News & Insights
IRS Refund Delivery Changes for 2026: Guidance for U.S.‑Based and International Taxpayers
The IRS will phase out most paper refund checks for U.S.-based taxpayers starting September 30, 2025, mandating electronic direct deposits. International taxpayers remain eligible for
The SEC Updates Its Enforcement Manual
The U.S. Securities and Exchange Commission recently updated its Enforcement Manual for the first time since 2017, introducing procedural changes designed to promote greater transparency,
The Fundraising Strategy Nobody Talks About: Being Ready Before You Raise
The smartest founders don’t start preparing when the term sheet arrives -they build fundraising leverage months in advance by making their company diligence-ready before investors
Legal Readiness Isn’t Overhead. It’s the Leverage You’re Missing.
Legal readiness isn’t overhead—it’s the strategic edge that keeps your business investor-ready, risk-proof, and ahead of the game before anyone else knows there’s a clock
2026 Tax Deadlines
Tax season brings a complex mix of federal filing deadlines and state compliance obligations that vary by entity and jurisdiction. This guide outlines the key
2026 FATCA Reporting for Model 2 Funds – IRS Updates and Actions for Fund Managers
The 2026 FATCA reporting season brings important IRS system updates that Model 2 fund managers and Responsible Officers cannot afford to overlook. This guide outlines
Sending Money Abroad? A Guide to the OBBBA’s Remittance Excise Tax
Beginning in 2026, the OBBBA introduces a 1% excise tax on certain cross-border remittance transfers funded by cash and similar instruments. Understanding who is subject
Understanding the Alternative Minimum Tax Exemption Under the One Big Beautiful Bill Act
The OBBBA modifies the Alternative Minimum Tax by maintaining higher exemption amounts and introducing stricter phaseout thresholds starting in 2026. As a result, more high-income
An Introduction to U.S. FATCA for Model 2 IGA Jurisdictions – Key FAQs for New Fund Managers
Fund managers entering Model 2 jurisdictions face complex FATCA obligations—from due diligence and onboarding to IRS reporting and re-certification. This guide breaks down key requirements,