As calendar year 2022 comes to a close, it is a good time for taxpayers and their advisors to start thinking of planning moves that will help lower their tax bill for this year and possibly the next. This year, we have seen significant financial uncertainty and an inflation rate not seen since the 1980s, Read the full article…
Do you have a large position in a publicly held company? Are you concerned about having a concentration risk in your portfolio? If the answer is yes, then you should consider using an Exchange Fund, also known as a swap fund. An Exchange Fund provides the opportunity to diversify your stock holdings without triggering capital Read the full article…
Pasadena, CA — KROST CPAs & Consultants has launched KROST Fund Admin Solutions powered by KROST Business Intelligence (KBI). This new service simplifies the complex for Private Equity/Venture Capital clients so that they receive reliable and timely financial information through a tech-forward, streamlined experience. KROST Fund Admin Solutions is a custom-built automation software where clients Read the full article…
