25. Breaking Down Alternative Investments

Track: 
Accounting & Auditing
Field of Study: 
Accounting
Auditing
Taxes
CPE Credit: 
1.5
Knowledge Level: 
Intermediate
Advanced Preparation: 
None
Prerequisite: 
Basic knowledge of not-for-profit operations, auditing, accounting and/or compliance requirements. General experience working in, or auditing, not-for-profits, including those NFPs audited under GAGAS.

Tuesday, June 19, 2018
 
9:00AM-10:15AM

Not-for-profit entities continue to increase their use of alternative investments. This course will address the risks to the entity, risks that the auditor should consider as well as tax challenges.

During this session, we will:

  • Explore the key characteristics of common alternative investment strategies
  • Discuss common risks associated with alternative investments
  • Discuss common financial reporting and audit related issues
  • Explore tax considerations of alternative investments

Learning Objectives:

  • Define alternative investments
  • List the primary assertions related to alternative investments
  • Describe tax implications of alternative investments


SESSION SPEAKER(S)

CPA, CGMA
Director, Audit Professional Practices, Cherry Bekaert LLP
CPA, J.D.
Managing Director, Tax, KPMG LLP