News & Analysis as of

Risk Mitigation › Investment Portfolios

Charles E. Rounds, Jr. - Suffolk University...

Individual Trustee Delegates to Financial Institution the Job of Taking Custody and Keeping Track of Income and Principal: The...

Charles E. Rounds, Jr. - Suffolk University... on

While PC software programs are a practical improvement over the trustee’s hard-copy ledger book, when it comes to keeping track of trust income and principal these programs still require serious clerical monitoring on the...more

SEC Compliance Consultants, Inc. (SEC³)

How Much Testing is Enough?

SEC Compliance Consultants, Inc. (SEC³) on

Most compliance officers struggle to determine whether they are conducting enough testing to satisfy their obligations under the Advisers Act. In its release adopting Advisers Act Rule 206(4)-7, the SEC stated that an...more

Allen Barron, Inc.

Estate and Tax Planning for US Expatriates

Allen Barron, Inc. on

What are the most important elements of estate and tax planning for US expatriates?  Are you planning to move out of the United States?  Are you a US taxpayer who lives and works outside of the country?  What are some of the...more

Lowenstein Sandler LLP

Portfolio Investments in Web3: A Discussion with Collider Founder Adam Benayoun

Lowenstein Sandler LLP on

In this episode of “Crypto Innovators,” Adam Benayoun talks about his journey from entrepreneur to angel investor to founding partner of Collider Ventures, which invests in Web3 focused companies across such sectors as...more

4 Results
 / 
View per page
Page: of 1

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
Sign up Log in
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
- hide
- hide