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Jun 27, 2011, 02:31 ET Handler Thayer Family Office Alert

On June 23, 2011, the Securities Exchange Commission ("SEC") promulgated Final Rule 275.202(a)(11)(G)-1 ("Final Rule") defining the term "family...

Apr 16, 2011, 01:08 ET Handler Thayer, LLP Tax Alert - Spring 2011

Income tax, gift tax and estate tax planning have taken on a new level of importance due to the effects of the Tax Reform Act of 2010 ("the Act")....

Apr 15, 2011, 08:40 ET Handler Thayer, LLP Family Office Outlook 2011

Family Offices have continued to place considerable resources behind all aspects of risk management. This focus is expected to continue for the...

Feb 14, 2011, 07:01 ET SEC Accredited Investor Rules Spark Debate

When are you "wealthy enough" to invest in private placements? Section 413(a) of the Dodd-Frank Wall Street Reform and Consumer Protection Act (the...

Nov 30, 2010, 05:43 ET December Section 7520 Rate Reduced to Historic Low

With the release of Revenue Ruling 2010-29, the IRS has reduced the interest rate used to value certain split-interest trusts created in December,...

Apr 29, 2010, 10:47 ET Handler Thayer, LLP Family Office 2010 Outlook

The Advanced Planning & Family Office Practice Group finds: Escalating grave concern at the prospect of greater U.S. government intervention and...

Apr 19, 2010, 04:46 ET Handler Thayer 2010 Real Estate Outlook

Family offices, real estate funds, and private investment partnerships are the likely buyers of distressed real estate assets. Institutional money...