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Asset Managers Who Prepare for Increased Transparency on DEI May See Big Returns

Getting out ahead of mandatory standards could bring organizational improvements and boost assets under management Within an asset management firm’s website may be a page that signals its commitment to diversity, equity, and inclusion (“DEI”) in ownership, leadership, employment and even investing practices. The commitments and aspirations are both admirable and responsive to the increased…

Client Alerts | September 29, 2022 | Hedge Funds | Investment Management | Private Equity Funds

Kleinberg Kaplan Partner Jeffrey B. Kolodny Published in New York Law Journal

Kleinberg Kaplan Partner Jeffrey B. Kolodny was recently published in the New York Law Journal Special Report: Trusts & Estates. His article, “Maximizing QSBS Income Tax Savings With Trusts,” discusses how taxpayers who own QSBS shares and qualify for the QSBS Exclusion can further achieve their estate planning objectives. To read the full article, click…

Firm News | September 19, 2022 | Estate Planning and Administration

September 15, 2022, Deadline For The New York State Pass-Through Entity Tax Election for 2022 AND New York City Pass-Through Entity Tax Can Now Apply to 2022

2022 New York State Pass-Through Entity Election Deadline The original deadline to make the New York State pass-through entity tax (“NYS PTET”) election for 2022 was March 15, 2022, but in May was extended to September 15, 2022. (Please click here for our May 2022 alert on the extension of the NYS PTET deadline.) An…

Client Alerts | September 1, 2022 | Hedge Funds | Private Equity Funds

Kleinberg Kaplan’s Matthew Gold featured in Reuters News Video on Crypto Bankruptcies

Matthew Gold, Creditors’ Rights and Bankruptcy partner, spoke with Reuters on the significant rulings that could arise from the ongoing chapter 11 bankruptcy proceedings of crypto lenders Celsius and Voyager. In the video, “Crypto Bankruptcies: Whose Money Is It?” Matt addresses the current issues facing claimants in crypto bankruptcies. Matt and fellow partner Dov Kleiner…

Firm News | August 29, 2022 | Creditors’ Rights and Bankruptcy Litigation | Digital Assets and Cryptocurrency

Kleinberg Kaplan Attorneys Recognized by Best Lawyers®

Premier boutique law firm Kleinberg Kaplan has been recognized by Best Lawyers®. Five firm attorneys were listed in the 29th edition of The Best Lawyers in America®. The Best Lawyers in America® 2023 Philip Gross (Tax Law) Jeffrey B. Kolodny (Trusts & Estates) James R. Ledley (Trusts & Estates) David Parker (Commercial Litigation) Bruce D. Steiner (Trusts & Estates) This marks…

Firm News | August 18, 2022 | Business Advice and Planning | Estate Planning and Administration | Securities Litigation | Tax Controversy

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