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SUMMARY:Drexel LeBow - Asset Vantage: Analyzing Investment Performance Prog
 ram (AIP)
DESCRIPTION: \n\nOVERVIEW\n\nFamily offices are one of the fastest-growing 
 investment vehicles\nworldwide. As a professional working in a family offi
 ce\, you are the\nfirst stop and the steward of all information required o
 n an\ninvestment\, taxation\, and even a personal level. Determining what\
 ninformation is important within your office\, who is relying on that\ninf
 ormation and how that information may impact the bigger picture is\ncritic
 al. The purpose of this course is to help you develop the\nexpertise to op
 timize the information your office manages in order to\nmaximize the value
  you can provide to your client.\n\nThrough instruction and real-life exam
 ples utilizing the unique Asset\nVantage family office accounting platform
 \, you will work through\nmultiple case studies designed to enhance platfo
 rm output. We will\nreview tax planning opportunities to enable your abili
 ty to spot tax\nsavings. We will analyze financial statements in order to 
 improve cash\nflow forecasting and present usable information to the decis
 ion makers\nin your family office. You should leave this class with a bett
 er\nunderstanding of the holistic financial information that can maximize\
 nthe value of your family office.\n\nOBJECTIVES\n\nUpon completion of this
  module\, participants should be able to:\n\n * Connect family office inve
 stment performance to tax planning and\npreparation through standardized a
 ccounting practices.\n * Develop a greater understanding of different enti
 ty structures and\nhow to maximize their benefits to minimize your tax lia
 bility.\n * Standardize your Chart of Account use to simplify accounting\n
 procedures and reporting.\n * Understand advanced transactions and their i
 mpact on performance\nand taxation.\n * Analyze financial statements for i
 nvestment performance and\nimportant tax information.\n * Review important
  tax considerations and how to appropriately\nrecord them in order for a t
 ax planner or preparer to leverage the\ninformation appropriately.\n * Con
 sider performance indicators and their potential impact on\ndecision maker
 s within your family office.\n * Estimate cash flow and assist your client
  in making informed\nfinancial decisions.\n\nWorth up to 20 CPE credits\n 
DTSTART:20191205T143000Z
DTEND:20191206T210000Z
LOCATION:Gerri C. LeBow Hall\, 3220 Market Street\, Room 409\, Philadelphia
 \, PA 19104
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