’Tis the Season for Leverage, Loopholes, and Loaded Questions
Crypto is inching closer to the mainstream — the CFTC just greenlit Bitcoin, Ethereum, and USDC as margin collateral, while the IRS is finally closing a long-popular reporting loophole.
November to Remember: Shutdowns, Showdowns, and Tokenized Takedowns
We were reminded in November that disruption is the only constant — whether it’s another government shutdown looming, traditional finance embracing blockchain, or legendary investors like Michael Burry once again sounding the alarm.
How to Value Level 3 Assets During a Liquidity…
Liquidity crunches aren’t the time to improvise your Level 3 valuation process. They’re when weak models, thin documentation, and inconsistent governance get exposed — by auditors, regulators, and investors.
What Is a Commodity Pool Operator (CPO)? Roles, Obligations,…
Understanding the definition, responsibilities, and regulatory framework surrounding a Commodity Pool Operator is critical for any manager or trader involved in futures or derivatives markets.
Wash Sale Rule Basics for Active Traders and Fund…
Sell a security at a loss and buy the same (or “substantially identical”) security within 30 days before or after? The wash sale rule kicks your tax deduction down the road.
October Shakedown: The Month the IRS Went Dark and…
The government shutdown, tariff threats, and institutional crypto adoption all collided in one month that could shape the rest of the year and beyond. So, it’s time to adapt and get on top of things.
The Rise of Digital Asset Funds: Audit Nightmares or…
So here’s the question we keep hearing from fund managers: Are digital asset funds an audit nightmare or a legitimate frontier worth exploring? The honest answer is both, depending on who’s handling your books.
Big Four Fees, Boutique Accounting Firm Touch: Can You…
Mid-tier firms started hiring away Big Four talent, building PCAOB-compliant processes, and investing serious capital in technology. Suddenly, funds your size found themselves getting partner-level attention AND institutional-grade audits — without choosing sides.
Crypto Fund? Get Audit‑Ready Valuation Models and Proof‑of‑Keys Verification
Here’s the cold truth: Your crypto fund must carry digital assets at fair value and explain precisely how you got those numbers. Auditors won’t accept “trust me, bro” valuations anymore.