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Insights & Resources
Start exploring insights from across the industries we serve, featuring the latest industry trends, compliance alerts, tax and accounting news and much more.
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Understand the key differences between state withholding and composite filing before making a decision for your fund's limited partners.
Management fee waivers and cashless contributions offer tax efficiencies for fund managers, but planning is essential to avoid compliance risks.
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.
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.
