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Pennsylvania and Washington Become First U.S States to Tax NFT’S

NFT Taxes by States Pennsylvania’s Department of Revenue inaugurated the change by adding NFTs to its “taxability matrix” without providing a...

Changes Made to British Virgin Islands’ Business Companies Act 2004

New BVI Requirements British Virgin Islands (BVI) published the BVI Business Companies (Amendment) Act, 2022 on August 12, 2022, introducing some s...

Individual and Small Business Credits by Inflation Reduction Act

The recently enacted Inflation Reduction Act of 2022 contains several new environment-related tax credits that are of interest to individuals and smal...

Biden Announces Relief to Student Loan Borrowers

Biden Announces Student Loan Relief for Borrowers Earning $125,000 or Less President Joe Biden on August 24 announced a three-part plan to address ...

Malta Removed from the FATF Grey List

Malta was recently upgraded by the Financial Action Task Force (FATF) after being taken off the list of Jurisdictions under Increased Monitoring, info...

Tax Changes in the Inflation Reduction Act

President Biden signed into law the Inflation Reduction Act (the Act), below are highlights of key tax-related changes in the Act. 15% Corporate A...

New York Supreme Court Residency Case

Taxpayer Will not be a NY Resident In Matter of Nelson Obus, dated June 30, 2022, a New York State appeals court ...

SEC Proposes Significant Amendments to Form PF (Private Fund)

Form PF (Private Fund) has been used by private fund advisers to describe required information regarding their fund’s operation...

Tax Loss Harvesting Strategies

Tax Loss Harvesting Current market volatility can present an ideal opportunity regarding Tax Loss Harvesting for ...

BVI Economic Substance Act (ESA) Reporting

BVI Economic Substance Act (ESA) Reporting Scope: The ESA potentially affects new and existing BVI companies (compan...

SALT Cap workaround for S-Corporations and Partnerships

SALT Cap Workaround for S-Corporations and Partnerships New York’s fiscal year 2023 budget contains an opp...

SEC 2022 Examination Priorities

SEC 2022 Examination Priorities Division of Examinations (the “Division”) of the Securities and Exchange Commission (“SEC”) ...

SEC Proposes to Enhance Private Fund Investors Protection

The Securities and Exchange Commission (SEC) voted to propose amendments to the Investment Advisers Act of 1940 on February 9, 20...

Cryptocurrency Tax Reporting

The Senate recently passed the Infrastructure Investment and Jobs Act contains significant provisions that expand the scope of cr...

Infrastructure Bill Passed by the Senate

The Senate on August 10 voted to pass a $1 trillion bipartisan infrastructure bill (H.R. 3684, the INVEST in America Act) that in...

A Qualified Client Threshold

On August 16, 2021, ” a qualified client threshold” under Rule 205‑3 of the Investment Advisers Act of 1940 (“Advisers Ac...

High Income Taxpayers Should Prepare for Possible Tax Changes?

It is an uncertain time to prepare for any possible changes to the tax code. Tax planning for any proposed changes is challenging...

Biden’s Tax Proposals would tax Corporations and High-Income Earners

The US Treasury released a 114-page “Green Book” general explanation of tax proposals included in President Joe Biden’s...

May 17 is deadline for more than just individual tax returns

Monday, May 17 is the deadline for more than just individual returns. Here is a list of some other May 17 tax deadlines: ...

How to Qualify for Trader Tax Status?

Trader Tax Status (TTS) is not easy to qualify. There is no statutory law with objective tests for trader tax eligibility. Subjective ...

IRS annouces100% Business Tax Deduction for Food and Beverages

The IRS has provided guidance on tax relief for a tax deduction for food or beverages from restaurants. The Taxpayer Certainty an...

Hedge Funds New Tax Reporting Requirements

Fund managers should be aware of a number of changes in reporting requirements for the tax year 2020. Funds are required to repor...

The American Rescue Plan of 2021

President Biden signed the American Rescue Plan Act (“ARPA”) of 2021 on March 11, 2021, a massive $1.9 trillion stimulus pack...

Selecting the Right Hedge Fund Structure

Importance of Selecting the Right Hedge Fund Structure Selecting the right hedge fund structure requires careful planning and a diligent approach as...

How are Hedge Funds Taxed?

Hedge funds in addition to venture capital, private equity, and cryptocurrency funds are typically structured...

Private Investment Fund Audit

Private investment funds are generally subject to annual financial statement audits as a matter of accountability to investors. T...

