Suppose your client decides to invest in the stock of a European company that is not traded in the United States. How would he report the transactions for tax purposes? Clients may come to you seeking ...

I like to describe myself as a recovering corporate lawyer. Anyone who has worked in M&A, private equity or capital markets will surely sympathize. It has to be one of the toughest gigs in town. Deals ...

Accounting firms rely on their clients for revenue. In a similar respect, clients rely on these firms for their services. While the relationship is mainly transactional, it's not always easy to manage ...

In my years traveling the country to work on M&A transactions in the wealth management space, two things have remained reliably consistent: First, every time my 6'10" frame steps off an airplane, I ...

Investment advisors and broker-dealers have a duty to seek the best execution of securities transactions for their clients. This article describes some best practices that advisors and broker-dealers ...

Pre-hedging is controversial because it involves (1) the dealer is using the non-public information of a client’s impending order for the dealer’s own benefit, when (2) the dealer’s trade potentially ...

In a market where many real estate brands still revolve around a single agent, Dan Gutfreund has taken a different approach.