Investment Management, Tax Returns

New York Can Be Stingy Giving Credit – Resident Tax Credit, That Is

Rivkin Radler LLP on 12/8/2023

The Office of the New York State Comptroller just released a new report that examines taxpayer migration trends during the pandemic. The report, which builds on an earlier analysis of pre-pandemic taxpayer migration trends,...more

How Can I Tell You?

Gerald Nowotny - Law Office of Gerald R.... on 10/21/2022

I am on the record stating that as far as musical taste is concerned, I am a "horn band" aficionado - Tower of Power, Chicago, Blood, Sweat and Tears. By default, I am not an aficionado of folk music and ballads. Having said...more

New Developments on the VAT Exemption for Fund Management Services

Goodwin on 7/30/2021

On 17 June 2021, the Court of Justice of the European Union (CJEU) rendered two decisions about the application of the VAT exemption for management services provided in article 135 (1) (g) of the EU VAT Directive and...more

The Tax Court in Brief - January 2021

Freeman Law on 1/27/2021

Freeman Law’s “The Tax Court in Brief” covers every substantive Tax Court opinion, providing a weekly brief of its decisions in clear, concise prose. The Week of January 18 – January 22, 2021 - Adams Challenge (UK)...more

A Brief Overview of a Trustee's Duties

Chambliss, Bahner & Stophel, P.C. on 7/26/2019

If you have been appointed the trustee of a trust, it is a strong vote of confidence in your judgment and trustworthiness. It is also a major responsibility. A trust is a legal arrangement through which one person (or an...more

House Bill Makes Significant Changes to Retirement Plans - Employee Benefits Alert

Bradley Arant Boult Cummings LLP on 5/29/2019

Last week, the House of Representatives overwhelmingly passed the “Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019” (H.R. 1994) by a vote of 417-3. The bill makes numerous changes affecting...more

The Top Five Responsibilities of a Trustee of a Special Needs Trust

Chambliss, Bahner & Stophel, P.C. on 8/10/2016

If you are considering taking on the responsibility of serving as the trustee of a special needs trust, you will probably have questions about the trustee's role. Trustees of special needs trusts have many important...more

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