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Learn MoreFrom product consolidation, to remote workforce technology, to novel types of investing — 2020 is a year of change that promises to flow into 2021 and beyond. Below are nine trends we are watching in the investment industry. 1. Product Rationalization and Consolidation Most asset managers...
Read MoreThe pace and intricacies of regulatory change in the investment industry are, at times, nothing short of overwhelming. Yet, organizations in this space need to have a clear understanding of evolving regulations, their timing and overall impact. To help you stay up to date, below is Cohen &...
Read MoreWhile there have been a lot of changes in the investment industry over the past 50 years — in the variety of investment types, pricing providers, pricing models, accounting and auditing requirements, compliance changes and the complexity of investments — it’s been that long since the SEC conducted a...
Read MoreRecently, certain large businesses that applied for and received proceeds under the Paycheck Protection Program (PPP) came under public scrutiny. As the program is being expanded through additional funding from the Interim Stimulus Plan, the SBA has released updated guidance aimed at eliminating...
Read MoreYour Schedule K-1s being filed this year may look very different from last year, particularly for private equity and investment industry funds. Toward the end of 2019, the IRS issued a new Schedule K-1 Form (Form 1065) that aims to gather more information from partnerships than ever before. The...
Read MoreOn January 18, 2019, the Treasury Department issued proposed regulation Section 1.199A-3 related to qualified business income, qualified Real Estate Investment Trust (REIT) dividends and qualified Publicly Traded Partnership (PTP) income. These regulations specifically address the flow through of...
Read MoreOn November 26, 2018, the IRS released proposed regulations on the Tax Cuts and Jobs Act’s (TCJA) business interest expense deduction limitation. Specific to the investment industry, the guidance will impact regulated investment companies (RICs) using debt — most notably many closed-end funds and...
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