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  • Article

    Family Office Investing In Private Funds: The Principal’s Short-list

    As the family office principal, you likely do not live in the weeds of fund documents. However, you do need clarity on the handful of issues that most directly affect your wealth, influence, and legacy.
    United StatesFinance and Banking
    McDermott Will & Schulte
    McDermott Will & Schulte
  • Article

    FTC Considers Anticompetitive Implications Of "Common Ownership" Investments

    At a Federal Trade Commission ("FTC") hearing, industry professionals and experts debated the possible anticompetitive implications of institutional investors holding non-controlling equity...
    United StatesFinance and Banking
    Hogan Lovells Cadwalader
    Hogan Lovells Cadwalader
  • Article

    Fund Finance Compendium

    Mayer Brown has been working on subscription credit facilities and other fund financings for two decades. During this time,
    United StatesFinance and Banking
    Mayer Brown
    Mayer Brown
  • Article

    Jervis Smith Talks To Unquote About Use Of Technology In Fund Administration

    Investment fund managers around the world are looking to improve how data is managed by front- and middle-offices, given there is now a shift...
    United StatesFinance and Banking
    Vistra
    Vistra
  • Article

    SEC Chair Gensler Questions Marketing Terms Used For ESG Funds

    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."
    United StatesFinance and Banking
    Hogan Lovells Cadwalader
    Hogan Lovells Cadwalader
  • Article

    Why Cities Can't Afford To Wait Any Longer: How To Meet The New Challenges

    In part three of ‘The Infrastructure Imperative' blog series, we will share insights on how cities can leverage the power of data when making business decisions, how organizations are upskilling current and future leaders...
    United StatesLaw Practice Management
    Arcadis
    Arcadis
  • Article

    Electronic Surveillance Of E-Mail: Carnivores In Cyberspace

    United StatesMedia, Telecoms, IT, Entertainment
    Obermayer Rebmann Maxwell & Hippel
    Obermayer Rebmann Maxwell & Hippel
  • Article

    Time To Sell Your Buy-to-Let Property? A Case Study-based Article

    Let us introduce you to Jack and Dorothy*. They are married, both 70 years old, retired, and have two children, James and Emma, who have their own families.
    United StatesReal Estate and Construction
    Womble Bond Dickinson
    Womble Bond Dickinson
  • Article

    California's Franchise Tax Board Adopts Final Regulations For Market-Based Sourcing

    On September 10, 2025, California's Franchise Tax Board ("FTB") adopted final regulations ("Final Regulations") amending the rules regarding market-based...
    United StatesTax
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    DOJ Deal With Swiss Banks Impacts U.S. Taxpayers And Financial Firms Around The World

    The DOJ’s Program for Swiss Banks, announced August 29, 2013, is rippling through the worldwide financial community.
    United StatesTax
    Caplin & Drysdale, Chartered
    Caplin & Drysdale, Chartered
  • Article

    Families Can Use A Tax-Advantaged ABLE Account To Save For Disability Expenses

    Governor Charlie Baker recently announced the launch of a state sponsored Achieving a Better Life Experience (ABLE) account program that has been long awaited by disabled individuals and heir families.
    United StatesTax
    Bowditch & Dewey
    Bowditch & Dewey
  • Article

    NYS Advisory Opinion May Limit A Non-Resident's Ability To Convert Real Estate Into An Intangible Asset To Avoid State Estate Tax

    The majority of states, including those that are often most attractive to New Yorkers looking to relocate post-retirement (e.g., Florida, Georgia, and the Carolinas), do not impose a state-level estate tax.
    United StatesTax
    Venable LLP
    Venable LLP
  • Article

    Proposed Changes To Section 2704 Could Spur Tax Increase For Owners Of Closely Held Businesses

    Controversial proposed regulations issued by the Treasury and the IRS on August 4, 2016, would change rules for valuing interests in business entities of which a person or a family owns at least one-half.
    United StatesTax
    Thompson Coburn LLP
    Thompson Coburn LLP
  • Article

    IRS Makes Cryptocurrency A Compliance Priority

    The Internal Revenue Service (IRS) and other global taxing authorities are continuing to focus on bringing taxpayers who hold cryptocurrencies into compliance.
    United StatesTechnology
    Ropes & Gray LLP
    Ropes & Gray LLP
  • Article

    Avoid Generalizations In Working With NextGens

    The questions of when, how, and to what extent to engage younger generations in a family's succession process cross nearly all sectors of private client advisory work, both within the US and internationally.
    United StatesWealth Management
    Greenberg Glusker LLP
    Greenberg Glusker LLP
  • Article

    Avoiding Or Rolling Over Required Minimum Distributions Already Taken In 2020

    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 ...
    United StatesWealth Management
    Holland & Knight
    Holland & Knight
  • Article

    Benson Trust Dispute Heads Back To Court

    Only a few months ago, it appeared that the dispute between Tom Benson had with his daughter and trustees of trusts he created was settled, but is now heading back to court.
    United StatesWealth Management
    Holland & Knight
    Holland & Knight
  • Article

    Beyond Grantmaking: Why Estate Planners Should Prepare Clients For The Next Generation Of Philanthropy

    Estate planners can better serve clients by looking beyond traditional charitable giving to flexible philanthropic strategies that reflect clients' goals, values and desire for lasting impact across generations. The article explores how modern philanthropy extends beyond tax-deductible donations to include impact investments, giving circles, and mission-aligned business structures. Discover five practical ways estate planners can initiate more meaningful philanthropic conversations and draft documents that
    United StatesWealth Management
    Withers LLP
    Withers LLP
  • Article

    Don't Overlook Annual Exclusion Gifting Benefits For Receivers And Givers

    Each year, a person may gift thousands of dollars to as many different persons as that person desires, without triggering U.S. gift tax...
    United StatesWealth Management
    Schneider Bell
    Schneider Bell
  • Article

    ESG Disclosures For Issuers And Asset Managers

    In a recent speech, SEC Commissioner Roisman shared his own views regarding ESG disclosures.
    United StatesWealth Management
    Mayer Brown
    Mayer Brown
  • Showing 301–320 of 1291 results

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