Visit our page dedicated to providing resources that will help you better understand Beneficial Ownership Information (BOI) requirements and how you can most efficiently comply.
Learn MoreTechnology and life science companies often have aggressive growth strategies centered on scalable software or products. To achieve their ambitious goals, these companies typically require multiple rounds of investment capital, sourced from friends and family, angel investors and venture capital...
Read MoreThe estate tax exemption is set to drop significantly after the Tax Cuts and Jobs Act (TCJA) provisions expire at the end of 2025. And while the results of the November 2024 election mean it’s possible those tax provisions could be extended with 2025 legislation, it’s also possible they will not. As...
Read MoreNOTE: As BOI regulations continue to evolve, please see our BOI Reporting Resource Center for the most up-to-date reporting deadline information. After delayed deadlines and much uncertainty, Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act...
Read MoreImagine a world where Artificial Intelligence (AI) drives your business to new heights. This isn't a distant dream — it's happening now as AI is revolutionizing industries across the globe. Yet, many companies are still on the sidelines, unsure how to begin their AI journey. In this third...
Read MoreGovernor Gretchen Whitmer recently bolstered her commitment to businesses with the enactment of Public Acts 186 and 187, which establish a Michigan research and development (R&D) tax credit. This new legislation incentivizes innovation, growth and investments within the state, allowing for an...
Read MoreThis past year certainly kept business and individual taxpayers on their toes. Beneficial ownership information (BOI) reporting topics overwhelmingly took precedence for our blog readers. Grant audits — a specialized financial audit many organizations find themselves facing after receiving federal...
Read MorePosted by Mike Dellavalle and John Domingo The digital asset space continues to captivate us with every nuance and (rev)evolutionary moment. For 2025, we believe there will be even more excitement and energy to both monitor and experience. Below are the five trends topping our...
Read MoreRecently, we were fortunate to participate on a webinar for the Alternative Investment Management Association (AIMA) discussing the hot topic of converting an existing private fund to a registered fund, versus launching an entirely new one. Below are a few of the critical variables the panel...
Read MoreThis is an exciting time in the world of registered funds — there are new products frequently entering the marketplace in a myriad of ways! Historically we have seen many registered funds, including mutual funds, exchange-traded funds and closed-end funds, come to market by way of a cash seeding....
Read MoreIf your real estate investment business has decided to conduct an initial public offering (IPO) using a Real Estate Investment Trust (REIT), it’s important to consider the impact of SEC Rule 3-14 of Regulation S-X, known as S-X 3-14. This set of regulations provides special instructions for the...
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