Mondaq USA: Wealth Management
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.
GuernseyFinance
A new online platform, developed in Guernsey, is aiming to make the 'know your client' process quicker, easier and more cost effective.
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.
Proskauer Rose LLP
The October Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 1.6%, up 0.2% from September.
Holland & Knight
Only a few months ago, it appeared that the dispute between Tom Benson had with his daughter and trustees of trusts he created was settled, but is now heading back to court.
BakerHostetler
The Proposed Regulations would eliminate most valuation discounts on redemptions and transfers of family business interests among family members when a single family "controls" the business both before and after the transfer.
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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.
GuernseyFinance
Kate Clouston, Director of International Business Development at Guernsey Finance, looks at opportunities for Guernsey from the US funds sector.
Fenwick & West LLP
Tax inversions and the offshoring of intellectual property by U.S. companies grew from an arcane tax law subject to a popular election year issue this autumn.
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.
DMS Offshore Investment Services
After finishing the second reporting round for US FATCA, Foreign Financial Institutions (FFI) must now prepare for what will be the most arduous international tax compliance hurdle to date: the CRS.
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.
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.
Grant Thornton LLP
Tax planning means planning ahead. With that in mind, Grant Thornton LLP has put together three year-end tax guides designed to address the complex tax issues you're worrying about in 2016.
DMS Offshore Investment Services
DMS Governance (DMS), the world's largest fund governance firm is pleased to introduce two new senior hires to its New York Business Development team...
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