PYMNTS

JUNE 24, 2020

Credit Suisse Group has started to look into funds invested in loans arranged by billionaire Lex Greensill and backed by Masayoshi Son’s SoftBank Vision Fund , Bloomberg reports. There is no conflict of interest: Investments made in the funds and the investment decisions made by the funds are separate.

Finance 52

Finance 52

Withum

FEBRUARY 22, 2021

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PYMNTS

MAY 13, 2019

Investors have pulled about $1.8 billion from a supply chain investment fund operated by GAM and Greensill, reports in Financial News said Friday (May 10). The GAM Greensill Supply Chain Finance fund was worth about $2.58 Vodafone has no influence on which assets are selected by the fund manager.”.

Finance 43

Finance accounts payable accounting and finance Technology 43

PYMNTS

OCTOBER 25, 2018

25) that it has landed a $50 million investment from investors, including Amazon. In a press release , tado° said other investors participating in the round of fundraising include E.ON, Total Energy Ventures, Energy Innovation Capital, Inven Capital, the European Investment Bank and others.

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RogerRossmeisl

MAY 20, 2022

If you’re an investor in mutual funds or you’re interested in putting some money into them, you’re not alone. million households owned mutual funds in mid-2020. But despite their popularity, the tax rules involved in selling mutual fund shares can be complex. When a mutual fund investor sells shares, gain or.

Tax 208

Tax income tax CPA 208

PYMNTS

AUGUST 12, 2019

Naspers led the Series D funding round and was joined by existing investors SAIF, Sequoia, Shunwei Capital, RPS and Venture Highway. Bangalore-based social commerce startup Meesho has raised $125 million to expand its eCommerce business in India, TechCrunch reported on Monday (Aug.

Education 40

Education Retail 40

PYMNTS

JUNE 28, 2017

Following on on the heels of Brexit, hedge funds are not too optimistic about Britain’s high street retailers. As evidence of this, hedge funds saw shares of Debenham’s decrease three percent, which is the lowest it has traded in eight years. Analysts and investors are expecting to see further weakness in the stock market.

Retail 40

Retail 40

PYMNTS

NOVEMBER 13, 2019

technology investor Coatue Management, Afterpay announced in a press release on Wednesday (Nov. The new funds will be earmarked for global platform expansion. Australian buy-now, pay-later platform Afterpay Touch notched $200 million from U.S. Coatue will acquire new Afterpay shares at $28.50, representing a 2.4 12) of $29.19

Technology 41

Technology Retail Sales 41

BurklandAssociates

SEPTEMBER 25, 2023

New investment brings new financial reporting requirements to keep your investors and board of directors updated and informed. The post Financial Reporting for Newly Funded Startups appeared first on Burkland.

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Account accountant accounted 146

Cherry Bekaert

OCTOBER 9, 2023

When investing in real estate funds , especially amid a volatile macroeconomic landscape, it is imperative to know the differences between the various types of funds. Tax Advantages – REITs do not have to pay a corporate tax, so there is a higher available payout for investors.

Real Estate 110

Real Estate Non-Profits income tax Mississippi 110

Anders CPA

OCTOBER 24, 2023

Startups saw a surge in seed round funding in the aftermath of the COVID-19 pandemic throughout 2021 and 2022, but accessing Series A funding rounds has proven more difficult than ever. Investor priorities have shifted and placed a new focus on profitability rather than growth. The post St.

CPA 114

CPA Tax 114

CPA Practice

OCTOBER 31, 2023

Self-funding is often recommended, but that isn’t a possibility for everyone. Getting a business loan from your bank is certainly a possibility, but there are other funding sources available. So before you settle on where to obtain your funding, here are a few tips to keep in mind.

Missouri 124

Missouri Agriculture Finance Washington 124

Anders CPA

MARCH 20, 2024

Louis startups and their funding sources are an integral part of the city’s revitalization as they bring jobs and innovation to the region. The survey results were analyzed and are available in the inaugural Anders Startup Funding and Outlook Survey Report, shedding light on the status of the St. Subscribe below to stay connected.

