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Investment funds face complex state compliance challenges, including withholding obligations, pass-through taxes and multistate filing requirements.
With an increasing demand for lithium across the energy sector, oilfields may find a common biproduct may hold the key to future growth.
Blocker entities can help fund managers attract tax-exempt and non-U.S. investors, preserve tax profiles and navigate financial and tax reporting.
Understand how the TCJA’s suspension of miscellaneous deductions impacts the deductibility of portfolio expenses for fund managers and investors.
PodcastDiscover the key benefits and potential pitfalls of qualified small business stock (QSBS) in this essential guide for those navigating the QSBS landscape.
Executive ResourceA reliable Quality of Earnings (QofE) report can level the playing field between buyer and seller in M&A transactions. Learn more.
The SEC recently announced that, in its fiscal year 2022, 760 enforcement actions were filed resulting in a record $6.4 billion in money ordered from SEC actions.
Under the Investment Advisers Act of 1940, the SEC proposed a rule that would bring new audit and reporting requirements as well as prohibit certain actions.