Description

As alternative investments increase in popularity, they also seem to be increasing in complexity. Let's talk about alternative investments and look at the many tax and investment issues that can arise. We will touch on UBI reporting, siloing, SALT and international issues, as well as challenges faced, tips to coordinate efforts and reduce wasted time, biggest risk areas, and roles and responsibilities.

Learning Objectives:

• Understand the many tax, audit and investment issues that can arise related to alternative investments.
• Examine different reporting, SALT and international issues as well as different challenges faced.

Speaker(s):

• Tracy Paglia, CPA, Partner, Moss Adams
• Adam Proger, VIce President - Wealth Management, Institutional Consultant, SPG Fiduciary Partners of Raymond James