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BDO Stamford Asset Management Event: Opportunity Zones & Valuation in the Industry

January 16, 2020
4:00 PM to 7:00 PM EST

1055 Washington Blvd.
5th Floor
Stamford, CT 06901
get directions

Aisling O'Toole
  • Summary
  • Agenda
  • CPE Information
  • Presenters
Please join us for a complimentary Asset Management CPE seminar and networking event to be hosted at our Stamford, CT office.

  • New disclosure requirements for partnership Schedule K-1
  • Analysis of changes to the disclosure requirements  
  • Overview of the opportunity zone program 
  • Tax benefits from investment in qualified opportunity funds
  • Proposed investment regulations and other guidance
  • Valuation best practices
  • Key valuation indicators 
Program: 4:00 PM to 6:00 PM

Networking: 6:00 PM to 7:00 PM
Neal Weber, Tax Managing Director
Karl Seemer, Tax Partner & Northeast Opportunity Zones Leader
Dale Thompson, Assurance Partner, BDO Asset Management Practice
Kevin Wharton, Director, Valuation & Business Analytics 
CPE Credit Breakdown:
1.0 credit in Tax
1.0 credit in Specialized Knowledge 

Learning Obecjtvies
  • Describe the significant new disclosure requirements for partnership Schedule K-1 
  • Analyze the reasons for the disclosure requirement changes 
  • Explain what disclosure changes means in practical terms 
  • Give an overview of the opportunity zone program
  • Discuss the proposed regulations and other guidance
  • Demonstrate the tax benefits obtained by investing in qualified opportunity funds
  • Identify key valuation indicators
  • Determine valuation best practices
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 2.0 CPE Credits
Program Level: Basic
BDO USA, LLP 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: www.nasbaregistry.org