Gain an understanding of trusts by exploring the most commonly used structures, their functions and tax implications. Be ready for your next conversation with your legal and tax advisers.
Learn MoreAsha Shettigar will moderate the panel “Tax strategy in an election year: Planning for uncertainty” at IMN CFO & COO East.
Read MoreAngel Rice will speak on the panel “Capital, Investment Opportunities, Tax Benefits and the New Playbook” at the New York Opportunity Zones Conference.
Read MoreGino Scipione will moderate the panel “Finding New Real Estate and Infrastructure Investment Opportunities” at ALTSSF.
Read MoreTim Kaiser spoke on the webinar “The Plan Most Owners Don't Make.”
Read MoreJoin our Office of the CFO for an update on recent technical guidance. We’ll dive into FASB pronouncements covering income statement disaggregation, stock compensation, government grants and others. We’ll also address the SEC’s guidance on moving from quarterly to semi-annual reporting and its potential impact for companies with a public exit on the horizon.
Read MoreAngel Rice moderated the panel “Doing OZ Deals in Philadelphia: From Site Selection to Project Execution” at the Philadelphia Opportunity Zones Summit.
Read MoreAngel Rice moderated the webinar “The Next Wave of Opportunity Zones.”
Read MoreAn update on key legislative tax provisions, as well as the potential impact of state conformity to the One Big Beautiful Bill Act — and opportunities your business may be able to maximize.
Read MoreIn this session, we’ll discuss the intersection of data, technology and process — and how that knowledge can help build a more flexible finance organization that proactively manages complexities and drives strategic priorities forward.
Read MoreCamille Clemons moderated the panel “Hedge Funds Reimagined — Evergreen, Open-End and Hybrid Structures” at ALTSCHI.
Read MoreMany closely held business owners create an estate plan and then expect their finance team to help implement, monitor and manage it. As part of that team, do you know what’s expected and how to effectively deliver? We’ll discuss considerations in executing an estate plan on behalf of an owner,...
Read MoreAsha Shettigar spoke on the panel “Structuring for Tax Efficiency in Today’s Market” at the IMN Real Estate Private Funds Summer conference.
Read MoreBrett Eichenberger spoke on the panel “Entering the ETF market: Fast track concept to listed product” at FundForum.
Read MoreCynthia Pedersen moderated the panel “Everything Digital – AI, Stability, and Integration” at ALTSNY.
Read MoreBrett Eichenberger and Jay Laurila spoke on the panel “Designing ETFs That Work: Navigating Today’s Product Development Playbook” at the ICI ETF Conference.
Read MoreMike Dellavalle spoke on the panel “Digital Assets: The Next Phase of Integration” at the ETP Forum.
Read MoreMike Dellavalle moderated the panel “Tokenization & access — does tokenization unlock the retail revolution of private markets (and should it)?” at the 2026 AIMA Digital Assets Conference.
Read MorePhil Ryan moderated the panel “Getting Deal-Ready: How to Prepare for Market from Both Sides of the Table” at the Smart Business Dealmakers Conference.
Read MoreKrista Zuchowski moderated the panel “Financing Strategies and Creative Capital Solutions” at IMN CFO & COO West.
Read MoreKey Challenges Unable to take on more work, the company was losing revenue, yet actual amounts and capacity levels were not well documented or understood. This also made it difficult to accurately measure utilization. Planning and scheduling was performed manually, hindering...
Read More