Regulatory Compliance

Trusted updates on IRS, SEC, and global regulations, helping high-net-worth individuals and businesses safeguard wealth and avoid risk.

June 26, 2024

Infrastructure Bill passes — What it means for crypto investors

Tucked into the over 1,000 pages of legislation aimed at bolstering the US’s fledgling infrastructure, Congress also included some new information reporting requirements for crypto investors.

June 25, 2024

Sales Tax & NFTs – More Questions than Answers

In this blog post, we’ll explore the applicability of state sales tax to NFT sales and provide some tips for navigating this complex and evolving area of taxation.

June 25, 2024

New Beneficial Ownership Reporting Requirements

In this blog post, we will explore the new reporting requirements and provide guidance on how to navigate these changes.

June 25, 2024

Some NFTs May Soon Be Considered Collectibles

In this blog post, we will explore the key aspects of this notice and what it means for NFT holders.

June 25, 2024

Two new crypto tax provisions to know

Relevant to crypto investors are the Infrastructure Bill which is currently sitting in the House of Representatives, and two bills aimed at retirement: the Securing a Strong Retirement Act in the House and the Retirement Security and Savings Act in the Senate.

June 14, 2024

Congress passes the American Rescue Plan Act

While the COVID-19 pandemic is finally slowing down, the economic damage that it caused lingers on. In order to relieve the financial burdens facing many taxpayers and accelerate recovery, Congress has passed the American Rescue Plan Act (the Act).

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