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08/18/2016 – Financial Services Niche Webinar

Last week the Financial Services niche kicked off their webinar training series with a two-hour tax session.  Eliot Goldberg led the group through the topic “Structuring Alternative Investment Vehicles and Tax Considerations” followed by Robert Schachter’s informative “Trader vs. Investors Status” presentation.  If you were unable to attend or would like to revisit any section, you can download a copy of the presentation or view the webinar recording here.

Course Materials

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Webinar Recording

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*Watching a replay of the webinar is for informational purposes only. No CPE credit will be issued.

You must be a WS+B Staff Employee to access this material.  It is password protected through GoFileRoom.  If you need assistance with username and password, please contact a member of the IT department.