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 ...

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 ...

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 ...

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 ...

That business transactions are veering towards the digital is borne out in another survey. This one looks at digital business transactions. The survey comes from the company Moxo, and it relates to ...