COVID Tax Relief for Individuals and Businesses

Congress used the 2021 governmental funding legislation as the vehicle to pass much needed COVID-19 relief, and more. Spann...

Paycheck Protection Program (PPP) Second Draw Loans

Congress has passed its spending bill, the “Consolidated Appropriations Act (CAA), 2021” on December 21, 2020 which includes ...

2020 Tax Planning Strategies to Consider

2020 tax planning strategies have been difficult to advise. The COVID-19 pandemic made 2020 a year of uncertainty. To top it off ...

2020 Individual Tax Return Has Been Extended to May 17

The Internal Revenue Service (IRS) announced yesterday that the deadline for filing 2020 individual income tax return has been ...

SBA Releases Application for Second Round of PPP Loans

The Small Business Administration (SBA) has released an application on January 8, 2021 and clarify how borrowers can qualify and ...

How the IRS Communicates with Taxpayers?

If the IRS does call a taxpayer, it should not be a surprise because the agency will generally send a notice or letter first. Und...

House Ways & Means Approves Reconciliation Bill Tax Increases

House Ways and Means Committee Chairman Richard Neal (D-MA) on September 15 approved its sections of the $3.5 trillion infrastruc...

Day Trader Tax Errors

Day Trader trades complex financial instruments which involve complicated tax rules including wash sales, and mark-to-market (MTM) rules. Here�...

1256 Contracts Tax Treatment

Do 1256 contracts offer taxpayers favorable tax treatment? Let’s discuss and explore.Define 1256 ContractsA section 1256 contract is defined by the ...

New Form PF Requirement & Need For ‘Institutional Readiness’

New Form PF Requirement Underlines The Need For ‘Institutional Readiness’ for Smaller to Mid-Sized Hedge Fund FirmsMuch of the talk in the hedge f...

Still Plenty of Reasons for Emerging Private Equity Managers To Launch Their First Fund

Many commentators expect private equity to struggle in 2023, at least, compared to the asset class’s historical standards. This year, headwinds such...

Is Now the Time To Shine for Venture Capital Risk-Takers?

Last month, I wrote about why I think that there are still good opportunities for emerging private equity managers to launch their first fund, ...

Digital Assets Hedge Funds Showing Resilience Despite Numerous Headwinds

The recent banking crisis involving Silicon Valley Bank (SVB), Signature Bank and Silvergate has yet again put digital assets - in particular, the cry...

Why Seeding Might Be An Option Worth Considering For Emerging Private Equity General Partners

Why Seeding Might Be An Option Worth Considering For Emerging Private Equity General Partners Law firm Seward & Kissel published a new report recentl...

Venture Debt Market Outlook Seems Less Clear At 2023 Halfway Mark

Venture Debt Market Outlook Seems Less Clear At 2023 Halfway Mark Back in early March 2023, I wrote about how I thought that the current economic...

Encouraging First Half for Crypto Hedge Fund Industry Set To Continue?

Encouraging First Half for Crypto Hedge Fund Industry Set To Continue? It feels like it’s been a bit of an odd first half of the year in the cry...

New Audit Requirement 2023 for Private Fund Advisors by SEC

Private Equity Fundraising Outlook Uncertain Amidst Regulatory Challenges

Private Equity Fundraising and Regulatory Challenges One common theme this year in private markets has been that fundraising has been down compared ...

Venture Capital Market 2024 Offers Renewed Hope

Venture Capital Market Won’t Miss 2023 But 2024 Offers Renewed Hope2023 will go down as one of the most challenging years of recent times for the ve...

Beneficial Ownership Information Reporting Requirement

December 1, 2023Beneficial Ownership Information Reporting Requirement - Corporate Transparency ActStarting January 1, 2024, a significant number...

2023 Year End Financial Plan Checklist

December 1, 2023We have mentioned important points to consider regarding income tax, estate and gift tax, retirement and investment planning before ...

Develop a Customized Financial and Tax Plan

Develop a Customized Financial and Tax PlanAs we wrap up 2023, it’s important to take a closer look at your tax and financial plans and discuss ...

Considerations for Liquidating a Hedge Fund

Considerations for Liquidating a Hedge Fund No-one wants to liquidate a hedge fund , but it’s an unfortunate reality of the industry, and one that ...

Getting Ready for Your Annual Fund Audit

Getting Ready for Your Annual Fund Audit Audit Season Essentials: Audit season is upon us, and there are key practices to embrace to navigate your ye...

