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  • Article

    IRS To Focus On High-Wealth Taxpayers

    Under President Biden's administration, wealthy individuals may face a much greater risk of getting audited by the IRS.
    United StatesWealth Management
    Winston Taylor
    Winston Taylor
  • Article

    Private Equity Gains Ground In A Fragmented Market: Q2 2026 Wealth And Asset Management M&A Activity

    Ankura monitors wealth and asset management M&A activity, tracks emerging themes in joint ventures and shareholder alignment, and examines how AI implementation challenges are reshaping enterprise operations and supply chain strategies. The analysis spans private equity market dynamics, regulatory compliance complexities, and the hidden costs of AI validation in investigative work.
    United StatesWealth Management
    Ankura Consulting Group LLC
    Ankura Consulting Group LLC
  • Article

    SEC Adopts Rules Requiring Clearing Of U.S. Treasury Transactions

    On December 13, 2023, the U.S. Securities and Exchange Commission (the "Commission") adopted rules that will significantly alter the trading of U.S. Treasury securities...
    United StatesWealth Management
    Ropes & Gray LLP
    Ropes & Gray LLP
  • Article

    Think Your Assets Are Untouchable? Here's How Creditors Can Still Get To Them

    "Are my assets safe?" If you've ever asked yourself that question, you're not alone, and unfortunately, the answer might not be as comforting as you think.
    United StatesWealth Management
    Ayala Law
    Ayala Law
  • Article

    Wealth Management Update February 2020

    February 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
    United StatesWealth Management
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    Wealth Management Update - July 2016

    The July § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 1.8%, which has remained constant since March.
    United StatesWealth Management
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    Wealth Management Update - June 2017

    Wealth Management Update - June 2017 - Newsletter
    United StatesWealth Management
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    Wealth Management Update - May 2013

    As part of our ongoing efforts to keep wealth management professionals informed of recent developments related to our practice area, we have summarized below some items we think would be of interest.
    United StatesWealth Management
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    Wealth Management Update - October 2016

    The October Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 1.6%, up 0.2% from September.
    United StatesWealth Management
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    ‘Investment Banking Compliance' And ‘Private Banking And Wealth Management'

    Partners Russell Sacks (New York-Financial Institutions Advisory & Financial Regulatory) and Richard Alsop (New York-Capital Markets) and Of Counsel Andrew ("Buddy")Donohue (New York-Investment Funds)
    United StatesWealth Management
    A&O Shearman
    A&O Shearman
  • Article

    Podcast: Credit Funds: Hot Topics In BDC Regulation

    In this Ropes & Gray podcast, Mike Doherty, Brian McCabe and Paul Tropp discuss important regulatory developments and current issues affecting business development companies (BDCs).
    United StatesCorporate/Commercial Law
    Ropes & Gray LLP
    Ropes & Gray LLP
  • Article

    The "ABC's" Of ESG

    In 2020, trillions of dollars flooded ESG funds, and many analysts are expecting this trend to continue in 2021.
    United StatesCorporate/Commercial Law
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    What Is A Partnership In Business? Key Facts And Types Explained

    Partnerships can be an effective way to structure a small business. However, before forming one, you should carefully consider whether it's the best legal structure for you. This article explains "what is a partnership...
    United StatesCorporate/Commercial Law
    Scarinci Hollenbeck LLC
    Scarinci Hollenbeck LLC
  • Article

    When Selling Your Business, Have A Retirement Backup Plan

    The proceeds that come from selling a business can be an important part of your retirement plan.
    United StatesCorporate/Commercial Law
    ORBA
    ORBA
  • Article

    Sponsor-Arranged Investor Loan Programs

    Large family offices and institutional investors are increasingly turning to NAV loans as a portfolio management tool for their alternatives holdings.
    United StatesFinance and Banking
    Mayer Brown
    Mayer Brown
  • Article

    US Tax Opinions And Practices

    The US Treasury recently proposed changes to Circular 230, which incorporates regulations that govern practice before the IRS.
    United StatesReal Estate and Construction
    Hodgson Russ LLP
    Hodgson Russ LLP
  • Article

    Qualified Retirement Plans: August 2004 Developments

    If you, as an ERISA fiduciary, are "floundering" in uncertainty in the aftermath of the mutual fund scandals, you are in good company.
    United StatesStrategy
    Foley & Lardner LLP
    Foley & Lardner LLP
  • Article

    FDIC Proposes Expanding Change In Bank Control Act Reviews Aimed At Asset Managers

    Last month, the Federal Deposit Insurance Corporation (FDIC) Board of Directors (FDIC Board) proposed an amendment to its regulations under the Change in Bank Control Act of 1978 (CBCA).
    United StatesWealth Management
    K&L Gates
    K&L Gates
  • Article

    Best Practices For Monitoring Your Securities Portfolio In 2026

    Institutional investors face an inevitable reality: portfolio losses from corporate fraud or mismanagement will occur. This guide outlines five essential habits that fiduciaries can implement to monitor investments, recover losses, and fulfill their duty to protect assets without requiring legal expertise or excessive time commitment.
    United StatesCorporate/Commercial Law
    Wolf Popper
    Wolf Popper
  • Article

    Let's Deal

    With the end of the stay-at-home restrictions in sight, many businesses have hung up their much welcome "We're Open" signs.
    United StatesCorporate/Commercial Law
    Folger Law Firm
    Folger Law Firm
  • Showing 781–800 of 1292 results

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