Financial Services Year-End Tax Planning Webinar Series

Join EisnerAmper as we review the key year-end tax planning strategies and takeaways. This two-part webcast 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.

Part I | November 29 | 12:00 - 1:00pm (ET)

Course Objective:  To provide an update and discuss the latest legislative tax developments, and year-end tax planning for funds.

Learning Outcomes: Participants will be able to:

  • Have an understanding of the latest federal tax legislation for 2022 and beyond
  • Learn about tax planning opportunities

Speakers:

  • Lindsey Layman | Partner, EisnerAmper
  • Paul Kangail | Director, EisnerAmper
  • Daniel Krauss | Partner, EisnerAmper

1.0 CPE credit in Tax.

Part II | December 6 | 1:00 - 2:00pm (ET)

Course Objective:  To provide an update and discuss the latest State and Local legislative tax developments, and year-end tax planning for funds.

Learning Outcomes: Participants will be able to:

  • Have an understanding of the Pass-through entity tax
  • Have an understanding of the latest SALT tax legislation for 2022 and beyond

Speakers:

  • Denisse Moderski | Director, EisnerAmper
  • Andrew Cohen | Senior Manager, EisnerAmper

1.0 CPE credit in Tax.

 

Speaker(s)

Andrew-Cohen-200.jpg Tetlow-Eugene-200.jpg Vincent-Calcagno-200.jpg Vincent-Calcagno-200.jpg
Andrew Cohen 
Senior Manager

EisnerAmper
Paul Kangail
Director
EisnerAmper
Daniel Krauss
Partner
EisnerAmper
Lindsey Layman
Partner
EisnerAmper
Moderski-Denisse-200.jpg
Denisse Moderski
Director
EisnerAmper

Date

Tuesday, November 29, 2022 12:00 PM to Tuesday, December 06, 2022 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: www.learningmarket.org. 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 EisnerAmperU@eisneramper.com.