Alternative investments: Hidden complexities not-for-profits should be aware of before investing

You’re hearing a lot about alternative investments these days. What do you need to know before you invest?  This webinar will cover what they are, why not-for-profit organizations invest in them, and the accounting and tax implications.

Learning objectives

At the conclusion of this session, you will be able to:

• Identify what alternative investments are.
• Explain benefits and identify risks alternative investments.
• Articulate the accounting and tax implications of alternative investments.

Presenters

• Lynne Huismann, Exempt Organization Tax Partner
• David Lowenthal, Tax Partner
• Kellie Goines, Audit Partner
• Mark Dixon, PMFA Institutional Investing Partner