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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.

The SEC proposed new regulations to establish disclosure requirements for funds and advisers that market themselves as having an ESG focus.
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.
Landing a corporate sponsorship is an accomplishment, especially in today’s economy. If you do succeed in securing a corporate sponsorship, you’ll want to keep unrelated business income tax (UBIT) from cutting into your new income.
We appreciate when clients ask to meet other clients. That was the impetus for developing this virtual roundtable exclusively for our emerging manager fund clients.
When cryptocurrencies first came on the scene, they were widely viewed as a fringe development, but in recent years they’ve moved closer to the mainstream.
The Tax Cuts and Jobs Act (TCJA) eliminated a significant tax benefit for investors that are charged investment fund management fees.
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