Audit and tax professionals with Decosimo Certified Public Accountants, including Manager Beth Biega and Principals Lynn Rodgers and Renee Ford, participated in three presentations hosted by Financial Research Associates on Dec. 2 and 9 at New York City’s Princeton Club.
On Dec. 2, Lynn Rodgers joined fellow panelists from national firms and large investment companies to discuss “Effective Hedge Fund Tax Practices: State of the Industry-Tax Planning Techniques in an Environment of Rising Taxes.” The forum provided an overall look at the past year and how funds are working through some of the industry’s cutting edge topics, such as carried interest and tax audits.
On Dec. 9, Manager Beth Biega and Principal Renee Ford co-presented at a morning Hedge Fund Reporting Master Class on “The Latest Regulatory Changes and Their Impact on Financial Reporting,” spotlighting the amended SEC custody rule. Ms. Ford followed that presentation with an afternoon panel discussion titled, “Multiple Dimensions of Financial Reporting,” examining regulatory, investor, and internal perspectives on financial reporting. Through its highly focused conferences and seminars, Financial Research Associates provides access to timely, cutting-edge business information for the nation’s top executives. Decosimo is a silver sponsor for the Effective Hedge Fund Tax Practices and Hedge Fund Financial Reporting Master Class events.
About Lynn Rodgers:
Serving as the Decosimo tax director, Ms. Rodgers has over 30 years of experience in tax planning, consulting and compliance with an emphasis in investment and real estate entities and partnership taxation. As the head of the alternative investment/hedge fund tax practice, she consults with entity managers and firm personnel providing structuring, transaction, and compliance solutions for domestic and offshore investment entities. Ms. Rodgers is a member of the American Institute of Certified Public Accountants (AICPA), the Tennessee Society of Certified Public Accountants (TSCPA) and Chattanooga Tax Practitioners. Ms. Rodgers is a frequent speaker at seminars for staff and clients, has been a contributor to the Bisk Education’s CPE Network and regularly speaks publicly at tax seminars.
About Renee Ford:
A principal in Decosimo’s assurance practice, Ms. Ford has over 20 years experience in public accounting in the areas of both assurance and taxation. Currently she practices primarily in the areas of financial statement audits under both U.S. and international audit and accounting standards with emphasis on healthcare, investment, and captive insurance companies. She is the primary assurance principal involved with firm’s offshore engagements handled in the Cayman Island office and has obtained certification in International Financial Reporting Standards (IFRS). Ms. Ford is an active member and a Past President of the Chattanooga chapter of the TSCPA. She is a member of the TSCPA State Council and the AICPA.
About Beth Biega:
An assurance manager with more than ten years experience in public accounting, Ms. Biega has worked extensively providing year-end audits for investment companies and captive insurance companies in the Cayman Islands. She has also obtained certification in International Financial Reporting Standards (IFRS). Ms. Biega is a member of the AICPA, Massachusetts Society of Certified Public Accountants (MSCPA) and the Cayman Islands Society of Public Accountants (CISPA).
About Decosimo:
Founded in 1971, Joseph Decosimo and Company, PLLC (Decosimo) is a nationally recognized firm, perennially ranked as a Top 100 accounting and business advisory services firm. The regional firm has nine offices in the United States and Cayman Islands, with approximately 300 professionals and staff. Each of Decosimo’s offices provides a full range of accounting and advisory services to a wide array of industries. Additionally, Decosimo is an independent firm associated with Moore Stephens International Limited. With more than 351 member firms and a total of 630 offices spanning 98 countries, the Moore Stephens association and Decosimo provide clients access to a matchless depth of resources and expertise.
Media contact:
Jessica Johnson
Joseph Decosimo and Company, PLLC
jessicajohnson@decosimo.com
