KPMG Quarterly Tax Webcast for RICs - Winter 2025

CPE 1.5

Webcast

Webcast overview

Please join us for the winter edition of the KPMG Quarterly Tax Webcast for RICs on Thursday, December 11, 2025, from 11:00 a.m. to 12:30 p.m. ET to hear more about:

  • Legislative Update: Priorities for OBBBA guidance, Trump Accounts, Legislative Horizon
  • Retail Alternatives - Operational and Valuation Considerations
  • Digital Assets, Tokenization, and '40 Act Evolution
  • Implementing ASU 2023-09: Improvements to Income Tax Disclosure

Continuing education

There will be 1.5 continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

Meet the presenters

Image of Deirdre Fortune
Deirdre Fortune
Partner, Tax, KPMG LLP
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Image of Jennifer Acuna
Jennifer Acuna
Principal, Washington National Tax, KPMG US
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Image of Brian Bouchard
Brian Bouchard
Partner, Valuation & Business Modeling Services, KPMG US
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Image of Daniel O'Connor
Daniel O'Connor
Principal, Advisory, Internal Audit and Enterprise Risk, KPMG LLP
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Image of Anthony Tuths
Anthony Tuths
Principal, Alternative Investment Tax, KPMG US
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Image of Chad B. Gazzillo
Chad B. Gazzillo
Partner, Audit, KPMG US
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Image of Jennifer Acuna
Jennifer Acuna
Principal, Washington National Tax, KPMG US
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Image of Brian Bouchard
Brian Bouchard
Partner, Valuation & Business Modeling Services, KPMG US
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Image of Daniel O'Connor
Daniel O'Connor
Principal, Advisory, Internal Audit and Enterprise Risk, KPMG LLP
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Image of Anthony Tuths
Anthony Tuths
Principal, Alternative Investment Tax, KPMG US
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Image of Chad B. Gazzillo
Chad B. Gazzillo
Partner, Audit, KPMG US
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The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavor to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act upon such information without appropriate professional advice after a thorough examination of the particular situation. KPMG LLP does not provide legal services.

The information contained herein is not intended to be “written advice concerning one or more Federal tax matters” subject to the requirements of section 10.37(a)(2) of Treasury Department Circular 230.

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