CRYPTO TAX: YEAR-IN-REVIEW
By Aaron Kriss and Braeden Anderson KEY U.S. FEDERAL AND GLOBAL DEVELOPMENTS Since 2023, there has been a wave of significant tax and regulatory developments affecting digital assets in the United States …
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Corporate & Tax
SEC Chairman Paul Atkins Announces Updates to Wells Process
By: Braeden Anderson SEC Chairman Paul S. Atkins has signaled a shift in how the Commission approaches the Wells process, announcing a series of procedural refinements aimed at standardizing and clarifying …
Coordinated Clarity: SEC and CFTC Issue Joint Statement on Spot Crypto Asset Trading
By: Braeden Anderson On September 2, 2025, the U.S. Securities and Exchange Commission’s (“SEC”) Division of Trading and Markets and the U.S. Commodity Futures Trading Commission’s (“CFTC”) Divisions of Market Oversight …
From Negligence to Intent? The Future of Rule 206(4)-8 Enforcement
By: Braeden Anderson Recent leadership changes at the Securities and Exchange Commission may signal a recalibration of how Advisers Act Rule 206(4)-8 is enforced. With Chairman Paul Atkins back at the …
When Does My Company Need to Qualify to do Business in Multiple States?
As your business grows, your company may begin operating in states other than the original state of organization or incorporation, such as hiring employees in another state, signing contracts (and …
When and Why Are Non-Disclosure Agreements Important?
In the business world, a company’s proprietary information is one of its most valuable assets. For instance, a company’s product concept, financial data, client list, or development strategy all have …
Digital Asset Market Structure Reform and State Securities Regulator Response – August 2025
The regulatory landscape for crypto asset markets is evolving at a pace that is testing the adaptability of market participants, lawmakers, and regulators alike. In recent months, legislative proposals, executive …
SEC Approves In-Kind Creations and Redemptions for Bitcoin and Ether ETPs
On July 29, 2025, the U.S. Securities and Exchange Commission issued Release No. 34-103571, granting accelerated approval to a suite of proposed rule changes submitted by The Nasdaq Stock Market …
CLIENT ALERT: KEY TAX CHANGES FROM THE ONE BIG BEAUTIFUL BILL ACT
By Aaron Kriss On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (the “OBBBA”), which has introduced major changes to the U.S. Internal Revenue Code (the “IRC”). Many …
Changes to the Taxability of Overtime and Tips Under the One Big Beautiful Bill Act
The One Big Beautiful Bill Act (the “Act”), signed into law on July 4, 2025, established a new deduction regime on overtime pay and tips that has garnered significant attention. Workers can now deduct up to $12,500 in …
NVCA FORMS: What Are They and Why Should You Care?
The Nation Venture Capital Association, an organization comprised of members representing both the interests of startups and venture capital firms (NVCA), first developed the suite of agreements commonly referred to …
How to Find Venture Capital for Early-Stage Scaling Companies
By John F. Cohan Introduction to Venture Capital Securing venture capital is a pivotal step for early-stage scaling companies aiming to expand. Venture capitalists (VCs) provide essential funding in exchange for equity …
How to Find Angel Investors for Early-Stage Scaling Companies
By John F. Cohan Introduction to Angel Investors Securing funding is a pivotal step for early-stage scaling companies aiming to expand their operations. Angel investors can be a valuable source of funds, …
Corporate Transparency Act: Nationwide Injunction In Effect Again; All Filing Deadlines Suspended
By Peter Moldave In a continuing series of judicial actions, on December 26, 2024, a merits panel of the Fifth Circuit Court of Appeals issued an order (the “Merit Panel Order”) …
Foundational Financing Puzzle Pieces
I often have conversations about financing with passionate entrepreneurs. The advice I give is that before approaching financing sources, it’s critically important to make sure that the company’s “foundational puzzle …