Morgan Lewis

Business and Finance

Publications of Interest

186 Publications Found
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11/25/08 Recent Regulatory Initiatives Pave Way for New Bank Investors

LawFlash/Client Alert | Financial Crisis Impact and Analysis Alert
Business and Finance Practice

The announcement on Friday, November 21 of a regulatory first—the approval of a “shelf” or “expandable” charter—is the latest sign that bank regulators wish to encourage new equity investors in the banking market.more

11/24/08 Tax Considerations for Participants in U.S. Treasury’s Capital Purchase Program

LawFlash/Client Alert | Financial Crisis Impact and Analysis Alert
Tax Practice

Recent financial reports suggest that as many as 40% of the institutions in the banking and thrift industry will eventually participate in the U.S. Treasury Department’s $250 billion Capital Purchase Program (CPP).more

11/10/08 Looking Ahead: The Future of Federal Climate Change Law

LawFlash/Client Alert | Climate Change Alert
Energy Practice

The recent election will bring in a new administration in January—one that has signaled that federal action to address climate change is on the horizon. While running for office, President-Elect Barack Obama pr... more

November 2008 How Private Funds Can Profit From the Next Wave of Restructurings

White Paper | Morgan Lewis White Paper
Wendy Walker, Neil Herman, Ethan Johnson, Howard Beltzer, Jedd Wider, Louis Singer

In light of ongoing turmoil in the credit markets, the continuing uptick in the default rate, and the increasing number of sizeable corporate bankruptcy filings, the time is right for private funds to consider how best to profi... more

10/17/08 Disclosure, Management Practices, and Corporate Governance Relating to Climate Change Financial Risks

LawFlash/Client Alert | Climate Change Alert
Business and Finance Practice

Recent action by the Attorney General of the State of New York will affect how public companies disclose and address climate change financial risks. On August 27, 2008, the Attorney General announced a settleme... more

October 2008 Loss Contingencies: How Will They Be Disclosed in the Future?

White Paper | Morgan Lewis White Paper
Linda Griggs

On June 5, 2008, the Financial Accounting Standards Board (the “FASB”) proposed amendments to Statement of Financial Accounting Standards No. 5, “Accounting for Contingencies” (“FAS 5”), and Statement of Financ... more

10/14/08 Expiration of Shelf Registration Statements to Commence on December 1, 2008; Issuers Planning to Renew Their Shelves Should Consider Prompt Action

LawFlash/Client Alert | Business and Finance LawFlash
Business and Finance Practice

As discussed in our LawFlash dated July 22, 2008, the 2005 Securities Offering Reform rules contain a “sunset” provision under which several common types of shelf registration statements expire three years after their i... more

10/13/08 Motion Picture Industry Benefits Accompany Emergency Economic Stabilization Act of 2008

LawFlash/Client Alert | Business and Finance LawFlash
Business and Finance Practice

You no doubt already are aware that the Emergency Economic Stabilization Act of 2008 (the Act) was recently signed into law. But you may not be aware that among the “sweeteners” that were added to the bill are a few items that ... more

10/05/08 The Emergency Economic Stabilization Act of 2008: Impact of the Historic New Law

LawFlash/Client Alert | Financial Crisis Impact and Analysis Alert
Business and Finance Practice

The Emergency Economic Stabilization Act of 2008 (the “Act”) was signed into law by President Bush on October 3, 2008. Passage of the Act was the result of intense debate in both the U.S. Senate and the U.S. Ho... more

October 2008 SEC Interpretive Guidance on Web Site Disclosure, Insights: The Corporate and Securities Law Advisor, Vol. 22, No. 10

Outside Publications | Article
Justin Chairman, Alan Singer

09/30/08 Financial Assistance Regime in the UK Repealed for Private Companies

LawFlash/Client Alert | Business and Finance LawFlash
Business and Finance Practice

On 1 October 2008, the Companies Act prohibition under English law on the giving of financial assistance by a private company for the acquisition of its shares will be repealed.

