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When Should You File as a Registered Investment Adviser?

When Should You File as a Registered Investment Adviser?

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....

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New IRS Regulations For Conservation Easement Transactions

New IRS Regulations For Conservation Easement Transactions

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...

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