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Real estate private equity funds should consider using blocker corporations and/or REITs to mitigate U.S. federal income tax that arise from certain investments.

This week, Peter Callister of Senatus Fund joins Elana Margulies-Snyderman as they discuss things to watch for with opportunities in startups. 

July 21, 2014 By Daniel Gibson, CPAThe Internal Revenue Service (IRS) sends millions of notices to taxpayers every year.  Some notices alert taxpayers of unpaid or underpaid tax amounts as determined by the IRS.  Others advise of overpaid amounts resulting

A conversation with Balduin Hesse Frontier Renewables Capital SGEIC, S.A. about the outlook for investing in renewable energy infrastructure.

In his late-November report, Federal Reserve Chair Powell indicated that while it could scale back the pace of its interest rate hikes as soon as December, the fight against inflation is far from over.

Coverage during travel depends on where you go and what type of Medicare plan you’ve chosen (Original Medicare Parts A and B/Medigap Supplemental Coverage) or (Medicare Advantage Plan), each with its pros and cons.

Taxpayers who claim NOLs must prove they have a bases for the origination of the deduction by providing the supporting records and evidence.

Despite the possibility of looming recessionary, private equity (“PE”) and venture capital (“VC”) managers who invest in health care remain optimistic, saying that this sector remains one of the most robust parts of the economy.

A conversation with Felipe Cifuentes of Vineyard Infrastructure about the outlook for infrastructure investing

A conversation with Scott Grimberg of Itau USA Asset Management about the outlook for investing in emerging markets fixed income and currency.

The U.S. Securities and Exchange Commission (“SEC”) is proposing enhanced transparency requirements for private fund managers and CFOs, CTOs and CCOs to have designated roles to ensure firm compliance.

A discussion with Zoe Cruz, Founder & CEO of Menai Financial Group, on investing in digital assets such as crypto and blockchain.

The recent “Getting Your Company Funded” panel at the Young Start-Up Ventures’ Venture Summit West 2022, provided best practices on how start-ups could obtain funding.

A conversation with Lee Gladden, of Witherspoon Asset Management, about the outlook for alternative investments.

A conversation with Guotao Lu, Founder, Greiphyn Heights Asset Management LP, on the outlook for TMT investing.

A conversation with Pedro Cardona of Océano Investments about where he sees opportunities for investors.

A conversation with Gerson Guzman of Ceiba Capital Partners regarding the outlook for private equity, specifically opportunities in the lower-middle market.

A recap of a session from the 7th Annual Mastering Client Services and RFPs for Institutional Investors conference regarding some of the latest RFP trends including effective ESG and DEI strategies, the importance of technology, and robust cybersecurity.

At a recent Financing Forum, panelists discussed investing; technology; and DEI issues affecting current business operations, including various new DEI policies and procedures and the impact of DEI on businesses.

At the recent FRA Annual Master Client Services and RFPs for Institutional Investors Conference, a trio of panelists shared the importance of financial services firms having robust cybersecurity measures.