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BrochureTiered discounts in valuations performed for estate and gift tax purposes will almost always be met with a challenge by the IRS.
If FinCEN’s proposed rule is adopted, SEC Registered Investment Advisers and Exempt Reporting Advisers would be subject to FinCEN’s AML and CFT requirements.
The SEC staff report may lead to a revised definition which could create challenges for private funds’ investor qualification procedures and compliance program.
There are important takeaways for valuation in the Sorensen case. This article by a valuation professional provides details and insight.
Individual taxpayers may want to consider 2024 inflation adjustments for gift exclusions & review their gift and estate plans in light of the changing tax landscape.
The SEC’s 2024 examination priorities which will focus on key risks for private funds and exam priorities for the upcoming year.
The SEC has made the first material change in beneficial owner reporting in almost 50 years with updates to Regulation 13D-G.
The SEC adopted a final rule under the Investment Advisers Act of 1940 that will greatly increase the accounting and audit requirements for private fund advisors.
The U.S. Tax Court opinion of Cecil v. Comm’r highlighted important valuation issues that will be significant as to how business appraisals are performed.
Will Frazier, Managing Director, Valuation Services, sat down with Wealth Management to discuss the divination of discounts for lack of marketability.
The SEC announced proposed rules to broaden the application of the current investment adviser custody rule beyond client funds and securities.
Will Frazier, Valuation Services, shares his research on Nonmarketable Investment Company Evaluation (NICE) Method with ASA’s Business Valuation Review.