Tuesday, November 17, 2020
9:30 AM – 12:00 PM
This seminar covered:
- GIPS practical highlights
- SEC and regulatory update
- Tax update
- Fair value vs. cost accounting
- Custody rule triggers: pitfalls and considerations
Presenters:
- Thomas Peters, Director, Audit & Accounting and Investment Industry Group Leader, Kreischer Miller
- Josh Kramer, Manager, Audit & Accounting, Kreischer Miller
- Todd Crouthamel, Director, Audit & Accounting, Kreischer Miller
- Craig Evans, Director, Audit & Accounting, Kreischer Miller
- Todd Cipperman, Principal, Cipperman Compliance Services
- Rich Nelson, Director, Tax Strategies, Kreischer Miller
Click here to download the slides from the presentation.