Searching Content from United States indexed under Wealth Management ordered by Published Date Descending.
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Pennsylvania's Commission Continues To Probe The Value Of Active Management
Pennsylvania's Commission was told at the September hearing regarding the PSERS and SERS probe that $3.8 billion in investment fees have gone unreported.
United States
19 Oct 2018
Tax Considerations Of I.P. When Expanding A Business Offshore
The U.S. person must prepare a valuation of the intangible property in accordance with rules set forth in the Treasury regulations.
United States
18 Oct 2018
Ropes & Gray's Investment Management Update – August-September 2018
The following summarizes recent legal developments of note affecting the mutual fund/investment management industry:
United States
17 Oct 2018
Blockchain Tokens Backed By Real-World Assets Appear To Grow In Popularity
This week brought more announcements related to stablecoins, with a major Japanese technology firm announcing plans to launch a yen-pegged cryptocurrency in 2019.
United States
15 Oct 2018
‘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 States
15 Oct 2018
Staffing The Family Office: Attracting And Retaining Talent
Key Duties That Families Require of Family Office Executives - Investment Strategy and Implementation; Accounting, Reporting and Control; Banking and Liquidity Planning; Legal, Governance and Estate Planning ...
United States
11 Oct 2018
IP Holding Companies: Trade Secrets & Trade Secret Asset Management
An IP Holding Company exists to hold intellectual property on behalf of one or more other companies but does not necessarily manufacture products or supply services based upon the IP held.
United States
10 Oct 2018
Wealth Management Update - October 2018
The October § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.4%, down slightly from 3.44% in September.
United States
10 Oct 2018
U.S. Withholding Tax And Reporting Action Items For Investment Funds And Asset Managers (Fall 2018)
Foreign Investor Forms W-8: An update of Forms W-8 on file for non-U.S. investors is generally recommended by December 31, 2018 to ensure that a date of birth (DOB)...
United States
9 Oct 2018
Draft French Finance Bill For 2019 Reveals Significant Tax Amendments
The Situation: The first draft of the French government's finance bill for 2019 contains several significant amendments likely to affect key French tax regimes as well as past and current transactions
United States
8 Oct 2018
Public Alternative Funds Archive - 2018
An annual amount equal to 20% of realized capital gains, if any, on a cumulative basis from inception through the end of each calendar year
United States
8 Oct 2018
Alternative Investment Liquidity Should Determine Asset Manager Compensation: AIMA Study
Ten years on from the 2008 financial crisis, some of the market conditions from that time are returning, including contracted liquidity ...
United States
8 Oct 2018
Preventing And Avoiding Costly Conflicts
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 ...
United States
5 Oct 2018
As Fund Managers Await Regulations, Key Questions Surface With Qualified Opportunity Funds
As part of the Tax Cuts and Jobs Act, signed into law by President Trump on December 22, 2017, Congress introduced new tax incentives designed to encourage long-term investments in low-income American communities.
United States
4 Oct 2018
Dentons Smart Cities: Financing And Funding Smart City Infrastructure
Smart technologies will result in substantial cost savings to cities and their residents. However, finding the initial funds needed to pay for upgrades ...
United States
3 Oct 2018
OCC Opens Door For Fintech National Banks
Following the Office of the Comptroller of Currency's July issuance of a policy statement and supplement to its licensing manual relating to special purpose national charters for non-deposit-taking financial technology companies ...
United States
28 Sep 2018
Delaware Divisive Merger Statute
Effective August 1, 2018, the Delaware Limited Liability Company Act (DLLCA) was amended to include a new § 18-217.
United States
27 Sep 2018
Kevin Garnett Sues Accountant
Retired basketball star Kevin Garnett is suing his accountant, Michael Wertheim, alleging that he helped wealth manager Charles Banks IV steal $77 million from Garnett.
United States
18 Sep 2018
FERC Denies Complaint Regarding PG&E's Order No. 890 Compliance
On August 31, 2018, the Federal Energy Regulatory Commission ("Commission") issued an order ("August 31 Order")
United States
13 Sep 2018
Matter Of The Estate Of Durcan
A recent New York County Surrogate's Court case, Matter of the Estate of Durcan, highlights the importance of properly completing beneficiary designation forms for retirement accounts, even when one has already completed them at a prior custodian.
United States
11 Sep 2018
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