Treasury's Proposal to Apply AML Regulations to Investment Advisers

Treasury's Proposal to Apply AML Regulations to Investment Advisers On Tuesday, February 13, 2024, the Treasury Department's watchdog released prop...

US Court Vacats SEC Private Fund Rule

US Court Ruling: Private Funds Win Exemption from SEC Oversight The United States Court of Appeals for the Fifth Circuit made a significant decis...

Audit Considerations for Digital Assets

Complexity of Audit Considerations for Digital Assets In today’s fast-evolving digital landscape, the rise of digital assets presents auditors...

Digital Assets Tax Planning: Recent IRS Regulations and Safe Harbor Relief

Digital Assets Constructive Tax Planning Opportunities An Analysis of Recent IRS Regulations and Safe Harbor Relief As we approach the year-end, i...

Role of Various Entities in a Broker-Dealer Audit

The Role of Various Entities in a Broker-Dealer Audit The contemporary evolution of the financial markets can be characterized as complex due to...

BOI Reporting: Deadlines and Penalties

BOI Reporting: Deadlines and Penalties The United States government has started a new reporting requirement for businesses called Beneficial Ownersh...

Key Updates on the Corporate Transparency Act and Digital Asset Tax

Corporate Transparency Act & Digital Asset Tax As we navigate through the end of the year, let us highlight two timely issues currently making head...

Tax Policy in Review: Implications of a Donald Trump Presidency

Tax Policy in Review: Implications of a Donald Trump Presidency Discover the tax policy implications of Donald Trump's presidency, including key t...

FinCEN Extends BOI Reporting Deadline to January 13, 2025

FinCEN Extends BOI Reporting Deadline to January 13, 2025 In a recent, crucial announcement for US businesses, the Financial Crimes Enforcement Ne...

Cash Flow Reporting: Key Criteria for Investment Companies

Cash Flow Reporting: Key Criteria for Investment Companies For investment companies, the Statement of Cash Flows is not always a requirement in fin...

Successful Financial Audit 2024 Checklist

Successful Financial Audit 2024 Ultimate Guide, Checklist & Tips With the third quarter of the year quickly approaching, it is time to begin lo...

Supreme Court Clears Path for BOI Reporting—But Legal Hurdles Remain

Supreme Court Clears Path for BOI Reporting—But Legal Hurdles Remain In a significant development for businesses, the U.S. Financial Crimes Enf...

Navigating New York's 2025 PTET Election Deadline

Navigating New York's 2025 PTET Election Deadline As the 2025 deadline for New York's Pass-Through Entity Tax (PTET) elections approaches, busines...

US Court Lifts Injunction on Corporate Transparency Act (CTA)

US Court Lifts Injunction–Restored BOI Reporting On February 18, 2025, the U.S. District Court for the Eastern District of Texas lifted the tempo...

The Carried Interest Fairness Act and Its Potential Impact

The Carried Interest Fairness Act 2025 The Carried Interest Fairness Act is set to be one of the most significant legislative proposals in the 2025 t...

FinCEN’s Interim Rule Exempts U.S. Companies from BOI Reporting Under CTA

FinCEN’s Interim Final Rule Relieves U.S. Companies of BOI On March 21, 2025, the Financial Crimes Enforcement Network (FinCEN) issued an inter...

The GENIUS Act: Comprehensive Stablecoin Regulation in the U.S.

A Pivotal Step Toward Comprehensive US Stablecoin Regulation In a landmark move aimed at securing the future of digital currency in the United Stat...

Impact of President Trump’s April 2025 Reciprocal Tariffs Policy

The Impact of President Trump’s April 2025 Reciprocal Tariffs Policy On April 2, 2025, President Trump signed an executive order establishing a l...

Guide for Alternative Investment Funds

What to Look for in a CPA Firm as the Accounting Industry Consolidates The accounting landscape is undergoing rapid consolidation, and for alternati...

SEC Guidance for Broker-Dealers and Transfer Agents

SEC Issues Key Guidance Easing Crypto Asset Rules for Broker-Dealers and Transfer Agents May 27, 2025 — In a significant move toward modernizin...

What the “Big Beautiful Bill” Means for You

What the “Big Beautiful Bill” Means for You?Key Tax Changes to Know Now On July 4th, President Trump signed into law H.R. 1 – the Big Beautiful...

