Blogs

A conversation with Michael Melissinos of Melissinos Trading regarding the outlook for alternatives, including the role of diversity and the ability to adapt to trends.

Fund managers have been faced with new hurdles when it comes to fundraising, particularly in today’s virtual environment. This post features insights into lessons learned so far as well as how fund managers should navigate growth going forward.

A recap of a discussion led by Kevin Kuryla of UBS at this 2020 Institutional Limited Partners Association Summit.

This article takes a look at the question: Are cannabis companies that are considered ‘small businesses’ eligible to make a tax election to immediately expense their inventory under IRC Sec. 471(c)?

This post examines the spousal lifetime access trust or “SLAT,” a popular planning strategy using a married couple’s gift/estate tax exclusion, wherein one spouse sets up a trust for the other spouse and their children/grandchildren.

A conversation with Steve Cucchiaro of 3EDGE Asset Management about the outlook for investments, especially foreign equities.

This year’s Financial Forum was help recently, featuring discussion of financing on how to get deals done in these uncertain times, including the current state of the lending sector, trends seen by asset-based lenders, and lenders’ views on portfolio…

The OCC recently issued an interpretive letter concluding that national banks may provide cryptocurrency custody services on behalf of customers, and further affirming that “permissible” banking services may be provided to any lawful business, includ…

Many not-for-profit organizations provide grants in the form of scholarships. A scholarship will be tax free to the recipient if the following criteria are met. It’s important to understand which scholarships are excludable from taxable income for th…