Knowledge Center

A discussion on the topic of, “Is retail real estate a dying industry?” Included were, despite challenges, it is not, along with suggestion for cyber-only retailers to increase their connection to consumers.

A detailed analysis of switching from a joint investment to a fund platform, including pros and cons, risks, regulatory concerns and more.

A discussion of the recently-released anti-clawback regulations, governing taxpayers’ use of the doubled basic exclusion amount for gifts.

A discussion of the IRS and Dept of Treasury’s recently released IRS Notice 2019-66, issued in response to comments received related to the draft Schedule K-1.

In this Friends of the Firm podcast, we examine one of those little things that can make a big difference: the thank-you note. FOF Director and master connector Nkrumah Pierre shares his tied-and-true tips for what should be included in a thank-you n…

A discussion with Rob Bibow, managing partner of Fission Ventures, about the outlook for venture capital and the concerns that keep him up at night.

A discussion of hedge fund accounting and the considerations necessary related to three critical pronouncements: ASU 2018–13. Fair Value Measurement (Topic 820), ASU 2016-18. Statement of Cash Flows (Topic 230) and Valuation of Portfolio Company Inv…

The author examines the compliance and reporting implications for private equity funds looking to attract and raise capital form investors – including the differences between investment companies and operating companies.

A look at “know your client,” aka KYC. Created in response to the September 11 attacks, this has increased the transparency of customer asset information. There are pros and cons, but thanks to technology this has created cross-selling opportunities.…