ArticleIRS To Focus On High-Wealth TaxpayersUnder President Biden's administration, wealthy individuals may face a much greater risk of getting audited by the IRS.United StatesWealth ManagementWinston Taylor
ArticlePrivate Equity Gains Ground In A Fragmented Market: Q2 2026 Wealth And Asset Management M&A ActivityAnkura 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 ManagementAnkura Consulting Group LLC
ArticleSEC Adopts Rules Requiring Clearing Of U.S. Treasury TransactionsOn 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 ManagementRopes & Gray LLP
ArticleThink 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 ManagementAyala Law
ArticleWealth Management Update February 2020February 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable TrustsUnited StatesWealth ManagementProskauer Rose LLP
ArticleWealth Management Update - July 2016The 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 ManagementProskauer Rose LLP
ArticleWealth Management Update - June 2017Wealth Management Update - June 2017 - NewsletterUnited StatesWealth ManagementProskauer Rose LLP
ArticleWealth Management Update - May 2013As 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 ManagementProskauer Rose LLP
ArticleWealth Management Update - October 2016The 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 ManagementProskauer 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 ManagementA&O Shearman
ArticlePodcast: Credit Funds: Hot Topics In BDC RegulationIn 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 LawRopes & Gray LLP
ArticleThe "ABC's" Of ESGIn 2020, trillions of dollars flooded ESG funds, and many analysts are expecting this trend to continue in 2021. United StatesCorporate/Commercial LawProskauer Rose LLP
ArticleWhat Is A Partnership In Business? Key Facts And Types ExplainedPartnerships 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 LawScarinci Hollenbeck LLC
ArticleWhen Selling Your Business, Have A Retirement Backup PlanThe proceeds that come from selling a business can be an important part of your retirement plan.United StatesCorporate/Commercial LawORBA
ArticleSponsor-Arranged Investor Loan ProgramsLarge family offices and institutional investors are increasingly turning to NAV loans as a portfolio management tool for their alternatives holdings.United StatesFinance and BankingMayer Brown
ArticleUS Tax Opinions And PracticesThe US Treasury recently proposed changes to Circular 230, which incorporates regulations that govern practice before the IRS. United StatesReal Estate and ConstructionHodgson Russ LLP
ArticleQualified Retirement Plans: August 2004 DevelopmentsIf you, as an ERISA fiduciary, are "floundering" in uncertainty in the aftermath of the mutual fund scandals, you are in good company. United StatesStrategyFoley & Lardner LLP
ArticleFDIC Proposes Expanding Change In Bank Control Act Reviews Aimed At Asset ManagersLast 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 ManagementK&L Gates
ArticleBest Practices For Monitoring Your Securities Portfolio In 2026Institutional 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 LawWolf Popper
ArticleLet's DealWith 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 LawFolger Law Firm