News & Analysis as of

Individual Retirement Account (IRA) FinCEN

Seward & Kissel LLP

2022 Year-End and 2023 Planning

Seward & Kissel LLP on

As the year is drawing to a close, we offer you some general advice regarding year-end planning and updated inflation-adjusted figures for 2023. Annual Exclusion Gifts - In 2022, the annual exclusion amount is $16,000...more

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

Malta Vigor! The Partially Deductible Malta Pension Plan

Over the course of time I have ranted and raved about my love of Afro-Cuban aka Salsa. It wasn’t my dancing ability which attracted me to Latin music. For  the record, I am not a good dancer. Not even in my own mind. Maybe it...more

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

My Big Fat Maltese Pension Plan - Finding Opportunities Above and Beyond the Roth IRA

One of the emerging planning strategies that is generally unknown and under-appreciated is the Malta Pension Plan (MPP). From the perspective of a U.S. taxpayer, the MPP should be viewed as an alternative that in many...more

Ballard Spahr LLP

Investment Management Update - April 2016

Ballard Spahr LLP on

Below is a summary of recent investment management developments that affect registered investment companies, private equity funds, hedge funds, investment advisers, and others in the investment management industry. ...more

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