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2020 will be remembered as the year the term “work from home” reached a new level. Yet through it all, a vaccine for COVID-19 got started, tested and finalized within a calendar year—demonstrating the appetite for investors believing in science and g…

2020 was extremely challenging yet through it all, technology innovation has allowed many to stay connected with one another, continue working and even enable on-line commerce while physical locations were shut down. In fact, technology-focused compa…

President-Elect Biden has a history of working with the biopharmaceutical industry, which is expected to continue during his term in office. This article examines just a few points of focus.

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…

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…

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.

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

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…

Environmental, social and governance is increasingly becoming a focus for asset managers, and some are faced with the challenge of having an ESG framework or policy at the firm level and in some cases a policy for their ESG investment strategy. Asset…