…limited investment opportunities to new investors, which are typically higher fee-paying clients which prevent current investors of those limited opportunities. Conflicts related to preferential liquidity rights. The staff noted issues…
…less) attractive to PE investors due to shifting industry trends. PE investors are looking for opportunities to complement existing platform investments by seeking acquisitions to increase scale through synergies and…
…The grants are designed to assist small businesses in the Commonwealth who are seeking to raise capital to support their growth and to encourage investment in such businesses by investors….
Updated thresholds for VA Enterprise Zone Grants beginning July 2025 Governor Glenn Youngkin recently signed a bill that amends Virginia’s enterprise zone real property investment grants program effective July 1,…
…of investor recordkeeping Despite the move toward broker-reported cost basis, investors should not rely exclusively on third-party reporting, especially in the early years. Crypto investors are strongly advised to maintain…
Important tax relief updates for disaster-affected properties Natural disasters can be devastating, especially for taxpayers who own property, commercial real estate, or multiple investment properties. Beyond physical damage and insurance…
…investors are most likely to be impacted by CPDI tax compliance complexities. Regulation 26 CFR § 1.1275-4 specifically addresses CPDIs and attempts to ensure accurate reporting and compliance for businesses…
…appear to place additional emphasis on sophisticated investors versus the retail investor while increasing visibility into certain private fund practices. The rules also appear to prohibit activity that may be…
…Virginia has also employed the Enterprise Zone grant program to reward investors that rehabilitate existing structures located within struggling development areas. Structuring Rehabilitation Projects for Additional Tax Incentives What investors…
…QOF investors, capital gains deferred into a QOF will be required to be recognized on the five-year anniversary of that investor’s specific investment date. Additionally, investors will receive a uniform…
Author: Elizabeth Lewis, CPA | Business Assurance & Advisory Services Supervisor | Real Estate & Construction Industry Team As the real estate market continues its turnaround, savvy investors are increasingly…