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Tax Planning Financial Services Industry Estate Planning

Allen Barron, Inc.

Integrated Professional Services Provide Stronger Business Outcomes

Allen Barron, Inc. on

How can integrated professional services provide stronger business outcomes for your business?  Why should you consider integrated legal, tax, accounting, and business advisory services, instead of relying upon the separate...more

Allen Barron, Inc.

The Trend to Integrate Legal, Tax, Accounting, Business and Financial Advisory Services: the KPMG Arizona Gambit

Allen Barron, Inc. on

It has always been prudent to search for firms who can integrate legal, tax, accounting and business advisory services. While there are few such genuine providers across the United States they do exist, and the KPMG Arizona...more

Gerald Nowotny - Law Office of Gerald R....

Pra Dizer Adeus (To Say Goodbye) – A Homage to Sergio Mendes and a Little Bit About Tax Planning for PPLI for Trial Lawyers

Litigation attorneys have had the ability to defer contingency fees since 1994. You are hard pressed to find another profession that has this tax advantage. Hedge fund managers have been running and winning the “Death Race”...more

A&O Shearman

Pensions: DC trustee agenda update - February 2025

A&O Shearman on

Welcome to our monthly update on current legal issues for trustees of DC pension schemes, designed to help you stay up to date with key developments between trustee meetings and to support the legal update item on your next...more

Levenfeld Pearlstein, LLC

Another Attack on Private Placement Life Insurance

The use of private placement life insurance (PPLI) by high-net-worth individuals has generated considerable controversy over the years, with proponents arguing that it is a proper use of existing laws that provide many of the...more

Gerald Nowotny - Law Office of Gerald R....

NOWOTNY KNOWS SQUAT! Helping Advisors Build a Clientele and Assets Under Management Part 3 – Using Malta Pension Plans to Raise...

This is the third installment in the series Nowotny Knows Squat. This series focuses on value added planning ideas that financial advisors and life insurance agents should introduce to their clients. In case, you haven't...more

Troutman Pepper Locke

Investment Management Roundtable Discussion – Personal Estate Planning

Troutman Pepper Locke on

Gregory J. Nowak, a partner and practice leader for hedge funds in Pepper Hamilton’s Private Fund Services Practice Group, hosts a series of candid, interactive webinar discussions for West LegalEdcenter on what is going on...more

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