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Memo to Hedge Fund Managers – Tax Efficiency Counts

Memo to Hedge Fund Managers – Tax Efficiency Counts Frank Boutillette, the creator and author of this blog, is extremely busy this time of the year auditing broker-dealers and registered investment advisors. As one of his tax partners, I am not sure what this auditing stuff entails, but Frank tells me it is exciting and...
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Transfer Pricing — The International Tax Issue of the Millennium

Transfer Pricing — The International Tax Issue of the Millennium From “A Primer on Transfer Pricing” by Robert J. Misey, Jr., updated by Kimberlee S. Phelan A transfer price is the price charged for intercompany transactions. The principles of I.R.C. section 482 require that intercompany transactions be priced at arm’s length. Although ostensibly a simple...
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An Accountant’s Perspective On The Mortgage Industry January 2013

An Accountant’s Perspective On The Mortgage Industry January 2013 A Look Back Year In Review What You Might Have Missed At 2012 Conferences [author-style]By Jessica Offer, CPA[/author-style] Various mortgage conferences have been held throughout the country during the closing quarters of 2012. For those conferences where WithumSmith+Brown was in attendance, here is what you missed!...
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Getting on the Fiscal Cliff Band Wagon

Getting on the Fiscal Cliff Band Wagon All I have been hearing over the past month when I turn on the news is how much taxes are increasing, how far down is the drop from the cliff, should we sell our stock, should we pay off expenses – what should a taxpayer do? I have...
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(Don’t) Lie to Me: Detecting Lies and Deceit in Interviews

Share Interviews are a key part of a fraud investigation, and often one of the first steps in the investigative process. An effective interview can expose organizational weaknesses, identify employees who may be motivated to steal, and, of course, produce a confession from a guilty party. Although it is difficult to tell if a person...
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The Next Warren Buffett

The Next Warren Buffett I have been traveling the past couple of weeks performing peer reviews, visiting prospective clients, and now I am at our firm’s retreat to strategize our future. Trying to write a blog that is educational and purposeful can sometimes be a tedious time-consuming task, especially when I am trying to be...
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FINRA Is Getting More Analytical

Share FINRA Is Getting More Analytical Well, it’s September 12th and the tax filing deadline is fast approaching. Several years ago the final date to file a partnership return was October 15th but that date was pushed forward to September 15th. While most of my clients have filed their returns already, I have several that...
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SRO DEAD… For now?

SRO DEAD… For now? A few weeks back I blogged about an article my partner Matt Pribila wrote concerning the push for more regulations over Registered Investment Advisors (RIAs). The issue, at the time, seemed to be whether the SEC (Securities and Exchange Commission), FINRA (Financial Investment Regulator Association) or an SRO (self regulating organization)...
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My Warm Fuzzies Have Gone Cold

My Warm Fuzzies Have Gone Cold I did some reading on my boat this weekend. I’m not a big fisherman, I like to just cruise to a nice spot, drop anchor and relax.    Well, after reading I may pull my investments and put the money under my mattress. Last week’s blog discussed the issue of...
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