ALERT: Opportunity zones – First Impressions from the Second Set of Proposed Regulations May1

Posted by & filed under Regulatory, Tax.

The Treasury recently released a second set of proposed regulations to the designated qualified opportunity zones, which expand upon and attempt to clarify the October 2018 proposed regulations as well as the original legislation. In this alert, we highlight the key takeaways from the new proposed regulations

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Mitigating Risk in the Merchant Cash Advance Industry: Recognizing and Managing a Looming Threat Apr17

Posted by & filed under Legal, Regulatory, White Papers/ Thought Pieces.

The pursuit of non-correlated, investable, high-returning assets has led private funds to consider ever more esoteric asset classes for possible investment. Merchant cash advance transaction contracts (“MCATs” for short), are one of those receiving the attention of the hedge and private equity industries. MCATs are, in their basic form, an unregulated futures contract for the present purchase of a portion of a merchant’s future receivables. Properly structured, they provide the benefit of discount pricing in the purchase of a financial asset (similar to a factoring arrangement), where that asset — the receivables to be created — does not yet exist

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Tax Reform – Stocks Soar Higher! Jan5

Posted by & filed under Investing, Regulatory, White Papers/ Thought Pieces.

In case you haven’t heard, last week President Trump signed into law an historic overhaul of the US tax code. Significantly, the new tax code reduces the federal corporate income tax rate from 35% to 20%! Tax reform the most significant game changer for the American economy in more than 30 years. It will be the catalyst that drives stock prices higher, perhaps much higher, in 2018. Here’s why

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