Virtual Annual Investment Industry Seminar

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. 

Watch the videos from the seminar: