Valuation News | Houlihan Capital

21

Jan

Valuation, Valuation News, Webinars

The State of Valuations in Light of COVID-19 Webinar

Michael Norton, Director, and Andrew Smith, President, recently joined ACG Chicago for a virtual discussion on how the current environment is impacting valuations. For those who did not have a chance to join the webinar, a video recording link is provided below: For any questions regarding this webinar or valuation…

23

Dec

Valuation, Valuation News, Whitepapers

SEC Adopts New Framework for Fund Valuation Practices

On December 3, 2020, the Securities and Exchange Commission (SEC) voted to adopt Rule 2a-5, a new rule to modernize fund valuation practices. The rule clarifies how fund boards can satisfy their valuation obligations, including an increase in the variety of asset classes held by funds and increase both the…

12

Nov

Valuation, Valuation News, Whitepapers

Thinking about Gift & Estate Tax Planning? Here’s what you should know.

Many people are wondering how the tax code will be impacted and if there are estate planning actions they can take before the end of the year. Exemptions may decrease. The current estate gift tax exemption is $11.58 million, which is effective for five (5) years and will revert in…

24

Jul

Company News, Valuation, Valuation News

Andrew Smith, President, Participates on Fund Valuation Webinar Panel

Andrew Smith, President, recently was invited by Kirkland and Ellis to speak on a virtual panel, along with other industry experts, for an in-depth discussion of the impact of COVID-19 on private fund valuations and the resulting implications for financial reporting. Topics discussed: Insights for CFOs and CCOs in approaching…

16

Jul

Valuation, Valuation News, Whitepapers

Valuation Raised as an Issue by the OCIE

On June 23, 2020, a Risk Alert was released by the SEC on behalf of the Office of Compliance Inspections and Examinations (“OCIE”) that provides an overview of compliance issues found during examinations of registered investment advisers that manage private equity or hedge funds (“private fund advisers”). The Risk Alert…