Mondaq USA: Wealth Management
GuernseyFinance
In recent times, trustees in the Crown Dependencies have sought the approval of the courts when faced with ‘momentous' decisions such as the decision to sell property.
GuernseyFinance
Guernsey underlined its expertise in the wealth management sector by figuring prominently at Citywealth's inaugural Future Leaders Awards.
GuernseyFinance
Guernsey has introduced a Private Investment Fund (PIF) regime which provides fund managers with greater flexibility and simplicity.
GuernseyFinance
Kate Clouston, Director of International Business Development at Guernsey Finance, looks at opportunities for Guernsey from the US funds sector.
GuernseyFinance
When measured on a global basis, a huge demand exists for infrastructure investment.
GuernseyFinance
A new cross-sector financial initiative, aimed at identifying and building business opportunities in the emerging impact investment asset class, has been launched in Guernsey.
GuernseyFinance
Guernsey Finance and Locate Guernsey have worked together on a new promotional video for the island that shows it as the perfect destination to do business.
GuernseyFinance
Senior figures from within Guernsey's fund industry have welcomed the continued increase in the value of funds under management and administration in the island.
Ostrow Reisin Berk & Abrams
Planning for retirement has never been more important, especially for those in my generation (Millennial) and for the generations that have and are to come after me (Generation Z and Alpha).
Ropes & Gray LLP
On December 15, 2016, the SEC's Division of Investment Management issued a Guidance Update titled, Mutual Fund Fee Structures...
Stites & Harbison PLLC
As this time, it is difficult to determine what the specific provisions of President-Elect Donald J. Trump's tax proposals will be; however, it is important to highlight the types of planning that are not likely to be affected, and therefore could, and should, continue.
Stites & Harbison PLLC
As this time, it is difficult to determine what the specific provisions of President-Elect Donald J. Trump's tax proposals will be; however, it is important to highlight the types of planning that are not likely to be affected, and therefore could, and should, continue.
Butler Snow LLP
Butler Snow attorneys Christopher L. McLemore and John R. Wood recently contributed the following article to eprivateclient.com, a leading internet publication for those in the wealth management field.
Ostrow Reisin Berk & Abrams
As chief operating officer, Leah oversaw the creation of her company's contingency (or disaster) plan. When a Category 4 hurricane put that plan to the test, it passed with flying colors.
Ostrow Reisin Berk & Abrams
As chief operating officer, Leah oversaw the creation of her company's contingency (or disaster) plan. When a Category 4 hurricane put that plan to the test, it passed with flying colors.
BakerHostetler
The opinion issued in the case of Estate of Edward G. Beyer v. Commissioner of Internal Revenue was the culmination of an estate planning exercise that had an unfortunate ending for everyone involved.
Day Pitney LLP
On October 14, Gov. Christie signed a new law that will remove New Jersey from the top of the list as one of the worst states in which to die, and that may give pause to many New Jersey residents seeking to establish their domicile elsewhere.
Frankfurt Kurnit Klein & Selz
In a joint appearance on September 30, 2016, Governor Chris Christie and legislative leaders announced a bipartisan agreement to repeal the New Jersey Estate Tax.
Fox Rothschild LLP
News of the expected phase-out of New Jersey's estate tax — along with changes to federal estate tax laws in recent years — means that many New Jersey residents should consider simplifying their estate planning documents to eliminate outdated provisions designed to save state and federal estate taxes.
Stroock & Stroock & Lavan LLP
For several years, the elimination of valuation discounts for transfers of minority interests in family-controlled entities has been the target of the Obama administration's legislative proposals.
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Holland & Knight
With the upcoming Republican control of the executive and legislative branches, tax changes are certain to occur.
Dentons
As we head into a new year, some tax reporting news to keep in mind.
Stites & Harbison PLLC
At this time, it is difficult to determine what the specific provisions of President-elect Donald Trump's tax proposals will be.
Holland & Knight
The IRS currently offers the following five programs for noncompliant taxpayers: (i) the Offshore Voluntary Disclosure Program (OVDP), (ii) Streamlined Domestic Offshore Procedures...
Ropes & Gray LLP
On December 15, 2016, the SEC's Division of Investment Management issued a Guidance Update titled, Mutual Fund Fee Structures...
Day Pitney LLP
On October 14, Gov. Christie signed a new law that will remove New Jersey from the top of the list as one of the worst states in which to die, and that may give pause to many New Jersey residents seeking to establish their domicile elsewhere.
GuernseyFinance
In recent times, trustees in the Crown Dependencies have sought the approval of the courts when faced with ‘momentous' decisions such as the decision to sell property.
Fox Rothschild LLP
News of the expected phase-out of New Jersey's estate tax — along with changes to federal estate tax laws in recent years — means that many New Jersey residents should consider simplifying their estate planning documents to eliminate outdated provisions designed to save state and federal estate taxes.
GuernseyFinance
Guernsey has introduced a Private Investment Fund (PIF) regime which provides fund managers with greater flexibility and simplicity.
Proskauer Rose LLP
It should be noted that while the estate tax exemption is portable among spouses at death, the GST tax exemption is not portable.
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