Events & News



Tax Planning 2020 – Checklist for Individuals

Before preparing for year end taxes, here are some tax planning tips to consider before the end of the year. Higher-income earners must be wary of the 3.8% surtax on certain unearned income. The surtax is 3.8% of the lesser…

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Commodity Pool Members – NFA Updates Form PQR

NFA Compliance Rule 2-46 requires, with limited exceptions, commodity pool operator (CPO) Members to file NFA Form PQR on a quarterly basis with NFA for each pool that it operates. CFTC Regulation 4.27 imposes similar CPO reporting requirements by requiring…

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