Knowledge Center

Articles December 14, 2020 EisnerAmper’s Virtual 5th Annual Alternative Investment Summit

This recap includes coverage of sessions featuring Sallie Krawcheck, CEO and Co-Founder of Ellevest; Donna Brazile, Founder of Brazile and Associates, LLC and the former Chair of the Democratic National Committee; and Karen Hughes, Worldwide Vice Cha…

Podcast December 14, 2020 Alternative Investments Spotlight: Latino Money Manager Empowers Young Hispanics to Foray Into Money Management

In this episode of Engaging Alternatives Spotlight Lorenzo Esparza discusses his views on alternative investments, how he got into money management, what is he doing to champion more young Hispanics to go into investing careers.

Articles December 14, 2020 Q4 2020 - Addressing Venture Capital Valuation Challenges

Valuation challenges are unique to each investment firm and represent a combination of factors specific to the portfolio company being valued and macro-economic factors that impact the industry and the economy in general that affect the portfolio com…

Articles December 11, 2020 Tax Planning – Tips for the Real Estate Industry

This article contains considerations for real estate professionals to help them lower their tax burden.

Blogs December 11, 2020 Terminating California Residency

This article features points to ponder when terminating residency in California with regard to tax considerations.

Articles December 11, 2020 Key Considerations of GILTI High Tax Exclusion Final Regulations

Taxpayers have the option of retroactively applying the GILTI high tax exclusion to the taxable years beginning after December 31, 2017 and before July 23, 2020. This articles examines the ‘whys and hows’ of the process.

Articles December 11, 2020 Post-Election Business Tax – What’s on the Horizon?

This articles features discussion of the likely tax landscape, post-election and over the next few years.

Blogs December 11, 2020 401(k) Plan Forfeitures – The Forgotten Funds

Forfeitures are plan assets generally derived from non-vested employer contributions that are forfeited from a participant’s account when that participant terminates employment and is not fully vested. It is essential that plan sponsors and plan admi…

Articles December 11, 2020 Q4 2020 - SEC Modernizes the Accredited Investor Definition

The SEC recently adopted amendments to expand the “accredited investor” definition as “part of the Commission’s ongoing effort to simplify, harmonize, and improve the exempt offering framework, thereby expanding investment opportunities while maintai…