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February, 2012 SEC Announces New Net Worth Standard for Accredited Investors
February, 2012 Annual Audit Filing Due Date is February 29, 2012 for Broker-Dealers
January, 2012 Deadlines Looming for 13F Filers
January, 2012 SEC's Change in Focus: SEC Claims that Negligegnce is Sufficient to Establish Wrong Doing
December, 2011 Ron S. Geffner Interviewed by Global Financial Strategies "U.S. regulators being set up for failure"
December, 2011 Alert - Registration Issues For Advisers Located In New York
December, 2011 Alert - Registration Issues For Advisers Located In California
December, 2011 Alert - Registration Issues For Advisers Located In Connecticut
December, 2011 Alert - Registration Issues For Advisers Located In New Jersey
December, 2011 Alert - Exempt Reporting Advisers Must File Form ADV Part 1A
December, 2011 Markets Media Props Tracking Report 2011 - "Props to Hedges"
November, 2011 Form PF: Filing Deadlines Require Preparation
November, 2011 Exempt Reporting Advisors Must File Form ADV Part 1A
November, 2011 December 1, 2011 - Compliance Date For Large Traders To File Form 13H
October, 2011 Form PF: Recent Developments
August, 2011 Alternative Investment Industry M&A Trending Upward
August, 2011 New Registration Requirements for Municipal Advisers
July, 2011 FINRA Rule 5131(b) "Spinning Prohibition Rules"
July, 2011 Qualified Client Standard Raised - Effective September 19, 2011
June, 2011 SEC Announces New Reporting Requirements And Extends Registration Deadlines
June, 2011 SEC Whistleblower Rules Permit Most Hedge Fund Employees to Bypass Internal Compliance
June, 2011 Advisers to "Fund of Funds" Must Deliver Audited Financial Statements to Investors by June 30, 2011
May, 2011 SEC Proposes New Rules Regarding Performance Fees
April, 2011 AsiaHedge: Asian funds feel urgency as SEC registration deadline looms
April, 2011 AsiaHedge Forum - Changing Regional & International Regulatory Winds are Shaping Asian Hedge Funds
April, 2011 SEC Considers Extending Registration Deadlines for Investment Advisers
March, 2011 Sullivan v. Harnisch and SEC Proposed Whistleblower Rules Bolster Internal Compliance Programs ...
March, 2011 CFTC Alert: Fund Exemptions May Be Eliminated
February, 2011 Annual Audit Filing Due Date is March 1, 2011 for Broker-Dealers
February, 2011 How To Start A Hedge Fund in the US in 2011
February, 2011 Deadlines Looming for 13F Filers
December, 2010 Deadline Looming For Investment Adviser Renewals
December, 2010 The Sec Goes Long On Insider-trading Cases
November, 2010 Annual Form ADV Reminder
October, 2010 SEC Issues A Significant No-Action Letter For Registered Investment Advisers Managing Private Funds
October, 2010 Delaware Supreme Court Holds That Hedge Fund Limited Partner Has Right To Full Partnership List Unle
September, 2010 SEC Enacts New Proxy Access Rule
August, 2010 New Amendments to the Form ADV Part 2 Require Greater Plain English Disclosures
July, 2010 President Obama Signs the Dodd-Frank Wall Street Reform and Consumer Protection Act
June, 2010 How To Start A Hedgefund In The US 2010
April, 2010 Custody Deadline Looming for Advisers to Funds
February, 2010 Hedgeweek Special Report - US Hedge Funds 2010
January, 2010 New SEC Personnel Emphasize More Focused Adviser Examinations
January, 2010 Attracting Retail and Institutional Investors in Europe - UCITS III
October, 2009 November 14, 2009 is the Deadline to File Updated Disclosure Information on Form U4s
October, 2009 New Massachusetts Privacy Protection Requirements
August, 2009 Additional SEC Action Addressing Short Sales
August, 2009 SEC Amends Rules to Issue More Subpoenas
July, 2009 Reforms to Federal and State Investment Adviser Regulations
June, 2009 Hope For Hedge Funds
March, 2009 Passage of Bill 953 Pending - The Expected Vote and Subsequent Passage of the Connecticut Bill 953 W
March, 2009 Building a Leader Among Small Law Firms in Financial Services
March, 2009 Alert! Changes to Business Entity Publication Requirements
October, 2008 Managing Liquidity in a Hedge Fund
September, 2008 Form SH Filings Due on Monday, September 29, 2008
September, 2008 SEC Takes Emergency Actions to Impose Restrictions and Reporting Requirements on Short Sellers
August, 2008 SEC Issues Interpretive Letter
May, 2008 California Withdraws Proposal That Would Have Required Most Fund Managers to Register as Investment
January, 2008 US East Coast 2008 - The Winner Takes It All?
September, 2007 California Proposes to Require Fund Managers to Register as Investment Advisers
September, 2007 Alert – California Proposes Significant Rule Changes for Registered Investment Advisers
November, 2005 Evolution of Index Proxies
April, 2005 Agenda for the CPO and Commodity Pool Roundtable on April 6, 2005
April, 2005 Which Offshore Advisers Must Register As A Result of the SEC's New Rules
April, 2005 Deals on the side - Article
July, 2004 SEC Votes to Propose Requirement that Hedge Fund Advisers Register
February, 2004 A Reality Check on Hedge Fund Returns needs its own “reality check”
October, 2003 Service Provider Series: Choosing a Marketer
August, 2003 Seeding Success
August, 2000 Conducting Due Diligence of Solicitors
March, 2000 Investment Partnership Seminar
January, 2000 Marketing Strategies For Private Investment Companies
October, 1999 Federal Regulation of Soft Dollar Arrangements
August, 1999 Choosing Between a Master-Feeder or a Side by Side Structure