Decoding the SEC’s Bold New Crypto Regulatory Framework

Decoding the SEC’s Bold New Crypto Regulatory FrameworkThe digital asset space is advancing at a breakneck pace, and the regulatory landscape in the...

IRS Phases Out Paper Refund Checks for Individuals

The End of Paper Refunds: What Fund Managers & Investors Need to Know Effective September 30, 2025, the IRS will no longer issue paper refund che...

The One Big Beautiful Bill Act

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2026 Operational Priorities for Alternative Investment Funds

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Limited Partners Means Limited Partners

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Audit & Assurance

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Consulting Services

Akram Provides Expert Business Consulting Services Akram provides customized business accounting solutions. As a business owner, dealin...

Tax Services

Akram Provides Expert Tax Solutions Across the Spectrum of AI Funds At Akram, we provide high-end accounting services for the financi...

Cryptocurrency Audit

Gain Confidence With Our Detailed Cryptocurrency Audits As cryptocurrency grows in popularity and investment managers add the asset cla...

Surprise Custody Audit

Be Prepared for a Surprise Custody Examination The custody rule requires an adviser that has custody of client assets to maintain those a...

Audits, Reviews & Compilations

Audits, Reviews & Compilations Stockholders, creditors, and private investors often need assurance that the financial statements accu...

SOC Audit

System and Organization Controls (SOC) Audit Akram | Assurance, Advisory & Tax Firm guides service organizations through a readiness ...

SOC Reports FAQs

SOC Reports FAQs What Types of Companies Need SOC Reports? Service organizations provide services to “user entities”, for whic...

Financial Statement Preparation

Financial Statement Preparation Did you know that, per the SEC and as noted by the PCAOB, your auditor cannot physically produce Fund financi...

Business Valuation

Business Valuation Services by Akram Business valuation is impacted by a multitude of factors such as the subject company’s industry, i...

Forensic Accounting

Forensic Accounting Ask yourself these questions: Do you worry that you or your business might be the victim of fraud? Do you need to analyze...

Business Implications of IFRS Guidance

IFRS Implications for Foreign Companies Is your understanding of International Financial Reporting Standards (IFRS) fully joined up? Akram can ...

Litigation Support Service

Litigation Support In today's world of increasingly complex litigation, you simply cannot do it alone. Let's face it, your probability of a suc...

New Business Formation

New Business Formation Opening your own business can be thrilling. A methodical plan of action is needed to fulfill your dream or goal of b...

Bank Financing

Akram Will Help You Secure Bank Financing Requesting a business loan without adequate preparation sends a clear message to the lender: High risk...

Strategic Business Planning

Clarify Your Company's Direction A Strategic Business Plan is much more than a tool to obtain financing. Preparing a strategic plan can he...

Business Succession Planning

Succession Planning If you own a family business, retirement isn't simply a matter of deciding not to go into the office anymore. You've got so...

Cash Management Services

"Happiness is a Positive Cash Flow." A wise business owner once said, "Happiness is a positive cash flow." As a business owner, I'm sure you agree...

Internal Control Service for Business

Internal Controls Evaluation Service At times you may need a trained outside professional to evaluate your company's operations. Akram |...

Small Businesses Accounting in Cary, NC

You Need an Accounting Team You Can Trust Your business success depends on the strength and reliability of your finances. That's why you ne...

Tax Services in Cary

Akram Provides Expert Tax Accounting Services in the Triangle ...

Tax Services in NYC

Our CPAs in NYC Provide Expert Tax Accounting Services Our NYC Certified Public Accountants (CPA...

Tax Services in Newport Beach

Tax Services in Newport Beach Our Certified Public Accountants (CPAs) provide tax services in Newport Beach and Orange County, CA fo...

Tax Services in Singapore

US Expat Tax Services in Singapore Living abroad can be incredibly satisfying, but it also adds extra complexities to your tax filing...

Tax Preparation

Maximize Your Savings Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a...

Cryptocurrency Tax Services

Tax Services for Digital and Virtual Currency Transactions The rise of cryptocurrencies such as Bitcoin, Ethereum, Binance Coin...

Tax Planning in Cary

Tax Planning Maximizes Your After-Tax Income Tax planning is the key to successfully and legally reducing your tax liability. O...

Expatriate Tax Services

Tax Services for Expatriates If you're planning a move abroad, or you're already an expatriate, you have more to think about than adjusti...

FBAR in Cary

Foreign Bank and Financial Accounts Report (FBAR) in Cary Do you know if you have any foreign accounts with an aggregate value higher than $10,...

