September 2021

investment bias
Understanding Investment Bias

In addition to external influences (e.g. market volatility, federal regulations, even social media) that can…

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Nasdaq Diversity Requirements
New Board Diversity Requirements for Nasdaq-Listed Companies

The SEC has approved a proposal submitted by Nasdaq that would introduce new diversity, equity…

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estate tax planning 2021
Estate Tax Planning in 2021: What You Can Do Now

While the gift and estate tax exemption is scheduled to drop to approximately one-half the…

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Will Congress Close the Carried Interest Loophole?

The Carried Interest Fairness Act of 2021 would seek to tax all carried interest allocations…

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women wealth management
Women & Wealth Management

At any career stage or wealth status, it’s essential for female earners to take control…

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Biotech IPO Checklist
Biotech IPO Checklist, Part 2: Planning for Growth & Digital Transformation

We previously outlined several considerations for companies to review before reaching the IPO stage –…

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Self-Employment Tax
The Self-Employment Tax Exemption May be Ending for Some Limited Partners

The recently published Green Book contains details on changes proposed by the Biden Administration that…

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House Committee Releases Tax Proposals
House Ways and Means Committee Releases Initial Tax Proposals

On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes…

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SBA Covid Loan Changes
SBA Announces Changes to COVID Disaster Loan Program

The Small Business Administration (SBA) has expanded access to critical relief funding for businesses still…

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biotech ipo list
Biotech IPO Checklist: Compliance Readiness & Leadership

In the push to innovate patient care and improve health outcomes, biotech IPOs are on…

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