Firm News | November 1, 2021
Kleinberg Kaplan, a pure-play activist law firm, was again featured as a top legal advisor for activist campaigns in Bloomberg’s FY 2023 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…
FEATURED PUBLICATION | January 4, 2024 | Investor Activism
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 2023. There does not appear to be any proposed tax legislation that is expected to be enacted in the near-term, but that is always subject to change. There have…
Client Alerts | December 21, 2023 | High Net Worth Individual Planning | Hedge Funds | Private Equity Funds
On January 1, 2024, the Beneficial Ownership Information (“BOI”) reporting requirements under the federal Corporate Transparency Act (“CTA”) are scheduled to go into effect. The new rules represent a fundamental shift in the U.S. disclosure regime for privately held companies. The CTA A part of Congress’s historic bipartisan National Defense Authorization Act of 2021, the…
Client Alerts | December 5, 2023 | Estate Planning and Administration | Business Advice and Planning | Acquisitions and Sales | Securities and Corporate Finance
The IRS recently released Revenue Procedure 2023-34, which announced 2024 annual inflation adjustments for various tax provisions. Effective January 1, 2024, the estate and gift tax basic exclusion amount and the generation‑skipping transfer (“GST”) tax exemption are scheduled to increase from $12,920,000 to $13,610,000. This is an increase of $690,000 per person or $1,380,000 for…
Client Alerts | November 21, 2023 | Estate Planning and Administration
Kleinberg Kaplan partner Dov Kleiner was quoted in an article in The Wall Street Journal titled, “FTX Marks a Year in Bankruptcy. What We’ve Learned From Crypto Restructurings.” The article covers the distinct features of crypto bankruptcies, including the treatment of crypto assets, the potential for customers to become new owners, notable fraud cases, and…
Firm News | November 13, 2023 | Digital Assets and Cryptocurrency
Premier boutique law firm Kleinberg Kaplan has been recognized in the 2024 edition of Best Law Firms® for providing outstanding legal counsel in three practice areas: Trusts & Estates, Commercial Litigation, and Tax. Kleinberg Kaplan was named a Tier 1 law firm for Trusts & Estates at both the National and New York City Metropolitan…
Firm News | November 2, 2023 | Estate Planning and Administration | Commercial and Corporate Litigation | High Net Worth Individual Planning | Tax Controversy
Firms should review their employment related agreements to determine if any changes are necessary. In September 2023, the SEC issued orders against each of D.E. Shaw & Co., L.P. (“D.E. Shaw”), CBRE, Inc. (“CBRE”) and Monolith Resources LLC (“Monolith”) in connection with provisions in their separation agreements and other employment-related documents that violated Rule 21F-17…
Client Alerts | October 13, 2023 | Executive Compensation | Hedge Funds | Investment Management | Private Equity Funds
On October 10, 2023, the Securities and Exchange Commission (the “SEC”) announced the adoption of amendments first proposed on February 10, 2022 to Regulation 13D-G and Regulation S-T of the Securities Exchange Act of 1934 (the “Exchange Act”). As described below and as summarized in the chart below, the amendments accelerate the filing deadlines for Schedules…
Client Alerts | October 12, 2023 | Investor Activism | Securities and Corporate Finance
Kleinberg Kaplan partner Jared Gianatasio was recently quoted in an article in Blockworks titled, “Is Amazon’s investment in Anthropic a win for FTX creditors?” The article discusses Amazon’s substantial investment of up to $4 billion in Anthropic, a company associated with the troubled FTX exchange, and explores how this move could potentially benefit FTX creditors. Gianatasio shares that Amazon’s…
Firm News | September 28, 2023 | Digital Assets and Cryptocurrency | Creditors’ Rights and Bankruptcy Litigation
We are pleased to announce that 17 of the firm’s attorneys were selected for inclusion in the 2023 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 | September 27, 2023 | Acquisitions and Sales | Business Restructuring and Reorganization | Creditors’ Rights and Bankruptcy Litigation | Estate Planning and Administration | Mergers & Acquisitions | Securities and Corporate Finance | Securities Litigation
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