Alternative Investment Boot Camp for Healthcare, Higher Education, and Not-for-Profit Organizations

This two-hour intensive, hands-on workshop focuses on the tougher compliance issues, including methodologies used for tracking large volumes of investments and K-1s, federal and state unrelated business income considerations, and foreign reporting disclosures. It also provides examples of communication models that may be used to help board members, investment managers, and stakeholders stay informed of myriad tax rules, and focus areas resulting from alternative investments.