Educational Materials

Introduction to Interval Funds 2017
(In collaboration with AI Insights)

ERISA Plan Asset Limitations

Mick and Associates Oil and Gas Brochure

Statutory and Regulatory Requirements for a Closed-End Registered Investment Company

Insurance Studies Institute (ISI) Life Insurance Investment Guide & Workbook

UBTI and Debt Financed Real Estate

Family Office Real Estate White Papers

Independent Director Requirements for Investment Companies (with a definition of interested person)

Conservation Easements: The Federal Tax Rules and Special Considerations Applicable to Syndicated Transactions