Cory Stewart
Recent Posts
Converting Separately Managed Accounts into Exchange Traded Funds: Tax Implications
Posted by Cory Stewart on Jul 21, 2021 2:38:12 PM
As investors continue to search for new ways to drive alpha, lower costs and increase accessibility, there has been increased discussion across the investment management industry about converting separately managed accounts (“SMA”s) into exchange traded funds (“ETF”s).
Read MoreDelays For Three Major FASB Standards A Win For Private Companies and Smaller SEC Filers
Posted by Cory Stewart on Nov 1, 2019 3:54:31 PM
On Wednesday, October 16, 2019, the Financial Accounting Standards Board (“FASB”) unanimously voted to delay effective dates on standards related to accounting for leases, credit losses and hedging. These delays impact private companies and smaller SEC filers. The effective dates remain unchanged for larger public entities.
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