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On a June 5, 2019, the SEC adopted Form CRS ("relationship summary"), along with new and amended rules and forms, to improve retail investors' understanding of the different investment-related

On April 18, 2016, the US Financial Stability Oversight Council issued an update on its multi-year review of potential financial stability risks in the asset management industry.

The U.S. Federal deficit is expected to reach $1 trillion in 2019. Meanwhile, a hedge fund billionaire recently purchased a New York City condominium ...

December is a traditional season of giving. Making lifetime gifts, even taxable gifts, is often the simplest, most tax-effective and least expensive way to pass wealth down to younger generations and reduce or avoid estate tax.

The Internal Revenue Service has recently announced that more than 35,000 taxpayers have taken advantage of its voluntary disclosure programs for offshore bank accounts since their inception in 2009, and that those programs have generated more than $5 billion in additional revenue for the U.S. Treasury.

As a result of the current state of the economy and recent calls for more regulation on international finance, it should come as no surprise that the federal government is seeking ways to close tax havens and increase collections from taxpayers.

The November 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 4.6%, the same as in October.

Are the younger generations of your family prepared to steward the family's wealth? An estimated $72.6 trillion in U.S. wealth is likely to be transferred from the Silent Generation...

We live in a world of nearly infinite, nearly free information. That includes financial information, commentary, journalism, and forecasts.

When Enron and other corporate giants collapsed, imperiling public confidence in corporate America, President Bush responded by forming the Corporate Fraud Task Force ("CFTF") in July 2001. In his speech introducing the task force, President Bush articulated his plan to change the government’s approach to corporate misconduct.

Hello and thank you for joining us for this Ropes & Gray podcast.

The June § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 1.2%, which is a slight decrease from April's rate of 1.4% but remains the same as May's rate of 1.2%.

The March § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.0%, up 0.2% from February.

Pause and reflect on what a pension is: income for life after you retire, intended to replace part of all of your employment income.

In a world where time is the one resource we can't reclaim, understanding its true value is transformative. Imagine this: your time is worth $400,000 per minute.

Increasingly, we interact with the world around us through digital devices and social media.

Family office (FO) goals, structures, leadership and challenges are as complex and distinct as the families themselves. Although each FO approach and structure is unique ...