Financial Services Year-End Tax Planning Webinar Series

Part III

Join EisnerAmper as we review the key year-end tax planning strategies and takeaways. This three-part webinar series includes presentations by subject matter experts on the latest tax issues and planning opportunities that impact private equity funds, hedge funds, venture capital funds, family offices, and individuals. Register to learn the latest updates to the federal, state and local, and international tax laws including the applicable provisions of the Build Back Better Act.

Course Objective: To provide an overview of the most recent developments in U.S. inbound and outbound taxation and reporting, including updates to CFC downward attribution, PFICs, and new Schedule K-2/K-3 (2022 for tax year 2021).

Learning Outcomes: Participants will be able to:

  • Understand the new tax legislation and its impact on foreign investments
  • Be able to comply with the new K-2/K-3 forms

1.0 CPE credit in Tax


Jay Bakst



Thursday, December 16, 2021 12:00 PM to 1:00 PM ET

Delivery Method: Group-Internet Based; Level: Basic; Advance Preparation: None; Prerequisites: None EisnerAmper 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: EisnerAmper National Registry Sponsor No. 108139 Texas recognizes CPE programs offered by NASBA sponsors, but requires registration with the state board.  EisnerAmper is a registered sponsor in Texas (No. 010023). There is no fee to attend this course.  For more information regarding administrative policies such as cancellations and complaints, please contact