Tax Planning, Investors, Asset Management

House Committee on Ways and Means Proposed Tax Bill: Key Takeaways

DLA Piper on 5/12/2025

On May 9, 2025, House Committee on Ways and Means Chairman Jason Smith (R-MO) released a proposed 28-page tax bill, which is scheduled for markup by the House Committee on Ways and Means on May 13, 2025. Below, we highlight...more

What are Fractional CFO Services?

Allen Barron, Inc. on 9/20/2024

What are fractional CFO services? What types of organizations should consider fractional CFO services for their corporation or business? What are the advantages of contracting for fractional Chief Financial Officer services?...more

Taxation of Derivatives Held by Investors: What to Know

ASKramer Law on 3/22/2023

The taxation of derivatives and financial products has developed in an uncoordinated and piecemeal fashion. Tax rules have largely been enacted in response to what the government has perceived as abusive transactions —...more

Real estate joint ventures: Marriage of equity and expertise

White & Case LLP on 11/19/2019

The asset manager's expertise, coupled with the investor's capital, allows both parties to maximise their respective returns. Real estate has always had a strong appeal to investors. Property yields have been outperforming...more

Investment Management Update – Exit Strategies

Troutman Pepper Locke on 1/22/2019

Gregory J. Nowak, a partner and practice leader for hedge funds in Pepper Hamilton’s Funds Services Practice Group, hosts a monthly webinar series for West LegalEdcenter. This month, Mr. Nowak, is joined by Richard Juliano,...more

Investment Management Update – Exit Strategies (PowerPoint Slides)