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Podcast

Private Equity PErspectives - Episode 51a - From Capital to Collaboration: The Modern Approach to PE Partnerships

May 2, 2025
Podcast

Private Equity PErspectives - Episode 51a - From Capital to Collaboration: The Modern Approach to PE Partnerships

May 2, 2025

As private equity firms evolve beyond traditional investment models, their approach to creating value has become more sophisticated than ever. On BDO's latest Private Equity PErspectives podcast episode, host Todd Kinney is joined by Abhik Das, partner at Three Hills Capital Partners, and Blair Greenberg, partner at Bregal Sagemount.

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Article

Reciprocal Tariffs Paused, China and EU Take Action, and New Section 232 Investigations Launched

April 23, 2025
Article

Reciprocal Tariffs Paused, China and EU Take Action, and New Section 232 Investigations Launched

April 23, 2025

In a flurry of recent tariff actions, President Trump paused the reciprocal tariffs for three months, both China and the EU announced measures to counter U.S. tariffs, and three new investigations under section 232 of the Trade Expansion Act of 1962 were formally announced.

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Article

Corporate Alternative Minimum Tax Reporting Considerations for Asset Managers

March 17, 2025
Article

Corporate Alternative Minimum Tax Reporting Considerations for Asset Managers

March 17, 2025

The Treasury Department and the IRS on September 12, 2024, introduced proposed regulations concerning the corporate alternative minimum tax (CAMT) regime. The CAMT mandates a 15% minimum tax on the adjusted financial statement income (AFSI) of an “applicable corporation.”

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Podcast

Private Equity PErspectives - Episode 49: Scaling Smarter: The Role of Add-Ons & Strategic Flexibility

February 14, 2025
Podcast

Private Equity PErspectives - Episode 49: Scaling Smarter: The Role of Add-Ons & Strategic Flexibility

February 14, 2025

As private equity firms adapt to evolving market conditions, strategies for driving growth and ensuring long-term value have become more crucial than ever. On BDO’s latest Private Equity PErspectives podcast episode, host Todd Kinney is joined by Chris Grambling, partner at Southfield Capital, and Kevin Condon, partner at Hidden River Strategic Capital.

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Article

Tax Court Denies Fund Manager’s Claim of Exemption from Self-Employment Tax

February 5, 2025
Article

Tax Court Denies Fund Manager’s Claim of Exemption from Self-Employment Tax

February 5, 2025

On December 23, 2024, the Tax Court held, in Denham Capital Management LP v. Commissioner, that active limited partners in an investment management company formed as a limited partnership were subject to self-employment (SECA) tax and not entitled to the statutory exemption for limited partners.

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Article

Post-Election Implications for the Asset Management Industry

January 14, 2025
Article

Post-Election Implications for the Asset Management Industry

January 14, 2025

With a new administration entering office this year, the asset management industry is awaiting a slew of potential policy changes in 2025. If enacted, these policies will likely impact the macroeconomic environment and could carry significant implications for asset management.

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Article

Eight Tips for A Smoother Year-End Audit Process

December 20, 2024
Article

Eight Tips for A Smoother Year-End Audit Process

December 20, 2024

The year is winding down and the season of year-end audits is over. Businesses may have wrapped up their 2024 audits, but it’s never too early to be thinking about the next one. Read our insight to learn why it’s important to maintain a year-end audit mindset year-round.

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Podcast

Private Equity PErspectives - Episode 48: Seizing Opportunity in Uncertainty

December 13, 2024
Podcast

Private Equity PErspectives - Episode 48: Seizing Opportunity in Uncertainty

December 13, 2024

As private equity firms adapt to evolving market conditions, strategies for driving growth and ensuring long-term value have become more crucial than ever. On BDO’s latest Private Equity PErspectives podcast episode, host and BDO’s PE National Relationship Director Todd Kinney was joined by Drew Meyers, partner at Seaport Capital, and Benjamin Krause, partner, North American infrastructure, at 3i Group.

