Asset Management Year End Tax Update and Planning

Recording


View Recording

1.0 CPE Credit

in the Field of Taxes

Delivery: This webcast will be delivered via the BDO Online CPE Network

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Learning Objectives:

  • Describe the key tax policy proposals likely to be addressed in 2025

  • Assess the potential impact of those proposals on their asset management business

  • Identify proactive tax planning opportunities to implement before the end of 2024


Notes on Registration
The first time you register, you may be prompted to enter your email and a verification code. You will receive an email confirmation with a calendar appointment for the event. Please DROP the registration out of your BDOU “MY LEARNING” account page if you are no longer able to attend.

Information about CPE Eligibility
To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.

Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.
For questions regarding CPE credit, please contact [email protected].


BDO USA, P.C. 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

Joe Pacello

Tax Managing Director

BDO USA

Rob Mirsky

Tax Principal

BDO USA

Todd Simmens

National Managing Principal, Tax Risk Management

BDO USA

NOTE: There is NO CPE for this recording.

Contact

Laura Reynolds

Emailmail

Technical Support

+1 844-580-6963

BDO Employees

+1 844-580-6963

Share

Recording


View Recording

Contact

Laura Reynolds

Emailmail

Technical Support

+1 844-580-6963

BDO Employees

+1 844-580-6963

Share

Related Events & Webcasts

Event
Boston, MA

BDO’s Annual Alternative Investments CFO Roundtable

Join us for an interactive and educational networking session designed for CFOs, finance professionals and tax experts from private equity and venture capital firms.

Register

Recording

Unclaimed Property East Region Update

Join us for an update on the current landscape, requirements, and issues pertaining to unclaimed property, specifically in East coast states.

View Recording

Recording

Benefit From Enrolling in the Delaware Unclaimed Property VDA Program

Join BDO’s Joe Carr and the state of Delaware’s Kim Micha as they discuss general unclaimed property principles, common issues holders face in complying with Delaware escheat laws and the Delaware VDA program.

View Recording

Recording

The Intersection of Tax and ESG Webcast Series: How Does Tax Overlap With ESG?

Join Karen Baum, Managing Partner, Sustainability & ESG and Jonathon Geisen, Managing Director, Tax, on July 26 at 12 PM ET for a refresher on ESG and how your business can benefit from Tax and ESG alignment.

View Recording

Recording

California Tax Issues: Credits and Incentives

How can you help minimize your total tax liability? Through the use of state and federal tax credits. Learn about California-specific credits, state/federal R&D credits, and IRA and CHIPS Act updates. We’ll end with an unclaimed property law review.

View Recording

Recording

Taking Stock of Private Equity Mid-2023

Join BDO’s Private Equity Leaders for a discussion on where private equity sits midway through the year, informed by takeaways from our latest survey of more than 400 fund managers and operating partners and 250 portfolio company CFOs and board members.

View Recording

Recording

Unclaimed Property Compliance for Financial Institutions

Please join BDO State & Local Tax practice professionals as they discuss what you need to know to comply with state escheat laws, and gain insight into the potential risks you may be facing as a holder within the financial organization industry.

View Recording

Recording

2023 Tax Strategist Private Equity Webcast Series - Spring Planning Session: Compensating Key Employees in Private Equity Transactions Webcast

Join our panel of BDO professionals as they discuss tax considerations for compensating key employees in portfolio company acquisitions.

View Recording

Recording

Unclaimed Property Compliance: What You Need to Know

Please join BDO’s State & Local Tax practice for a compliance update focusing on unclaimed property issues and best practices. As states continue to navigate through a post-pandemic environment, it is important to review and discuss new legislative, regulatory, and administrative changes that can directly impact your company.

View Recording

Recording

California Tax Issues: The Conversation Continues

We will review real property transfer tax, then pivot to a discussion about a potential state income tax refund and exposure risk for anyone conducting business in California, and end with a recap of the California unclaimed property VCP.

