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1
Taking Custody Of The Custody Rule's Impact On The Loan Market And Digital Assets
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!
United States
12 Apr 2019
2
Proxy Advisory Firms And Other Updates From The Commission's Investment Management Division
At the ICI Conference, Dalia Blass, Director of the Securities and Exchange Commission's Division of Investment Management, provided some insights on upcoming rulemaking initiatives.
United States
2 Apr 2019
3
Third Circuit Holds That Debt Purchasers Can Qualify As Debt Collectors
On February 22, the Third Circuit sidestepped the Supreme Court's 2017 holding in Henson v. Santander Consumer USA Inc. and found that a purchaser of defaulted debt ...
United States
12 Mar 2019
4
Fund Finance Compendium
Mayer Brown has been working on subscription credit facilities and other fund financings for two decades. During this time,
United States
18 Jan 2019
5
Dividing Delaware LLCs
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.
United States
16 Jan 2019
6
US Government Shutdown: Effects On The ABS Market
As the third week of the US government shutdown comes to a close with no apparent end in sight, we note that the effects are being felt even in the asset-backed securities market.
United States
16 Jan 2019
7
Safe Harbor For The Distribution Of Research Reports
On November 30, 2018, the SEC adopted a new rule 1 establishing a non-exclusive research report safe harbor for unaffiliated brokers or dealers that publish or distribute research reports...
United States
15 Jan 2019
8
Investment Consultancy And Fiduciary Management – New Requirements For UK Pension Scheme Trustees
Investment consultancy and fiduciary management new requirements for UK pension scheme trustees and service providers
United States
9 Jan 2019
9
A Year To Remember For Business Development Companies
With 2018 now in the rearview mirror, we summarize below several of the encouraging regulatory developments for business development companies (BDCs) that occurred during 2018
United States
8 Jan 2019
10
SEC Grants Conditional No-Action Relief From The Custody Rule For Certain Administrative Agents Under Syndicated Loans
On December 20, 2018, the staff (Staff) of the Division of Investment Management of the US Securities and Exchange Commission (SEC) granted conditional no-action relief to Madison Capital ...
United States
4 Jan 2019
11
Questions And Answers From Our Webinar Window Of Opportunity: The IRS Issues Initial Guidance On Qualified Opportunity Zone Rules
Below are questions submitted by the audience during our webinar Window of Opportunity: The IRS Issues Initial Guidance on Qualified Opportunity Zone Rules.
United States
28 Dec 2018
12
High-Level Overview Of The Proposed Regulations On Interest Deduction Limitation Rules
On November 26, 2018, the Department of Treasury and US Internal Revenue Service released proposed regulations that flesh out the new Section 163(j) interest limitation rule
United States
4 Dec 2018
13
Proposed Regulations Change Calculus Of Section 956's "Deemed Dividend" For US Corporate Shareholders
On October 31, 2018, the US Internal Revenue Service ("IRS") released proposed regulations ("Proposed Regulations") that, if finalized, may substantially impact the way in which multinational corporations finance their operations.
United States
8 Nov 2018
14
Window Of Opportunity: The IRS Issues Initial Guidance On Qualified Opportunity Zone Rules
It is extremely rare that a section of the US Internal Revenue Code of 1986, as amended (the "Code") ...
United States
29 Oct 2018
15
Powers Of Attorney In Fund Financing Transactions
A power of attorney is a written agreement wherein an individual or organizational person provides advance authority to another party to make certain decisions, to execute certain documents or ...
United States
22 Sep 2017
16
Change Brewing For Valuation Discounts On US Family-Owned Entities?
If you are considering making gifts of interests in family-owned entities in the United States, then now may be the time to act.
United States
13 Jul 2015
17
It’s The Most Wonderful Time Of The Year: Making Gifts To Loved Ones
For people in the United States, the holiday season is often a time for making substantial gifts to family members and other loved ones.
United States
12 Dec 2014
18
IRS Issues Corrections To FATCA Regulations
On September 9, 2013, the Internal Revenue Service issued corrections to the final regulations implementing the Foreign Account Tax Compliance Act, issued in January 2013.
United States
9 Oct 2013
19
Tax And Estate Planning Effects Of The American Taxpayer Relief Act Of 2012
The Act contains a number of notable changes to the federal estate, gift, generation-skipping transfer and income tax laws, which are summarized in this Legal Update.
United States
21 Jan 2013
20
Foreign Account Tax Compliance Act of 2009
On March 18, 2010, President Obama signed into law the HIRE Act, economic stimulus legislation intended, among other things, to spur new job creation in the US economy.
United States
 
22 Apr 2010
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