CPA 113

CPA 113

PYMNTS

OCTOBER 27, 2017

In a bit of a mixed bag for B2B FinTech venture capital (VC), investment backers stayed fairly quiet this week, racking up nearly $90 million in funding. But, while small and medium-sized businesses (SMBs) in financial services landed only minor funding rounds, investors’ interest in the space shouldn’t be ignored.

Technology 40

Technology accounting and finance Expense Management B2B 40

KROST

APRIL 9, 2024

KROST offers a comprehensive suite of buy-side services tailored to meet the unique needs of fund managers and investors. The post KROST’s M&A Buy-Side Solutions: Customized Services & Strategic Guidance for Fund Managers appeared first on KROST.

tax planning 86

tax planning Tax 86

CPA Practice

FEBRUARY 7, 2024

By Daniel Goodwin, AWMA, Kiplinger Consumer News Service (TNS) Opportunity zones, created by the Tax Cuts and Jobs Act, were designed to spur economic development and job creation in specific communities and census tract areas, while simultaneously providing substantial tax incentives for investors. How do opportunity zones work?

Tax 105

Tax Pennsylvania Texas Washington 105

Cherry Bekaert

SEPTEMBER 22, 2023

The program intrigued investors with opportunities to defer tax on their capital gains until December 2026 and receive a stepped-up basis in their investment for at least 10 years. Additionally, investors were interested in taking advantage of the program’s benefits while new funds accommodated the public’s interest.

Real Estate 111

Real Estate Agriculture Construction Non-Profits 111

BurklandAssociates

OCTOBER 10, 2022

Many founders don’t understand the importance of regular updates and communication with their investors. Once they secure their funding, the focus moves to their business – which makes sense. The post The Importance of Investor Updates appeared first on Burkland. However, Read More.

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Cherry Bekaert

FEBRUARY 2, 2024

Despite these headwinds, there were positive opportunities for private equity investors. While private credit lenders have increasingly stepped up to fill the gap, they too remained cautious on funding large transactions. The limited credit that was available to fund deals came at a much more expensive price point.

accounting and finance 83

accounting and finance California cpa firm CPA 83

CPA Practice

MAY 31, 2023

None of the management responsibilities will fall to you as the investor. Instead, REITs pool investor funds to buy and manage properties such as shopping centers, office buildings, apartment complexes. REITs regularly pay investors with dividends, similar to dividend stocks. ©2023 Bankrate.com.

Real Estate 105

Real Estate accounting and finance Account accountant 105

CPA Practice

APRIL 3, 2024

Intuit recently launched QuickBooks Line of Credit , giving small businesses a new way to access funding quickly—from $1,000 to $50,000—with loans issued by WebBank. With this new feature, small businesses can tap into funding when and how they need it, depending on their specific cash flow requirements, Intuit said in a news release.

quickbooks 105

quickbooks accounting and finance Finance Account 105

CPA Practice

MAY 24, 2023

Mutual funds: Popular investments, with pitfalls Mutual funds are attractive because they provide automatic diversification. Rather than having to buy dozens of different assets in order to diversify your portfolio, you can buy into a mutual fund that already owns a wide variety of assets. You’d be right!

Tax 98

Tax Washington Account accountant 98

CPA Practice

MAY 3, 2023

Fernandez, Kiplinger Consumer News Service (TNS) For investors looking for a way to defer capital gains taxes when selling a real estate investment property, there are a variety of strategies to leverage depending on circumstances. Both of these strategies allow investors to defer capital gains taxes on the sale of their real estate.

Real Estate 124

Real Estate Tax Delaware Washington 124

CPA Practice

JUNE 29, 2023

This new offering seeks to bolster the growing and thriving NFT space, providing industry-leading tax and accounting software for NFTs and a full-service portfolio and tracking tool for active investors, traders, funds, and more.

accounting software 98

accounting software Account accountant accounted 98

CPA Practice

MAY 22, 2023

Mutual funds: Popular investments, with pitfalls Mutual funds are attractive because they provide automatic diversification. Rather than having to buy dozens of different assets in order to diversify your portfolio, you can buy into a mutual fund that already owns a wide variety of assets. You’d be right!

