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NEWSLETTERS

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Publication

Partnerships Under Attack in Congress – Yet Again
May 9, 2013 General Update

Data Governance Enables Compliance in a Changing Regulatory Environment
April 10, 2013 on point

Beware of "IRS" Phishing Scams
April 9, 2013 General Update

First Quarter 2013 Newsletter
April 2, 2013 Effective Wealth

Federal Courts Split on Whether Severance Payments Are Subject...
April 2, 2013 Tax Alert

LEI Self-Registration Deadline for Swap Counterparties is April 10
April 1, 2013 Hot Topics

Potential California LLC Penalties for Unregistered Companies
March 28, 2013 Tax Alert

Tax Strategies for Registered Fund-of-Funds Managers to Consider
March 21, 2013 Wall Street Argus

Cayman Islands to Enter into FATCA Model 1 IGA
March 19, 2013 International Tax Alert

Deadline Approaching for Mark-to-Market Election Available...
March 15, 2013 Tax Alert

Deadline Looming for Two Elections Available to Executors...
February 27, 2013 Tax Alert

3.8% Tax on Net Investment Income Now in Effect
February 26, 2013 Tax Alert

How the New Tax on Unearned Income Impacts Alternative...
February 25, 2013 Wall Street Argus

Is a Registered Fund Right for You?
February 22, 2013 Wall Street Argus

Shared Trust Mutual Fund Platforms: A Low Cost...
February 19, 2013 Wall Street Argus

Balance Sheet Offsetting Disclosures for Alternative Investment...
February 13, 2013 Wall Street Argus

EU AIFMD Creates New Marketing Challenges and...
February 11, 2013 Wall Street Argus EU Edition

Primer on Requirements for Electronic Distribution of Schedules K-1
January 31, 2013 Tax Alert

IRS Announces Delay in New Information Reporting by...
January 30, 2013 Tax Alert

Year in Review: Looking Back and Moving Forward
January 25, 2013 General Update

FASB Proposes Updates to Accounting for Repurchase Agreements
January 22, 2013 Hot Topics

Broker/Dealers: Lose Any Customers Lately?
January 18, 2013 General Update

Final FATCA Regulations Released
January 17, 2013 Tax Alert

AICPA's New Reporting Framework May Simplify Financial...
January 11, 2013 General Update

Form 1099 Filing Requirement: Are You In Compliance?
January 7, 2013 Tax Alert

President Signs "Fiscal Cliff" Tax Legislation Into Law
January 4, 2013 Tax Alert

2012

CFTC Rescinds Exemption from Registration under Rule...
December 27, 2012 Hot Topics

Fourth Quarter 2012 Newsletter
December 19, 2012 Effective Wealth

General Partners of Private Equity Funds: Consider Planning...
December 11, 2012 Tax Alert

CFTC Provides Relief for Fund of Funds Operators
December 10, 2012 Hot Topics

DOL Offers Relief to Employee Benefit Plans Affected by Hurricane Sandy
December 5, 2012 Hot Topics

Changes to San Francisco Gross Receipts Tax and Business...
November 30, 2012 Tax Alert

IRS Allows Taxpayers to Use Retirement Assets to Alleviate...
November 20, 2012 Tax Alert

Tax Planning Strategies for 2012
November 19, 2012 Wall Street Argus

Reassessing the Business Continuity/Disaster Recovery Plan...
November 14, 2012 Hot Topics

California Raises Tax Rates, Makes Apportionment Changes
November 13, 2012 Tax Alert

Spanish Tax Amnesty Program Offers Potential 30 Percent...
November 9, 2012 International Tax Alert

Hurricane Sandy Tax Relief
November 6, 2012 Tax Alert

Update on European Financial Transactions Taxes
November 5, 2012 International Tax Alert

Valuation Considerations in the Absence of Quoted Prices Due to...
October 31, 2012 Hot Topics

October Newsletter
October 31, 2012 on point

IRS Announces Delayed Effective Dates for Certain FATCA Provisions
October 26, 2012 Hot Topics

Understanding the Impact of New "Swap" Legislation on...
October 25, 2012 Wall Street Argus

