Insights & Resources

Fund managers planning to use convertible notes as an investment strategy must also understand the tax implications. Explore the key considerations.

Management fee waivers and cashless contributions offer tax efficiencies for fund managers, but planning is essential to avoid compliance risks.

J.P. Morgan’s Q3 2024 Biopharma Report highlights robust venture investments, shifting licensing trends and a resurgence in IPO activity.

KPMG has released their 2024 biopharma report detailing the challenges and opportunities for pharma companies moving forward into the new year.

Rising physician compensation and growing financial losses are putting health systems under pressure. Explore the 2024 trends and valuation insights.

For venture capital fund managers, understanding the Qualified Small Business Stock (QSBS) exemption presents a lucrative opportunity. Learn more in this overview.

The Q3 2024 Medtech Report from J.P. Morgan spotlights heightened investments, mergers and public offerings, signaling a positive industry outlook.

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.

Weaver’s overview of the SEC’s 2025 examination priorities describe practices by investment advisers and others that may come under SEC review.

Owners of management companies must often choose between S-corporations and LLCs for pass-through taxes. Here's a comparison to know the difference.

Southern California’s real estate market is shifting toward multiuse developments, driven by urbanization, sustainability trends and zoning reforms.