Eversheds Sutherland Legal Insights (audio)

Alex Batlin, CEO and Founder of Trustology explains everything from making crypto custody an enterprise play, to the new Hong Kong rules for asset managers and the rise of DeFi. For more information on Trustology and their unique custodial wallet solutions, please visit their website at trustology.io.Discover more of the latest legal news and topics discussed by subscribing to the Eversheds Sutherland Legal Insights Podcast Channel.

Recent SEC rulemaking and guidance heightened retail broker-dealer and investment adviser investment recommendation and advice standards and created certain compliance obligations with respect to account monitoring. Firms that provide account monitoring services should ensure their practices encompass recent developments.In this Bottom Line videocast, Michael Koffler and Nicholas Rinaldi discuss: broker-dealer account monitoring and recommendations under the solely incidental prong of the broker-dealer exclusion to the Advisers Act Regulation Best Interest’s impact on both implicit and explicit investment recommendations how an investment adviser may satisfy the duty of care when monitoring a client’s account Discover more of the latest legal news and topics discussed by our attorneys by subscribing to the Eversheds Sutherland Legal Insights Podcast Channel.  

The SEC’s new Regulation Best Interest imposes additional recordkeeping requirements on broker-dealers.  These additional recordkeeping requirements will need to capture all information collected from and provided to retail customers in connection with Regulation Best Interest, and broker-dealers may need to build new or modify existing recordkeeping systems to capture all the required information.In this Bottom Line videocast, Eric Arnold and Ben Marzouk discuss: the SEC’s new Regulation Best Interest recordkeeping requirements and related retention periods how firms can leverage their existing records to satisfy the new requirements what new records firms will need to capture in order to comply with Regulation Best Interest Discover more of the latest legal news and topics discussed by our attorneys by subscribing to the Eversheds Sutherland Legal Insights Podcast Channel.

The SEC’s new Regulation Best Interest will require broker-dealers to consider whether their existing investment platforms are designed to result in recommendations to retail customers that are in such customers’ best interests.   In this Bottom Line videocast, Cliff Kirsch and Issa Hanna discuss: the changes that broker-dealer firms might have to make to their investment platforms in light of SEC Regulation Best Interest whether firms can continue to place limits on their investment platforms after the effective date of Regulation Best Interest how we expect SEC and FINRA examination and enforcement staff to approach the regulation of investment platforms after SEC Regulation Best Interest becomes effective Discover more of the latest legal news and topics discussed by our attorneys by subscribing to the Eversheds Sutherland Legal Insights Podcast Channel.

In this Bottom Line videocast, Stefanie Wood and Brian Tschosik highlight the changes to US income tax treaties implemented by recently ratified treaty protocols between the United States and Luxembourg, Japan, Spain and Switzerland. Specifically, this videocast discusses the material provisions of the protocols, including: exchange of information provisions mandatory arbitration procedures updates to rates of withholding tax Discover more of the latest legal news and topics discussed by our attorneys by subscribing to the Eversheds Sutherland Legal Insights Podcast Channel.

On September 6, 2019, nearly concurrently with the issuance of proposed regulations under sections 451(b) and (c), the IRS and Treasury issued Rev. Proc. 2019-37, long-awaited administrative guidance regarding the new income recognition and advance payment rules. Since the TCJA’s changes to the historic income recognition and advance payment rules, taxpayers have been hopeful for administrative guidance to provide clarity regarding the implementation of the new rules. In this Bottom Line videocast, Ellen McElroy and Mike Resnick discuss: the automatic accounting method changes provided by Rev. Proc. 2019-37 critical aspects of the new guidance that taxpayers need to pay particular attention to in changing their applicable methods of accounting Discover more of the latest legal news and topics discussed by our attorneys by subscribing to the Eversheds Sutherland Legal Insights Podcast Channel.

On September 5, 2019, along with proposed regulations under section 451(b), the IRS and Treasury issued long-awaited proposed regulations under section 451(c).  Since the TCJA’s addition of section 451(c) to the Code, taxpayers have been anticipating the arrival of proposed regulations to provide clarification and guidance needed to properly implement the new rules for advance payments. In this Bottom Line videocast, Ellen McElroy and Mike Resnick discuss: the new income deferral provision under section 451(c) a summary of the proposed regulations under section 451(c) critical aspects of the proposed regulations that taxpayers need to pay particular attention to in their implementation of the new rule Discover more of the latest legal news and topics discussed by our attorneys by subscribing to the Eversheds Sutherland Legal Insights Podcast Channel.

On September 5, 2019, along with proposed regulations under section 451(c), the IRS and Treasury issued long-awaited proposed regulations under section 451(b). Due to the significant changes to income recognition under section 451(b), taxpayers were hopeful the proposed regulations would provide them the clarification and guidance needed to properly implement the new income recognition standard. In this Bottom Line videocast, Ellen McElroy and Mike Resnick discuss: the new income recognition standard under section 451(b) a summary of the new proposed regulations under section 451(b) critical aspects of the new proposed regulations that taxpayers need to pay particular attention to in their implementation of the new standard Discover more of the latest legal news and topics discussed by our attorneys by subscribing to the Eversheds Sutherland Legal Insights Podcast Channel.

