NOT1927. Alternative Investments

Track: 
Accounting & Auditing
Field of Study: 
Accounting
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 11, 2019
 
11:10AM-12:25PM

During this session, we will discuss the following:
- An introduction to alternative investments
- Comparison of hedge funds, private equity funds and mutual funds
- Risks associated to hedge fund investing and its tax implications
- Understanding the impact of recent and upcoming standard updates

Learning Objectives:

  • Distinguish between the different types of alternative investments
  • Identify the impact of upcoming accounting guidance on alternative investments
  • Identify potential tax issues that can arise when investing in alternatives


SESSION SPEAKER(S)

CFP
Senior Financial Advisor | Moss Adams
CPA
Partner | Moss Adams LLP