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Dickinson Wright PLLC
The IRS recently announced minimum interest rates that need to be charged to avoid gift, estate, and generation-skipping taxation ("transfer taxes") on intrafamily obligations.
Mayer Brown
In the early stages of the COVID-19 crisis, the ripple effects of the pandemic and the ensuing economic turmoil have combined to chill the M&A market across most industries.
Ropes & Gray LLP
In this Ropes & Gray podcast, asset management partner Joel Wattenbarger and associate Gideon Blatt discuss the federal banking agencies' proposed amendments to the Volcker Rule's...
Holland & Knight
To prevent individuals from being forced to liquidate assets in their retirement accounts at greatly reduced values to fund a Required Minimum Distribution (RMD), the Coronavirus Aid, Relief, and ...
Vistra
The number of family offices has grown exponentially during the past decade as UHNW families look to take back control and professionalise the oversight
Womble Bond Dickinson
The COVID-19 virus, or Coronavirus, has thrown the world in to a tailspin. Businesses have closed their doors, once crowded streets are deserted and people are self-isolating in their homes.
Holland & Knight
Over the past month, fear surrounding the continued spread of the coronavirus (COVID-19) and a global financial crisis,...
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
Vistra
Our relationship with this family client dates back to 1990 when our present client's father was caught in the storm of the Asian financial crisis. Due to personal guarantees, most of the family's
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