Tax Brief: Important PLESA benefit takes effect from tax…
As part of the SECURE 2.0 law, there’s a new benefit option for employees facing emergencies. It’s called a pension-linked […]
Audit Brief: Merger due diligence and best practices
Engaging in a merger or acquisition (M&A) can help your business grow, but it also can be risky. Buyers must […]
Audit Brief: A Close-up on materiality
As audit season begins for calendar-year entities, it’s important to review issues that may arise during fieldwork. One common issue […]
Commodity Pool Compliance Reminders
The CFTC mandates that any individual claiming an exemption from CPO registration under CFTC Regulation 4.13(a)(1), 4.13(a)(2), 4.13(a)(3), 4.13(a)(5), an […]
Commodity Pools Required to file BOI Reports After January…
The Financial Crimes Enforcement Network (FinCEN) has released a final rule outlining reporting obligations for beneficial ownership information (BOI) applicable […]
Top 10 Mistakes to Avoid When Launching a Hedge…
1. Wrong Team Finding vendors that specialize in fund launches is critical. First, you should locate an attorney that specializes […]
Tax Brief: There is still time to reduce your…
In the midst of holiday parties and shopping for gifts, don’t forget to consider steps to cut the 2023 tax […]
SEC Brief: New SEC rules change private fund regulation
Debbie A. Klis – Nicole Kalajian – Robin Powers On August 23, 2023, the Securities and Exchange Commission (“SEC”) issued […]
Tax Brief: The IRS Audit, How do they know?
Ever wonder how IRS examiners know about different industries so they can audit various businesses? They generally do research about […]