Accounting Standards Update 2011-04: The New Fair Value...
October 16, 2012 General Update

SEC Creates National Exam Program for Newly Registered...
October 12, 2012 Hot Topics

AICPA Clarifies U.S. Auditing Standards
October 8, 2012 General Update

Uncertainty Suggests the Time to Act is Now
October 5, 2012 Tax Alert

The 338(h)(10) Election: A Helpful Nudge to Close a Transaction
October 3, 2012 Wall Street Argus

Third Quarter 2012 Newsletter
October 1, 2012 Effective Wealth

Accounting for the End Game: Proposed Liquidation...
September 28, 2012 Wall Street Argus

Due Diligence with Third-Party Pricing Services...
September 7, 2012 Wall Street Argus

Embracing Compliance and Regulatory Enterprise Risk...
September 6, 2012 Wall Street Argus

IRS Extends Current Withholding Rules on Derivatives to January 1, 2014
September 5, 2012 Tax Alert

Money Market Funds - SEC Cancels Vote
September 4, 2012 Hot Topics

SEC Proposes Rules Regarding General Solicitation and Advertising
September 4, 2012 Hot Topics

New York State Court Finds MTA Payroll Tax Unconstitutional
August 30, 2012 Tax Alert

SEC's Corporate Finance Issues Final Staff Report on...
August 23, 2012 Hot Topics

The Curious Case of Partnership Incentive Compensation...
August 16, 2012 Wall Street Argus

Important Guidance Received from SEC on Form PF XML Schema...
August 7, 2012 Hot Topics

FASB Extends Qualitative Screening to Indefinite-Lived Intangibles
August 1, 2012 Hot Topics

Tax Implications of Supreme Court Decision Upholding 2010...
July 31, 2012 Tax Alert

Opportunity for the Cautious: The JOBS Act and Broker Dealers
July 27, 2012 Wall Street Argus

SEC Approves New Rule Regarding Monitoring of Stock Trades
July 24, 2012 Hot Topics

Cloud Computing: What Investment Managers Need to Know
July 20, 2012 Wall Street Argus

San Francisco Gross Receipts Tax
July 5, 2012 Tax Alert

Impact of CFTC Registration and Reporting Requirements...
July 3, 2012 Wall Street Argus

Second Quarter 2012 Newsletter
July 2, 2012 Effective Wealth

SEC Releases Much Anticipated FAQs on Form PF
June 12, 2012 Hot Topics

FSOC Issues Final Rule on “Systemically Significant”...
May 15, 2012 Wall Street Argus

Form PF Clarification for Fund-of-Funds Manager
May 2, 2012 Hot Topics

Tax Benefits of Creating a Real Estate Investment...
April 27, 2012 on point

JOBS Act Opens New Window of Opportunity...
April 19, 2012 Wall Street Argus

Corporate Social Responsibility/Sustainability: Seizing...
April 4, 2012 on point

SEC and CIMA Establish a Cooperative Agreement to Exchange...
March 30, 2012 Hot Topics

A Closer Look at "RAUM" for Registered...
March 30, 2012 Wall Street Argus

Registration Deadline for Cayman Islands Master Funds Extended
March 21, 2012Hot Topics

First Quarter 2012 Newsletter
March 12, 2012Effective Wealth

Investment Advisers and Other Service Providers to Make...
March 7, 2012 Hot Topics

IRS Releases Rules on U.S. Tax Withholding...
March 7, 2012 Wall Street Argus

Electronic Distribution of Schedules K-1
March 6, 2012 Tax Alert

CFTC Finalizes Amendments to Registration and Compliance...
March 2, 2012 Hot Topics

Payroll Tax Holiday Period Extended to December 31, 2012
February 24, 2012 Tax Alert

New Reporting Required for U.S. Taxpayers...
February 24, 2012 Wall Street Argus

New York Nonresident Partners and S Corporation Shareholders Must...
February 13, 2012 Tax Alert

SEC Reporting for Exempt Reporting Advisers
February 10, 2012 Wall Street Argus

New York City Audit Position Regarding Unincorporated...
February 8, 2012 Wall Street Argus

