FORVIS: On February 8, 2024, the SEC and the Commodity Futures Trading Commission jointly adopted a second set of Form PF amendments that covers private funds, commodity pool operators, and commodity trading advisors. Read more…

FORVIS: The Inflation Reduction Act (IRA) contains many clean energy tax provisions, each with nuances that impact what you may qualify for and how much benefit you or your business can potentially receive. Avoid spending significant time researching every aspect of the IRA, and get started with TaxCred PRO for Clean Energy from FORVIS. Read more…

New York-based IPA 100 firm Citrin Cooperman has announced the acquisition of Keefe McCullough & Co. of Fort Lauderdale, Fla., a full-service tax, attest and business advisory firm, effective Feb. 1, 2024. Read more…

FORVIS: 2024 SEC Outlook – Funds & Asset Managers

This article highlights newly effective regulation and provides an overview of final rules issued last year, along with updates on significant outstanding proposals. Read on to learn about key regulatory updates that may affect asset managers and funds in the current reporting period. Read more…

FORVIS: 2024 SEC Outlook

Asset managers and funds face a tidal wave of new regulation in 2024 and beyond. This article highlights newly effective regulation and provides an overview of final rules issued last year, along with updates on significant outstanding proposals. Read more…