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Perkins Coie LLP
Our post on the derivatives exposure equation began with a separate equation concerning interest rate and currency hedges.
Winston & Strawn LLP
On July 7, 2021, the Securities and Exchange Commission (SEC) Asset Management Advisory Committee (AMAC) proposed five recommendations to improve the data and disclosure...
Cadwalader, Wickersham & Taft LLP
In a meeting of the SEC Asset Management Advisory Committee, SEC Chair Gary Gensler questioned the basis for marketing claims that a fund is "green" or "sustainable."
Cooley LLP
Yesterday, at a meeting of the SEC's Asset Management Advisory Committee, the Committee adopted recommendations (developed by the ESG Subcommittee)...
Proskauer Rose LLP
July 2021 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts AFRs
Mayer Brown
In two reports released within days of each other, the International Organization of Securities Commissions (IOSCO) draws further attention to ESG-related disclosures by issuers and asset managers.
Cadwalader, Wickersham & Taft LLP
IOSCO requested feedback on proposed recommendations for sustainability-related asset management practices.
Winstead PC
This article discusses how to design and implement lifetime transfers, including gifting strategies and provisions that are often overlooked by advisors.
Ostrow Reisin Berk & Abrams
With a price tag of nearly $2 trillion, the American Rescue Plan Act (ARPA) is one of the biggest economic stimulus measures in U.S. history.
Kelley Drye & Warren LLP
The ripple effects continue from the Supreme Court's holding in AMG Capital Management, LLC v. FTC, explaining that Section 13(b) of the FTC Act does not allow (and never did allow) monetary remedies.
Winstead PC
The Texas Legislatures recently passed a bill that takes effect on September 1, 2021 that extends the rule against perpetuities to 300 years for trusts.
Ostrow Reisin Berk & Abrams
Tapping an IRA, 401(k) plan or other tax-deferred accounts to pay current expenses can derail your retirement savings plan.
Pryor Cashman LLP
Sound Point Capital, an alternative asset management firm, recently acquired the direct lending firm of CVC Credit. Sound Point Capital was represented by a Pryor Cashman team led by Bertrand Fry with Ethan Lankri.
Proskauer Rose LLP
June 2021 Interest Rates for Sales to Defective Grantor Trusts, Intra-Family Loans, Split-Interest Charitable Trusts and GRATs...
Withers LLP
Withers' private client and tax partner, Ed Renn recently spoke with numerous press outlets on the topic of President Biden's $1.8 trillion American Families Plan and the impact that it will have...
Reinhart Boerner Van Deuren s.c.
Benefit plans have been subject to only a limited regulatory and statutory scheme with respect to data privacy and cybersecurity.
Proskauer Rose LLP
In 2021, the global impact of environmental, social and corporate governance ("ESG") investing will continue to grow, with key implications for the asset management industry.
McGuireWoods LLP
Sixth Street has led an $830 million growth equity investment into Caris Life Sciences, according to a news release.
Schnader Harrison Segal & Lewis LLP
The Corporate Transparency Act (the "Act") was enacted by Congress on January 1, 2021 as part of the National Defense Authorization Act, overriding then-President Trump's earlier veto.
Ostrow Reisin Berk & Abrams
If you own a family business, it is likely one of your largest assets and it might be the most difficult to monetize. How you handle it can have a significant impact on your overall retirement ...
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