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Financial Services
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Capital continues to flow into targeted subsectors of the Southern California real estate market. Learn about opportunities for real estate investors.
The OBBBA’s changes to QSBS rules create significant opportunities for funds to enhance tax efficiency and expand investment scope.
Tax reporting for investment funds is becoming more complex. Learn about the reporting requirements and why timely compliance is critical.
Learn how partner loans in real estate partnerships impact tax planning. Navigate accrued interest and tax implications effectively.
Learn about the Net Investment Income Tax (NIIT) and how it impacts investors. We explore key considerations that may help minimize tax liability.
PodcastLearn how to structure real estate private equity investments, navigate fund formation and comply with securities laws.
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We work with a wide range of funds, including private equity, hedge, fund of funds, real estate and more.
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No matter the size of your institution, we can enhance financial stability, support regulatory compliance and strengthen cybersecurity for banks.
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Find concentrated experience in property and casualty, life and health, fixed annuity and health insurance.
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