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On Monday, Citigroup filed a motion to dismiss a class action lawsuit filed against the firm over the terms of its financial advisor bonus pay agreements. The firm filed the motion with the U.S. District Court for the Southern District of New York.
In 2009, asset protection specialists watched a major Internal Revenue Service drive to flush out secret foreign bank accounts while a financial crisis brought to light mammoth Ponzi schemes and took down publicly traded companies. But we saw few...
Perhaps one of the most noticeable developments I'm seeing in the last couple of years is clients and their advisors paying increasing attention to situs and jurisdiction selection in estate planning. Indeed, they're regularly considering...
The IRS' success against UBS AG seems to be the famed butterfly in the rainforest that causes gigantic ripples across the world. The campaign against secret funds in Switzerland led the news. But several unrelated efforts in 2009 shared a common...
The unsettled estate tax environment and harsh economic climate have created a new competitiveness: to be considered the jurisdiction for trusts and win the most trust business. Clients certainly are benefitting. If they select the right...
The Financial Services Institute (FSI) plans on lobbying against recently re-introduced legislation in the Senate that threatens financial advisors’ “independent contractor” worker classification. On December 15, Senator John...