
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 […]

Audit Brief: Key to Investor Confidence
Transparency: Key to Investor Confidence There is growing pressure to provide more transparency to investors. In an era of digital […]

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 […]

Important Tax Deadlines in 2025
As we progress through 2025, understanding key tax deadlines and regulatory updates is critical for funds to maintain compliance 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 […]