Concurrent Session Onsite and Online
COR2235. Waterfalls
Session will provide an overview of waterfalls in a closed end fund structure. It will include an outline of the basic components, framework and structure of various types of waterfalls. It will include detailed examples and sample calculations and the impact of recent litigation and regulations.
Learning Objectives:
- Analyze the business objectives and economics of waterfall calculations
- Identify the framework and structure of waterfalls
- Recognize current trends and the impact of tax reform and regulation
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Accounting
Level
Intermediate
Prerequisites
3-4 Years in the Profession
Advanced Preparation
None