Mondaq USA: Wealth Management
GuernseyFinance
He was one of five Guernsey Corporate Partners from Carey Olsen to be recognised as experts in the 2019 guide.
GuernseyFinance
The island's regulator confirmed that the net asset value of private equity funds in the island passed £120 billion for the first time in Q3 2018.
GuernseyFinance
Andy Sloan, Guernsey Finance Deputy Chief Executive, Strategy, reflects on recent significant developments for Guernsey Finance's green ambitions and what can be done locally.
GuernseyFinance
Guernsey is demonstrating its global leadership in drafting new laws to offer certainty in the use of "Electronic Agents" in transactions and contract matters, and to create a smart, secure environment...
GuernseyFinance
Insight Investment, a leading global asset and risk manager, has become the latest manager to seek a Guernsey Green Fund designation for one of its funds.
Cadwalader, Wickersham & Taft LLP
The SEC named Adam S. Aderton as the new co-chief of the Asset Management Unit's Enforcement Division. Mr. Aderton, who replaces Anthony Kelly, will share the position with Dabney O'Riordan.
Ropes & Gray LLP
Well, the executive order is primarily intended to promote private investment in domestic energy infrastructure and its broader then just these retirement issues.
Proskauer Rose LLP
The April § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.0%, which is a decrease from the March rate of 3.2%.
Maples Group
Recent changes to US tax legislation regarding the audit process for partnerships have important implications for CLO managers ...
Mayer Brown
If you are reading this today, on April 1, and you have a December 31 fiscal year end, then you have survived your annual Form ADV amendment. Congratulations!
Ostrow Reisin Berk & Abrams
According to the Wall Street Journal, cash was the best performing asset class in 2018. However, many investors shy away from cash investments, such as Treasury bills, money market funds and savings accounts.
Duff and Phelps
The BEAT is in addition to the taxpayer's regular tax liability.
McLane Middleton, Professional Association
New Hampshire recently signaled its intention to be one of the leading states for fiduciaries to consider by enacting The New Hampshire Foundation Act, making it the first state to permit the establishment of civil law foundations.
Womble Bond Dickinson
The Hart-Scott-Rodino Antitrust Improvements Act of 1976 ("HSR Act") requires that parties to significant mergers, acquisitions, or other transactions notify the Federal Trade Commission ("FTC") and the Department of Justice ("DOJ") prior to consummating the transaction.
Reed Smith
Quadriga, Canada's largest cryptocurrency exchange, is unable to gain access to about $145 million (USD) of bitcoin and other digital assets following the sudden death of Gerald Cotten, its co-founder and CEO...
Moritt, Hock & Hamroff LLP
We are at the brink of the largest intergenerational wealth transfer in history.
McLane Middleton, Professional Association
Although the government shutdown appears to be over, at least temporarily, businesses will need to deal with the aftermath of the lengthy shutdown.
Kramer Levin Naftalis & Frankel LLP
On Jan. 9, 2019, both the European Securities and Markets Authority (ESMA) and the European Banking Authority (EBA) published a report on crypto-assets.
Arnold & Porter
It has been one year since President Trump signed into law the most significant revision to the Internal Revenue Code since 1986, with the enactment of the Tax Cuts and Jobs Act (TCJA).
Mayer Brown
Most financing agreements have covenants limiting the ability of a borrower to merge, consolidate, create subsidiaries, declare and pay dividends or other "restricted payments," or transfer assets.
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Mayer Brown
Investment consultancy and fiduciary management new requirements for UK pension scheme trustees and service providers
Duff and Phelps
The BEAT is in addition to the taxpayer's regular tax liability.
Ostrow Reisin Berk & Abrams
According to the Wall Street Journal, cash was the best performing asset class in 2018. However, many investors shy away from cash investments, such as Treasury bills, money market funds and savings accounts.
McLane Middleton, Professional Association
New Hampshire recently signaled its intention to be one of the leading states for fiduciaries to consider by enacting The New Hampshire Foundation Act, making it the first state to permit the establishment of civil law foundations.
Skadden, Arps, Slate, Meagher & Flom (UK) LLP
Issuers of bonds governed by New York law indentures – the instrument containing the rights and obligations of the issuer, the trustee for the bondholders and the noteholders under the bonds
Mayer Brown
If you are reading this today, on April 1, and you have a December 31 fiscal year end, then you have survived your annual Form ADV amendment. Congratulations!
Cooley LLP
In this report, Change the Conversation: Redefining How Companies Engage Investors on Sustainability, sustainability nonprofit Ceres provides some guidance on how companies should best engage with their investors on the issue of sustainability.
Jeffer Mangels Butler & Mitchell LLP
A bill before the California legislature seeks to impose an estate tax of 40% on the net value of a decedent's estate in excess of $3.5 million,
Maples Group
Recent changes to US tax legislation regarding the audit process for partnerships have important implications for CLO managers ...
Proskauer Rose LLP
The April § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.0%, which is a decrease from the March rate of 3.2%.
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