View Recording

Recording

Illinois Increasing Unclaimed Property Enforcement for Noncompliant Holders

Illinois has completely overhauled its unclaimed property statutes and regulations including changes to reporting requirements, elimination of B2B exemptions and formalizing extrapolation techniques.

View Recording

Recording

California State Tax Issues: What You Need to Know in the New Year

Every business decision has a tax implication, so understanding how California state and local tax laws fit into your organizations’ business plan is a must.

View Recording

Recording

Crypto in 2022: Where do we go from here?

In this session, our panelists will discuss significant events that have shaped the volatile crypto market in 2022, diving into lessons learned, key factors that should be monitored going forward, and what exciting developments are ahead of us.

View Recording

Recording

California New Unclaimed Property Law: Part 2

Join us as our presenters delve into the details with a focus on what holders need to be aware of in California, and how they can address the new law change in California Assembly Bill 466 to mitigate not only California unclaimed property exposure but exposure in all 50 states.

View Recording

Recording

Unclaimed Property Compliance Webinar

Please join BDO’s State & Local Tax practice for a compliance update focusing on unclaimed property issues and best practices. As states continue to navigate through a post-pandemic environment, it is important to review and discuss new legislative, regulatory and administrative changes that can directly impact your company.

View Recording

Recording

What Asset Management Professionals Need to Know About System and Organization Controls Reports

In recent years, with the introduction of new privacy laws, the Asset Management sector has been dealing with increased regulatory scrutiny around security, availability, processing integrity, confidentiality, and privacy surrounding customers’ data.

View Recording

Recording

Diversity in Investment Management Today

Historically, the investment management space has been one that has lacked diversity amongst its General Partner and C-level ranks. This has come under more focus recently as investors, corporations, and regulators have looked for ways to improve their diversity, equity, and inclusion efforts.

View Recording

Recording

Valuation Audit Readiness for Private Equity Funds

BDO invites you to join our 1-hour virtual webinar –Valuation Audit Readiness for Private Equity Funds –on Thursday, January 13th at 12:00 PM EST intended for CFOs, controllers, and finance teams of private equity firms.

View Recording

Recording

State Income Tax Year-End Update

Join BDO for an update on state income tax legislative and judicial issues. This webinar will address key state income tax 2021 developments and trends as well as what taxpayers and practitioners can expect for 2022.

View Recording

Recording

To Escheat or Not to Escheat? Unclaimed Property Considerations for Retailers

In this webinar we will provide an overview of unclaimed property in the retail industry, with a focus on gift cards, as well as discuss current legal considerations vital to retailers.

View Recording

Recording

Minnesota’s Pass-Through Entity Tax Election

During this webinar, we will explore the new Minnesota pass-through entity (PTE) tax election and who can benefit from this election.

View Recording

Recording

Pandemic Effect on Property Taxes

Nearly all local taxing jurisdictions, including municipalities, counties and boards of education, generate tax revenue through the imposition of property tax, which is one of the most substantial sources of local government revenue. The current economic environment further amplifies the need for jurisdictions to address budget deficits.

View Recording

Recording

What's Next for Work: The Evolution of People, Places, and Productivity

As states and municipalities begin to ease lockdown restrictions and organizations make the difficult decisions around how—and when—to transition safely back to the office, many leaders are already thinking ahead to what comes next.

View Recording

Recording

Update on the District of Columbia's Qualified High Technology Company Benefits

Since introducing the Qualified High Technology Company incentive program in 2000, the District of Columbia has made changes to the qualifications and benefits of the program. Join us to learn about the most recent updates and what we are seeing on audits.

View Recording

Recording

2020 Private Capital Outlook: M&A, Shifting Strategies & Capital Deployment

BDO's inaugural U.S. Private Capital Outlook updates and expands the longstanding Private Equity Perspective Survey and includes the venture capital industry for the first time. Hear private equity and venture capital fund managers' top regulatory and geopolitical concerns, including global trade and the economy, and what's driving capital flow. Learn what it will take to thrive in a highly competitive market and discover how your firm can turn these headwinds into opportunity.

View Recording

See All Events & Webcastschevron_right