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Akram & Associates Fund Services

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The Akram Brief.

Guides, updates and analysis for emerging and established fund managers.

Navigating New York's 2025 PTET Election Deadline

New York is one of few states requiring PTET elections to be made in the year before a business files tax returns. For 2025 must make their...

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

On January 23, 2025, the U.S. Supreme Court stayed a nationwide injunction that had previously blocked the enforcement of the CTA

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Successful Financial Audit 2024 Checklist

Proven tips to prepare a successful financial audit, ensure compliance & build trust with stakeholders. Perfect for businesses & Alt Investm...

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Cash Flow Reporting: Key Criteria for Investment Companies

This guide explains when investment companies must include a Statement of Cash Flows in their reports. Understand key exemption criteria and...

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FinCEN Extends BOI Reporting Deadline to January 13, 2025

FinCEN Extends BOI Reporting Deadline to January 13, 2025

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Tax Policy in Review: Implications of a Donald Trump Presidency

Discover tax policy impact of Donald Trump's presidency, including key tax reforms, economic outlook, potential offsets for 2025, impact on...

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Key Updates on the Corporate Transparency Act and Digital Asset Tax

Corporate Transparency Act Enforcement Halted by Federal District Court

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BOI Reporting: Deadlines and Penalties

New FinCEN Rules: Are You Compliant?

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Role of Various Entities in a Broker-Dealer Audit

A broker-dealer is a financial services company that can buy and sell securities for its own account (dealer) or on behalf of customers (bro...

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