Complimentary for Members

June 5, 2025


Live Webcast


NYSED 1

Tax Considerations for Evergreen Funds and Other Liquidity Tech Session Webinar

This session was designed to provide you with an understanding and updates on fund products that provide liquidity for private investments.

June 5, 2025
Live Webcast
NYSED 1
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    Instructor

    Jaclyn
    Goldberg

    View Bio

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Analyze the tax implications of evergreen funds.
  • Evaluate the unique tax challenges and opportunities associated with blockchain investment vehicles.
  • Develop best practices for managing tax reporting and regulatory compliance across both evergreen funds and blockchain-based investment structures.

Major Topics

  • Evergreen funds and related tax issues
  • Blockchain vehicles and related tax issues

CPE Credits Available

NYSED 1
1
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Taxation (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, Attorneys and Tax Practitioners in the alternative investment fund space.

Provider

Foundation for Accounting Education

This event has ended.