January 2020 The Securities and Exchange Commission’s Office of Compliance Inspections and Examinations (OCIE) 2020 examination priorities have just been announced. The changes reflect the evolution …read more

January 2020 By Alex Navran, Tax Supervisor and Eric Essian, Senior Tax Manager   When creating and structuring a prospective alternative investment vehicle or family …read more

December 2019 Over 2018 and 2019, tax professionals have been grappling with the new landscape of taxation under the Tax Cuts and Jobs Act. Laptop …read more

December 2019   The Securities and Exchange Commission announced today that they have voted to propose amendments to the definition of accredited investor, which would …read more

December 2019 We have provided you with pro forma financial statement templates as a reference for your hedge, private equity, or venture fund. Download one of …read more

November 2019 The market response to the release of U.S. Department of Treasury guidance in late 2018 and April 2019 related to the opportunity zones …read more

November 2019 Richey May Select, the next generation in peer-to-peer benchmarking for independent lenders, has published our Q3 2019 Snapshot Report. This report highlights a …read more

November 2019 Our Alternative Investments team has crafted a guide to keep you informed on ASC 606. In an effort to address concerns surrounding the inconsistencies …read more

In November 2019, Richey May hosted a webinar discussing best practices in BI for mortgage companies. Topics included: best practices for using reports to drive …read more

In October 2019, Richey May hosted a webinar featuring the experts from Managed Methods discussing cloud security and quick-deploying solutions focused on securing a mortgage …read more