From Fear to Fund Launch: Addressing Hedge Fund Founders’…
Surround yourself with people who’ve walked other founders through this exact fund launch process. And if you want a CPA team that’s been in the trenches, Michael Coglianese, CPA, is a good place to start.
How to Prepare for NFA Audit: Documentation and Best…
An NFA exam doesn’t have to derail your quarter. Firms that treat compliance as an ongoing discipline rather than a pre-audit fire drill tend to breeze through these reviews.
Choosing Between Delaware and Cayman: Entity Formation Fundamentals for…
Emerging managers launching hedge, private equity, or real estate funds typically have two choices with entity formation: Delaware or the Cayman Islands. Your decision shapes tax obligations, regulatory requirements, investor perception, and operational costs.
’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.