Highlights | Investment Management

Private Equity Law Report publishes article written by Zachary J. Moore and Andrew M. Calamari

Private Investment Funds partner Zachary Moore and Litigation partner Andrew Calamari recently authored an article, “Using Elements of the PFAR to Develop an All-Weather Approach to SEC Scrutiny of Private Fund Advisers” that was published in the February 20, 2025 issue of... Read more

Michael Spiro Quoted in Bloomberg Article on Connecticut Pass-Through Entity Tax

Michael Spiro was quoted in a recent article in Bloomberg exploring possible benefits for private investment fund managers of the new Connecticut Applicable Business Entity Tax. The article can be found here (subscription required). Read more

Michael Spiro Authors “Liability Shifts in Leveraged Partnership Freezes” in June 20, 2022 Issue of Tax Notes

The article explores ambiguities and traps for the unwary that are introduced in leveraged partnership freezes, and is available upon request. Read more

The Enforcers Speak: Securities and Cryptocurrency Enforcement Developments at the DOJ and SEC

On June 8, 2022, Finn Dixon & Herling partners Andrew Calamari and Daniel Noble moderated a panel hosted by the Westchester and Southern Connecticut chapter of the Association of Corporate Counsel. Read more

Michael Spiro Presents on Build Back Better Act Cross-Border Tax Proposals at NYSSCPA Taxation of Financial Instruments Conference

On January 11, 2022, Michael Spiro presented on proposed changes to US cross-border taxation at the annual Taxation of Financial Instruments Conference of the New York State Society of CPAs. Read more

Michael Spiro Presents at New York State Society of CPAs Taxation of Financial Instruments and Transactions Conference Webcast

On January 12, 2021, Michael Spiro presented on “U.S. Tax Considerations of Foreign Investments” at the Foundation for Account Education New York State Society of CPAs Taxation of Financial Instruments and Transactions Conference Webcast. Read more

Finn Dixon & Herling Represents Brand Velocity Group in Raising Capital to Purchase BBQGuys

Finn Dixon & Herling advised Brand Velocity Group on its acquisition of the barbeque grill retailer BBQGuys, alongside former NFL stars including Peyton and Eli Manning. Read more

Michael Spiro has Authored the Article “Drop-and-Check F Reorganizations and Transferee Liability” for the September 28, 2020 Issue of Tax Notes Federal and Tax Notes State

Michael Spiro has authored the article “Drop-and-Check F Reorganizations and Transferee Liability” for the September 28, 2020 issue of Tax Notes Federal and Tax Notes State. Read more

Michael Spiro has Authored the Article “Private Equity and Qualified Small Business Stock: Tax Implications of Various Holding Company Structures for Control Investments”

Michael Spiro has authored the article “Private Equity and Qualified Small Business Stock: Tax Implications of Various Holding Company Structures for Control Investments” for the Winter 2019 edition of the Journal of Private Equity. Read more

Finn Dixon & Herling Tax Team Authors Comment Letter to Proposed Treasury Regulations on Deduction for “Qualified Business Income” of Pass-Through Entities

The Finn Dixon & Herling LLP (“FDH”) tax department has submitted a comment letter to the Internal Revenue Service regarding Proposed Regulations issued on August 8, 2018 under Section 199A of the Internal Revenue Code. Code Section 199A provides for a 20% deduction for the... Read more

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