FBAR in NYC

FBAR in New York City (NYC) Do you know if you have any foreign accounts with an aggregate value higher than $10,000 at any time during the cal...

Part-Time CFO Services

Part-Time CFO Services Growing businesses often reach a point where they need professional financial advice, but they can't afford a fu...

Tax Problems With IRS

Tax Problems With the IRS? If you owe the IRS, you have a serious problem. IRS problems do not go away by themselves - they grow more and more ...

IRS Representation

IRS Representation Nothing strikes fear in the hearts of people more than receiving an IRS Audit letter in the mail. Have you recieved an...

IRS Non-Filed Returns

We Give You Peace of Mind Every day the massive computer center at the IRS is getting more sophisticated. It's just a matter of time before the...

IRS Back Taxes Owed

IRS Back Taxes Owed You have filed your returns but didn't have the money to pay what was owed. You may think, "Oh well---I will catch up next ...

IRS Tax Penalties

Tax Penalty Abatements: Reasonable Cause Factors My clients often get frustrated and take it personally when they receive a tax penalty from th...

IRS Payroll Tax Problems

IRS Payroll Tax Problems The IRS views failure to pay payroll taxes as the cardinal sin of tax delinquency, because a large portion of the payr...

IRS Tax Liens

IRS Tax Liens Federal Tax Liens can really make your life miserable. When your taxes are not paid, the IRS establishes a lien against all of yo...

IRS Tax Levies

IRS Tax Levies A levy is the IRS's way of getting your immediate attention. What they are saying is, "We have tried to communicate with you, bu...

IRS Offer In Compromise

IRS Offer in Compromise Did you know that you can settle your debt with the IRS for just pennies on the dollar with their Offer in Co...

IRS Payment Plan

IRS Payment Plan If you don't qualify for the IRS Offer In Compromise program, a Payment Plan may be the way to resolve your problem. Set...

IRS Tax Bankruptcy Solution

IRS Tax Bankruptcy Solution Your back taxes, interest and penalties can be wiped out by filing bankruptcy. If you qualify, bankruptcy can be th...

IRS Seizures

IRS Tax Seizures Unlike the levy, which involves intangible assets such as your bank account, a seizure is the taking of physical assets, suc...

IRS Spouse Relief

Innocent Spouse Relief by IRS Innocent Spouse Relief was designed to alleviate unjust situations where one spouse was clearly the victim of fra...

Get Your IRS File

What Does the IRS Know About You? Did you know that you can obtain a copy of your IRS file? Most people would be surprised to learn how much th...

Non-Profit Organizations

Not For Profit Organization Services We can help you set up and maintain your non-profit organization's tax-exempt status by handling all...

Mergers & Acquistions (M&A) Advisory

Akram Provides Mergers & Acquistions (M&A) Advisory Mergers & Acquistions (M&A) Advisory requires authentic and dedicated team to perform all operati...

Technology Business Services

Technology Business Services Akram Assurance & Advisory empowers your business with IT-led Business Intelligence (BI) services. After remarkable su...

Quality of Earnings

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The Akram Brief

The Akram Brief Alternative Investments Blog Encouraging First Half for Crypto Hedge Fund Industry Set To Continue? ...

Events & Conferences

Highlights of This Year's List of Events & Conferences Every year Akram | Assurance, Advisory & Tax sponsors various industry events across...

CPE Courses For Employees

Continuing Professional Education (CPE) Courses Akram is registered with the National Association of State Boards of Accountancy (NASBA) as a...

Tax Center

Resources to Make Tax Time Easier Akram provides several convenient resources to help our clients manage their taxes. Get Ready for 2021 T...

Online Payment

Safe, Secure and Convenient Akram & Associates is pleased to offer the security and ease of payment options that fit your needs. We h...

Covid-19 Tax Updates

Akram Is Keeping Track of the Latest Covid-19 Regulations As the U.S. federal, state, and local governments are implementing emergency ...

Downloadable Brochures

Resources for Professionals in the Alternative Investments Industry Akram & Associates provides helpful documents for professionals in the ...

Webinars

Expand Your Fund Knowledge FINCEN Beneficial Ownership Reporting Requirements April 04, 2024 at 2:00 PM EST/ 11:00 AM PST Webinar on '...

Current Clients

Access Your Akram Account If you are a client of Akram | Assurance, Advisory & Tax, you can log in to either your Client Portal account...

