Matthew Ledvina Highlights How Investment Advisors Can Expand Their Services in The US

Matthew Ledvina is a prominent US tax adviser and specialist cross border tax who has recently spoken of ways in which investment advisors can expand their businesses. As an advisor and legal specialist, Ledvina is suitably place to discuss complex interactions with the Securities and Exchange Commission.

“The job of the SEC is to oversee advice regarding investments that US residents receive. They’re basically a check and balance that was set up after the Great Depressions,” says Matthew Ledvina.  “But history lesson aside, the key point is that to provide investment advice, you need to be registered with them to ensure compliance. The problem is that this process is often far from straightforward.”

The tax planning specialist has worked at the interface between private sector advice and the SEC for many years, giving him a unique vantage point from which to assess the current situation. His approach has always been to put transparency and compliance above all else so that his clients and associates can focus on the tasks at hand.

Matthew Ledvina is hired on a regular basis by firms, businesses and individuals looking to explore the complex issues surrounding SEC registration and compliance. By adopting a comprehensive advice-led framework, Ledvina works to ensure that everyone involved is kept up to date with the key deliverables and milestones. “The SEC should not be viewed as an obstacle or stumbling block by those looking to expand their businesses. With the right approach you can readily make progress,” adds Ledvina.

After starting his career as a US tax adviser for Baker McKenzie, Ledvina went on to start a boutique law firm, work as a cross border tax specialist, promote the use of AI as a tool for growth in the legal and accounting worlds, and is currently working with a London-based Fintech company to create an innovative asset backed lending platform. As a legal professional with an eye for business development and expansion, he is able to offer real-world advice for those looking to grow.

About Matthew Ledvina:

Matthew Ledvina is a US tax specialist with significant experience of working at the interface between business and the SEC. His approach is to simplify complex issues, provide a framework for full registration and compliance, and to work in the best interests of his associates and clients at all times.

For more information, visit www.pilotage.group

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