Is your not-for-profit organization ready to navigate the complexities of alternative investments? Not-for-profits often pursue diverse goals and strategies within their investment portfolios. While nontraditional investments, like partnership interests and private equity, can unlock new financial opportunities, they also bring unique challenges related to financial statement audits and tax obligations.

In this engaging webinar, we will provide a comprehensive overview of alternative investments, equipping you with the knowledge required to make informed decisions for your organization.

Key Takeaways:

• Identifying alternative investments: Recognize when your organization holds investments that require deeper analysis.
• Pros and cons: Understand the advantages and disadvantages of incorporating alternative investments into your portfolio.
• Governance and oversight: Gain insight into effective governance practices for managing alternative investments.
• Tax reporting requirements: Learn how to analyze Schedule K-1s and other investment-related documents to ensure compliance with tax regulations.
• Foreign filings awareness: Equip yourself with the information necessary to complete specific foreign filings accurately.

Don't miss this opportunity to enhance your understanding and effectively manage the audit and tax implications of alternative investments.

Speakers:

• John Eusanio, Partner and Not-for-Profit Industry Practice Leader
• Amanda Adams, Partner
• Konrad Schweitzer, Director

Register for this webinar by clicking the button below: