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Smith Gambrell & Russell LLP
We're excited to release the latest edition of the Smith, Gambrell & Russell publication, Trust the Leaders.
Proskauer Rose LLP
March 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
Smith Gambrell & Russell LLP
In an earlier article we posted entitled "What's in a Name? (Part 1)," we set forth the various possible ways that assets can be titled. Titling controls how an asset that you...
Proskauer Rose LLP
February 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
Ropes & Gray LLP
On January 10, 2020, the SEC's Division of Trading and Markets posted on its public website "Frequently Asked Questions on Regulation Best Interest" (the "FAQs").
Mayer Brown
On December 18, 2019, the SEC approved a proposing release for public comment that would amend the definition of "accredited investor," as well as amend the definition of qualified institutional buyer
Mayer Brown
The appetite for socially responsible investing has intensified over the past decade, with particular emphasis on environmental, social and governance ("ESG") factors.
Ostrow Reisin Berk & Abrams
If you experience financial difficulties, it may be tempting to tap into the savings you have accumulated in a 401(k) or similar retirement plan.
Ostrow Reisin Berk & Abrams
Section 1202 offers investors a remarkable tax break: the ability to exclude up to 100% of the gain on the sale of qualified small business stock.
Proskauer Rose LLP
The December Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.0%, which is unchanged from the November rate.
Ropes & Gray LLP
In this Ropes & Gray podcast, asset management partners Isabel Dische and Melissa Bender, and tax and benefits counsel Morey Ward,...
Ropes & Gray LLP
2019 has been a big year for the exchange-traded fund (ETF) industry, with a series of regulatory approvals that should foster innovation and increase competition. Most recently, on November 14, 2019
Ropes & Gray LLP
In this Ropes & Gray podcast, asset management partners Melissa Bender and Isabel Dische discuss the recently published revised edition of the UK Stewardship Code. In particular...
Proskauer Rose LLP
As a further indication of the SEC's focus on the asset management industry, on November 1, 2019 the Commission formally established an Asset Management Advisory Committee.
Proskauer Rose LLP
November 2019 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
Lewis, Thomason, King, Krieg & Waldrop, P.C
I have recently been asked on several different occasions by friends and acquaintances to confirm what happens to their assets if they die without a last will and testament.
Duff and Phelps
Though not a "tax" per se, most states consider dollars collected or "escheated" from companies as a major source of revenue.
Ropes & Gray LLP
The following summarizes recent legal developments of note affecting the mutual fund/investment management industry:
Cadwalader, Wickersham & Taft LLP
The Office of the Comptroller of the Currency, Federal Reserve Board and FDIC (collectively, the "agencies") final rule increasing the major asset prohibition thresholds for management
Proskauer Rose LLP
October 2019 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
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