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The Intersection of Fintech and Asset Management: Investing in the Future

September 5, 2024
Article

The Intersection of Fintech and Asset Management: Investing in the Future

September 5, 2024

Asset management is in the midst of integrating fintech and being a part of the fintech revolution. Younger investors are embracing robo-advisory services for more than long-term savings or retirement planning, using online platforms to save for large purchases like cars or homes.

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IRS Issues Procedural Guidance on Section 174 Accounting Method Changes for Taxpayers with Short Taxable Years

September 4, 2024
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IRS Issues Procedural Guidance on Section 174 Accounting Method Changes for Taxpayers with Short Taxable Years

September 4, 2024

On August 29, 2024, the IRS issued Rev. Proc. 2024-34, which provides modified procedural guidance permitting taxpayers with short taxable years in 2022 or 2023 to file an automatic accounting method change for a 2023 year for specified research or experimental expenditures (SREs) under Internal Revenue Code Section 174.

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Article

2024 Presidential Election and Tax Policy: What’s at Stake for the Asset Management Industry

September 4, 2024
Article

2024 Presidential Election and Tax Policy: What’s at Stake for the Asset Management Industry

September 4, 2024

The 2024 election is likely to profoundly impact tax policy and legislation. Once the dust settles on the results, the incoming president and Congress will have a tall task in 2025, as the expiration of several 2017 Tax Cuts and Jobs Act (TCJA) provisions will loom large and many other tax policy proposals will be on the table.

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Unlearning to Innovate: Top Three Takeaways from BDO’s Unlearning to Innovate Webinar

August 28, 2024
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Unlearning to Innovate: Top Three Takeaways from BDO’s Unlearning to Innovate Webinar

August 28, 2024

BDO hosted a webinar featuring Jonathan Hughes, National Managing Principal and Global Practice Leader, Management Consulting and Jessica Wadd, Segment Leader, Strategy & Innovation to share insights into the most impactful ways to build an organizational culture of innovation.

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