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Kleinberg Kaplan’s Bruce Steiner featured in The Wall Street Journal

Kleinberg Kaplan’s Bruce Steiner was featured in The Wall Street Journal article, “IRS Gives Wealthy Families More Time to Shelter Assets from Estate Tax,” which discusses the newly extended deadline for a surviving spouse to file an estate tax return in certain circumstances. Steiner shares, “Surviving spouses often miss the deadline since dealing with death is…

FEATURED PUBLICATION | July 15, 2022 | Estate Planning and Administration

Kleinberg Kaplan Recognized in Latest Edition of The Legal 500: United States

Premier boutique law firm Kleinberg Kaplan was recognized in the latest edition of The Legal 500: United States for its Hedge Funds and Investor Activism practices. The Hedge Funds practice was praised for its “ability to maintain the feel of a small, intimate, collaborative practice, all while maintaining such a large (and growing) industry presence.”…

Firm News | June 17, 2022 | Hedge Funds | Investor Activism

Kleinberg Kaplan Recognized in Chambers USA 2022

Firm ranked in Hedge Funds category; three partners individually honored New York, June 2, 2022 — Premier boutique law firm Kleinberg Kaplan announced that it has been recognized by Chambers USA 2022 as a leading firm. The firm was again included in the “Hedge Funds (USA – Nationwide)” category, and three Kleinberg Kaplan partners were individually…

FEATURED PUBLICATION | June 2, 2022 | Hedge Funds | Investor Activism

Update: 2022 Election Deadline for New York State Elective Pass-Through Entity Tax Extended to September 15, 2022

NYS PTET Election Deadline for 2022 Extended to September 15, 2022 On May 6, 2022, Governor Hochul signed into law a bill that extends the New York State Pass-Through Entity Tax (the “NYS PTET”) election deadline for the 2022 tax year to September 15, 2022. Previously, the election deadline for 2022 was March 15, 2022.…

Client Alerts | May 17, 2022 | Hedge Funds | Private Equity Funds

SEC Announces 2022 Examination Priorities

On March 30, 2022, the Division of Examinations (formerly known as the Office of Compliance Inspections and Examinations) (the “Division”) of the Securities and Exchange Commission (the “SEC”) announced its 2022 examination priorities for registered investment advisers (“RIAs”).1 The Division grouped the priorities into six general thematic areas: the operation of private investment funds; environmental,…

Client Alerts | May 2, 2022 | Hedge Funds | Private Equity Funds | Digital Assets and Cryptocurrency

Kleinberg Kaplan’s Christopher Davis quoted by Barron’s in series of articles on Elon Musk’s push to take Twitter private

Christopher Davis, chair of Kleinberg Kaplan’s M&A and Investor Activism practices, is quoted extensively by Barron’s on the ongoing Elon Musk and Twitter saga. As Musk continues his push for control of the social media platform, Chris offered his perspectives on what may have fueled Musk’s latest decisions and the potential impact on the company…

Firm News | April 25, 2022 | Mergers & Acquisitions | Investor Activism