SecureSend

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Track Your Refund

When Can You Expect Your Tax Refund? The answer depends on how you filed your return. The IRS should issue your refund check within six to eight w...

Tax Due Dates

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Tax Rates

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IRS Tax Forms and Publications

IRS Tax Forms and Publications The IRS website is a valuable resource when searching for specific forms...

Record Retention Guide

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State Tax Forms

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Hedge Funds

Award Winner Hedge Fund Auditor & Trusted Adviser to the Alternative Investments Industry Alternative Fund Managers are the cornerstone of our ...

Insurance Dedicated Funds (IDFs)

What Is an Insurance Dedicated Fund (IDF)? Insurance Dedicated Fund (IDFs) are hedge funds linked to a variable annuity or life ins...

Private Equity Fund Auditor

Award Winning Private Equity Fund Auditor As your Private Equity Fund Auditor, Akram Team realizes the significance of trust, transparency, ...

Privately Held Business

Akram Provides the Ideal Blend of Services Private Businesses Need Closely-held businesses face unique concerns and accounting requiremen...

Foundations & Non Profits

Let Akram Handle the IRS Reporting, You Focus on Philanthropy Not for profits will often require audits in their bylaws, even when they are ...

High Net Worth Individuals

Akram Exceeds the High Expectations of High Net Worth Individuals We understand that our high net worth (HNW) individual clients ha...

Hedge Fund Accounting Firm

Akram Specializes in Hedge Fund Audit With Akram’s niche focus, you can count on our Hedge Fund Auditors to serve as a truste...

Hedge Fund Taxes

Hedge Fund Tax Returns and K-1s Akram takes pride in being a trusted resource to our alternative investment fund clients providing p...

Trader vs Investor

What’s Your Strategy: Short-Term or Long-Term Investing? Trader vs. Investor ...

Private Investment Fund Types

Investment Fund Types There are two main types of Funds. Whether in the United States or Offshore, Akram specializes in providing tailor...

US and Offshore Fund Structures

Investment Fund Structures Alternative investment manager can launch a fund using structures such as a master-feeder structure, a side-by-sid...

Partnership Representative

Partnership Representative The IRS requires partnerships to designate a Partnership Representative, which replaces the Tax Matters Par...

Tax Preparation for Day Traders

Are You Eligible for Trader Tax Status? Trader ...

Qualified Opportunity Funds

Qualified Opportunity Fund Tax Compliance TCJA established the Qualified Opportunity Zone program to provide a tax incentive for private, long ...

Estate & Trust Tax Services

Start Planning for the Future Today Estate and trust tax preparation and planning are an important part of managing your financial future...

Estate & Trust Planning

Trust Akram to Provide Peace of Mind Estate planning on your own can be complicated and costly. The list is endless - state taxes, bureaucracy, proba...

Charitable Remainder Trust

How a Charitable Remainder Trust Works A charitable remainder trust (CRT) is an irrevocable trust that generates a potential income strea...

Personal Financial Planning

Grow & Preserve Your Wealth Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comp...

Retirement Planning

You Need an Expert to Guide You on Your Retirement Journey It's never too early, or too late, to start thinking about retirement planning...

IRA Advisory Services

IRA Advisory Services You’re ready to start building funds for your retirement, and Individual Retirement Accounts (IRAs) are designe...

Education Planning

Building a Future Begins Today Higher education can be the key that opens doors to a brighter, more fulfilling future. You want to help prepare...

Annuities

Annuities Today’s longer life expectancy is certainly worth celebrating, but it can pose a challenge when it comes to retirement planning. ...

Wash Sales Tax Rules

Wash Sales Rules What is a Wash Sale? Section 1091 of IRC defines wash sales. A wash sale occurs when you sell or trade stock or secur...

Investment Services

Choosing Investments that Make Sense to You It’s a common belief that only the wealthy can invest, but that doesn’t need to be the ca...

Growth Investing

Growth Investing The aim of any investor is to see their capital grow. While there are no guarantees, professional investors have devel...

Family Offices

Collaborative Trust Accounting & Administration Akram has a robust practice focused on serving family offices, with clients ranging in size fro...

Venture Capital Fund Auditor

Venture Capital Fund Auditor Ensuring Financial Integrity and Transparency The role of a venture capital fund auditor is dominant in this complex and...

Broker-Dealer Services

Broker Dealer Auditor: Accounting and Tax Services As a broker-dealer auditor in today’s evolving industry, navigating the complex regulatory lan...