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  • Article

    Joint Audit Committee's Regulatory Alert Potentially Affecting Separately Managed Account IMAs

    On May 14, 2019, the Joint Audit Committee (the "JAC"), a representative committee consisting of U.S.
    United StatesFinance and Banking
    Ropes & Gray LLP
    Ropes & Gray LLP
  • Article

    SEC Chair Highlights Asset Management Regulatory Developments

    SEC Chair Gary Gensler outlined regulatory developments in the "asset management space."
    United StatesFinance and Banking
    Hogan Lovells Cadwalader
    Hogan Lovells Cadwalader
Article

SEC Officials Highlight Regulatory Priorities For Asset Management

At the SEC Asset Management Advisory Committee ("AMAC") meeting, SEC officials reviewed asset management priorities under regulatory consideration.
United StatesFinance and Banking
Hogan Lovells Cadwalader
Hogan Lovells Cadwalader
  • Article

    Special Issues Under Sections 13(d) And 16 For Hedge Funds

    The latest chapter in our Practical Guide to the Regulation of Hedge Fund Trading Activities has been released.
    United StatesFinance and Banking
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    US$12.2 Trillion Opportunity–Executive Order Paves The Way For Easier 401(k) Plan Access To Alternative Investments

    The order also directs the Securities and Exchange Commission (SEC) to ease access to alternative assets for such plans by revisiting applicable regulations and guidance, including that related to accredited investor and qualified purchaser status.
    United StatesFinance and Banking
    K&L Gates
    K&L Gates
  • Article

    WFF US Fireside Chat Recap: Managing Teams Remotely

    Women in Fund Finance hosted a virtual fireside chat this week on "Navigation and the Redesign of the Future Workplace & Managing Teams Remotely."
    United StatesFinance and Banking
    Hogan Lovells Cadwalader
    Hogan Lovells Cadwalader
  • Article

    Healthcare & Life Sciences Private Equity Deal Tracker: Sixth Street Leads $830 Million Investment Into Caris Life Sciences

    Sixth Street has led an $830 million growth equity investment into Caris Life Sciences, according to a news release.
    United StatesFood, Drugs, Healthcare, Life Sciences
    McGuireWoods LLP
    McGuireWoods LLP
  • Article

    Report Indicates Wealthy Chinese To Emigrate To US

    Many foreigners crave United States citizenship even though it comes with corresponding obligations and responsibilities.
    United StatesImmigration
    Holland & Knight
    Holland & Knight
  • Article

    Distressed Assets: What's Coming?

    Distressed assets have been a hot topic in the commercial real estate industry for the past few months, especially in the office and retail spaces. Distressed assets in commercial real estate...
    United StatesReal Estate and Construction
    Reed Smith
    Reed Smith
  • Article

    IRS To End Offshore Voluntary Disclosure Program In September

    The IRS has announced that it will begin winding down its Offshore Voluntary Disclosure Program (OVDP) on September 28, 2018.
    United StatesTax
    Dentons
    Dentons
  • Article

    Private Client, A Law Over Borders Comparative Legal Guide

    Joshua Rubenstein, national chair of Katten's Private Wealth Department, is editor of the first edition of the Law Over Borders Comparative Legal Guide Private Client.
    United StatesTax
    Katten
    Katten
  • Article

    Year-End Tax Guides 2016 From The Washington National Tax Office

    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.
    United StatesTax
    Grant Thornton LLP
    Grant Thornton LLP
  • Article

    Year-End Tax Planning Guide for 2017

    Tax reform is here! On December 20, 2017, Congress passed the much-anticipated tax reform bill and with President Trump's signature on December 22, 2017, the bill has become law. With minor exceptions, the bill is largely effective January 1, 2018.
    United StatesTax
    Duane Morris LLP
    Duane Morris LLP
  • Article

    Adequate Disclosure: Where Are We Now?

    In an article for Wealth Management: Trusts & Estates, Private Wealth partner Louis Laski reviewed the historical context and recent case law surrounding disclosures of gift...
    United StatesWealth Management
    Katten
    Katten
  • Article

    Citywealth Speaks With Joshua Rubenstein About Rising Litigation In Private Wealth Matters

    In a Citywealth article on the rise in litigation levels in multiple jurisdictions due to financial and geopolitical uncertainties, Partner Joshua Rubenstein, National Chair of Katten's Private Wealth...
    United StatesWealth Management
    Katten
    Katten
  • Article

    Cross Border Prenups

    Marriage inevitably comes to an end, for some couples as a result of death and for a substantial number of others as a result of dissolution.
    United StatesWealth Management
    Greenberg Glusker LLP
    Greenberg Glusker LLP
  • Article

    Exclusive: How Estate Tax Expiration Will Impact Wealth Management

    Jay Pelham, President at Kaufman Rossin Wealth, has provided his insights to the South Florida Business Journal (SFBJ), for the article, "Exclusive: How estate tax expiration will impact wealth management".
    United StatesWealth Management
    Kaufman Rossin
    Kaufman Rossin
  • Article

    Fox Rothschild Nabs Tax Pro

    Fox Rothschild has added Linda Rhone Enion as a partner in the firm’s Taxation and Wealth Planning Department.
    United StatesWealth Management
    Fox Rothschild LLP
    Fox Rothschild LLP
  • Article

    Investment Assets In Corporate Separations

    The recently issued Notice 2015-59 expresses significant concerns with the application of section 355 to certain corporate separations, including transactions that result in distributing corporation (distributing) or distributed corporation (controlled) having large amounts of investment assets.
    United StatesWealth Management
    Fox Rothschild LLP
    Fox Rothschild LLP
  • Article

    IRS To Begin Examination Of Hundreds Of High-Wealth Individuals Starting July 15

    The GHW consists of a specialized, experienced group of examiners solely focused on conducting audits of high-income/high-wealth taxpayers and their affiliates.
    United StatesWealth Management
    Jones Day
    Jones Day
  • Showing 141–160 of 1291 results

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