1,291 results found

Long-term care (LTC) planning isn't just about affording care — it's about protecting your wealth, preserving your liquidity, and maintaining control over your financial strategy.

You insure your home, car and health against serious harm.

On December 20, 2018, the staff (Staff) of the Division of Investment Management of the US Securities and Exchange Commission (SEC) granted conditional no-action relief to Madison Capital ...

Succession planning is essential for financial stability and smooth wealth transition across generations.

The Organization for Economic Co-operation and Development (the "OECD") has published version 2.0 of its Common Reporting Standard (the "CRS") Implementation Handbook (the "Handbook").

Since December of 1999, when the jury in <I>2660 Woodley Joint Venture v. ITT Sheraton Corporation</I> shook the foundations of the most important relationship in the hospitality industry, that of owner and operator, the industry knew that two things were certain. One was that the rules of the game had changed, and the second was that an appeal would surely follow. The appeal was delayed until Sheraton's request for a new trial or amendment of the judgment was heard. That didn't happen u

Around half of total global assets under management are held by individual investors, yet less than a fifth of this capital is allocated to alternative assets, according to Bain & Company's 2023...

dupe Two decades ago, HighVista Strategies set out to transform alternative investing by tapping into less efficient markets in search of alpha.

What Happened: On November 1, 2018, National Security Advisor John Bolton confirmed that the White House will undertake "a very serious review" and use a "fresh set of eyes" on the enforcement...

On January 29, 2016, the IRS promulgated the final version of the new Form 8971 and its accompanying instructions.

The February Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is .6%, which is unchanged from the January rate.

Certain federal interest rates increased slightly for January of 2021 while others remained the same. The January applicable federal rate ("AFR") for use with a sale to a defective grantor trust...

In this Ropes & Gray podcast, asset management partner Mike Doherty and counsel Laura Hirst discuss the 2009 Term Asset-Backed Securities Loan Facility (TALF) program which the Fed..

Seyfarth Synopsis: On June 23, 2020, the Department of Labor ("DOL") issued a proposed regulation amending the fiduciary regulations governing investment duties...

With an upcoming election, economic uncertainty, and a dining room that has become both a school and a home office, family gift planning may be far from the top of your to-do list.

Roth IRA is perhaps one of the most powerful financial and estate planning tools we have to use. Roth IRAs were initially created in 1997 to allow people to save for buying their first home, and are named after Senator William V. Roth, Jr., who was their early champion.

The SEC proposed new rule 202(a)(11)-2 under the Investment Advisers Act of 1940 ("Advisers Act") to except FDIC-insured thrift institutions from the Advisers Act to the extent they are engaged in certain activities.