August 9, 2019 Alert

Hi all,

Below are this week’s alerts for the Investment Network.  Enjoy! 

This Issue’s Topics:

  • FREE: Women in Listed Derivatives (WILD) Pop-up Networking Event – Chicago
  • FREE: CSC Webinar: Ready for the New Partnership Audit Rules: Tax, Regulatory and Practical Considerations
  • Cohen Client Conference for Investment Industry Services

Events:

FREE: Women in Listed Derivatives (WILD) Pop-up Networking Event – Chicago
Tuesday, August 20, 2019, 5:30-7:00 P.M.
Revival Food Hall, 125 S. Clark St., Chicago, IL

Come join your fellow WILD women for a networking event and celebrate the last few days of summer before lives get overly hectic again!

Appetizers will be provided, drinks available for self-purchase.

Be on the lookout for the WILD banner and we look forward to seeing you at Revival.

To RSVP, click here.  For any questions regarding the event, please contact Leslie Sutphen: sutphen@finmarkets.com.

FREE: CSC Webinar: Ready for the New Partnership Audit Rules: Tax, Regulatory and Practical Considerations
Tuesday, August 27, 2019, 1:00-2:00 P.M.

As the September 15th tax deadline approaches, we want to make sure you and your clients are ready for the new partnership audit rules. This webinar will cover the new Partnership Representative regulations from three perspectives—legal, tax, and client service. Our team of panelists will also cover the regulations, practical considerations and the risks of non-compliance.

Attendance is a must for any tax professional or partnership seeking to understand the requirements of designating a Partnership Representative. Register for our free webinar to get the answers, tips, and deeper insight you require regarding this new regulation.

You’ll learn:

  • What is the end goal of the IRS?
  • What are the legal and tax implications of Partnership Representative?
  • What if a Partnership Representative is NOT appointed?
  • Who can serve as your Partnership Representative and how can they be designated and replaced, if necessary?
  • What issues have been resolved and what questions are still unanswered?

To register, click here.

Cohen Client Conference for Investment Industry Services
October 16-18, 2019
Westin Michigan Avenue,  909 North Michigan Avenue, Chicago, IL

Join us as Cohen & Company’s Investment Industry Services Division holds the eighth annual Cohen Client Conference. Focused on helping you innovate and accelerate in a complex industry, we want to help you stay ahead of the curve and push your company to do more, be better and always stay compliant.

This year attendees will have the opportunity to explore a variety of topics currently impacting the investment industry, including high-profile areas such as the impact of tax reform and cryptocurrency valuation considerations. In addition, hear thought-provoking keynotes on disruptive demographics and war stories from the trading pit. Each of our sessions is geared toward helping you find innovative solutions in a fast-paced, changing industry. 

Be sure to attend Nicole Kalajian of Stradley Ronon’s panel on the Introduction to Cryptocurrencies & Blockchain, along with co-panelists, Will Coleman of Cohen & Company, Kory Hoang of Stabley, Diane (Di) Krupica of AICPA and Edward Woodford of Seed CX. 

For more information, click here 

Scroll to top