1,291 results found

Conflicts involving trusts and estates are some of the most difficult contested matters, both because of the legal issues involved and because they are emotionally wrenching

On August 6, the UK Financial Conduct Authority ("FCA") released its findings following a multi-firm review of climate reporting by asset managers, life insurers and FCA-regulated pension providers

On July 21, 2025, the US Department of the Treasury's Financial Crimes Enforcement Network (FinCEN) announced its intention to postpone the effective date of the final rule adding certain...

In collaboration with reputation consultancy Lansons, Katten has launched "(mis)Conduct, Money & Reputation," a new podcast series that explores the increasingly widespread issue of misconduct...

With the New Year comes new responsibilities for certain asset managers who are exempt from registration with the U.S. Commodity Futures Trading Commission ("CFTC") as commodity pool...

The Wall Street Journal reported last week that "Popular Leveraged Funds Shock Investors With Huge Losses." It is important to understand how to offer such instruments consistent with regulatory expectations.

For most people with a mortgage, paying it off — ideally before retirement — is a major financial goal. But the percentage of Americans still making monthly mortgage payments

It is vital that athletes, at the outset of their careers as well as throughout their careers, surround themselves with a team of independent advisors who have not only deep experience in sports management, investments, legal issue and taxes, but who also work well together, as one cohesive team, for the benefit of their client.

The ABA, SIFMA and the IIB made recommendations regarding a proposal (the "proposal") by the FRB to modify its regulations for determining "whether a company has the ability to exercise a controlling influence"...

Physician practice management companies (PPMCs) rose and fell during the 1990s.

Physicians preparing to sell their practice face a once-in-a-career transaction that requires careful preparation and strategic positioning. Understanding how sophisticated buyers...

Even if you've created an estate plan, are you sure you included everything you need to?

How much were the late King of Pop's name and image worth when he died? His estate put the figure at $2,105 but the IRS believes the value is at least $434 million.

The Situation: The first draft of the French government's finance bill for 2019 contains several significant amendments likely to affect key French tax regimes as well as past and current transactions

Appreciation of fine art can create challenging tax issues, but with proper planning collectors can minimize the estate, gift, and income tax consequences of their collections.

There were winners and losers in H.R. 1 of the 119th Congress, also known as the One Big Beautiful Bill (OBBB). Founders of and investors in small businesses will be winners...

A United States taxpayer holding an insurance or annuity policy with a cash value purchased from an issuer domiciled outside the United States is required to report the policy if its face value exceeds $10,000.

In September, the Tax Court issued its opinion in Cavallaro v. Commissioner, T.C. Memo 2014-189, holding that a merger of two family-owned businesses resulted in a $29.6 million gift from Mr. and Mrs. Cavallaro to their three sons.