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.
Proskauer Rose LLP
The February § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.6%, up 0.2% from January.
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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Hanson Bridgett LLP
U.S. taxpayers with unreported foreign accounts or assets are in an increasingly precarious position.
Arnold & Porter Kaye Scholer LLP
In 15 West 17th Street LLC v. Commissioner, the US Tax Court denied a $64.5 million deduction claimed by the taxpayer for a charitable contribution to a historic preservation organization in 2007.
Jones Day
The increasing number of tax regularization programs in Latin America—most recently in Argentina, Brazil, Colombia, and Peru—is of keen interest to the cross-border wealth management industry.
Thompson Coburn LLP
Each January, the University of Miami hosts the Heckerling Institute on Estate Planning, the country's largest estate planning seminar.
Grant Thornton LLP
On Dec. 6, 2016, the IRS and Treasury issued temporary (T.D. 9800) and proposed (REG-129128-14) regulations under Section 901(m).
Grant Thornton LLP
The IRS and Treasury published final regulations (T.D. 9806) that provide guidance on determining ownership of a passive foreign investment company (PFIC)...
Grant Thornton LLP
On Dec. 30, 2016, the government issued several final, temporary and proposed regulations related to information reporting and withholding obligations under the Foreign Account Tax Compliance Act (FATCA).
The Brattle Group, Inc.
A report co-authored by economists at global consulting firm The Brattle Group finds that newly-proposed tax legislation aiming to defer the recognition of affiliated offshore reinsurance for U.S. tax purposes will negatively impact businesses and consumers in the United States.
Proskauer Rose LLP
The February § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.6%, up 0.2% from January.
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.
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