Audit and Tax Related Articles

December, 2011 Strategies to Address New York City's Unincorporated Business Tax Hedge Fund
December, 2011 Deadline for Amendments to Certain Pre-2009 Deferred Compensation Arrangements
March, 2011 Employee Stock Ownership Plans
December, 2010 Tax Relief Act of 2010
October, 2010 IRS Issues Massive Broker-Dealer Tax Reporting Rules - Starting Date January 1, 2011
October, 2010 New Laws Liberalizes Rules for Converting 401(k) Plan Accounts into Roth IRAs
May, 2010 A New Twist to the Proposed Repeal of the Carried Interest
March, 2010 Legislation Increasing Income Taxes and Information Reporting Burdens for U.S. Taxpayers and Foreig
March, 2010 Treasury Issues Proposed Rules for Foreign Bank and Financial Accounts Report - Foreign Private Fund
February, 2010 The President's 2010 Tax Proposals: What's New, What's Old
February, 2010 Reviewing Your Estate Plan In Light Of The Estate Tax Changes In 2010
December, 2009 Every Reader's Tax Situation Is Unique - Do Your Homework Before Father Time Ushers In 2010
December, 2009 House Passes Bill Repealing Carried Interest - Fate of Bill Uncertain in Senate
September, 2009 IRS Challenges Offshore Lending Funds
September, 2009 The IRS Extends Due Date for Late Filing of Entity Classification Election Forms
June, 2009 The IRS Extends the Due Date for Some Filers of Foreign Bank and Financial Account Reports to Se
June, 2009 Recent Changes in the IRS' Views on Foreign Bank and Financial Account Reporting
May, 2009 President's Budget Proposals
May, 2009 IRS Issues Two Groundbreaking Rules on Life Settlements
March, 2009 IRS Provides Muted St. Patrick's Day Relief for Investors in Madoff, Other Frauds
March, 2009 Baucus Bill Retreats from Levin's Bill Attacking Offshore Hedge Funds
March, 2009 Levin Bill Would Be Death Knell for U.S. Managed Offshore Funds
February, 2009 Stamp Tax on Securities and Commodities Transactions - A Very Bad Tax Proposal
January, 2009 IRS Issues Rules on Deferred Fees for Offshore Fund Managers
January, 2009 Tax Relief for Madoff Investors
December, 2008 Year-end Tax Planning -- Don't Make a Bad Year Even Worse
October, 2008 How the "Bailout" Law Affects the Hedge Fund Industry and Accountants/Action on Accounting Issues fo
September, 2008 Senate Bipartisan Threat to Fee Deferrals for Offshore Managers/Reminder for Existing Deferral Plans
July, 2008 IRS Tackles Hedge Fund Investors' Deduction of Interest Expense, Fund-of-Funds' Management Fees
June, 2008 "Rangel V" -- Mr. Rangel Tries Again
June, 2008 IRS Issues Helpful Guidance for Foreign Investors in U.S. Real Estate and Offshore Funds
May, 2008 "Rangel IV" – House Democrats Again Threaten Fee Deferrals for Offshore Managers But Would Give a Br
November, 2007 Understanding the Final 409A Regulations
November, 2007 Bad News on Proposed Tax Legislation for Fund Managers
November, 2007 IRS Announces Investigation into "Suspected Tax Abuses" by Hedge Fund and Private Equity Managers
October, 2007 IRS Extends Most Transition Rules for Section 409A Plans Until December 31, 2008
October, 2007 IRS Changes Its Position on Over-the-Counter FOREX Options
August, 2007 Tax Alert! IRS Changes Its Mind About Over-the-Counter Foreign Currency Options
October, 2003 Pension Hedge Fund

