Publications - Page 7 of 21 - Shartsis Friese

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Publications

New SEC Marketing Rule for Investment Advisers

February 12, 2021

Publications

Annual Letter: 2021

January 8, 2021

Publications

Cutbacks to the Parent-Child Exclusion from Property Tax Reassessment Under Proposition 19

December 28, 2020

Publications

What November’s Election Results Could Mean for Your Estate Planning

October 28, 2020

Publications

Upcoming SEC Seminar for Investment Advisory CCOs and Other Senior Personnel

October 27, 2020

Publications

Form BE-180, 2019 Benchmark Survey of Financial Services Transactions Between U.S. Financial Services Providers and Foreign Persons

October 14, 2020

Publications

New SEC Accredited Investor Categories and Rule 144A Amendments

September 21, 2020

Publications

IRS Issues Proposed Carried Interests Rules

August 4, 2020

Publications

Client Alert: SBA Allows Early Loan Forgiveness Application and Issues EZ Forgiveness Application

June 29, 2020

Jahan P. Raissi

Publications

SEC Investment Adviser Enforcement Actions: “May” Might Be Materially Misleading & Insider Trading Policies

June 17, 2020 | By: Jahan P. Raissi

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