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Are you or your company considering providing investment advice to clients and receiving compensation in return? Then you are likely required to register as an investment adviser with your state, or depending on the size of your potential business, with the U.S....
Beginning August 31, 2022, the Securities and Exchange Commission (the “SEC”) began enforcing newly enacted rules governing the use of universal proxy cards in elections for board of directors. The new requirements apply to any non-exempt public company holding a...
Following a U.S. Tax Court decision in late 2020, the Internal Revenue Service is putting syndicated conservation easement transactions in the crosshairs once again. The Tax Court invalidated IRS Notice 2017-10 in November 2022, which designated that syndicated...
The Securities and Exchange Commission recently proposed amendments to its current rules for open-end management investment companies regarding liquidity risk management programs and swing pricing. If adopted as proposed, the amendments would likely lead to...
Even in a stable real estate market, commercial real estate appraisals can be more of an art than a science. When coupled with an uncertain economy, fluctuating property values may make appraisals all the more challenging for real estate investors to assess. Unlike...
How does a 1031 DST Exchange work? One of the key benefits of a Delaware Statutory Trust (DST) is the flexibility it gives commercial real estate investors who are racing against the clock to complete a 1031 exchange before they hit the deadlines for identifying and...
