Crypto Tax Brief: Potential Tax Incentives for U.S. Crypto
Potential Tax Incentives for Domestic Crypto Projects on the Horizon? The crypto industry is closely watching the new administration’s stance […]
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 […]
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 […]