| Effective Wealth |
2011
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Fourth Quarter
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2011 Year-end Tax Planning Opportunities |
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There are significant tax savings opporunities that can be... |
Third Quarter
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Not All Family Businesses are Alike |
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The primary way that many multimillionaires, and a handful of... |
Second Quarter
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Box Office Based Financing |
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The financial overhaul bill passed in June 2010 excluded box office... |
First Quarter
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The Family Office: Advising the Financial Elite |
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There is a certain aura surrounding the family office concept... |
2010
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Fourth Quarter
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Selling the Family Business... |
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As a result of the severe economic conditions experienced... |
Third Quarter
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Solutions to Evolving Lifestyle Management... |
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The definition of "lifestyle management services" has... |
Second Quarter
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Accessing State Film Production Incentives |
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When filming in the United States, it has become common... |
First Quarter
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Estate Planning in the Current Low Interest... |
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Different economic time require taxpayers to take... |
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| OnPoint |
2011
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Fourth Quarter
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Another Step Towards Private Company Standards... |
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Early in 2011, it appeared promising that standard setters were... |
Third Quarter
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State Tax Amnesty Programs May Remedy |
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Due to a decrease in revenue and ongoing budget issues... |
Second Quarter
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New Laws Target Out-of-State Businesses for Revenue |
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More and more states are struggling to balance their budgets... |
First Quarter
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Proposed Overhaul of Lease Accounting |
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In August 2010, the Financial Accounting Standards Board... |
2010
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Fourth Quarter
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Tax Strategies for Year-end |
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Most people hate to miss out on valuable tax-planning... |
Third Quarter
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Uncertainty Persits in 2010 |
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Although domestic markets continued their 2009 recovery during... |
Special Edition
August |
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Changes Impact Plan Sponsors of Employee... |
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Changes to Form 5500 Annual Returns/Reports of Employee... |
Second Quarter
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Two Key Tax Changes in New Law |
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The new Worker, Homeownership, and Business Assitance... |
| First Quarter |
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Six Estate-planning Steps for the Year |
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The scheduled one-year repeal of the federal estate tax in 2010... |
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| Public Pathways |
2011
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| Fourth Quarter |
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Reverse Mergers Under Additional Scrutiny |
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In November 2011, the U.S. Securities and Exchange Commission... |
| Third Quarter |
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FASB Issues Standard to Simplify Goodwill |
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The Financial Accounting Standards Board (FASB) has issued final guidance... |
| Second Quarter |
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FASB and IASB Provide Updates |
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In April 2011, a joint meeting between the Financial Accounting... |
| First Quarter |
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PCAOB Report Identifies High Risk Audit Areas |
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In the fall of 2010, the Public Company Accounting Oversight Board... |
2010
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| Special Edition December |
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Unintended Consequences of the... |
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In the wake of a financial crisis that shook investor... |
| Fourth Quarter |
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FASB and IASB Propose Overhaul of... |
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On August 17, 2010, the Financial Accounting Standards... |
Third Quarter
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FASB and IASB Issue Highlights of Modified... |
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As a result of growing concern about the depth and pace of... |
| Second Quarter |
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Is Your Company Prepared? |
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With turbulent economic times and renewed focus on regulation... |
First Quarter
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Revisiting Variable Interest Entities... |
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In June 2009, the Financial Accounting Standards Board... |
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| Wall Street Argus |
2011
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December
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The Impact of Dodd-Frank on Investment Advisers |
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The Dodd-Frank Wall Street Reform and Consumer Protection Act... |
November
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2011 Year-end Tax Planning for Alternative... |
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It is critical to pay careful attention to tax issues as we close in on...... |
November
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Taxable Capital Gains: 100% Exclusion Ends Soon |
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In the debate over whether it is better to invest in a C corporation... |
October
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IRS Proposes Regulations Addressing Credit Default |
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On September 16, 2011, the Internal Revenue Service (IRS) issued... |
September
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SEC Adopts Large Trader Reporting Rules |
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The U.S. Securities and Exchange Commission (SEC) recently adopted... |
August
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SEC Amends Performance Fee Requirements Under... |
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Recently, the U.S. Securities and Exchange Commission (SEC) issued... |
August
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FASB and IASB Issue Converged Guidance on... |
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In an effort to create a uniform set of high-quality global accounting standards... |
August
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Form SLT: U.S. Treasury Implements New Reporting... |
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The U.S. Department of the Treasury (the “Treasury”) recently implemented a... |
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May
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Cayman Islands Monetary Authority Updates... |
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The Cayman Islands Monetary Authority (CIMA) has recently issued... |
January
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Regulated Investment Company... |
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President Obama signed the Regulated Investment Company... |
2010
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December 29
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A Focus on Alternative Investment Funds... |
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As discussed in the December 22 edition of Hot Topics... |
December
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The Evolution of the ETF |
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Exchange-traded funds (ETFs) have been in existence... |
December
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Practical Adoption of IFRS |
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As the alternative investment industry continues to be more... |
November
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2010 Year-end Tax Planning for Alternative... |
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Paying careful attention to tax issues as we close in on... |
August
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IFRS: Financial Instruments Disparities
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Will current disparities in the accounting and reporting of... |
July
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SSAE 16 Replaces SAS 70 as the New Standard... |
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Statement on Auditing Standards No. 70 (SAS 70), which was inserted... |
June
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New Requirements to Access EU Alternative... |
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On May, 18, 2010, the Council of Finance Ministers of the... |
May
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Proposed Carried Interest Legislation |
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On May 20, 2010, the Chairmen of the House and Senate... |
April
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FASB Defers Statement 167 Consolidation... |
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On February 25, 2010, the Financial Accounting Standards Board... |
April
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AICPA Issues Guidance on Implementation for... |
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On December 23, 2009, the American Institute of Certified Public... |
April
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The Potential Impact of Position Limits... |
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The Commodity Futures Trading Commission, which is... |
| March |
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The Restoring American Financial Stability Act |
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On March 22, 2010, the Senate Committee approved, on a... |
March
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FASB Guidance on Transfers of Financial... |
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The Financial Accounting Standards Board (the FASB)... |
| March |
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Improving Disclosures About Fair Value... |
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On January 21, 2010, the Financial Accounting Standards Board...... |
March 3
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IRS Grants Relief for Certain FBAR Filings |
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On February 26, 2010, the IRS issued Notice 2010-23... |
| February 5 |
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IRS Issues Audit Guidelines Regarding... |
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On January 14, 2010, the IRS Director of International Compliance... |
January 27
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SEC Adopts Amendments to the Custody and... |
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On December 30, 2009, the Securities and Exchange Commission (SEC)... |
| January 15 |
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Hedge Funds: The Hidden Risk to Sponsoring... |
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Employee benefit plans, more specifically 401(k) plans... |
January
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Are You Ready for IFRS? |
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Beyond the worldwide economic and capital market crisis, one... |
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| Wall Street Argus EU Edition |
| 2011 |
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| August |
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European Countries Impose Ban on Short-Selling... |
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The European Securities and Markets Authority (ESMA) ... |
| July |
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European UCITS Funds: An Expanding Market for... |
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Over the last three years, traditional European hedge fund... |
| February |
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The AIFM Directive: Implications for Non-EU Managers... |
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The publication of the final text of the Alternative... |