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 MoreAs a business owner, you’ve likely dedicated a significant portion of your life nurturing and growing your business into a success. And now, regardless of the reason — and there are plenty — it’s time to sell. What are your next steps? What are the best practices to understand before diving in head...
Read MoreArtificial intelligence — are there any two words that evoke more excitement and fear in today’s business environment? Experts predict artificial intelligence (AI) will either be the most transformative technology in the history of mankind or will lead to our demise. Ultimately, the reality will lie...
Read MoreEarlier this summer the IRS issued final regulations on information reporting requirements for digital assets, including determining amount realized and basis allocations. At the same time, the regulatory body also provided safe harbor relief for taxpayers to substantiate their basis allocations...
Read MoreWhether this is your first fund, or this is your first private fund exclusively invested in real estate, your investors will want relevant information when it comes to the fund’s value. However, historical reporting methods, such as accounting principles generally accepted in the United States of...
Read MoreYou don’t often hear the phrase “you can never have too much of a good thing” when talking about tax-related announcements. However, recent revenue rulings from the IRS provide a positive outcome to the managed futures industry — and particularly to Commodity Trading Advisors (CTAs) and Commodity...
Read MoreThis year has been historic for both the digital asset and exchange-traded fund (ETF) communities. In January, the SEC approved 11 spot Bitcoin ETFs, followed by eight spot Ethereum ETFs in July. With extensive experience and expertise in both the registered ETF and digital asset private fund...
Read MoreBusinesses continually look for ways to improve their processes and streamline operations, giving them a competitive edge in their industry. Technology plays an important role, with organizations looking to either buy or develop software that can help them achieve critical efficiencies. But how...
Read MoreOn June 7, 2023, Illinois Governor J.B. Pritzker signed into law Senate Bill 1963, significantly changing the state’s qualified investment partnership provisions. Specifically, the law modifies the definition of “investment partnership” and “qualifying investment securities,” expanding the...
Read MoreNot-for-profit and for-profit entities receive federal grants in many capacities. If your entity receives any federal dollars, you must understand the applicable requirements, which include understanding allowable costs to be reimbursed under the grant. Track Grant Expenditures...
Read MoreOn April 25, 2024, the Treasury Department released final regulations under Internal Revenue Code Section 6418, providing clarity regarding the transfer and sale of certain tax credits by, or on behalf of, a Real Estate Investment Trust (REIT). The overview below illustrates how these clarifications...
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