August 11, 2016
“As summarized by Lee Slavutin and Richard Harris in Estate Planning Newsletter #2443, no published case to date has addressed the issue of how to properly value the Intergenerational Split Doll... more
Articles
September 03, 2015
New 2704(b) Regulations – Return of Family Attribution?
In an otherwise slow news season this summer, there’s been one theme that has caused excitement among estate planners: the prospect ... more
March 28, 2015
With the stock market trading near all-time highs and the economy chugging along, the credit crisis of 2008 is a fading memory for many investors—but not for those whose money is still tied up i... more
December 08, 2014
Valuing Fund Carry – Consider the Market Evidence*
Pure profits interests like a carried interest of a venture fund or hedge fund – at their inception – have zero intrinsic value.1 M... more
July 30, 2014
If it looks like a duck, but honks like a goose, is it a duck or is it a goose?
As far as the US Securities and Exchange Commission is concerned, the duck can honk all it wants, it still has to l... more
March 18, 2014
Companies may eventually find some relief for the disconnect between valuation and audit that has become a source of tension in the financial reporting supply chain.
A fragmented valuation industry is... more
March 11, 2014
A new trend in derivatives valuation is starting to pull financial reporting in a more volatile direction, as greater consideration for risk in derivatives is starting to dribble into U.S. corporate b... more
May 09, 2013
For a pair of former Citigroup Inc. (C) hedge-fund managers, Napier Park Global Capital may turn into a multimillion-dollar payday thanks to the Volcker rule.Jonathan Dorfman and James O’Brien a... more
October 19, 2012
The Financial Accounting Standards Board is likely to change how companies can account for the fair value of the debt they hold.At a meeting in June, FASB tentatively decided as part of its financial ... more
September 15, 2012
The most significant changes to fair value accounting rules since the Financial Accounts Standards Board (FASB) released SFAS No. 157 in 2006 are now fully in effect, with calendar-year companies requ... more
August 23, 2012
Succession planning can be a touchy subject in the hedge fund space. After the death of well-known hedge fund manager Barton Biggs, his firm, Traxis Partners provided a transition plan for investor ca... more
June 01, 2012
Talbot Hall, a New Jersey facility that prepares prison inmates for release, drew an investment from a private-equity fund 16 years ago.Today, the investment sits in a "zombie fund": a near-dead fund ... more
May 18, 2012
The most highly anticipated IPO in history didn't put on much of a show. As I type these words, Facebook is currently trading within decimal points of its initial price of $38. Even so, the company's ... more
May 18, 2012
NEW YORK (CNNMoney) -- Facebook is finally trading. And even though the stock didn't explode out of the gate, the company is still worth more than $100 billion. It shouldn't be.If you clicked on this ... more
April 20, 2012
Facebook is expected to launch its IPO in mid-May, and it's certain to be a very big day on Wall Street. Talk of a $100 billion valuation is too conservative, said Espen Robak, president of Pluris Val... more
March 30, 2012
It was March Madness on the stock market yesterday, with several successful public offerings pointing to an upcoming blockbuster debut by social networking phenom Facebook, which is now pegging its Wa... more
February 23, 2012
Feb. 23 (Bloomberg) -- Facebook Inc. is already trading like a public company as insiders and wealthy investors use private marketplaces to buy and sell stock in the social- networking company ahead o... more
February 20, 2012
President Barack Obama's budget proposal to change the tax treatment of carried interest, the latest in a string of alternative investment initiatives in Washington, is bringing predictions of dire co... more
February 02, 2012
NEW YORK (CNNMoney) -- Facebook is a great company. It proved that in its IPO filing. A billion dollar annual profit and $3.9 billion in cash for something that didn't even exist 10 yea... more
NEXT:
Press Releases
Press Releases
PREVIOUS:
TARP Participant Survey
TARP Participant Survey
- What We Know
- Intergenerational Split Dollar Valuation Issues
- New 2704 (b) Regulations - Return of Family Attribution?
- Auction-Rate Securities: Still Frozen in Time
- Valuing Fund Carry - Consider the Evidence1*
- Alt Mutual Funds: Seeking Alpha under SEC Scrutiny
- Regulators Push for More Transparency on Independent Valuation Services
- Tide Shifting on Derivative Valuation Methods, Reporting
- Citigroup Fund Bestowed on Managers Offers Volcker Rule Payday
- FASB Mulls Changes in Fair Value of Debt
- Amended Fair Value Accounting Rules Create Complex Challenges
- More Articles...