Mondaq USA: Wealth Management
Mayer Brown
On December 18, 2019, the SEC approved a proposing release for public comment that would amend the definition of "accredited investor," as well as amend the definition of qualified institutional buyer
Mayer Brown
The appetite for socially responsible investing has intensified over the past decade, with particular emphasis on environmental, social and governance ("ESG") factors.
Ostrow Reisin Berk & Abrams
If you experience financial difficulties, it may be tempting to tap into the savings you have accumulated in a 401(k) or similar retirement plan.
Ostrow Reisin Berk & Abrams
Section 1202 offers investors a remarkable tax break: the ability to exclude up to 100% of the gain on the sale of qualified small business stock.
Proskauer Rose LLP
The December Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.0%, which is unchanged from the November rate.
Ropes & Gray LLP
In this Ropes & Gray podcast, asset management partners Isabel Dische and Melissa Bender, and tax and benefits counsel Morey Ward,...
Ropes & Gray LLP
2019 has been a big year for the exchange-traded fund (ETF) industry, with a series of regulatory approvals that should foster innovation and increase competition. Most recently, on November 14, 2019
Ropes & Gray LLP
In this Ropes & Gray podcast, asset management partners Melissa Bender and Isabel Dische discuss the recently published revised edition of the UK Stewardship Code. In particular...
Proskauer Rose LLP
As a further indication of the SEC's focus on the asset management industry, on November 1, 2019 the Commission formally established an Asset Management Advisory Committee.
Proskauer Rose LLP
November 2019 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
Lewis, Thomason, King, Krieg & Waldrop, P.C
I have recently been asked on several different occasions by friends and acquaintances to confirm what happens to their assets if they die without a last will and testament.
Duff and Phelps
Though not a "tax" per se, most states consider dollars collected or "escheated" from companies as a major source of revenue.
Ropes & Gray LLP
The following summarizes recent legal developments of note affecting the mutual fund/investment management industry:
Cadwalader, Wickersham & Taft LLP
The Office of the Comptroller of the Currency, Federal Reserve Board and FDIC (collectively, the "agencies") final rule increasing the major asset prohibition thresholds for management
Proskauer Rose LLP
October 2019 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
Venable LLP
Brian Fredkin co-authored "Tax Issues When Settling a Trust and Estate Dispute: A Guide for the Litigator" in California Trusts and Estates Quarterly. The following is an excerpt:
Ropes & Gray LLP
Over the past several years, regulators and market participants increasingly have called for the expansion of investment opportunities ...
Ostrow Reisin Berk & Abrams
Filing a Gift Tax Return for Non-Gifts Can Be the Best Insurance Against Unpleasant Tax Surprises Down The Road
Ostrow Reisin Berk & Abrams
Most college packing lists do not include an estate plan; however, a few basic documents can give you peace of mind as your son or daughter heads off to college.
Ostrow Reisin Berk & Abrams
Did you know that it may be advantageous to file a gift tax return when transferring property to, or for the benefit of, a family member even when a gift tax return is not required?
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Vistra
Investment fund managers around the world are looking to improve how data is managed by front- and middle-offices, given there is now a shift...
BakerHostetler
We all have insurance. But savvy managers are starting to realize that their insurance relationships are unmined sources of fundraising and deal value.
Ropes & Gray LLP
Hello, and thank you for joining us today on this Ropes & Gray podcast, the latest in our series of podcasts and webinars focused on CFTC and derivatives issues.
Ostrow Reisin Berk & Abrams
If you experience financial difficulties, it may be tempting to tap into the savings you have accumulated in a 401(k) or similar retirement plan.
Ostrow Reisin Berk & Abrams
Section 1202 offers investors a remarkable tax break: the ability to exclude up to 100% of the gain on the sale of qualified small business stock.
Ropes & Gray LLP
In this Ropes & Gray podcast, asset management partners Isabel Dische and Melissa Bender, and tax and benefits counsel Morey Ward,...
Proskauer Rose LLP
The December Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.0%, which is unchanged from the November rate.
McLane Middleton, Professional Association
Notwithstanding this landscape, the family limited partnership as a planning strategy remains viable and offers many benefits.
Ropes & Gray LLP
2019 has been a big year for the exchange-traded fund (ETF) industry, with a series of regulatory approvals that should foster innovation and increase competition. Most recently, on November 14, 2019
Kramer Levin Naftalis & Frankel LLP
Public Alternative Funds Archive - 2019 (October 31, 2019)
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