Administrative and Back Office Education

June, 2003 Economies of Scale: For Smaller Firms, Back Office Outsourcing is the Way to Go
May, 2003 Finding the Proper Platform to Fuel Asset Growth and Improve Investor Service

Newsletters

September, 2011 Sadis & Goldberg Investment Manager Alert
January, 2011 Sadis & Goldberg Investment Manager Alert
February, 2010 Sadis & Goldberg Investment Manager Alert
September, 2009 Sadis & Goldberg Investment Manager Alert
February, 2009 Sadis & Goldberg Investment Manager Alert
September, 2008 Sadis & Goldberg Investment Manager Alert
April, 2008 Sadis & Goldberg Investment Manager Alert
December, 2007 Sadis & Goldberg Investment Manager Alert

Miscellaneous

February, 2012 Sadis & Goldberg Promotes Mitchell Taras to Partner and Welcomes Tax Attorney, Alexis Gelinas
February, 2012 CFTC Finalizes Rule Changes Affecting Fund Managers
January, 2012 The SEC's Compliance Outreach Program National Seminar is Scheduled for January 31, 2012
January, 2012 Webinar Presentation - How to Properly Structure a Litigation Finance Investment Fund
January, 2012 Webinar Presentation - Now is the Time for Registration as an Investment Adviser
January, 2012 Lawyers World Global Awards 2012
December, 2011 Sadis & Goldberg Named in the DealMakers 2011 Global Leading Firms "Top Tier Rankings" Campaign
December, 2011 Ron S. Geffner Named in the International Who's Who of Private Fund Lawyers 2012
December, 2011 Sadis & Goldberg Wins a Lawyer Monthly 2011 Legal Award
November, 2011 Sadis & Goldberg Wins a InterContinental Finance 2011 End of Year Country Award
November, 2011 Sadis & Goldberg is Winner of a Lawyers World Annual Jurisdiction Awards 2011
October, 2011 Sadis & Goldberg Named As A Winner in DealMakers “End of Year” Annual Awards for 2011
October, 2011 Sadis & Goldberg Wins Award from Corporate INTL Magazine 2011 – Global Award: “New York Banking & F
October, 2011 Sadis & Goldberg Named By Lawyers World Magazine Global Awards 2011 As “Law Firm of the Year Private
September, 2011 Sadis & Goldberg Named a Lawyers World Magazine 2011 "Private Funds Law Firm of the Year"
September, 2011 Sadis & Goldberg LLP Shortlisted for 2011 HFMWeek Hedge Fund Services Awards
June, 2011 Intercontinental-Finance Magazine "In a class of its own"
June, 2011 Sadis & Goldberg Named “Top Private Equity Fund Formation Law Firm – USA” by InterContinental Financ
June, 2011 Hedgeweek Names Sadis & Goldberg Best Law Firm
June, 2011 Sadis & Goldberg Wins a 2011 DealMakers Law Award
June, 2011 Sadis & Goldberg Wins DealMakers Country Awards 2011
June, 2011 Sadis & Goldberg Named "Private Funds Law Firm of the Year, USA" by Finance Monthly Magazine
May, 2011 Small Firm With a Wealth of Ideas
May, 2011 Sadis & Goldberg Named a Lawyers World Magazine 2011 “Private Funds Law Firm of the Year”
September, 2010 Sadis & Goldberg LLP Declared the Category Winner - Investment Funds Law Firm of the Year USA
August, 2010 Sadis & Goldberg LLP Advises on the Sale of the Harrison Group to Yougov
August, 2010 FI Monthly Law Awards 2010
June, 2010 2010 Corporate Advisory Firm
May, 2010 Ron S. Geffner to Speak at SkyBridge Capital Second Annual SALT Conference
April, 2010 Sadis & Goldberg Congratulates SkyBridge Capital on Purchase of Citigroup's Hedge Fund Business
April, 2010 Sadis & Goldberg Launches New Website
March, 2010 IQPC – The Third Life Settlements & Longevity Summit
January, 2010 Businessmen Practicing Law
March, 2009 It Is With Great Sadness That We Announce The Passing Of Dennis Hirsch
November, 2008 Sadis & Goldberg LLP Ranked Number Five in the "Top Onshore Law Firms" in the 2008 Alpha Awards
February, 2008 Sadis & Goldberg LLP Ranked Number Five in U.S. for Hedge Funds
February, 2008 Delaware — the Hedge Fund Jurisdiction of Choice in the US
December, 2007 Sadis & Goldberg LLP Content is Now Available on Bloomberg

If you would like more information regarding any of these publications or seminars, please contact us. If you want to contribute any content, please contact Ron S. Geffner at: rgeffner@sglawyers.com

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