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Article
Lifetime Estate Tax Exemption
With the historically high gift and estate tax exemption amounts ($11,180,000 in 2018, increasing to $11,400,000 in 2019) currently in effect ...
United StatesWealth Management
Dickinson Wright PLLC
Article
Personal Planning Strategies
By now you have probably heard that the House Ways and Means Committee introduced legislation a few weeks ago (see Let the Estate Tax Planning Games Begin - But Where Will They Land - the House Ways and Committee Has Spoken)...
United StatesWealth Management
Proskauer Rose LLP

Article

Portfolio Diversification: Too Much Of A Good Thing?

Diversification is a critical concept when assembling a risk-conscious investment portfolio.

United StatesWealth Management

ORBA

Proposed Changes To The Definition Of Accredited Investor And The Definition Of Qualified Institutional Buyer

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

United StatesWealth Management

Supreme Court Holds IRS To Lower Offshore Account Penalties, But Proper Compliance Is Still Essential

Imagine the IRS discovering your "secret" offshore bank accounts. Imagine further that instead of the IRS assessing a penalty of $10,000 for failing to file the "FBAR", which is the proper...

United StatesWealth Management

Gallet Dreyer & Berkey

The ESG Debate Heats Up: State AGS Investigating Asset Manager Involvement In ESG Initiatives And Related Proxy Voting

Over the past two weeks, multiple state attorneys general have sent civil investigative demands (CIDs) or subpoenas to asset managers regarding their involvement in the environmental, social...

United StatesWealth Management

The Income Approach To Business Valuations

When a business owner begins the succession planning process or finds another need to conduct a valuation they are often surprised to learn there is more than one to determine a company's value.

United StatesWealth Management

DiGabriele, McNulty, Campanella & Co., LLC

EU Platform On Sustainable Finance Focuses On Usefulness Of Taxonomy In Response To European Commission Proposal

On 26 March 2025, the EU Platform on Sustainable Finance ("Platform") responded to the European Commission's call for evidence on the draft delegated regulation amending the Taxonomy Delegated Acts[1] (the "Taxonomy").

European UnionFinance and Banking

Proskauer Rose LLP

Asset Managers: Mastering Non-Financial Risk - The Evolution Of Human Rights Due Diligence

Growing interest in sustainability topics and the concept of "stakeholder capitalism" is fuelling attention to human rights issues from regulators and market participants around the world.

GlobalWealth Management

2025 Emerging Manager Forum

This year's forum brought together leaders from GCM Grosvenor, Churchill Asset Management, Blueprint Capital Advisors, MPowered Capital, Grafine Partners, and Terramont Infrastructure...

United StatesCorporate/Commercial Law

Marketing Exam Sweep Bears Fruit

The U.S. Securities and Exchange Commission (SEC) announced on September 11, 2023, settlement agreements with nine registered investment advisers. All were charged with advertising hypothetical...

United StatesCorporate/Commercial Law

Perkins Coie LLP

Podcast: ESMA Report: Undue Pressure On Companies

Eve Ellis provides an overview of the ESMA report and analyzes key issues addressed in the report, such as the need for greater institutional investor engagement.

United StatesCorporate/Commercial Law

Ropes & Gray LLP

REMINDER: Regulation S-P Amendments – Upcoming Dec. 3, 2025 Compliance Date

As a reminder, "Larger Entities," including registered investment advisers with $1.5 billion or more in assets under management and any broker-dealer that is not a small entity under the Exchange Act...

United StatesCorporate/Commercial Law

McDermott Will & Schulte

Retail Capital In Private Markets: Key ILPA Takeaways

Following changes announced by the US Securities and Exchange Commission (SEC) in August 2025, the Institutional Limited Partners Association (ILPA) has recently published an analysis underscoring a structural shift...

United StatesCorporate/Commercial Law

Schulte Co-Managing Partners David Efron And Marc Elovitz Speak With The American Lawyer On The Firm's Record-Breaking 2024

Schulte Roth & Zabel had a record-breaking year in 2024, with revenue increasing 13.5% to $618.8 million and profits per equity partner (PEP) surging 23.7% to $4.13 million.

United StatesCorporate/Commercial Law

McDermott Will & Schulte

Do You Have Digital Assets Included In Your Estate?

As people have become aware of technology and Internet tools, they have also started to own assets that live exclusively on the web.

United StatesFamily and Matrimonial

Normalizing Prenuptial Planning

Prenuptial planning is a common consideration for clients who are getting married.

United StatesFamily and Matrimonial

QPRTs: Take Advantage Of Efficient Wealth Transfers While Rates Are Higher

How Qualified Personal Residence Trusts can reduce your estate tax burden

United StatesFamily and Matrimonial

Davis Wright Tremaine LLP

Wealth Management Update - June 2015

The June § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2%, up 0.2% from May.

United StatesFamily and Matrimonial

Proskauer Rose LLP

Banking Sector Events May Affect Qualified Small Business Stock Treatment

Startups and emerging companies that are reevaluating their cash management policies following recent events in the banking sector should be aware of the implications of such policies...

United StatesFinance and Banking

Showing 281–300 of 1291 results

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