The One Big Beautiful Bill Act (OBBBA) will have widespread impact for almost every taxpayer. Visit our OBBBA Resource Center regularly for continuing updates and guidance on the tax impact of this legislation to you and your industry.
Learn MoreYear-end tax planning is a critical time for both individuals and businesses. The key is to evaluate your overall tax situation and implement the right tactics and strategies that will help you maximize opportunities and stay compliant.
Read MoreJay Laurila will speak on the webinar “ETF Share Class: Asset Manager Considerations.”
Read MoreJay Laurila moderated the panel “Infrastructure, Critical Materials and Clean Energy Investments — What will the Path to Growth Look Like?” at ALTSTX.
Read MoreThe wait is over … The SEC’s long-anticipated approval of ETF share classes marks a defining moment for the U.S. fund industry. As the industry moves from planning to implementation, we hosted a timely discussion with practical insights for navigating the opportunities and challenges in this new era.
Read MoreMike Dellavalle will be speaking on the panel “The Tokenization Frontier: Real World Assets, Compliance, and Market Traction” at the WSBA Crypto and Blockchain Summit 2025.
Read MoreJay Laurila and James Kaiser participated in panels at the ICI Tax and Accounting Conference.
Read MoreModerated by Jay Laurila, this panel examined how investors are approaching real assets to generate income, hedge against volatility and align with long-duration themes — such as urbanization, energy transition and digital infrastructure.
Read MoreModerated by Asha Shettigar, this panel examined the latest tax bill updates and strategies for navigating the new administration’s policies.
Read MoreBrett Eichenberger and Jay Laurila spoke at two sessions during this year’s ICI ETF Conference.
Read MoreJohn Braun shared best practices for balancing duties, skillsets and emerging issues governed by audit committees.
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