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Finance

Windows of Opportunity

Existing investment challenges financial institutions should understand to capitalize on tax incentives offered by Tax Cuts and Jobs Act of 2017.

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Finance

Ownership Intelligence – A Smarter Approach to Investor Management

As soon as companies go public, they face a pivotal choice about how to manage their shareholders. Some companies utilize ownership intelligence to take proactive control of their shareholder development, growing their investor base by understanding who trades their shares and why. Others...

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Finance | FinTech

Fast Take: Cryptocurrency Taxation

Cryptocurrency: It’s mysterious, volatile and all over the news. In 2017 the value of bitcoin went from about $800 early in the year to almost $20,000. But the government is just starting to take a closer look.

The Internal Revenue Service classifies virtual currency as property and...

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