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Client Alert: SEC Amends Schedules 13D and 13G Beneficial Ownership Reporting Rules and Filing Requirements | Jenner & Block

On October 10, 2023, the U.S. Securities and Exchange Commission (the “SEC”) adopted final rule amendments (the “Final Rules”) that implement various changes to the reporting and filing. ....

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IRS offers 'Secure' relief to 10-year rule beneficiaries

IRS offers 'Secure' relief to 10-year rule beneficiaries
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Wealth Management Update - September 2023 | Proskauer Rose LLP

September 2023 AFRs and 7520 Rate - The September 2023 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5%, which was the s. ....

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Wealth Management Update - Wealth & Asset Management

The September 2023 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5%, which was the same as the August 2023 rate. ....

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Death With Dignity - The Discerning Investor

From time to time, lawyers, accountants and financial professionals serve clients who are terminally ill. The question of end-of-life care can lead to a di. ....

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