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๐Ÿ› ๏ธ American Waterfall Loss Carryforwards
Apr 11, 2025

๐Ÿ› ๏ธ American Waterfall Loss Carryforwards

A fork in the road for โ€œdeal by dealโ€ investment funds

Michael Huseby
Chris Schuering
Michael Huseby, +1
โš–๏ธ Broker-Dealer Laws: What Fund Managers Need to Know
Apr 04, 2025

โš–๏ธ Broker-Dealer Laws: What Fund Managers Need to Know

Stay out of FINRA-regulated hot water with these broker-dealer best practices

Kareim Oliphant
Michael Huseby
Kareim Oliphant, +1
๐Ÿ’ผ What is the "GP?"
Mar 28, 2025

๐Ÿ’ผ What is the "GP?"

A short primer on fund sponsor setups

Kyle Bryant
Michael Huseby
Kyle Bryant, +1
โš–๏ธ 2025 SEC Examination Priorities
Mar 21, 2025

โš–๏ธ 2025 SEC Examination Priorities

What the SEC plans to focus on this year

Michael Huseby
Philip Wiseman
Michael Huseby, +1
โš–๏ธ New SEC No-Action Letter on 506(c)
Mar 14, 2025

โš–๏ธ New SEC No-Action Letter on 506(c)

Raising money via "public solicitation" may have just gotten easier

Michael Huseby
Michael Huseby
โœ… 2025 State of the Market Survey + Nashville Happy Hour
Mar 07, 2025

โœ… 2025 State of the Market Survey + Nashville Happy Hour

Fund nerds unite ๐Ÿค

๐Ÿ’ฐ๏ธ Fee Waivers to Fund Your GP Commitment
Feb 28, 2025

๐Ÿ’ฐ๏ธ Fee Waivers to Fund Your GP Commitment

How to (Hopefully) Convert Ordinary Income to Capital Gains

Michael Huseby
Adam Krotman
Michael Huseby, +1
๐Ÿ’ฐ๏ธ Tax Structuring for Non-US Investors
Feb 21, 2025

๐Ÿ’ฐ๏ธ Tax Structuring for Non-US Investors

Strategies for Effectively Connected Income (ECI)

Michael Huseby
Adam Krotman
Michael Huseby, +1
๐Ÿ’ฐ๏ธ Tax Structuring for Tax-Exempt Investors
Feb 14, 2025

๐Ÿ’ฐ๏ธ Tax Structuring for Tax-Exempt Investors

Strategies for Unrelated Business Tax Income (UBTI)

Michael Huseby
Adam Krotman
Michael Huseby, +1
๐Ÿ› ๏ธ Offshore Parallel Offerings, Part 2
Feb 07, 2025

๐Ÿ› ๏ธ Offshore Parallel Offerings, Part 2

Pros and cons of raising capital via Luxembourg, Cayman Islands, and Ireland

Michael Huseby
Philip Wiseman
Michael Huseby, +1
๐Ÿ› ๏ธ Offshore Parallel Offerings, Part 1
Jan 31, 2025

๐Ÿ› ๏ธ Offshore Parallel Offerings, Part 1

Why Form a Fund in a Non-US Jurisdiction?

Michael Huseby
Philip Wiseman
Michael Huseby, +1
๐Ÿ› ๏ธ Starter Guide for Fund/Syndication Managers
Jan 24, 2025

๐Ÿ› ๏ธ Starter Guide for Fund/Syndication Managers

A recap of our how-to articles of 2024 (and early 2025)

Michael Huseby
Michael Huseby
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