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On September 13, 2024, California's Franchise Tax Board ("FTB") released updated proposed regulations ("Draft Regulations"), which would amend the rules regarding market-based...

A proposal by the Comptroller of the Currency, Federal Reserve Board and FDIC to increase the major assets prohibition thresholds for management interlock rules ...

Dina Kapur Sanna wrote about recently issued proposed regulations for the Trust & Estates Magazine, e-newsletter: "IRS Issues Proposed Regs Taxing Gifts and Bequests From Covered Expatriates."

This White Paper highlights select recent developments in certain countries that could have implications for employee equity plans offered by multinational companies to employees in such jurisdictions

In this episode of Real Talk, Real Growth, host Linda Ostovitz sits down with Jennifer Jones, CEO of the Howard County Economic Development Authority.

In this episode, Collins Brown, SGR Partner in the Private Client Group Practice, discusses estate planning and wealth management during the COVID-19 pandemic.

Bill Ensing recently presented at the IICLE 66th Annual Estate Planning Short Course on the distinction between estate planning and asset protection planning and considerations for both.

Currently in the European Union, no level playing field exists for asset management and rating agency activities when it comes to ensuring sustainability

Generally, access to alternative investments tends only to be available to and within financial reach of institutional investors.

Until 2014, Israel generally exempted from its income tax any trust that had been created by one or more of foreign persons, even though one or more beneficiaries were Israeli residents.

Gain valuable insights on evaluating your wealth management team as they discuss what the advisor should know about estate planning, tax issues, non-stock market risks, life insurance, custodians, reporting and much more.

Linda Rhone Enion was featured in The National Law Journal article, "Movers."

Florida has enacted significant statutory changes affecting trust administration, probate procedures, and business entity formation. These reforms introduce streamlined nonjudicial processes for trustee discharge, expand access to simplified probate administration, and establish a new framework for protected series LLCs that offers enhanced asset protection and operational flexibility for estate planners and business owners.

Over the past several years, regulators and market participants increasingly have called for the expansion of investment opportunities ...

SEC Enforcement Division Asset Management Unit Co-Chief Anthony S. Kelly will leave the agency prior to December 1, 2018.

David Tittsworth, Ropes & Gray investment management counsel, examines what's changed for the asset management industry under the Trump administration and what to expect during 2018.

Kevin Shepherd wrote a chapter titled "The Financial Action Task Force, the Gatekeeper Initiative, and the Risk-Based Approach to Client Due Diligence" in the newly released book titled A Guide to International Estate Planning: Drafting, Compliance, and Administration Strategies.