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Date
  • Newsletter

    Wealth Management Update


    April Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
    Florida Appellate Court Holds that "Strict Compliance with Signature Requirements" is Necessary for Execution of Will. Bitetzakis v. Bitetzakis, No. 2D17-4822, 2019 WL 405568 at *1 (Fla. Dist. Ct. App. Feb. 1, 2019).
    U.S. District Court Holds that No Discount is Allowed for Restriction on Transfer of Stock Where Taxpayer Provided No Evidence that Restriction Would be in Arms' Length Transaction. Kress v. United States, 123 AFTR 2d 2019-XXXX (E.D. Wis.) (March 26, 2019).
    IRS Rules that the Creation and Funding of an "ING" Trust Effectively Was a Non-Grantor Trust for Income Tax Purposes and an Incomplete Gift for Gift Tax Purposes. PLR 201908006.
    IRS Finds that a Sale Between Former Spouses More than Six Years After a Divorce is a Transfer Incident to Divorce for Income Tax Purposes and a Transfer for Full and Adequate Consideration for Gift Tax Purposes. PLR 201901003.
    NY State Legislature Enacts Various Tax Changes in Approving New Budget

    April 2019

  • News

    Law360’s Private Equity Editorial Advisory Board

    Monica Arora is mentioned as one of Law360’s 2019 Private Equity Editorial Advisory Board members.

    From Law360 on April 5, 2019

  • News

    Moving from New York to Florida: Perfecting Domicile

    David Pratt, Lindsay A. Rehns, and Daniel Hatten authored an article discussing the challenges and considerations when changing domicile from New York to Florida.

    From Florida Bar Journal on January/February 2019

  • News

    Big Real Estate Moguls Win as Smaller Investors Denied Tax Break

    David Miller is quoted in an article discussing Donald Trump’s new tax law.

    From Bloomberg on January 29, 2019

  • News

    Significant Relief in New Proposed FATCA Regulations

    A post from the Tax Talks blog on FATCA regulations is noted.

    From Wealth Management on December 31, 2018

  • News

    Hedge Fund Pain Compounded as Surprise Tax Hit Awaits Investors

    David Miller is quoted in an article on the new tax law’s impact on hedge funds.

    From Bloomberg on December 20, 2018

  • Press Release

    Proskauer Advises Motive Partners on Acquisition of Controlling Interest in Finantix

    December 12, 2018

  • News

    On the Move

    Nathan Brown is noted for being promoted to senior counsel in an article on legal industry hiring and promotions in South Florida.

    From Daily Business Review on December 12, 2018

  • News

    Five Must-Read Resources for Compliance and IT Leaders in Investment Firms

    The Firm’s 2018 Annual Review and Outlook for Hedge Funds, Private Equity Funds and Other Private Funds is noted.

    From Security Boulevard on December 11, 2018

  • Newsletter

    Wealth Management Update

    December Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
    U.S. Department of Treasury 2018-2019 Priority Guidance Plan
    Matter of Seiden, 2018 NY Slip Op. 32541(U) (Oct. 9, 2018)
    Private Letter Ruling 201845029
    In Case You Missed It: Sveen et al. v. Melin, 584 U.S. [TBD] (June 11, 2018)

    December 2018

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