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Virtual Investment Management Tax Roundtable

November 18, 2020 @ 8:30am to @ 10:00am

Year-end is fast approaching—but opportunities still exist to minimize taxes before 2020 comes to a close. During our annual year-end Tax Roundtable, our experts will provide an update on federal and income tax law changes impacting investment advisors, broker-dealers, family offices, and private investment funds.

You’ll learn:

  • Potential tax law changes that may result from the presidential election
  • Specifics of the CARES Act and other recent guidance impacting the investment management industry
  • Tax brackets and key inflation adjusted thresholds for 2021

This is a free event, and registration is required to receive a virtual meeting link.


  • 8:30 - 9:30am – Presentation
  • 9:30 - 10am – Virtual Networking


CPE Credit:

  • By attending this roundtable, all participants are eligible for 1 CPE Credit. CPE Certificates will be provided electronically to each attendee after the conclusion of the event. 


  • If you have any questions, please don’t hesitate to reach out to Stephanie Creedon at