Join Eversheds Sutherland (US) attorneys Clifford Kirsch, Michael Koffler, Issa Hanna and Ben Marzouk and Eversheds Sutherland (International) attorney Hannah Jones for the latest in our quarterly series of complimentary webcasts dedicated to issues affecting investment advisers. This webcast will focus on adviser regulatory developments and examinations and other important trends, including: SEC’s proposed proxy rules SEC’s adviser fiduciary interpretation OCIE risk alert on firms with supervised persons with disciplinary history SEC enforcement update UK update: FCA’s Asset Management Market Study Discover more of the latest legal news and topics discussed by our attorneys by subscribing to the Eversheds Sutherland Legal Insights Podcast Channel.

The IRS recently released proposed regulations under section 861 that address digital transactions. This Bottom Line videocast discusses: the proposed expansion of the scope of existing Treas. Reg. § 1.861-18, which focuses on the classification of transactions involving computer programs, to apply to all transfers of "digital content"; the sourcing rules applicable to such transfers; and Prop. Treas. Reg. § 1.861-19, which provides guidelines for classifying cloud transactions as either services or as a lease. Discover more of the latest legal news and topics discussed by our attorneys by subscribing to the Eversheds Sutherland Legal Insights Podcast Channel.

Brexit is a boring tea break compared to the radical changes a Corbyn government would bring. As John McDonnell has said, Labour aims at nothing less than "an irreversible shift in the balance of wealth and power in favour of working people." This redistribution of resources would revolutionise UK society and our real estate markets. Despite an incipient breakaway, Labour continues to present a potentially lethal threat to the Conservatives in the opinion polls and (as June 2017 showed) at general elections. Bruce Dear, our Head of London Real Estate has made a special study of Labour's policies and will discuss the risks and opportunities of a Corbyn government — and how to plan for it.Discover more of the latest legal news and topics discussed by subscribing to the Eversheds Sutherland Legal Insights Podcast Channel. 

Businesses incur a great amount of time and cost in instructing agents, searching out properties and negotiating heads of terms. This UK real estate law 30-minute episode will touch on some of the key title points that should be considered during this process. The negotiation stage may not be the time for an exhaustive examination of the title but, by identifying major issues early on, the tenant might avoid wasting time and cost getting to the legal stage for a deal that cannot be done.Discover more of the latest legal news and topics discussed by subscribing to the Eversheds Sutherland Legal Insights Podcast Channel. 

Novel forms of occupational arrangements give rise to legal issues beyond the traditional landlord and tenant. In this UK real estate law 30-minute session we will be discussing the law to take into account when considering co-working arrangements.Discover more of the latest legal news and topics discussed by subscribing to the Eversheds Sutherland Legal Insights Podcast Channel. 

In this UK real estate law 30-minute session we will have a review of MEES one year after their introduction. We will discuss the changes in law, the trends in lease drafting and the emerging ways of managing MEES issues.Discover more of the latest legal news and topics discussed by subscribing to the Eversheds Sutherland Legal Insights Podcast Channel. 

Overage, clawback, additional consideration. No matter what you call it, overage can be an essential part of any disposal strategy. In this UK real estate law 30-mintue session, we will be considering what role overage plays, how it is triggered and calculated, and what needs to be done to protect the value it represents.Discover more of the latest legal news and topics discussed by subscribing to the Eversheds Sutherland Legal Insights Podcast Channel. 

Contractual options to renew leases are becoming more common. They offer a tenant certainty that the protection of the Landlord & Tenant Act 1954 might not. In this UK real estate law 30-minute session we will discuss the pros and cons of such renewal options for both landlords and tenants and the legal and practical issues that both should consider.Discover more of the latest legal news and topics discussed by subscribing to the Eversheds Sutherland Legal Insights Podcast Channel. 

Developments in Payment services and Crypto assets as well as discussing the findings coming out of the latest FCA guidance and what it means for payment services.Discover more of the latest legal news and topics discussed by our attorneys by subscribing to the Eversheds Sutherland Legal Insights Podcast Channel.

Join Eversheds Sutherland lawyers Clifford Kirsch, Ben Marzouk and Bria Adams for a complimentary webcast dedicated to the SEC’s new standard of conduct rules and related considerations for bank-affiliated broker-dealers (BDs) and investment advisers (IAs).The US Securities and Exchange Commission (SEC) has adopted its comprehensive standard of conduct rules, forms and interpretations for broker-dealers and investment advisers. These new rules include the SEC’s Regulation Best Interest and Form CRS, both of which significantly impact the responsibilities of retail securities distributors.This webcast focuses on the impact of these rules on bank-affiliated broker-dealers and investment advisers. In particular, as a result of the SEC’s new standard of conduct rulemaking and other fiduciary developments, we will examine: conflict disclosures that are unique to bank-affiliated firms sales contests, quotas, and non-cash compensation received in the bank-affiliated distribution channels th

Launching the first in a series of crypto legal update podcasts which keep you up to date with the latest changes and upcoming developments in crypto assets and how it impacts business.Discover more of the latest legal news and topics discussed by subscribing to the Eversheds Sutherland Legal Insights Podcast Channel. 

The global commercial landscape changes weekly. The ongoing trade war between the United States and China, uncertainty over Brexit, US-Mexico immigration and border issues, and US sanctions all serve to impact production costs, disrupt supply chains and complicate the prospects for foreign investment. This dynamic environment makes cross-border trade, the lifeblood of diversified industrial companies, an increasing challenge.   Join our US international trade attorneys Mark Herlach, Jeff Bialos and Vedia Biton Eidelman, along with UK Partner James Lindop, who will discuss the impact of the current global trade environment on diversified industrial and manufacturing clients and how companies can stay ahead of these issues and navigate the changing terms of international business.