NFA Notice I-25-05: Key Compliance Updates
On February 11, 2025, the National Futures Association (NFA) issued Notice I-25-05, providing critical compliance updates and educational resources for […]
AI & Machine Learning in Investing
We’re excited to share the latest updates from the world of AI in trading. Last month, AI continued to make […]
Tax Brief: TCJA Extension & Tax Cuts 2025 Impact
Tax changes are coming in 2025, with key updates to the TCJA and other proposed reforms. President Trump’s election and […]
NFA Compliance Brief: CFTC Rule 4.7 Amendment
CFTC Doubles the 4.7 Portfolio Requirement for CPOs and CTAs On September 12, 2024, the Commodity Futures Trading Commission (CFTC) […]
Tax Brief: Time for Small Business Year-End Tax Planning
With Labor Day in the rearview mirror, it’s time to take proactive steps that may help lower your small business’s […]
Tax Brief: Understanding Taxes on Real Estate Gains
Let’s say you own real estate that has been held for more than one year and is sold for a […]
Tax Brief: Best Accounting Method for Tax Purposes
Your businesses may have a choice between using the cash or accrual method of accounting for tax purposes. The cash […]
Tax Brief: Key Tax Deadlines – Q3
Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2024. Keep […]
Audit Brief: Why Audits Are So Important
Reliable financial reporting is key to any company’s success. Here’s why your business should at least consider investing in audited […]