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Perkins Coie LLP
Yesterday, the Investment Adviser Association published our article on "Dealing with the New Derivatives Rule: A Guide of Legal and Compliance Professionals" in the "Compliance Corner" of its September 2021 IAA Newsletter.
Proskauer Rose LLP
Federal interest rates decreased slightly for September of 2021. The September applicable federal rate ("AFR") for use with a sale to a defective grantor trust...
Proskauer Rose LLP
Federal interest rates were largely stable in August of 2021. The August applicable federal rate ("AFR") for use with a sale to a defective grantor trust,
Cadwalader, Wickersham & Taft LLP
IOSCO requested feedback on proposed recommendations for sustainability-related asset management practices.
Winstead PC
This article discusses how to design and implement lifetime transfers, including gifting strategies and provisions that are often overlooked by advisors.
Pryor Cashman LLP
Sound Point Capital, an alternative asset management firm, recently acquired the direct lending firm of CVC Credit. Sound Point Capital was represented by a Pryor Cashman team led by Bertrand Fry with Ethan Lankri.
Proskauer Rose LLP
June 2021 Interest Rates for Sales to Defective Grantor Trusts, Intra-Family Loans, Split-Interest Charitable Trusts and GRATs...
Perkins Coie LLP
Having provided two "big pictures" of the calculation of a fund's "derivatives exposure," we resume with an in-depth examination
Ostrow Reisin Berk & Abrams
If you own a family business, it is likely one of your largest assets and it might be the most difficult to monetize. How you handle it can have a significant impact on your overall retirement ...
Proskauer Rose LLP
April 2021 Interest Rates for Sales to Defective Grantor Trusts, Intra-Family Loans, Split-Interest Charitable Trusts and GRATs...
Seyfarth Shaw LLP
In this episode, in recognition of Women's History month and Pay Equity day, hosts and Seyfarth partners Tonya M. Esposito and Tracee E. Davis are joined by Elisa Luque...
Winston & Strawn LLP
Under President Biden's administration, wealthy individuals may face a much greater risk of getting audited by the IRS.
Pryor Cashman LLP
Partner Kimberly Grant will be a moderator at Cardozo School of Law's webinar titled, "Women Lead the Law: Financial Literacy."
Proskauer Rose LLP
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.
FTI Consulting
The FTI Consulting Asset Lifecycle Management team offers an unparalleled breadth of services focused on improving the lifecycle value for critical capital assets.
Proskauer Rose LLP
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...
Pryor Cashman LLP
Given the potential reduction of the federal gift tax exemption in the years ahead, the socioeconomic uncertainties caused by the Coronavirus pandemic, and historically low interest rates, ...
Seyfarth Shaw LLP
The Protocol for Broker Recruiting was established in 2004 by three major wealth management firms: Smith Barney, Merrill Lynch, and UBS.
Ropes & Gray LLP
Thank you for joining us for the next installment of the Ropes & Gray alumni podcast.
Proskauer Rose LLP
On December 17, 2020, the Securities and Exchange Commission (SEC) issued a statement regarding the renaming of the agency's fomer Office of Compliance Inspections and Examinations to the...
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