Investment Funds & Advisers Insights Archives - Shartsis Friese

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Federal, State and Local Tax Developments

October 13, 2025 | By: Joseph F. Hansen, Paul D. Patrow and Carol H. Wang

Publications

The SEC’s Filing System Transition to EDGAR Next

July 1, 2025

Publications

Form BE-180 Benchmark Survey – Filing Deadline July 31, 2025

June 12, 2025

Publications

Investment Advisers with Foreign Affiliates – Form BE-10 Filing Deadline May 30, 2025

May 15, 2025

Publications

Corporate Transparency Act – Domestic Entities No Longer Required to File; New Rules for Foreign Entities

April 11, 2025

Publications

Corporate Transparency Act – No Penalties for Failure to File by March 21, 2025; New Rule Forthcoming

February 28, 2025

Publications

Regulation S-P Amendments Applicable to SEC-Registered Investment Advisers

February 19, 2025

Publications

Annual Letter: 2025

January 23, 2025

Publications

Corporate Transparency Act – Nationwide Injunction Once Again Reinstated

December 30, 2024

Publications

Corporate Transparency Act – Nationwide Injunction Lifted – New January 13 Deadline in Force

December 24, 2024

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