Stay out of FINRA-regulated hot water with these broker-dealer best practices
A short primer on fund sponsor setups
What the SEC plans to focus on this year
Raising money via "public solicitation" may have just gotten easier
Fund nerds unite 🤝
How to (Hopefully) Convert Ordinary Income to Capital Gains
Strategies for Effectively Connected Income (ECI)
Strategies for Unrelated Business Tax Income (UBTI)
Pros and cons of raising capital via Luxembourg, Cayman Islands, and Ireland
Why Form a Fund in a Non-US Jurisdiction?
A recap of our how-to articles of 2024 (and early 2025)
How to Comply with the “Pre-existing, Substantive Relationship” Test
