Audit and tax professionals with Decosimo Certified Public Accountants,\u00a0including Manager Beth Biega and Principals Lynn Rodgers and Renee Ford, participated in three presentations\u00a0hosted by Financial Research Associates on Dec. 2 and 9 at New York City’s Princeton Club.<\/p>\n
On Dec. 2, Lynn\u00a0Rodgers joined fellow panelists from national firms and large investment companies to discuss “Effective Hedge\u00a0Fund Tax Practices: State of the Industry-Tax Planning Techniques in an Environment of Rising Taxes.” The\u00a0forum provided an overall look at the past year and how funds are working through some of the industry’s cutting\u00a0edge topics, such as carried interest and tax audits.<\/p>\n
On Dec. 9, Manager Beth Biega and Principal Renee Ford co-presented at a morning Hedge Fund Reporting Master\u00a0Class on “The Latest Regulatory Changes and Their Impact on Financial Reporting,” spotlighting the amended SEC\u00a0custody rule. Ms. Ford followed that presentation with an afternoon panel discussion titled, “Multiple Dimensions\u00a0of Financial Reporting,” examining regulatory, investor, and internal perspectives on financial reporting.\u00a0Through its highly focused conferences and seminars, Financial Research Associates provides access to timely,\u00a0cutting-edge business information for the nation’s top executives. Decosimo is a silver sponsor for the Effective\u00a0Hedge Fund Tax Practices and Hedge Fund Financial Reporting Master Class events.<\/p>\n
About Lynn Rodgers: <\/strong><\/p>\n Serving as the Decosimo tax director, Ms. Rodgers has over 30 years of experience in tax\u00a0planning, consulting and compliance with an emphasis in investment and real estate entities and partnership\u00a0taxation. As the head of the alternative investment\/hedge fund tax practice, she consults with entity managers and\u00a0firm personnel providing structuring, transaction, and compliance solutions for domestic and offshore investment\u00a0entities. Ms. Rodgers is a member of the American Institute of Certified Public Accountants (AICPA), the Tennessee\u00a0Society of Certified Public Accountants (TSCPA) and Chattanooga Tax Practitioners. Ms. Rodgers is a frequent\u00a0speaker at seminars for staff and clients, has been a contributor to the Bisk Education’s CPE Network and regularly\u00a0speaks publicly at tax seminars.<\/p>\n About Renee Ford: <\/strong><\/p>\n <\/strong>A principal in Decosimo’s assurance practice, Ms. Ford has over 20 years experience in public\u00a0accounting in the areas of both assurance and taxation. Currently she practices primarily in the areas of financial\u00a0statement audits under both U.S. and international audit and accounting standards with emphasis on healthcare,\u00a0investment, and captive insurance companies. She is the primary assurance principal involved with firm’s offshore\u00a0engagements handled in the Cayman Island office and has obtained certification in International Financial Reporting\u00a0Standards (IFRS). Ms. Ford is an active member and a Past President of the Chattanooga chapter of the TSCPA. She\u00a0is a member of the TSCPA State Council and the AICPA.<\/p>\n About Beth Biega:<\/strong><\/p>\n An assurance manager with more than ten years experience in public accounting, Ms. Biega has\u00a0worked extensively providing year-end audits for investment companies and captive insurance companies in the\u00a0Cayman Islands. She has also obtained certification in International Financial Reporting Standards (IFRS). Ms.\u00a0Biega is a member of the AICPA, Massachusetts Society of Certified Public Accountants (MSCPA) and the Cayman\u00a0Islands Society of Public Accountants (CISPA).<\/p>\n About Decosimo:<\/strong><\/p>\n Founded in 1971, Joseph Decosimo and Company, PLLC (Decosimo) is a nationally recognized firm, perennially\u00a0ranked as a Top 100 accounting and business advisory services firm. The regional firm has nine offices in the\u00a0United States and Cayman Islands, with approximately 300 professionals and staff. Each of Decosimo’s offices\u00a0provides a full range of accounting and advisory services to a wide array of industries. Additionally, Decosimo is an\u00a0independent firm associated with Moore Stephens International Limited. With more than 351 member firms and a\u00a0total of 630 offices spanning 98 countries, the Moore Stephens association and Decosimo provide clients access to a\u00a0matchless depth of resources and expertise.<\/p>\n