Mondaq USA: Wealth Management
GuernseyFinance
The island's regulator confirmed that the net asset value of private equity funds in the island passed £120 billion for the first time in Q3 2018.
Proskauer Rose LLP
Important federal interest rates continued to drop for August 2019.
Withers LLP
This is an historic tax jurisdiction case in which the U.S. Supreme Court addressed whether the due process clause of the U.S. Constitution prohibits states from taxing trusts based solely on trust beneficiaries' in-state residency.
Ropes & Gray LLP
Also, they or their private funds may instead have obligations under other similar regulations.
Withers LLP
The modern notion of a family office charged with the stewardship of a single family's wealth for current and future generations emerged in the 19th century. The
Cadwalader, Wickersham & Taft LLP
During the past decade there has been a significant shift in the ownership and structure of the private trust business that serves high net worth individuals and families in the United States
Proskauer Rose LLP
The Supreme Court ruled unanimously on June 21, 2019, that a trust beneficiary's residence in a State, standing alone, is not sufficient for that State to impose income tax on that trust.
Cadwalader, Wickersham & Taft LLP
OFAC designated the son of Venezuelan leader Nicolas Maduro Moros for contributing to the ongoing crisis in Venezuela.
Duff and Phelps
Many transactions take place over the useful lives of capital assets, from initial capital planning and budgeting to ultimate disposal.
Cadwalader, Wickersham & Taft LLP
The SEC named Adam S. Aderton as the new co-chief of the Asset Management Unit's Enforcement Division. Mr. Aderton, who replaces Anthony Kelly, will share the position with Dabney O'Riordan.
Ropes & Gray LLP
Well, the executive order is primarily intended to promote private investment in domestic energy infrastructure and its broader then just these retirement issues.
Proskauer Rose LLP
The April § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.0%, which is a decrease from the March rate of 3.2%.
Maples Group
Recent changes to US tax legislation regarding the audit process for partnerships have important implications for CLO managers ...
Mayer Brown
If you are reading this today, on April 1, and you have a December 31 fiscal year end, then you have survived your annual Form ADV amendment. Congratulations!
Ostrow Reisin Berk & Abrams
According to the Wall Street Journal, cash was the best performing asset class in 2018. However, many investors shy away from cash investments, such as Treasury bills, money market funds and savings accounts.
Duff and Phelps
The BEAT is in addition to the taxpayer's regular tax liability.
McLane Middleton, Professional Association
New Hampshire recently signaled its intention to be one of the leading states for fiduciaries to consider by enacting The New Hampshire Foundation Act, making it the first state to permit the establishment of civil law foundations.
Womble Bond Dickinson
The Hart-Scott-Rodino Antitrust Improvements Act of 1976 ("HSR Act") requires that parties to significant mergers, acquisitions, or other transactions notify the Federal Trade Commission ("FTC") and the Department of Justice ("DOJ") prior to consummating the transaction.
Duff and Phelps
The publication also includes general regulatory updates from the United Kingdom, United States and European Union.
Eisner Amper
With Brexit looming, U.S. asset managers should be preparing themselves for an overhaul in the way U.K. and E.U. regulation and legislation affects their future.
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Skadden, Arps, Slate, Meagher & Flom (UK) LLP
Issuers of bonds governed by New York law indentures – the instrument containing the rights and obligations of the issuer, the trustee for the bondholders and the noteholders under the bonds
Ropes & Gray LLP
Also, they or their private funds may instead have obligations under other similar regulations.
Eisner Amper
Behind the brush strokes of innovative asset managers on their canvas of committed capital lies an increasingly unpredictable easel of political volatility.
Withers LLP
The modern notion of a family office charged with the stewardship of a single family's wealth for current and future generations emerged in the 19th century. The
Cadwalader, Wickersham & Taft LLP
During the past decade there has been a significant shift in the ownership and structure of the private trust business that serves high net worth individuals and families in the United States
Ropes & Gray LLP
Sure, Isabel. Glad to be here discussing this important topic.
Hughes Hubbard & Reed LLP
The Internal Revenue Code has been a central focus of both taxpayers and tax advisers over the past two years. The recent 2017 Tax Cuts and Jobs Act ("TCJA") was the first
Morrison & Foerster LLP
On July 22, 2019, five federal agencies (the "Agencies")[1] published a final rule (the "Final Rule"), which conforms the regulations implementing the Volcker Rule[2]
Proskauer Rose LLP
The Supreme Court ruled unanimously on June 21, 2019, that a trust beneficiary's residence in a State, standing alone, is not sufficient for that State to impose income tax on that trust.
Withers LLP
This is an historic tax jurisdiction case in which the U.S. Supreme Court addressed whether the due process clause of the U.S. Constitution prohibits states from taxing trusts based solely on trust beneficiaries' in-state residency.
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