Rachael P.

Are PE and VC fund managers ready for the upcoming expiration of gift tax exemption laws next year? 🎁 In an interview with Barron's, Connie Liu highlights the critical considerations fund managers must account for when transferring capital and carried interest to heirs, while touching on key insights on how to avoid costly or surprising tax liabilities. Explore the full article: https://ow.ly/Xnhk50TJGNN #TaxStrategy #EstatePlanning #PrivateEquity #VentureCapital

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This guide from Forvis Mazars US Private Client explores year-end planning concepts related to high-net-worth individuals and families: https://lnkd.in/g-ptzc4J

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Will be interesting to see how this continues to progress. Especially as the other firms start to match/increase their own pay bands. As someone who talks to a lot of public accountants looking to exit, pure comp related issues are pretty low on the list of wanting to exit at this point. Firms have essentially caught up to similar level positions in private industry. More importantly, firms need to address work-life balance, career development opportunities, & mentorship to prevent the churn of staff and senior-level auditors and tax associates. https://lnkd.in/gqZJPkJK

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Lower interest rates are spurring transaction activity and market clearance. Yet, the path to post-pandemic recovery in the commercial real estate industry may have some surprising detours. PwC's Emerging Trends in Real Estate 2025 report sheds light on the key investment factors and top markets to watch. Read more: https://pwc.to/3C2ezyO

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Lower interest rates are spurring transaction activity and market clearance. Yet, the path to post-pandemic recovery in the commercial real estate industry may have some surprising detours. PwC's Emerging Trends in Real Estate 2025 report sheds light on the key investment factors and top markets to watch. Read more: https://pwc.to/4fr5Jca

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Removing the need for two sets of accounting records and reducing disclosures - in @PwC’s October episode of IFRSTalks Laura Kennedy and Olaf Pusch talk about the benefits of the new accounting standard for eligible subsidiaries IFRS19.  Don't miss out, listen on Viewpoint. https://pwc.to/4eVKZJM #IFRSTalks #IFRS19 #Viewpoint

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Year-end tax planning is here—are you ready? Join RSM for three valuable sessions covering tax policy updates, federal tax strategies, and year-end insights. Get practical advice to tackle the upcoming tax season and plan effectively for potential changes. https://rsm.buzz/3zEyliY

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AUDITORS – last chance before busy season ramps up! I am working on multiple opportunities at the 3 – 6 year level. If you’re thinking about making a move before busy season or even thinking about making an exit in the early spring, please reach out to me 😊 would love to chat about how the market has changed and where you can take your career next! #audit #busyseason #nycjobs #ctjobs #njjobs #cpa #auditsenior #auditmanager #finance #accounting #accountingjobs #privateequity #assetmanagement #assistantcontroller #controller #bdc #privatecredit #realestate #senioraccountant #accountingmanager #financemanager #newopportunities #opentowork #hybridwork

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A great article on the reminder of thinking about internal controls throughout the M&A lifecycle to reduce surprises and support long-term synergies

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Forvis Mazars US explores how the new presidential administration and the next Congress may impact healthcare operations and finances: https://lnkd.in/gkjEMU-T

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