News & Updates

For the Securities Industry


Spicer Jeffries aims to serve our clients continuously with top quality, professional services. Continue to visit us here to read about important Securities Industry topics, regulatory changes, firm happenings and other updates.

Tracking Your Success

August 18, 2018

Investment performance tables and charts are an excellent way to track and showcase the success of your managed accounts and/or fund. Having a performance examination done on your monthly, annual and cumulative returns and comparing them to your benchmark provides...

more

Ancillary Tax Services

August 18, 2018

Spicer Jeffries’ tax department prepares tax documents for individuals and entities across the United States, in the Cayman Islands, and around the globe.  Our client base spans numerous business segments and Spicer Jeffries understands that our client's businesses and private...

more

Three New Legislation Items for Fund Manager

August 17, 2018

Spicer Jeffries wants our clients to be aware of the following legislation that has direct effects on Fund Managers: 1. CARRIED INTEREST - Incentive Allocation New Holding Period Requirement In general, the receipt of a capital interest for services provided to...

more

Emerging Manager Solution

August 16, 2018

Spicer Jeffries’ partners have been involved with newly launched hedge and commodity funds, both registered and unregistered, as well as private equity funds and mutual funds, since the mid- 1980s. With years of previous accounting work experiences between them, and...

more

Spicer Jeffries Sponsors “Cryptocurrency Expert Panel”

August 15, 2018

Spicer Jeffries hosted a "Cryptocurrency Expert Panel" for the Palm Beach Hedge Fund Association (PBHFA) in March 2018 March 25, 2018 - A PBHFA staff member wrote: Our March 22, meet & greet, deal-making social was a tremendous success!  Our...

more