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Alternative investment managers face many issues when it comes to valuations of their portfolio investments. Hence, there are a handful of considerations they should take into account to ensure seamless valuations. Part I in the two-part article series will discuss some of these best valuation practices along with conducting valuations in-house versus partnering with an external provider.

Accounting for convertible debt is complex due to the need to consider multiple accounting standards and significant judgments, but recent updates like ASU 2020-06 have simplified some aspects of this process. 

Discover essential components, common challenges, and best practices for effective SEFA reporting to maintain compliance.

Discover how business valuations support succession planning by providing clarity, reducing disputes, and guiding ownership transitions. With an understanding of tax compliance, financial reporting needs, and documentation to create strategic plans.

Outsourcing to an association management company (AMC) can lower costs, boost engagement, and safeguard stability — ideal for organizations facing resource constraints and stalled growth. See if partnering with an AMC is right for you with our checklist.

Uncover the importance of an independent board of directors in hedge funds. Learn about board member selection and key factors for organizing successful board meeting enhance governance.

Safer AI adoption starts with proper management and structure. Learn why these are crucial for healthcare and explore an effective AI Adoption Framework.

Learn the difference between investment company and operating entity reporting for real estate funds under U.S. GAAP and overcome compliance challenges. 

Explore the critical role of AI governance in transforming healthcare. This article equips hospital leaders with a comprehensive multi-pillar framework and valuable insights to effectively manage AI for sustainable progress and innovation.

U.S. citizens are subject to income tax in the U.S. on their worldwide income as well as U.S. tax return and foreign information return filing requirements. The country they call home after they leave the U.S. may also impose income tax on some of the same income that is taxed by the U.S.

Learn how construction contractors can achieve CMMC compliance to secure DoD contracts, mitigate cyber risks, and gain a competitive edge. Discover key benefits, challenges, and expert solutions for a smooth compliance journey.

Learn how trustees can breach fiduciary duties and the warning signs of trust fraud. Discover red flags, common misconduct, and steps to protect beneficiaries.

A discussion with the IRS regarding whether your ranch is a real business or just a costly hobby can carry a level of drama. Defending a claim that a ranch is a real business against the IRS is actually rather common.

Bonus depreciation can provide large federal tax deductions for real estate investors, but state tax rules often differ. Many states—including New York and California—don’t allow bonus depreciation and require you to add back the deduction, which can increase your state tax bill even if you didn’t benefit federally.

AI can be a tool used to transforms complex settlement administration by organizing unstructured data, improving accuracy, and enabling faster, more transparent analysis and reporting but does not replace human expertise.

Learn how FASB’s ASU 2025-05 streamlines credit loss estimation for receivables and contract assets, offering new options and clarity for private companies.

Learn how to smoothly transfer property ownership across generations, focusing on family readiness, communication, and succession planning for long-term real estate success.

California AB 2991 mandates Electronic Funds Transfer (EFT) for all alcohol payments between retailers and wholesalers starting January 1, 2026, ending checks/cash. Learn what operators must do to ensure compliance and avoid delinquency.

Every small business will eventually need legal counsel. The key is to leverage these experts in the most efficient and cost-effective manner.

While advanced tax planning can ease many issues with respect to the potential residency/domicile change, there is no cookie-cutter approach. In this article, we discuss generic planning considerations as they relate to U.S. individuals.