Tax & Reporting Update: Avoiding Fund Reporting Traps

Wednesday, January 16, 2019


2:00 pm - 2:30 pm ET              






Kevin Collins
Senior Vice President, State Street Corporation
Nick Zarzoukis
Senior Manager, EY
 Maria Murphy
Principal, EY


Tax & Reporting Update: Avoiding Fund Reporting Traps from NICSA


As we enter into the new year, asset managers should consider the tax legislation and reporting requirements that will affect them most drastically in 2019. Join NICSA for recap of recent and proposed legislation impacting financial reporting. Get an up-to-the-minute state of the union and hear the questions most asked by fund boards.

Professionals from State Street and EY will provide an in depth look at the tax developments and accounting standards having the biggest impact on the upcoming reporting periods.

- Understanding of the current regulatory environment
- Overview of reporting requirements with biggest impact to asset managers
- Tax legislation and technical corrections update, including Section 199

CPE Information

NICSA is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

NICSA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

For this webinar:
CPEs Earned: 0

Cancellations and Refunds

Due to this program being offered free of charge, there will be no refunds issued.

Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.

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