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Article

2025 Asset Management Predictions

November 11, 2024
Article

2025 Asset Management Predictions

November 11, 2024

Asset managers are preparing for a 2025 characterized by tax shifts. New regulatory challenges may increase the burden on their tax teams, but technologies like AI could lighten the load — if firms are proactive in pursuing them. Learn what’s next for the asset management industry.

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Podcast

Private Equity PErspectives - Episode 47: Sourcing Strategies Through Industry Shifts

November 1, 2024
Podcast

Private Equity PErspectives - Episode 47: Sourcing Strategies Through Industry Shifts

November 1, 2024

As macroeconomic uncertainty continues to shift the private equity landscape, firms are actively re-evaluating their strategies to seize emerging opportunities for growth. On BDO’s latest Private Equity PErspectives podcast episode, Jordan Margolin, head of business development at VSS Capital, and Matt Cole, managing director at SBJ Capital, joined host Todd Kinney.

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Article

Buying and Building Portfolio Companies with BDO Private Equity

September 30, 2024
Article

Buying and Building Portfolio Companies with BDO Private Equity

September 30, 2024

With record levels of dry powder and limited partners eager for shorter holding periods, fund managers are looking to restart their dealmaking engines in the exit market. PE is entering its next era — where it is no longer feasible to simply ride a rising tide of valuations to deliver returns.

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Podcast

Private Equity PErspectives - Episode 46: Navigating Longer Holdings Periods

September 6, 2024
Podcast

Private Equity PErspectives - Episode 46: Navigating Longer Holdings Periods

September 6, 2024

On BDO’s latest Private Equity PErspectives podcast episode, Glenn Harrison, managing partner at private credit fund LO3 Capital and Ken Heuer, principal at Kidd & Company, a family office, joined host Todd Kinney.

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Article

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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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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Article

Simple Agreements for Future Equity (SAFEs)

July 30, 2024
Article

Simple Agreements for Future Equity (SAFEs)

July 30, 2024

This article reviews some common characteristics of SAFEs and key tax considerations.

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Article

IRS Adopts Final Digital Asset Tax Reporting Rules with Some Revisions

July 24, 2024
Article

IRS Adopts Final Digital Asset Tax Reporting Rules with Some Revisions

July 24, 2024

The IRS on June 28 issued final regulations on information reporting for digital asset transactions. The final regulations require “brokers” to report gross proceeds, cost basis, and gain or loss on sales and exchanges of digital assets, including cryptocurrency, stablecoins, and non-fungible tokens (NFTs).

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Article

IRS Proposes Cutback in Interest Capitalization Requirements for Property Improvements

June 7, 2024
Article

IRS Proposes Cutback in Interest Capitalization Requirements for Property Improvements

June 7, 2024

The IRS on May 15 published proposed regulations (REG-133850-13) that would remove the “associated property rule” and related rules from the regulations on interest capitalization requirements for improvements to “designated property.”

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Article

Forming a P3 Under the IIJA: A Roadmap

June 4, 2024
Article

Forming a P3 Under the IIJA: A Roadmap

June 4, 2024

As of November 2023, there is approximately $495 billion yet to be allocated through 2026 — at which time the IIJA funding will expire. Read the insight to learn several project benchmarks to establish when exploring a P3 under the IIJA.

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Podcast

Private Equity PErspectives - Episode 45: Driving Impactful Growth Despite the High Cost of Capital

May 31, 2024
Podcast

Private Equity PErspectives - Episode 45: Driving Impactful Growth Despite the High Cost of Capital

May 31, 2024

Private equity continues to approach economic challenges, like the current high cost of capital, through a lens of cautious optimism. On BDO's latest Private Equity PErspectives podcast episode, Corinne Spears, principal at Achieve Partners, and Rohanjit Chaudhry, executive director at Morgan Stanley Capital Partners, joined host Todd Kinney.

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Article

Private Fund ‘Adviser-Led Secondary Transactions’ and Related Tax Considerations

May 6, 2024
Article

Private Fund ‘Adviser-Led Secondary Transactions’ and Related Tax Considerations

May 6, 2024

Are you aware of the tax and compliance considerations for adviser-led secondaries transactions? Read BDO’s new insight for more on the steps asset managers should take to maximize tax efficiencies and mitigate potential investor risks when conducting these transactions.

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