…funding to securing banking relationships of value Protecting your ideas, pivoting your vision, and persevering to keep momentum Preparing for and making a smooth exit for you and your investors…
…28, 2020, Rarebreed Veterinary Partners announced that it has received an equity round of funding from Trilantic Capital Management L.P., along with existing investors Caremi Partners Ltd., Northwood Ventures, L.L.C.,…
…tax returns. By forcing taxpayers to file amended returns for 2018 and 2019 to obtain those benefits, it places more administrative burden on taxpayers and investors who would then also…
…receipts from services and intangibles based upon market-based sourcing, i.e., where the benefit of the service is received. Thus, if a business has customers or investors in other states, the…
Sunset of Virginia’s Investment Tax Credit impacts planning opportunities Virginia’s Qualified Equity and Subordinated Debt Investments Credit has been a valuable tax planning opportunity for investors supporting qualified Virginia businesses….
…action to the SEC if an adviser relying on the Audit Provision Exception for a fund of funds distributes the audited financial statements to investors within 180 days from the…
…now use market-based sourcing for receipts from services and intangibles, meaning they source them where the service benefit is received. If a business has customers or investors in other states,…
…services, real estate, manufacturing, distribution and retail industries and emerging and growth business services. He also helped launch Keiter’s Opportunity Zone team, consulting with investors and entrepreneurs on Opportunity Zone…
…principles and practices? ESG has become a popular framework in the for-profit sector for investors and customers to evaluate the performance and reputation of businesses. Incorporating ESG practices can help…
…required institutional investment managers. Dating back to 1975, Congress originally established Section 13(f) as a means of providing additional information to the public with regard to institutional investors that held…
…more consistent oversight and help to protect investors and maintain fair markets. SEC public comment deadline The proposal was published on SEC.gov August 9, 2022. The public comment deadline is…
…of Paul’s clients are in the real estate and financial service industries, including private equity firms, institutional investors, manufactured housing portfolios, alternative investment vehicles, and broker-dealers. He also serves a…