The New Normal for Emerging Managers

Presentations | Karen H. Kerby | May 08, 2020

 Will discuss operational, financial reporting, tax, and legal aspects of running a fund post-COVID-19.

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Top Ten Year-End Tax Planning Checklist

As the year draws to a close, taking proactive steps in your financial planning can significantly impact your tax liability. This checklist provides a guide to key strategies that individuals can consider before the end of the year to potentially decrease their income tax. By strategically managing income, deductions, and investments, you can optimize your tax situation and position yourself for a more tax-efficient financial future.

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