Tag Archive: "Private Equity"
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Intersection of Current Tax Legislation and Opportunity Zones?
Opportunity zone legislation has been proposed several times over the past two years, but the current political uncertainty makes its future uncertain.
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Year-End Reminders for Fund Managers
As year-end approaches, fund managers should prepare for compliance season by working closely with their service providers to ensure delivery dates are met and potential hurdles are anticipated. We recommend that fund managers consider the following: Have open and honest conversations. Engage your fund administration, tax, and assurance teams to set expectations and establish […]
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Cash Management Strategy
“Cash is king. Get every drop of cash you can get and hold onto it.” Jack Welch, Chairman and CEO of General Electric Historically during times of market uncertainty, real estate clients have generated a significant amount of cash reserves. And while sitting on large piles of cash is never a bad thing, not putting […]
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Is It Time to Consider an Outsourced Finance and Accounting Strategy?
In last month’s blog post titled “Economic Outlook: Ignore the Headlines,” Chris Dhanraj shared economic indicators and market recommendations to support our “it’s complicated” relationship status with 2023. Chris highlighted one concerning headwind: the tightening labor market and the rising cost of capital, both of which could challenge unprepared business owners in the coming year. […]
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The Deadline to File Forms 1099 are Quickly Approaching
Here are some reminders and updates: Shockingly, the most common mistake observed on Forms 1099 are to the taxpayer or employer identification numbers. It is highly recommended that W-9s are checked, re-checked and checked one last time to ensure accuracy. Extensions and Penalties Failure to file the correct information or furnish the correct payee statements […]
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CLA Talks: Fund Outsourcing
Jon Haidet and Andy Huss recently stopped by to talk about the Fund Outsourcing practice at CLA. The conversation was a great, in-depth follow-up to Jon’s recent blog post titled, “How the Language in a Partnership (or Operating) Agreement Can Have a Significant Impact on Fund Administration.” Click here to watch our discussion. You can […]