Taxation and Financial Reporting of Investments in Securities and Related Complex Transactions
Tackling Financial Statement Challenges and Tax Consequences of Timing, Character and Source
Recording of a 110-minute CPE webinar with Q&A
This teleconference will provide advisors with a framework for the accounting of equity instruments under standards and guidance such as ASC 820, along with a review of the relevant federal tax rules.
Outline
- Equity instruments and their derivatives
- Applicable standards and guidance
- Fair value issues
- Tax compliance challenges
Benefits
The panel will tackle such topics as:
- Understanding types of equity instruments frequently seen in financial statement reviews.
- Analyzing cash flows for, and measuring fair value of, equities.
- Accounting for equity securities.
- Applying tax concepts of timing, character and source.
- Handling compliance challenges that transactions in these instruments create for the practitioner.
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Faculty
Laura L. Ross, CPA
Partner
EisnerAmper
Ms. Ross is a Partner in the firm’s Financial Services Group. She has extensive expertise in accounting and tax... | Read More
Ms. Ross is a Partner in the firm’s Financial Services Group. She has extensive expertise in accounting and tax issues of hedge funds, market makers, and pass-through entities and their owners. She provides tax services to partnerships, LLCs, securities partnerships, market makers, and high net-worth individuals. She frequently speaks at seminars and webinars on hedge fund taxation issues.
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Renee Ford
Assurance Principal
Decosimo
She is a Principal in the firm’s assurance practice and has over 22 years of experience in public... | Read More
She is a Principal in the firm’s assurance practice and has over 22 years of experience in public accounting in both assurance and taxation. She practices primarily in the area of financial statement audits under both U.S. and international audit and accounting standards with an emphasis on investment companies, captive insurance companies and healthcare.
CloseElizabeth Powell
Senior Manager
Decosimo
She is the firm’s primary tax manager in providing quality control review for tax services to investment... | Read More
She is the firm’s primary tax manager in providing quality control review for tax services to investment entities including hedge funds, offshore funds, private equity groups, mezzanine funds and venture capital funds. She specializes in federal, state and local tax compliance preparation and review, as well as partnership consulting regarding transaction/entity structures, partnership/operating agreements and partnership tax allocation.
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