviser Rule.

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

Program Description Accounting/Regulatory Update and Financial Reporting for Alternative Investment Funds
Important Notice Regarding CPE:
Learning Objectives
  • Accounting & Auditing Updates for Investment Fund and Managers
  • SEC Update
    • >Recent SEC Rules & Proposals
    • SEC Examination Priorities & Risk Alerts
    • Recent SEC Enforcement Cases
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 2 Credits
Recommended Field of Study Auditing
Prerequisites None
Program Level Intermediate
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.