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 1, 2019
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...
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Ancillary Tax Services
July 9, 2019
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...
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Three New Legislation Items for Fund Manager
May 9, 2019
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...
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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...
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