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Posted Oct 20, 2023

Making the Most of the Planning Period

It’s that time again–time for tax preparation. New SEC regulatory changes mean changes in reporting requirements. And that could mean an even more harrowing race against the clock in early 2024. But, firms that prepare now could reduce the long hours–and stress–of tax preparation.

Seize the planning season with insights shared in our recent webinar. Juniper Square’s Derek Shanahan and Dorota Kowalski were joined by Bill Pidgeon, CPA, partner at CohnReznick, and Kevin Bettsteller, partner at Gibson, Dunn & Crutcher LLP, for a live discussion about:

  • How (and why) to proactively anticipate regulatory changes, reporting requirements, and deadlines–and technology can help

  • Implications of new SEC regulations on audits and reporting–and what some organizations are doing about them

  • How to build a partnership mindset among service providers, fund administrators, auditors, and GPs–and why it’s essential to successful collaboration