Articles
The Future of Private Fund Advising: A Look at the 2023 SEC Regulations
For its fiscal year 2023 Report on Objectives, one key area of focus is private fund adviser regulation. This article will address the proposals of the Report on Objectives.
SECURE Act 2.0: Small Employer Pension Plan Start-Up Credits
The SECURE Act 2.0, signed by President Biden late last year, increased incentives to encourage small business owners to establish retirement plans, making changes to the start-up credit and adding the contribution credit.
Federal Tax Relief for Upstate New York and Suffolk County
IR-2023-58, recently released by the(IRS, provides certain individuals, households and businesses affected by the winter storms with an extension of time.
Tax-Exempt Organizations: Free Resource Available for Form 1099-Series Filings
Smaller organizations need to weigh the cost of outsourcing Form 1099-Series filings to third-party providers or use their own valuable resources.
Private Equity Must Focus on Cybersecurity Defenses
PE firms are enhancing their pre-acquisition due diligence efforts to gauge a portfolio company’s current cybersecurity maturity and to identify gaps and weaknesses exposing them to the risk of cyberattacks.
Digital Transformation: From Wall Street to Main Street
Digital transformation across business functions, including in client servicing delivery from Wall Street to Main Street is not an option. It is survival.
Surprised by a Form 1099-K? Here’s What You Should Know
Many U.S. taxpayers may have recently received a Form 1099-K. This article will provide guidance on the potential tax consequences for online marketplace sellers. Learn more.
The End of the National Emergency Declaration
On January 30, 2023, the Biden Administration announced its intent to end the National Emergency Declaration on May 11, 2023. Learn more.
With Your Own Eyes: Grantee Site Visits
A private foundation will conduct site visits to help make key funding decisions during the grant inquiry/proposal stage.
CFPB’s Advisory Opinion on Application of RESPA Section 8
If you and/or your business provides service(s) on the settlement of an approved residential home purchase, you are going to want to ensure that you are in conformity with the Real Estate Settlement Procedures Act (RESPA).
Cyber Roundup – March 2023
Businesses continue to be held accountable for their failures to protect against electronic intrusive breaches to their data.
Mitigating Solvency Risk with Enhanced Treasury Management Oversight and Due Diligence
Venture capital and private equity firms, along with other organizations, are putting added emphasis on reviewing their own treasury management policies and procedures in order to safeguard their capital.