We’ve designed Perspectives as a hub to share ideas, insights, and strategies. Learn from our leaders, and consider their point-of-view when shaping tactics to keep your business a step ahead of the competition. Explore articles, webinars, videos, and more →
The Rise of Direct Investments: A Game Changer For Family Offices
As family offices diversify their portfolios and embrace a broader array of investment opportunities, meticulous planning, and strategic alignment become paramount. Harry Cendrowski dives deeper…
Is Inflation the Biggest Concern for Family Offices?
Harry Cendrowski discusses how to navigate geopolitical complexities that require a delicate balance between being defensive and achieving a favorable return on investment, amidst a…
How Newer Family Office Allocations Differ From Established Ones
In this video, Harry Cendrowski explores the evolving landscape of family offices post-COVID, where a younger generation of entrepreneurs, flush with newfound wealth from tech…
Reporting Partnership K-1s on Form 1040: Tax Basis Capital, Built-In Gains, and Step-Ups
In this course, John Alfonsi reviewed the recent changes made to Schedule K-1 (Form 1065), and guiding practitioners to report individual line items on individual…
UPREITs: Unique Real Estate Investment Structures
Real estate investors always seek opportunities to build, diversify, and maximize their property portfolios. One increasingly popular but complex structure – the UPREIT or umbrella…
Determining Basis for Partners and Shareholders: AAA vs. Capital Accounts, Debt-Financed Losses, Loans and Guarantees
This course explained basis calculations for S corporations and partnerships. John Alfonsi and Dean L. Surkin, JD, LLM (Adjunct Professor, Pace University Graduate School of…
Key Components of Business Valuation: Exploring the Methods and Approaches
Business valuation is crucial for establishing deal terms and pricing during mergers, acquisitions, or capital-raising activities. An objective company valuation provides the foundation for negotiations….
How To Calculate Business Valuation
Knowing your company’s worth provides critical insight for making strategic decisions and charting the optimal path forward. However, accurately valuing a business requires in-depth financial…
Corporate Transparency Act Webinar: Prepare Your Business for a New Era of Corporate Governance | December 5th, 2023
The Corporate Transparency Act, commonly referred to as the CTA, is a significant piece of legislation that impacts businesses across the United States. With an…
Basis Calculations for Partnerships and LLCs
This course provided tax preparers and professionals advising partnerships and LLCs with a solid foundation for calculating and maintaining partners’ basis accounts, discussing book-ups, step-ups,…