SEC Amends Accredited Investor Net Worth Standard
February 6, 2012 Wall Street Argus

IRS Reopens Offshore Voluntary Disclosure Program
January 27, 2012 Tax Alert

TIC Form SHC: U.S. Treasury Conducts Mandatory...
January 27, 2012 Wall Street Argus

New York Changes Personal Income and Metropolitan Commuter...
January 25, 2012 Tax Alert

New Registration Requirements for Cayman...
January 6, 2012 Hot Topics

2011

Fourth Quarter 2011 Newsletter
December 22, 2011Public Pathways

Fourth Quarter 2011 Newsletter
December 21, 2011 on point

Fourth Quarter 2011 Newsletter
December 14, 2011 Effective Wealth

The Impact of Dodd-Frank on Investment Advisers
December 1, 2011 Wall Street Argus

2011 Year-end Tax Planning for Alternative Investment Funds
November 22, 2011 Wall Street Argus

Taxable Capital Gains: 100% Exclusion Ends Soon
November 14, 2011 Wall Street Argus

SEC Unanimously Adopts Form PF Filing Requirements...
October 28, 2011 Hot Topics

FASB Proposes to Standardize Accounting for Investment...
October 28, 2011 Hot Topics

FASB Issues Exposure Draft on Investment...
October 25, 2011 Hot Topics

Taking Advantage of the Bear Market
October 11, 2011 Tax Alert

Calculating "Regulatory Assets Under Management"
October 7, 2011 Hot Topics

IRS Proposes Regulations Addressing Credit Default
October 3, 2011 Wall Street Argus

Third Quarter 2011 Newsletter
September 29, 2011 Public Pathways

SEC Adopts Large Trader Reporting Rules
September 27, 2011 Wall Street Argus

Third Quarter 2011 Newsletter
September 15, 2011 on point

Sales and Use Tax for Asset Management Companies
September 7, 2011 Tax Alert

SEC Amends Performance Fee Requirements...
August 25, 2011 Wall Street Argus

AICPA Recommends SEC Allow Optional Adoption of...
August 24, 2011 Hot Topics

Third Quarter 2011 Newsletter
August 24, 2011 Effective Wealth

European Countries Impose Ban on Short-Selling...
August 18, 2011 Wall Street Argus EU Edition

FASB and IASB Issue Converged Guidance on Fair Value...
August 16, 2011 Wall Street Argus

Form SLT: U.S. Treasury Implements New Reporting...
August 12, 2011 Wall Street Argus

European UCITS Funds: An Expanding Market...
July 21, 2011 Wall Street Argus EU Edition

PCAOB and SEC Focus on Broker-Dealers to Increase Oversight...
June 29, 2011 Hot Topics

Second Quarter 2011 Newsletter
June 23, 2011 Public Pathways

Second Quarter 2011 Newsletter
June 10, 2011 Effective Wealth

Second Quarter 2011 Newsletter
June 10, 2011 on point

The SEC Publishes a Staff Paper on Incorporation of IFRS...
June 7, 2011 Hot Topics

Cayman Islands Monetary Authority Updates Rule...
May 26, 2011 Wall Street Argus

SEC Staff Updates Responses to Questions Regarding Pooled...
May 13, 2011 Hot Topics

FASB Proposes Changes to Goodwill Impairment Testing
May 4, 2011 Hot Topics

SEC Considers Extending Registration Deadline for...
April 12, 2011 Hot Topics

First Quarter 2011 Newsletter
March 3, 2011 Public Pathways

First Quarter 2011 Newsletter
February 25, 2011 on point

The AIFM Directive: Implications for Non-EU Managers
February 18, 2011 Wall Street Argus EU Edition

First Quarter 2011 Newsletter
February 18, 2011 Effective Wealth

IRS Announces Second Offshore Voluntary Disclosure Program
February 10, 2011 Tax Alert

California Mandatory E-Pay of Estimated Taxes for High...
February 2, 2011 Tax Alert

Regulated Investment Company Modernization Act...
January 28, 2011 Wall Street Argus

New York State - E-file Requirements for Form IT-204-LL
January 18, 2011 Tax Alert

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