Tax 91

Tax Washington Account accountant 91

CPA Practice

JUNE 23, 2023

Types of boot in 1031 exchanges Cash boot occurs when an investor doesn’t reinvest all the proceeds from the sale of their relinquished property into a replacement property. For instance, if an investor sells a property for $450,000 and reinvests only $400,000 into a replacement property, the remaining $50,000 is considered boot.

Delaware 122

Delaware Real Estate Tax income tax 122

CTP

MAY 24, 2023

One potential strategy for maximizing the benefits of oil and gas investing is to take advantage of the tax incentives and deductions available to investors in this industry. One of the most well-known tax advantage strategies for oil and gas investors is through the use of master limited partnerships (MLPs).

Tax 97

Tax Maine income tax Government 97

Withum

JANUARY 16, 2024

What Investors Qualify? Investors must be “accredited” investors. Accredited investors are defined as such by the U.S. Additionally, investors can’t be principal owners of the business or involved with the business in a full-time professional capacity. 62, §6(m) and c. 62, §6(n) and c. What Companies Qualify?

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Massachusetts Tax Real Estate tax return 59

inDinero Accounting

MAY 10, 2023

You issue a SAFE note to an investor and get financial support right when you need it. In exchange for their financing, the investor will own a certain percentage of your company at an unspecified future date. When you issue a SAFE note, you receive money from an investor. SAFE notes sound like an easy win. But let’s back up.

accounting and finance 95

accounting and finance Finance Start-ups Legal 95

CPA Practice

JULY 13, 2023

How are Roth IRAs funded? A Roth IRA can be funded from a wide variety of different sources, including regular contributions from the account owner, spousal IRA contributions, rollovers, conversions and transfers. A Roth also allows for the contributed funds to be placed in a wide variety of investments.

Real Estate 98

Real Estate Tax Washington Education 98

Menzies

JANUARY 7, 2024

This article explores the intricate world of alternative investment funds (AIFs) and collective investment in transferable securities (UCITS). Our comprehensive guide reviews the regulatory landscape of the UK AIFMD, delving into the diverse realms of hedge funds, private equity, and unconventional investments like rare coins.

audit 59

audit accounting and finance financial statements Real Estate 59

Cherry Bekaert

NOVEMBER 13, 2023

How often are technology companies truly prepared when ready for an exit or to take on new funding? Cherry Bekaert’s Dixie McCurley sits down with investor and CEO Lauren Fernandez to get her take on the components that lead to business growth, success and eventual sale.

Technology 96

Technology Sales Account accountant 96

Shay CPA

APRIL 3, 2024

Here, you’ll find some tips to help you get the most out of spring cleaning your books, especially if you’re prepping for a funding round. But investors won’t be happy if your books don’t look the way they expect. Long story short, though, to woo investors, make sure your bookkeeping methods align with GAAP.

bookkeeping 59

bookkeeping Finance accounting and finance accounting principles 59

CPA Practice

JANUARY 18, 2024

bitcoin exchange-traded funds (ETFs) has attracted strong investor interest, though it is unclear if they will be able to maintain the pace of inflows in coming weeks. Investors have poured $1.9 Investors have poured $1.9 For now, lower fees and name recognition appear to be key factors in drawing investors.

Retail 59

Retail 59

Withum

AUGUST 28, 2023

On August 23, 2023, the Securities and Exchange Commission (“SEC”) approved new rules and regulations related to both Registered Private Fund Advisers (“Advisers”) and Non-Registered Advisers (“NRA”). The changes focus on enhancing transparency between Advisers and their investors.

audit 52

audit financial statements CPA Tax 52

Accounting Insight

FEBRUARY 13, 2024

Today, investment platform Lightyear announces the full launch of its web application with new stock screeners, a highly requested feature by investors on the platform. Users can also find out more about selected stocks or funds, see analyst ratings and use the available instrument analysing tools.

Education 59

Education Start-ups Account accountant 59

Cherry Bekaert

SEPTEMBER 8, 2023

What are the key compliance requirements and what do they mean for private fund advisers? On August 23, the Securities and Exchange Commission (SEC) adopted new and amended rules (Final Rules), initially proposed last year, that will significantly increase the regulatory burden on private funds.

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audit accounting principles Non-Profits financial statements 52