Firm News | November 1, 2021
Shalam strengthens sophisticated tax practice, previously with Simpson Thacher New York; March 17, 2025 – Leading private investment funds law firm Kleinberg Kaplan announced the addition of Eli Shalam as a partner in the tax practice. He arrives from Simpson Thacher. Mr. Shalam has considerable experience advising clients on tax aspects of private investment fund formation…
Firm News | March 17, 2025 | Business Advice and Planning | Hedge Funds | High Net Worth Individual Planning | Private Equity Funds | Transactional
At the beginning of each year, we send a newsletter to our clients and friends regarding Section 475(f) mark-to-market elections as a reminder to consider whether to make or revoke such election. A 475(f) election must be made by calendar-year partnerships on or before March 15th of the year in which the election is to…
Client Alerts | February 21, 2025 | Hedge Funds | Private Equity Funds
This alert is a reminder of the approaching deadlines and action items regarding the New York State Pass-Through Entity Tax (the “NYS PTET”) and the New York City Pass-Through Entity Tax (the “NYC PTET”). Deadline: March 15, 2025 The deadline to elect into the NYS PTET and the NYC PTET for 2025 is March 15,…
Client Alerts | February 20, 2025 | Hedge Funds | Private Equity Funds
Kleinberg Kaplan, a pure-play activist law firm, was again featured as a top legal advisor for activist campaigns in Bloomberg’s FY 2024 Global Activism Market Review. The firm ranked sixth for legal counsel advising activist investors in the United States and eight globally on the activist side for targets of less than $1 billion, according…
Firm News | January 15, 2025 | Investor Activism
On December 3, 2024, a Federal District Court in Texas issued a nationwide preliminary injunction blocking the enforcement of the Corporate Transparency Act (the “CTA”). Prior to the injunction, the CTA required certain privately owned entities (“reporting companies”) to report information regarding the entities themselves and the individuals who, directly or indirectly, exercise “substantial control” over…
Client Alerts | December 6, 2024 | Estate Planning and Administration | Business Advice and Planning | Acquisitions and Sales | Securities and Corporate Finance
This newsletter briefly highlights certain tax issues and planning that fund managers and high-net-worth individuals should consider (or reconsider) before and shortly after the end of 2024. With Republicans winning control of the Presidency, House and Senate and lower expectations that taxes will be increased in 2025, there is less urgency to plan for year-end…
Client Alerts | December 5, 2024 | High Net Worth Individual Planning
Premier boutique law firm Kleinberg Kaplan has been recognized in the 2025 edition of Best Law Firms® for providing outstanding legal counsel in four practice areas: Trusts & Estates, Private Funds / Hedge Funds Law, Commercial Litigation, and Tax. Kleinberg Kaplan was named a Tier 1 law firm for Trusts & Estates at both the…
Firm News | November 19, 2024 | Estate Planning and Administration | Hedge Funds | Commercial and Corporate Litigation | High Net Worth Individual Planning | Tax Controversy
We are pleased to announce that 17 of the firm’s attorneys were selected for inclusion in the 2024 edition of Super Lawyers®, a national legal ranking. Attorneys were nominated by their peers and recognized for their outstanding professional achievement in several legal practice areas, including business litigation, estate & probate, mergers & acquisitions, real estate, securities…
Firm News | October 31, 2024
The IRS recently released Revenue Procedure 2024-40, which announced 2025 annual inflation adjustments for various tax provisions. Effective January 1, 2025, the estate and gift tax basic exclusion amount and the generation skipping transfer (“GST”) tax exemption are scheduled to increase from $13,610,000 to $13,990,000. This is an increase of $380,000 per person or $760,000…
Client Alerts | October 25, 2024 | Estate Planning and Administration
Real Estate Partner Chris Terry recently moderated a panel discussion titled “Distressed Financing, Maturing Loans & Workouts: Navigating the Challenging Capital Markets” at the National Commercial Real Estate Finance Conference. The panel addressed important issues in the commercial real estate market, including distressed financing, maturing loans, workouts, and the impact of rising interest rates. Hosted…
Firm News | October 2, 2024 | Distressed Real Estate Assets | Financing | Real Estate Funds
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