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.


We will discuss tax updates for 2022 including:

  • New Forms K-2 and K-3
  • NY Pass-through entity tax (PTET)


Keith Blitzer, Tax Partner, Marcum LLP
Colleen McHugh, Tax Partner, Marcum LLP


Program Description Tax Update for Investment Funds and Managers
Important Notice Regarding CPE:
Learning Objectives Inform participants of the tax capital reporting requirement and long-term holding period for certain partnership interests held in connection with the performance of services.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 2 Hours
Recommended Field of Study Tax
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.