News & Analysis as of

Portability

CDF Labor Law LLP

[Webinar] Work Visas in a Shifting Landscape – What’s Changing for Employers in 2025? - March 19th, 10:00 am - 11:00 am PT

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The ever-changing landscape of employment-based immigration continues to pose challenges for U.S. employers. With increased scrutiny on foreign national workers, compliance audits, and evolving nonimmigrant visa policies,...more

Ogletree, Deakins, Nash, Smoak & Stewart,...

Transferring Employee Data From Canada to the United States: Key Considerations for Employers

As of September 22, 2024, the final provision of Law 25, An Act to modernize legislative provisions as regards the protection of personal information, will take effect, establishing a new right to data portability for...more

Bricker Graydon LLP

Considering Auto-Portability for your Retirement Plan?

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We have noticed an increasing number of employers reaching out with questions about whether they should have their defined contribution plan join the auto-portability network. ...more

The Wagner Law Group

Prepare for Upcoming Changes to Retirement Plans for 2025

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The SECURE 2.0 Act of 2022 (the “SECURE 2.0”) made significant changes to retirement plans and how they operate. Many of the changes have already been implemented by service providers, but some sponsors will need to plan for...more

Rivkin Radler LLP

Thinking About Making Taxable Gifts Before the 2026 Sunset?

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As we will see shortly, it is often “better to give than to receive,” though this statement begs the obvious question of whether it is better to do so during one’s lifetime or upon one’s death. Many well-to-do individuals...more

Decipher Investigative Intelligence

Lateral Books of Business: Client Portability by Region, Practice and More

In law firm lateral recruitment, one question dominates both risk management and ROI: How portable is a candidate’s book of business? While every lateral candidate—just like every matter, client and firm—is different,...more

Ogletree, Deakins, Nash, Smoak & Stewart,...

New Portability Right Applies to Employers with Employees in Québec

As of September 22, 2024, the final provision of Law 25, An Act to modernize legislative provisions as regards the protection of personal information will take effect, establishing a new right to data portability for...more

Ankura

Expert Insights on Resolving Common Cloud Computing Disputes

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In today's business landscape, cloud computing is an essential component for scalability, cost-efficiency, and operational agility. However, as dependence on cloud services grows, disputes are becoming increasingly frequent....more

Proskauer Rose LLP

Private Credit Deep Dives – Portability (Europe)

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One of the foundational provisions negotiated in almost every European leveraged loan agreement is the “Change of Control” definition and associated clauses. This provision is crucial because it directly impacts the risk...more

White & Case LLP

Debt portability provides a lifeline for M&A

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Portability isn’t a typical feature of loan documents, but in a market where refinancing remains expensive and at times tricky, stakeholders are exploring how portability terms can help maintain M&A activity - Given that...more

ArentFox Schiff

Investigations Newsletter: FCA Enforcement & Compliance Digest — Summer 2024 False Claims Act Newsletter

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Welcome to the Summer 2024 issue of “FCA Enforcement & Compliance Digest,” our quarterly newsletter in which we compile essential updates on False Claims Act (FCA) enforcement trends, litigation, agency guidance, and...more

Rivkin Radler LLP

Plan Now for Sunsetting Estate & Gift Tax Exemption

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As we’ve previously discussed, portability is an important feature of an estate plan. Portability allows the surviving spouse to die to “save” any of their predeceased spouse’s unused federal estate and gift exemption amount....more

Lathrop GPM

Estate Planning 2024 Federal Tax Update

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As we start the new year, this Federal Tax Update highlights estate planning-related federal tax information that may be helpful as you consider planning options for 2024. ...more

Holland & Knight LLP

Consumer Financial Protection Bureau Proposes New Financial Data Portability, Security Rules

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The Consumer Finance Protection Bureau (CFPB) on Oct. 19, 2023, proposed a new Personal Financial Data Rights rule (Proposal) through which it seeks to increase competition in the financial sector. The Proposal was developed...more

Constangy, Brooks, Smith & Prophete, LLP

Indiana joins Iowa with a new comprehensive privacy law. A comparison to plan for the compliance road ahead.

On the heels of the unanimous passage of Iowa’s Act Relating to Consumer Data Protection on March 28, Indiana’s Consumer Data Protection Act was passed by the state legislature on April 13 and has been signed into law by Gov....more

Proskauer Rose LLP

Private Credit Deep Dives - Change of Control

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After the unprecedented boom of the immediate post‑COVID era, European M&A activity has slumped in recent months. Indeed, recent market intelligence from Dealogic showed that Q1 of 2023 in EMEA saw a 68% decline in M&A volume...more

Cozen O'Connor

Possible Options for Nonimmigrant Workers Following Termination of Employment

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On December 19, 2022, U.S. Citizenship and Immigration Services (USCIS) released information regarding nonimmigrant workers whose employment is terminated, either voluntarily or involuntarily. USCIS indicated that...more

Cole Schotz

2022/2023 Estate and Gift Tax Update

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The IRS has announced the official estate and gift exclusion amounts for 2023. For an estate of any decedent dying during calendar year 2023, the applicable exclusion is increased from $12.06 million to $12.92...more

Sheppard Mullin Richter & Hampton LLP

CFPB Issues Proposed Rulemaking on Data Access and Portability

Recently, the CFPB released an outline of proposed measures related to the Bureau’s Dodd-Frank Section 1033 rulemaking efforts that would allow consumers the rights over their personal financial data. The outline discusses...more

Mintz - Health Care Viewpoints

California Legislative Update Part I: New Requirements for Licensed Health Care Professionals

As of the close of the 2021-22 legislative session, Governor Gavin Newsom signed into law health care related legislation tackling issues from management of health care costs to reproductive rights. In Part I of our...more

Latham & Watkins LLP

The European Health Data Space - Panacea or Poison Pill?

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On 3 May 2022, the European Commission launched its proposal for a Regulation for the European Health Data Space to “unleash the full potential of health data”. However, questions arise as to whether this proposal is a...more

Fox Rothschild LLP

The Colorado Privacy Act - What the Draft Rules Say About Data Portability and Authentication

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Sixth in a series of articles on the Colorado Privacy Act draft rules. There is a lot to know about Colorado’s draft rules regarding the Colorado Privacy Act, which was enacted in July 2021. This alert takes a look at...more

Lasher Holzapfel Sperry & Ebberson PLLC

It is Now Easier and Less Expensive to File a Late Portability Election via Form 706

On July 8, 2022, the IRS issued Rev. Proc. 2022-32 that simplified the method for obtaining late relief for failure to timely make an estate tax portability election and extending the time for filing portability returns from...more

Cole Schotz

Newly Enhanced Estate Tax Portability Relief under Revenue Procedure 2022-32

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Effective July 8, 2022, the IRS issued Revenue Procedure 2022-32 to supersede Revenue Procedure 2017-34 and now allow for a late estate tax exemption portability election to be made up to five (5) years from a deceased...more

Tucker Arensberg, P.C.

IRS Extends Deadline to File Estate Tax Returns for Portability

On July 8, 2022, the IRS issued Revenue Procedure 2022-32, which provides a simplified method for taxpayers to obtain an extension of time to make a portability election of a deceased spouse’s unused exclusion amount (“DSUE”)...more

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