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Alternative Investments: Performance Evaluation, Liquidity, and Tax Considerations

Business

Alternative Investments: Performance Evaluation, Liquidity, and Tax Considerations

Course 82156A · 2 hrs · CPA

Before recommending or reviewing a hedge fund investment, you need to know how to assess whether it's actually delivering results. This course covers performance evaluation methods, the often-overlooked role of liquidity and time horizons in hedge fund investing, and the tax and transparency considerations that matter most to accountants and advisors. If you work with clients who hold alternative investments, this module addresses the questions you're most likely to encounter around reporting, compliance, and investment suitability.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA
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NASBA Area: Management Services

CPE requirements: See your state's CPE requirements

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Alternative Investments: Performance Evaluation, Liquidity, and Tax Considerations
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Pacific CPE is a NASBA-approved and IRS-approved provider of online self-study continuing professional education (CPE) for CPAs, Enrolled Agents (EAs), and other tax professionals.

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