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…
What investment advisors need to know about Custody Rule compliance The Security and Exchange Commission’s (“SEC”) mission is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital…
…caused numerous entities that generated losses and had 35 percent or more of its ownership held by passive investors to get tagged by the limitations on interest as well. No…
…impact include: Private equity funds with corporate limited partners Hedge funds with corporate investors Venture capital funds backed by corporate strategic investors Real estate funds utilizing blocker corporations Fund-of-funds investing…
…practices that are contrary to the public interest and the protection of investors unless they provide certain disclosures to investors, and in some cases, receive investor consent; and Prohibit providing…
Overview and tax considerations of continuation fund transactions Continuation funds have emerged as powerful tools for investment fund sponsors, limited partners, and new investors offering a range of benefits and…
…blend of affordability, stability, and investment potential. For investors and developers, these communities present not only a resilient asset class but also a range of compelling tax advantages. With the…
Update on Virginia tax credits and deductions for startup investors There are several tax benefits from investing in Virginia startup businesses, including Virginia tax credits and deductions from Virginia taxable…
…firms were required to provide investors with more detailed quarterly disclosures about fees and expenses and to treat all investors in a fund equally, regardless of size. Private fund managers…
…solid opportunity for professionals and investors alike. However, not all investors are willing to lock up their funds in a set-term vehicle. Is it possible to launch an open-end real…
…a high likelihood of collecting on the policies. Best practices for real estate investors To navigate the complexities of natural disaster accounting, real estate investors should adhere to best practices…
…Implementation of written cybersecurity policies and procedures designed to address all cybersecurity risks that could harm advisory clients and fund investors Confidential reporting of any significant cybersecurity incidents affecting the…