Legislative Alerts

Legislative Alerts are available to members only.

2011
7/6/11	SEC Adopts New Advisers Act Regulations Implementing Dodd-Frank Act
4/12/11	Update on Investment Adviser Registration Requirements
1/20/11	REITs Provided Safe Harbors for Modifying Loans Secured by Distressed Real Real Estate
2010
10/29/10	Proposed ERISA Rule to Expand Definition of Fiduciary
10/12/10	California Enacts New Law Requiring Placement Agents to Register as Lobbyists
9/21/10	Tax Court Decides First Case on Parking Lot Income
7/22/10	Department of Labor Issues New Fee Disclosure Rules
7/15/10	QPAM Exemption Expanded to Cover Plans of Asset Managers
7/7/10	SEC Finalizes Investment Adviser Pay-to-Play Rules
6/16/10	ERISA Form 5500 Schedule C Reporting Requirements
6/14/10	The Volcker Rule
6/8/10	Proposed EU Directive to Place Restrictions on Marketing Private Equity Funds
5/26/10	Proposal Would Tax Carried Interest as Ordinary Income
5/21/10	California Legislation Requiring Placement Agents to Register Fails Vote
2/19/10	Proposal to Rescind the Placement Agent Ban for NYC Pension Funds
2/18/10	Proposed Modifications to FIRPTA
2/17/10	California Legislation
2009
11/6/09	House Committee Passes Bills that Would Require Fund Managers to Register with the SEC
8/11/09	IRS Grants Filing Extension for the Report of Foreign Bank and Financial Accounts (“FBAR”) to June 30, 2010
8/7/09	SEC Proposes Pay-to-Play Rules that Would Significantly Restrict Political Contributions
7/29/09	SEC Proposes Investment Adviser Pay-to-Play Rules and to Restrict the Use of Placement Agents
6/25/09	Follow-up on June 24, 2009 Legislative Alert re Report of Foreign Bank and Financial Accounts (“FBAR”)
6/24/09	Report of Foreign Bank and Financial Accounts ("FBAR") Filing Requirement May Apply To Interests In Foreign Pooled Investment Funds
6/17/09	Obama Administration Proposal would Require Private Fund Managers to Register with the SEC under the Investment Advisers Act
5/5/09	Industry Wide Investigation of Placement Agents and Finders in Public Pension Fund Investments
4/29/09	Treasury Department Announces Receipt of Applications to Become Fund Managers Under Public Private Investment Program
4/22/09	Governor of Illinois Signs Act Which Makes Several Changes to the Illinois Pension Code
4/2/09	FDIC Requests Comments on the Legacy Loan Program
3/23/09	Treasury Department New Public Private Investment Program
3/13/09	Real Estate Funds, Hedge Funds and Other Investment Funds Face Detrimental Tax Consequences from Proposed US Legislation
2/2/09	Proposed Senate Legislation Could Lead to SEC Registration and Regulation of Private Funds
2008
10/14/08	Financial Bailout Update: Implementation of TARP
10/7/08	Solicitation of Proposals – Emergency Economic Stabilization Act
10/6/08	Emergency Economic Stabilization Act Passed by Congress
9/29/08	Bipartisan Economic Bailout Legislation Proposed
9/24/08	House Democrats Respond to Treasury Department Bailout Proposal
9/24/08	Treasury Department Legislative Proposal To Purchase Troubled Assets
08/04/08	New Law Allows More Flexiblity on a REIT's Sale of Property by Shorting the Holding Period in the Safe Harbor for Dealer Sales
07/29/08	DOL Issues Further Guidance on New Annual Reporting Requirements — Implications for Certain Investment Funds
2007
06/27/07	IRS Challenges Claims that Certain Capital Gain Dividends Received by Foreign Government Investors from REITs or RICs are Not Subject to US Tax
05/18/07	Proposed Hedge Fund Legislation Could Require Real Estate Fund Managers to Register with SEC and Become Subject to Regulation under the Advisers Act
03/22/07	Proposed Increase in Carried Interest Taxation
2006
06/12/06	Second Circuit Permits California To Tax Retirement Plans' Unrelated Business Taxable Income
06/06/06	Texas Replaces Franchise Tax with Margin Tax
2005
07/19/05	Reporting Gifts, Entertainment and Other Payments to Union Officers or Employees
05/16/05	SEC to Pension Consultants: "We Are Watching"
2004
10/29/04	American Jobs Creation Act of 2004 Includes Provisions of Interest to Real Estate Investment Trusts and their Shareholders
10/05/04	DOL Mandates Electronic Registration For State-Registered Investment Advisers
03/18/04	New IRS Revenue Ruling on Permissible Parking Services for REIT and UBTI Purposes; Concern Raised for Pension Funds
01/28/04	SEC Proposes Investment Advisor Code of Ethics
2003
10/16/03	SEC Amends Custody Requirements for Registered Advisers
10/16/03	Another Attempt at Federal Tax Legislation on Private REITs
10/8/03	Department of Labor Proposes Amendments to QPAM Exemption
7/8/03	Treasury Department Announces a Final Regulation Implementing the Definitions in the Terrorism Risk Insurance Act
6/9/03	ERISA Preempts New York State Law Imposing Unrelated Business Income Tax
5/23/03	Private REITs Dodge a Bullet in the New Tax Bill

Legislative Alerts Archive