Mondaq USA: Wealth Management
GuernseyFinance
Guernsey Finance Chief Executive Dominic Wheatley said the new brand provides Guernsey with a fresh and current look that is fit for the modern world.
GuernseyFinance
Substance in the fund management sector, particularly in the context of the AIFMD and BEPS initiative, is of increasing importance, a newly-published white paper has reported.
GuernseyFinance
Guernsey firms Carey Olsen and Northern Trust have assisted Emerald Technology Ventures, a global pioneer in industrial technology investments, on the launch of its fourth venture fund, Emerald Industrial Innovation Fund LP.
GuernseyFinance
Unilever's US$1 billion purchase of Dollar Shave Club, a four-year-old start-up company that sells razors and other personal products for men online, has netted a substantial return for the investors in a Guernsey-domiciled investment fund.
GuernseyFinance
In the current climate of regulatory reforms the need to prove that an offshore fund manager has the necessary ‘substance' to its business dealings and functionality has never been more acute.
Saul Ewing LLP
I've written before about the new proposed Treasury Regulations under Section 2704 of the Internal Revenue Code.
Kramer Levin Naftalis & Frankel LLP
On August 2, the United States Treasury Department issued proposed regulations under Section 2704 of the Internal Revenue Code of 1986, as amended from time to time (the "Code").
Thompson Coburn LLP
The announcement of the Bayer-Monsanto transaction gives shareholders a great opportunity to think about taxes and charitable planning options.
Goldin Peiser & Peiser, LLP
An FLP provides a structure in which family members may own a piece of an investment.
Foley & Lardner
The summer yielded mixed economic signals for the auto industry. On the plus side, U.S. unemployment rates and interest rates remain low.
Ostrow Reisin Berk & Abrams
Because the estate tax exemption currently tops $5 million, fewer people need life insurance to provide their families with the liquidity to pay estate taxes.
BakerHostetler
On Aug. 30, 2016, the Treasury Department, the Federal Reserve, the FDIC, the National Credit Union Administration and the Office of the Comptroller of the Currency issued guidance to U.S. banks...
BakerHostetler
There are several gifting vehicles that provide donors and their families with the opportunity to participate in their philanthropy on an ongoing basis
Ostrow Reisin Berk & Abrams
Often, closely-held business owners will choose to transfer the business to younger family members during life or at death.
Proskauer Rose LLP
Clients also should continue to consider refinancing existing intra-family loans.
Coblentz Patch Duffy & Bass LLP
On August 2, 2016 the U.S. Treasury Department issued proposed regulations addressing transfers between family members of interests in family-controlled entities.
Ostrow Reisin Berk & Abrams
Mutual funds have been around for nearly a century. Exchange-traded funds, or ETFs, are the newer kid on the block. The two investment types have much in common, but also have important differences...
McDermott Will & Emery
Each program has its own set of tailored procedures and eligibility requirements.
Ropes & Gray LLP
On August 4, 2016, the Treasury Department and the IRS published Proposed Regulations under Internal Revenue Code § 2704 that, once effective, will eliminate most valuation discounts in connection with interests in family controlled corporations, partnerships, limited liability companies and other business entities
Proskauer Rose LLP
Low interest rates can create wealth transfer opportunities. For various wealth transfer techniques, the IRS assumes that a certain minimum interest rate is in effect, known as the applicable federal rate...
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Saul Ewing LLP
I've written before about the new proposed Treasury Regulations under Section 2704 of the Internal Revenue Code.
Dentons
The case involved the appropriate burden of proof the Internal Revenue Service must meet when the IRS asserts a willful failure to file penalty for the Report of Foreign Bank and Financial Accounts.
Dentons
A recent decision by the Israeli Supreme Court has cleared the way for FATCA implementation by lifting a temporary injunction on the disclosure of information to U.S. authorities under IGA.
Holland & Knight
The U.S. Department of the Treasury unveiled its long-awaited proposed regulations targeting valuation discounts commonly used in estate planning, thereby overturning decades of settled law.
Jones Day
The Commission concluded that Apple must pay Ireland an amount equal to the alleged tax benefits, plus interest, amounting to some €13 billion.
Butler Snow LLP
Chapter 14 of the Internal Revenue Code consists of four Code Sections (Sections 2701 – 2704) designed to close valuation loopholes.
Ostrow Reisin Berk & Abrams
Often, closely-held business owners will choose to transfer the business to younger family members during life or at death.
Thompson Coburn LLP
The announcement of the Bayer-Monsanto transaction gives shareholders a great opportunity to think about taxes and charitable planning options.
Dickinson Wright PLLC
Congress took steps to limit the use of discounting techniques when it enacted Section 2704 of the Internal Revenue Code in 1990.
Ostrow Reisin Berk & Abrams
Because the estate tax exemption currently tops $5 million, fewer people need life insurance to provide their families with the liquidity to pay estate taxes.
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