…2011. Back then, it was only suggested that businesses disclose information security risks and incidents to investors. However, due to the severity of recent data breaches, the SEC deemed additional…
…804.747.0000. Additional Real Estate and Construction Industry Tax and Business Resources Tax Reform: An Overview of Pass-Through Entity Impacts Understanding the New Section 199A Pass-through Deduction Real Estate Investors and…
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…
…or if equity from existing (or new) shareholders should be considered. Given liquidity generally has a short-term view, it is difficult to believe that equity from new investors in a…
…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…
…multiples to a company without consideration of the facts and circumstances of that specific company. We provide merger and acquisition services to many clients, including private equity and institutional investors….