2024 Year-End Individual Tax Planning Guide
With 2024 soon coming to a close, there is still time to take advantage of tax-saving ideas to lower your 2024 tax bill before December 31. This guide offers potential tax-saving…
The Critical Role of Quality of Earnings in Successful Transactions
Financial due diligence is an essential component of every successful M&A transaction. Among the various components of a quality due diligence…
Form PF Amendments: Enhance Risk Monitoring for Private Fund Advisers
Earlier this year, the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) adopted important amendments to…
U.S. Fifth Circuit Court of Appeals Vacates SEC Private Funds Rule
On June 5, 2024, the U.S Court of Appeals for the Fifth Circuit fully vacated a rule adopted by the U.S Securities and Exchange Commission (SEC) aimed at…
New Private Fund Adviser Rules to Have Significant Impact
The Securities and Exchange Commission (SEC) adopted new rules and amendments under the Investment Advisers Act of 1940 (Advisers Act) to enhance the regulation of…
2023 Year-End Individual Tax Planning Guide
With 2023 soon coming to a close, there is still time to take advantage of tax-saving ideas to lower your 2023 tax bill before December 31. This guide offers potential tax-saving…
SEC Adopts Amendments to Enhance Private Fund Reporting
The Securities and Exchange Commission today adopted amendments to Form PF, the confidential reporting form for certain SEC-registered investment....
2022 Year-End Tax Planning Tips for Individuals and Small Businesses
Each year we strategize with our clients on ways to save and reduce taxes. Below are some things to consider for your own year-end planning. Individual Planning...
Tax Relief for Victims of Hurricane Ian in Florida
The IRS has provided tax relief for victims of Hurricane Ian throughout Florida. The relief is provided to individuals and households that reside or have a business anywhere in the state of Florida.
Recent SEC-Proposed Amendments to Form PF Represent a Potential Significant Overhaul to Hedge Fund and Private Equity Fund Regulatory Reporting
On August 10, 2022, amendments to Form PF (“Proposed Amendments”) were proposed by the SEC and CFTC. Form PF is a form that is used by certain SEC-registered investment advisors to report required information about private funds that they advise.
SEC Calls for New Increased Form PF Reporting Requirements for Private-Equity, Hedge Funds
Under the leadership of Chairman Gary Gensler, the U.S. Securities and Exchange Commission (SEC) is set to propose measures that would...
Governor Murphy passes “clean-up” revisions to NJ BAIT law
On January 18, 2022, Governor Phil Murphy signed into law New Jersey Senate Bill 4068/Assembly Bill 6110 (S. 4068)…
2021 Year-End Tax Planning Tips for Individuals and Small Businesses
Every year we work with our clients to save and reduce taxes. Below are some things to consider for your own year-end planning. Individual Planning...
Small Businesses Investing in Energy Technologies Eligible for New Federal Grant Program
The Infrastructure Investment and Jobs Act (H.R. 3684) (IIJA), signed into law by President Biden on November 15, 2021, establishes the…
President Biden Signs the Infrastructure Investment and Jobs Act
On 11/15/21, President Biden signed an expansive $1.2 trillion infrastructure bill, the Infrastructure Investment and Jobs Act (H.R. 3684), that will…
Infrastructure Bill Will Retroactively Repeal Q4 2021 Employee Retention Credits
The Infrastructure Investment and Jobs Act (HR 3684) has been passed by the House and Senate and sent to President Biden for his signature. Among its...
IRS Extends Tax Filing Deadline For Individuals to May 17
The United States Treasury Department and Internal Revenue Service announced on Wednesday, March 17, that the federal income tax filing due…