Financial Services

2024 investment management year-end tax update

The investment management landscape in 2024 experienced significant innovative change in response to unique global economic and political conditions driving new sources of capital and liquidity for alternative investments. This theme continues as we head into 2025, and we will examine tax considerations that provide insights into navigating potential opportunities and complexities that are driven by these conditions. Participants will synthesize the potential opportunities and complexities affecting the investment environment.

Year-end tax policy update and current tax topics for real estate

Join us for an update on tax issues important to owners and investors in real estate. Participants will identify current tax topics for real estate and determine how to plan for the year ahead.

Real estate accounting insights: An in-depth analysis of hot topics

As you prepare for the upcoming 2024 year-end financial reporting season, join us for a deep dive into real estate accounting hot topics and regulatory updates that are shaping the industry, including standards and rules from the Financial Accounting Standards Board and the Securities and Exchange Commission. This session will be led by members of our national real estate professional practice team. Participants will synthesize the latest real estate industry best practices and insights.

Navigating ISO 20022 migration: Strategies for success

ISO 20022 is a global payments and reporting messaging standard now live in many countries, including the United States. It is transforming global payments and reporting standards, with a US compliance deadline for Fedwire by March 2025 and end of MT and MX coexistence period for SWIFT CBPR+ (Cross border payments and reporting plus) by November 2025. Are corporates ready to leverage the full benefits of this transition? Participants will identify compliance deadlines and understand ISO 20022 impacts and ways to develop actionable migration strategies.

Banking & Capital Markets
Financial Services
Insurance
Investment Management
Real Estate

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