| Effective Wealth |
2012
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First Quarter
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Concierge Healthcare: An Emerging Family... |
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Concierge healthcare is growing rapidly among the high-net-worth... |
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... |
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| OnPoint |
2012
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April
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Tax Benefits of Creating a Real Estate Investment... |
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From a tax perspective, conventional wisdom discourages owning real... |
April
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Corporate Social Responsibility/Sustainability... |
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Corporate social responsibility (CSR)/Sustainability is a... |
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... |
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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... |
| 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... |
| 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... |
| Wall Street Argus |
2012
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May
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FSOC Issues Final Rule on “Systemically Significant” Nonbank... |
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Section 113 of the Dodd-Frank Wall Street Reform and Consumer... |
April
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JOBS Act Opens New Window of Opportunity... |
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The Jumpstart Our Business Startups (JOBS) Act, signed... |
March
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A Closer Look at "RAUM" for Registered Investment Advisers |
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As a result of the enactment of the Dodd-Frank Act, investment... |
March
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IRS Releases Rules on U.S. Tax Withholding... |
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In an attempt to stem perceived abuse by foreign investors' use of... |
February
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New Reporting Required for U.S. Taxpayers Holding... |
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The Foreign Account Tax Compliance Act (FATCA) is a law... |
February
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SEC Reporting for Exempt Reporting Advisers |
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Although investment advisers relying on the private fund adviser... |
February
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New York City Audit Position Regarding Unincorporated... |
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It has come to our attention that the NYC Department of Finance... |
February
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SEC Amends Accredited Investor Net Worth Standard |
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On December 21, 2011, the U.S. Securities and Exchange... |
January
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TIC Form SHC: U.S. Treasury Conducts... |
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The U.S. Department of the Treasury is conducting a mandatory survey ... |
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... |
August
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SEC Amends Performance Fee Requirements Under... |
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Recently, the U.S. Securities and Exchange Commission (SEC)... |
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... |
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... |
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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... |
January
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Regulated Investment Company... |
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President Obama signed the Regulated Investment Company... |
| 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... |