Insights That Drive Action

Access fresh perspectives, in-depth analysis, and industry trends that empower your business. From articles and videos to webinars and reports, CBIZ delivers the insights you need to stay ahead.

Featured

Article

Nonprofits Brace for Tax Shake-Up in House Budget Bill
Filter by:
Filters (4)dummy-img
Filters
Industry
Service
Content Type
Reset Filter
Reset Filter
Showing 1-15 of 46
Article
November 09, 2024
Artificial Intelligence and Private Equity: Best Practices for Funds and Portfolio Companies
  • Alternative Investments, Private Equity
  • Advisory, Private Equity Advisory, Technology
November 09, 2024
Artificial Intelligence and Private Equity: Best Practices for Funds and Portfolio Companies

Understanding AI’s role in Private Equity: Boost investment performance with cutting-edge insights and efficient decision-making processes.

  • Alternative Investments, Private Equity
  • Advisory, Private Equity Advisory, Technology
Article
October 29, 2024
Private Credit Investing: Exploring Private Credit Architecture and Credit Quality
  • Alternative Investments
  • Advisory, Investment Advisory
October 29, 2024
Private Credit Investing: Exploring Private Credit Architecture and Credit Quality

As the private credit market continues to expand, managers of private credit should prioritize building the infrastructure and capabilities to support the monitoring of credit quality.

  • Alternative Investments
  • Advisory, Investment Advisory
Article
August 05, 2024
SEC Private Funds Rule – Roadblocks to Regulation
  • Alternative Investments
  • Investment Advisory
August 05, 2024
SEC Private Funds Rule – Roadblocks to Regulation

The Private Fund Adviser Rules could still prove to result in a meaningful shift in market practices.

  • Alternative Investments
  • Investment Advisory
Article
August 05, 2024
The Rise of Increased Collaboration and Co-Investment in the Investment World
  • Alternative Investments
  • Investment Advisory
August 05, 2024
The Rise of Increased Collaboration and Co-Investment in the Investment World

By pooling resources, sharing risks, and leveraging collective expertise, co-investment investors can access larger deals and forge strategic partnerships.

  • Alternative Investments
  • Investment Advisory
Article
August 05, 2024
IRS Finalizes Digital Asset Reporting Regulations: What Brokers and Investors Need to Know
  • Alternative Investments
August 05, 2024
IRS Finalizes Digital Asset Reporting Regulations: What Brokers and Investors Need to Know

As the digital asset world grows in new and unregulated territory, new regulations have been issued to provide additional guidance on the reporting requirements.

  • Alternative Investments
Article
May 23, 2024
Getting Back to Basics: Securities Analysis and Section 475 Elections
  • Alternative Investments
  • Tax
May 23, 2024
Getting Back to Basics: Securities Analysis and Section 475 Elections

Navigating the complex landscape of tax adjustments for securities trading requires a thorough understanding of key tax concepts and rules.

  • Alternative Investments
  • Tax
Article
May 23, 2024
Transfer Pricing: Insights for the Alternative Investment Industry
  • Alternative Investments
  • Tax
May 23, 2024
Transfer Pricing: Insights for the Alternative Investment Industry

The globalizing alternative investments industry is ripe for transfer pricing opportunities for tax optimization and potential compliance landmines.

  • Alternative Investments
  • Tax
Article
May 23, 2024
Mastering the Venture Capital Fund Audit: Essential Preparation for a Seamless Financial Statement Annual Audit
  • Alternative Investments
  • Audit & Assurance, Investment Advisory
May 23, 2024
Mastering the Venture Capital Fund Audit: Essential Preparation for a Seamless Financial Statement Annual Audit

Fund managers must ensure that their financial statements accurately reflect the fund’s performance and adhere to generally accepted accounting principles.

  • Alternative Investments
  • Audit & Assurance, Investment Advisory
Article
February 15, 2024
Navigating Your First Custody Rule 206(4)-2 Surprise Examination: A Thorough Guide for New RIAs
  • Alternative Investments
  • Investment Advisory
February 15, 2024
Navigating Your First Custody Rule 206(4)-2 Surprise Examination: A Thorough Guide for New RIAs

For new RIAs, this first examination begins a continuous journey toward meticulous compliance and risk management.

  • Alternative Investments
  • Investment Advisory
Article
February 15, 2024
Worthless Securities – When Can You Take the Loss?
  • Alternative Investments
  • Investment Advisory
February 15, 2024
Worthless Securities – When Can You Take the Loss?

The tax implications of worthless securities owned by investment partnerships can offer some solace to investors facing losses in their portfolio.

  • Alternative Investments
  • Investment Advisory
Article
February 15, 2024
SEC’s 2024 Exam Priorities: Registered Investment Advisers Still in the Spotlight
  • Alternative Investments
  • Accounting
February 15, 2024
SEC’s 2024 Exam Priorities: Registered Investment Advisers Still in the Spotlight

The publication of exam priorities equips registrants with information that can be used to achieve compliance with securities laws.

  • Alternative Investments
  • Accounting
Article
November 07, 2023
Pass-Through Entity Audits on the Rise
  • Alternative Investments
  • Tax
November 07, 2023
Pass-Through Entity Audits on the Rise

Taxpayers that fall within the LB&I threshold should start considering the likelihood of an increased chance of an audit or additional tax correspondence from the IRS.

  • Alternative Investments
  • Tax
Article
November 07, 2023
Navigating the Impact of the New SEC Cybersecurity Rules on Alternative Investment Advisers
  • Alternative Investments
November 07, 2023
Navigating the Impact of the New SEC Cybersecurity Rules on Alternative Investment Advisers

Implementing the new cybersecurity rules announced by the SEC is paramount for companies operating in today’s digital landscape.

  • Alternative Investments
Article
November 07, 2023
A Deeper Look into the SEC Private Fund Rules – Quarterly Statements and Private Fund Audit Requirements
  • Alternative Investments
November 07, 2023
A Deeper Look into the SEC Private Fund Rules – Quarterly Statements and Private Fund Audit Requirements

Intending to reduce the burden and costs associated with having to renegotiate contractual agreements between advisers and investors, the SEC has provided legacy status provisions.

  • Alternative Investments
Article
September 05, 2023
Adoption of New Rules for Private Fund Advisers
  • Alternative Investments
  • Tax
September 05, 2023
Adoption of New Rules for Private Fund Advisers

The SEC implemented Final Rules reshaping the regulatory framework governing private fund advisers, and underscoring their commitment to enhancing transparency and investor protection within the financial markets.

  • Alternative Investments
  • Tax

Stay Informed

Get the latest business insights, trends, and expert analysis delivered straight to your inbox. Subscribe to CBIZ Insights for thought leadership that helps you make smarter decisions.