Private Investment Forum Archives

August 5, 2024

IRS Finalizes Digital Asset Reporting Regulations: What Brokers and Investors Need to Know

As the digital asset world grows in new and unregulated territory, new regulations have been issued to provide additional guidance on the reporting requirements.

Alternative Investments

August 5, 2024

The Rise of Increased Collaboration and Co-Investment in the Investment World

Alternative Investments

August 5, 2024

SEC Private Funds Rule – Roadblocks to Regulation

Alternative Investments

May 23, 2024

Mastering the Venture Capital Fund Audit: Essential Preparation for a Seamless Financial Statement Annual Audit

Alternative Investments

May 23, 2024

Transfer Pricing: Insights for the Alternative Investment Industry

Alternative Investments

May 23, 2024

Getting Back to Basics: Securities Analysis and Section 475 Elections

Alternative Investments

February 15, 2024

SEC’s 2024 Exam Priorities: Registered Investment Advisers Still in the Spotlight

Alternative Investments

February 15, 2024

Worthless Securities – When Can You Take the Loss?

Alternative Investments

February 15, 2024

Navigating Your First Custody Rule 206(4)-2 Surprise Examination: A Thorough Guide for New RIAs

Alternative Investments

November 7, 2023

Navigating the Impact of the New SEC Cybersecurity Rules on Alternative Investment Advisers

Alternative Investments

November 7, 2023

Pass-Through Entity Audits on the Rise

Alternative Investments

November 7, 2023

A Deeper Look into the SEC Private Fund Rules – Quarterly Statements and Private Fund Audit Requirements

Alternative Investments

August 14, 2023

Tax Consequences of Using Simple Agreements for Future Equity (SAFEs) in Venture Deals

Alternative Investments

August 14, 2023

SEC Proposed Safeguarding Rule – Privately Offered Securities Exception

Alternative Investments

August 14, 2023

Alternative Investment Funds: A Guide to Your First Financial Statement Audit

Alternative Investments

June 7, 2023

Proposed Amendments to the Custody Rule – Safeguarding Rule

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See You in September!

Marcum’s Kenneth J. Pia, Jr., Elizabeth Ciccone, and Carla Glass contributed to Shannon Pratt’s The Lawyer’s Business Valuation Handbook

Food & Beverage Leader Louis Biscotti unpacks how AI is transforming the grocery shopping experience for Forbes

National Construction Leader Joseph Natarelli was featured on Construction Business Owner’s Ask The Experts

Marcum Announces 15 New Partners Across the U.S.

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Private Investment Forum

Quarterly recap of alternative investment issues impacting hedge funds.

IRS Finalizes Digital Asset Reporting Regulations: What Brokers and Investors Need to Know

The Rise of Increased Collaboration and Co-Investment in the Investment World

SEC Private Funds Rule – Roadblocks to Regulation

Mastering the Venture Capital Fund Audit: Essential Preparation for a Seamless Financial Statement Annual Audit

Transfer Pricing: Insights for the Alternative Investment Industry

Getting Back to Basics: Securities Analysis and Section 475 Elections

SEC’s 2024 Exam Priorities: Registered Investment Advisers Still in the Spotlight

Worthless Securities – When Can You Take the Loss?

Navigating Your First Custody Rule 206(4)-2 Surprise Examination: A Thorough Guide for New RIAs

Navigating the Impact of the New SEC Cybersecurity Rules on Alternative Investment Advisers

Pass-Through Entity Audits on the Rise

A Deeper Look into the SEC Private Fund Rules – Quarterly Statements and Private Fund Audit Requirements

Tax Consequences of Using Simple Agreements for Future Equity (SAFEs) in Venture Deals

SEC Proposed Safeguarding Rule – Privately Offered Securities Exception

Alternative Investment Funds: A Guide to Your First Financial Statement Audit

Proposed Amendments to the Custody Rule – Safeguarding Rule