Wednesday, November 13, 2024
Green Valley Country Club | 201 Ridge Pike | Lafayette Hill, PA
Kreischer Miller hosted this valuable interactive discussion led by our investment industry experts as well as leading legal, compliance, and investment management thought leaders.
Seminar Topics:
- GIPS updates
- Tips for complying with the SEC Marketing Rule
- The latest in SEC compliance matters
- Key drivers of value in investment firms
- Notable tax developments for businesses and individuals
- Valuing equity securities with contractual sale restrictions
Presenters:
- Craig Evans, Director, Kreischer Miller
- Joshua Kramer, Director, Kreischer Miller
- Jennifer Kreischer, Director, Kreischer Miller
- Thomas Peters, Director, Kreischer Miller
- Richard Nelson, Director, Kreischer Miller
- John Canning, Director, Chenery Compliance Group
Watch the videos from the seminar: