Private wealth, trusts and estates
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Publication

What the CTA means for private investment funds and family offices

The US Treasury Department's FinCEN issued its first of three final rules implementing the Corporate Transparency Act’s ...

March 15, 2023

Banks
Foreign nongrantor trust for US beneficiaries: dos and don’ts

Publication

Foreign nongrantor trust for US beneficiaries

Shudan Zhou and William Cavanagh published an in-deptch article in Oxford Academic's April issue of Trusts and Trustees....

April 22, 2022

Funds and asset management
Securitization Insight Ep 25: SEC’s Rule 15c2-11 and its Impact on Securitizations

Podcast

Securitization Insight Ep 49: SEC’s Recent Rule Regarding Private Funds

Andrew Lom, Partner and Global Head of Private Wealth in the New York office, joins us to discuss significant rule chang...

September 25, 2023

Securitization
IRS to tax staking rewards as income

Publication

IRS to tax staking rewards as income

August 28, 2023

Tax
Securitization Insight Ep 25: SEC’s Rule 15c2-11 and its Impact on Securitizations

Podcast

Securitization Insight Ep 26: Recent Developments in the ABS Securitization Market

Brock Wolf, managing director and head of ABS banking at Truist Securities, returns to discuss how the ABS capital marke...

September 12, 2022

Securitization
Fall 2022 update on US IBTs and Divisions

Publication

What the CTA means for private investment funds and family offices

The US Treasury Department's FinCEN issued its first of three final rules implementing the Corporate Transparency Act’s ...

March 15, 2023

Banks
Foreign nongrantor trust for US beneficiaries: dos and don’ts

Publication

Foreign nongrantor trust for US beneficiaries

Shudan Zhou and William Cavanagh published an in-deptch article in Oxford Academic's April issue of Trusts and Trustees....

April 22, 2022

Funds and asset management
Securitization Insight Ep 25: SEC’s Rule 15c2-11 and its Impact on Securitizations

Podcast

Securitization Insight Ep 49: SEC’s Recent Rule Regarding Private Funds

Andrew Lom, Partner and Global Head of Private Wealth in the New York office, joins us to discuss significant rule chang...

September 25, 2023

Securitization
IRS to tax staking rewards as income

Publication

IRS to tax staking rewards as income

August 28, 2023

Tax
Securitization Insight Ep 25: SEC’s Rule 15c2-11 and its Impact on Securitizations

Podcast

Securitization Insight Ep 26: Recent Developments in the ABS Securitization Market

Brock Wolf, managing director and head of ABS banking at Truist Securities, returns to discuss how the ABS capital marke...

September 12, 2022

Securitization
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