News & Analysis as of

Retirement Plan › Charitable Organizations

Chambliss, Bahner & Stophel, P.C.

Proposed Legislation Would Allow Families to Extend Impact of Special Needs Trusts to Charities

Chambliss, Bahner & Stophel, P.C. on

Newly introduced legislation may soon alleviate a challenge families sometimes face when planning for a loved one living with disabilities. In general, any funds left to such a beneficiary should be left in a special needs...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

It has to be all about intent

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

I live in an unincorporated village on Long Island and I’m always amused by the people who want to lead the community without the best of good intentions. There are so many who do charity fundraising for the community and...more

Latham & Watkins LLP

SEC Approves Amendments to FINRA’s New Issue Rules

Latham & Watkins LLP on

The amendments expand certain exemptions and provide additional guidance under Rules 5130 and 5131 with respect to equity IPO allocations. On December 19, 2019, the Financial Industry Regulatory Authority (FINRA) issued...more

Katten Muchin Rosenman LLP

Amendments to FINRA New Issue Rules 5130 and 5131 Effective January 1, 2020

Katten Muchin Rosenman LLP on

KEY POINTS - - Amendments to FINRA Rules 5130 and 5131, which govern the offer and sale of "New Issue" securities went into effect on January 1. - FINRA Rule 5130 prohibits a broker-dealer from selling New Issues to...more

Proskauer - Not for Profit/Exempt...

New Rules for Tax-Exempt Organizations in the Tax Cuts and Jobs Act

Proskauer - Not for Profit/Exempt... on

House Republican Tax Bill Imposes Excise Tax on Wealthy Private Universities and Excess Compensation of Highly Paid Employees; Subjects State Pension Plans to UBTI Rules - On Thursday, November 2, House Republicans led by...more

5 Results
 / 
View per page
Page: of 1

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
Sign up Log in
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
- hide
- hide