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 ...

Often merger and acquisition transactions encounter problems that could have been avoided if the attorneys involved in the transaction communicated better with their clients. Business owners can often ...

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 ...

The banking and financial service industry is under ever increasing scrutiny from the regulators. Under the microscope are the banking practices and procedures that affect virtually every area of the ...

Strategically, how important is the transaction banking business to BNI, and why? The transaction banking business is both substantial and critical to BNI. Ultimately it has improved or lowered BNI’s ...