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2023 Annual year-end asset management webinar

Join Baker Tilly for an insightful year-end webinar as we take a closer look at the asset management industry. This webinar will provide a high-level overview of key trends, developments and hot topics to consider when preparing for 2024. 

Looking back on 2023 and preparing for the new year our specialists will be covering hot topics such as cybersecurity, important tax updates and environmental, social and governance (ESG). 

Learning objectives: 

Environmental, social and governance (ESG) 

  • Review ESG tax credits and incentives, including technicalities that asset managers face 

Tax updates 

  • Review the current tax climate, including impacts of the Inflation Reduction Act, carried interest, 163(j), R&D tax credits and more  
  • Provide an update on the state of the asset management and private equity industries and an economic outlook for 2024    


  • Understand updates from SEC investment management  
  • Review SEC cybersecurity disclosure requirements 
  • Review of the current state of regulations and outlook for the future  
  • Highlight key updates and takeaways for 2023 
Information about CPE eligibility

There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.

Level: Overview

CPE credit: One (1) hours total credit

Field of study: Specialized Knowledge

For more information regarding administrative policies such as complaint and refund policies, please email [email protected].

National Registry of CPE Sponsors

Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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