The Fourth Annual Financial Statements Reference Manual was created solely to assist in financial-statement preparation in the wake of the latest National Exam Priorities. This manual reflects our exceptional expertise and commitment to ensure uniform industry reporting as well as transparency.
Download the GuideThis is an exciting time for the alternative investment community, from a record number of funds in which to invest to “watchful waiting” when it comes to the SEC’s next move in terms of rulemaking and enforcement strategies. One thing remains certain: when it comes to investor satisfaction and capital inflow, alternative investments rank at the head of the class.
With so many recent and anticipated changes on the horizon, managers must keep pace with the latest financial reporting standards, industry trends and hot-button topics – all in the name of running a successful investment vehicle.
Few partnership tax controversies have generated as much attention in recent years as the fight over the scope of the self-employment tax exception for limited partners under §1402(a)(13). The Fifth Circuit’s decision in Sirius Solutions (now K. Alain) marked a notable development in August 2026, and the latest chapter arrived on September 17 with the…
The Securities and Exchange Commission’s recent announcement of a roundtable for 24-hour trading indicates a significant milestone in the evolution of U.S. equity markets. The discussion will focus on overnight trading and the opportunities and challenges that could come with expanding trading hours. Although the announcement indicates its early stages of discussion, it signals, as…
A proposed federal bill could create a new pathway for taxpayers to address past digital asset reporting issues. Cryptocurrency taxation has been a source of confusion for investors since digital assets became mainstream. Many taxpayers have struggled with reporting requirements, particularly when dealing with activities such as trading, staking, airdrops and transfers across multiple platforms….
