Member News

TaxCred PRO™ for Clean Energy

February 8, 2024

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…

Citrin Cooperman Increases Florida Presence with Acquisition of Keefe McCullough

February 7, 2024

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…

2024 SEC Outlook – Funds & Asset Managers

February 1, 2024

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

February 1, 2024

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…

FORVIS highlights first-year momentum in annual report

August 30, 2023

FORVISone of the nation’s leading assurance, tax, and consulting firms, today announced revenue of $1,685,539,000 for the fiscal year ending May 31, 2023. This represents a growth rate of greater than 13% over the previous fiscal year and places FORVIS as the eighth largest U.S. firm. Revenues grew in each of the firm’s three major service lines and its 10 core industry practices. Read more…

Artificial Intelligence: Game changer for your Portfolio?

June 12, 2023

Ironhold Capital: As advancements in AI continue to occur throughout various industry sectors, understanding its implications now and in the future is crucial. The potential that AI related tools and companies have for investing are significant and has already impacted the markets today. Amidst all the noise, AI has real benefits that will change the world of investing. Read more…

HFA Seeks Nominations to Global Board of Directors

May 30, 2023

Are you interested in a leadership role within the alternative investment industry? Nominations are now being accepted for HFA’s annual Board of Directors election. Learn more…

Citrin Cooperman’s Emerging Managers Survey

May 16, 2023

Citrin Cooperman’s Financial Services Industry Practice is excited to announce its inaugural Emerging Managers Survey for U.S.-based private equity and venture capital fund managers. Throughout this survey and the resulting report, we will uncover, analyze, and benchmark detailed information about emerging private equity and venture capital managers including information on fundraising, deal economics, environmental, social, and governance (ESG) practices, cybersecurity, and provide an overall outlook for the industry.

All responses will be kept confidential. Learn more…

SECURE 2.0 Act: The Role of Trusted Advisors in an Ever-Changing Retirement Landscape

May 15, 2023

FORVIS: When it comes to personal finances and planning for retirement, most of us have heard the adage, “Spend less than you make.” While this rule of thumb is a bedrock of financial well-being, the ever-changing landscape surrounding retirement and the financial implications associated with preparing for this exciting stage of life can often be intimidating and potentially hazardous to navigate alone. Read more…

New SEC Share Repurchase Rules for Issuers & Closed-End Funds

May 15, 2023

FORVIS: On May 3, 2023, the SEC voted three to two along party lines to issue a final rule updating and modernizing 2003 regulations on share repurchases by issuers, listed closed-end funds, and foreign private issuers (FPIs). The changes require more detailed quantitative and qualitative disclosures. The final rule reflects some significant changes from the proposal based on comment letter feedback, most notably periodic aggregation of daily information versus daily reporting. Read more…