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Nov, 08 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…more
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Sep, 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 of…more
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Mar, 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…more
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Nov, 03 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.…more
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Aug, 12 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…more
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Jul, 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,…more
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Mar, 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…more
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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…more
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Oct, 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…more
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Sep, 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…more
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Aug, 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…more
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Jun, 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…more
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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…more
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Apr, 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…more
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Mar, 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…more
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Mar, 02 2012
Fair value accounting -- it's a well-known set of rules which send shivers down the spines of valuation experts at financial firms and specialist shops. Those experts have to figure…more
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Feb, 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-…more
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Feb, 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…more
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Feb, 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…more
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Feb, 01 2012
What started in a Harvard dorm room eight years ago is on its way to being the biggest tech IPO ever, as Facebook files paperwork to raise $5 billion…more