Section 151 of the Comp... more

09/24/08 Infrastructure Investments Webcast

Presentation | Webcast
Georgette Schaefer, Richard Zarin, Jonathan Morris, Louis Singer

09/12/08 Filing Deadline for Annual Reports on Form 20-F Accelerated to 120th Day After Fiscal Year End

LawFlash/Client Alert | Securities LawFlash
Business and Finance Practice

On August 27, the U.S. Securities and Exchange Commission (SEC) adopted a number of rule amendments intended to update and enhance disclosure and filing requirements applicable to foreign issuers, including, mo... more

08/20/08 Final Instructions to 2008 Form 990 Unveiled by IRS

LawFlash/Client Alert | Tax-Exempt Organizations LawFlash
Tax-Exempt Organizations Practice

On August 19, the Internal Revenue Service (IRS) released final instructions to the redesigned Form 990, the information return filed by public charities and other tax-exempt organizations. The final instructio... more

Summer 2008 'When the Hurlyburly's Done,' Bank Insurance & Securities Marketing

Outside Publications | Article
Kathleen Collins

Summer 2008 Morgan Lewis on Restructuring, Summer 2008

Newsletter | Morgan Lewis on Restructuring
Richard Toder, Annie Wells, Matthew Olsen, Andrew Gottfried

In this issue:

  • American Home Mortgage: A Different View of Servicing Rights
  • Delaware Chancery Court Rules the Automatic Stay Does Not Bar Shareholder Meeting
  • Recent Noteworthy... more

July 2008 Considerations for Emerging Growth Companies Resulting from Recent and Potential Changes to SEC Rules, New Jersey State Bar Association, Business Law Section, Vol. 32, No. 1

Outside Publications | Article
Andrew Gilbert, David Schwartz, Thomas Goodwin

07/22/08 Expiration of Shelf Registration Statements to Commence December 1, 2008

LawFlash/Client Alert | Business and Finance LawFlash
Business and Finance Practice

The Securities Offering Reform rules, which became effective December 1, 2005, contain a “sunset” provision under which several common types of shelf registration statements expire three years after their initial effect... more

07/08/08 FSA Proposes Extension of UK Major Shareholder Notification Requirements to Equity Contracts for Differences (Including Equity Swaps and Other Equity Derivatives)

LawFlash/Client Alert | Securities Industry FYI
Securities Industry Practice

In the light of responses to its 2007 consultation paper on the disclosure of Contracts for Differences (CP07/20), the United Kingdom’s Financial Services Authority (FSA) has decided to implement a general disc... more

06/26/08 Investing in Infrastructure Assets, presented at The National Association of Public Pension Attorneys Annual Conference, Boston

Presentation | Speech
Georgette Schaefer

06/21/08 Harnessing the Value of Your IP: Partnering Across Borders, presented to the Chinese-American Pharmaceutical Society, Beijing

Presentation | Speech
Thomas Duley

06/19/08 New UK Disclosure Regime for Short Positions in Companies Undertaking Rights Issues

LawFlash/Client Alert | Business and Finance LawFlash
Business and Finance Practice

On 13 June, the Financial Services Authority (FSA) in the UK announced the introduction of new provisions in its Code of Market Conduct which will require the disclosure of “significant” short positions in stoc... more

06/05/08 Deal and Contract Innovation, presented at the 3rd Annual IDC IT Forum and Expo, Boston

Presentation | Speech
Edward Hansen

05/21/08 Harnessing the Value of Your IP: Partnering Across Borders, San Francisco

Presentation | Speech
Thomas Duley

05/19/08 Open Your Wallet—The Institutional Investor View on Private Equity, presented at the Annual Meeting of the Association of Life Insurance Counsel, Hot Springs, VA

