Blogs

A recent roundtable of Bay Area real estate principals yielded an insightful discussion of current topics of focus. This article features coverage of discussion centered on the current tax environment and general business concerns.

The IRS recently provided retirement plan participants, beneficiaries, and plan administrators with temporary relief from the requirement to be physically present for any participant election that is to be witnessed.

A conversation with Stefan Heieck of Heieck Verwaltungs GmbH & Co. regarding the outlook for investing in an environment of market volatility.

The future of gaming is looking brighter than ever with the release of next generation gaming consoles. Both Microsoft and Sony have recently released their new, high powered gaming consoles.

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

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…

A conversation with Vincent Au of Gondor Capital Management about his very positive outlook for the alternative investment industry.

A recap of the webcast “CFIUS Risks, Export Controls & Economic Sanctions,” focusing on trends associated with trade compliance and the need for buyers, sellers, and investors to understand that noncompliance could result in penalties in amounts of t…

A recap of a session focused on the question of when the time is right to build a family office – and what tools should you consider when doing so.