Presentation | Speech
Louis Singer

May 2008 An Overview of Climate Change Law

White Paper | Morgan Lewis White Paper
James Long

Climate change issues are generating one of the most rapidly changing and critically important components of environmental law. Most of the developments discussed in this overview have occurred in the last seve... more

May 2008 Negotiating Complex Technology and Outsourcing Relationships, ACC Docket, No. 4, pp. 24–32

Outside Publications | Article
Edward Hansen

 

Reprinted with permission of the authors and the Association of Corporate Counsel as it originally appeared: Carolyn Edgar, Marland Webb, and Ed Hansen, “Negotiating Complex technology and Outsourcing Relationshi... more

04/25/08 New Rules on Foreign Investment in the United States: Treasury Department Issues Proposed CFIUS Regulations

LawFlash/Client Alert | International Alert

On April 23, the U.S. Treasury Department published long-awaited proposed regulations that clarify the regulatory-review process for transactions where a foreign person acquires control of U.S. national security or crit... more

April 2008 Amendments Increase Attractiveness of Rule 701

White Paper | Morgan Lewis White Paper
Business and Finance

The Securities and Exchange Commission has recently adopted two rule amendments that will expand the ability of foreign private issuers that are not U.S. reporting companies to provide stock-based compensation ... more

2008 Emerging Life Sciences Companies Deskbook 2008 (second edition)

Book | Morgan Lewis Deskbook
Emerging Growth & Life Sciences Groups

To request a copy, please email deskbook@morganlewis.com with your contact information and with "life sciences" in the subject line.

more

04/09/08 IRS Releases Long-Awaited Instructions to Revised 2008 Form 990

LawFlash/Client Alert | Tax-Exempt Organizations LawFlash
Tax-Exempt Organizations

On April 7, the Internal Revenue Service (IRS) released draft instructions to the redesigned Form 990, the information return filed by public charities and other tax-exempt organizations. The redesigned Form 99... more

04/07/08 Companies Act 2006: Private Companies No Longer Required to Have a Company Secretary

LawFlash/Client Alert | Business and Finance LawFlash
Business and Finance

The Companies Act 2006, which partly consolidates and partly revises English company law, is being implemented in a number of stages. As part of the latest implementation, which became effective on 6 April 2008... more

04/03/08 Execution of Documents by English Companies

LawFlash/Client Alert | Business and Finance LawFlash
Business and Finance

The Companies Act 2006, which partly consolidates and partly revises English company law, is being implemented in a number of stages. As part of the latest implementation, which becomes effective on 6 April 200... more

03/10/08 Current Terms in Private Equity Funds, presented at the International Bar Association's Annual Conference on Private Investment Funds, London

Presentation | Speech
Louis Singer

03/10/08 SEC Warns Public Pension Funds and Other Unregistered Investment Advisers on Insider Trading

LawFlash/Client Alert | Securities LawFlash
Litigation, Investment Management, and Business and Finance

Last Thursday, the SEC warned public pension funds and other unregistered investment advisers on the need for vigilance and adoption of policies and procedures to address potential insider trading issues. The s... more

01/31/08 Morgan Lewis Expands in Texas: New Partners Build Three National Practice Areas

LawFlash/Client Alert | Litigation LawFlash
Litigation

Morgan Lewis is excited to welcome eight lawyers—Litigation partners Paul Krieger , Hugh Tanner , Lucas Elliot , David Levy , Rick Rambo , and more

01/08/08 Financial Services Insight, a Perception Study by Morgan Lewis in Association with Mergermarket

Marketing Material | Survey
Business and Finance

12/21/07 IRS Releases Revised 2008 Form 990

LawFlash/Client Alert | Tax-Exempt Organizations LawFlash
Tax-Exempt Organizations

On December 20, the IRS released a revised version of the Form 990, the information return filed by public charities and other tax-exempt organizations, which will be required for the 2008 tax year (returns fil... more

December 2007 SEC Approves Amendments to Rule 144

White Paper | Morgan Lewis White Paper
Business and Finance

On November 15, 2007 , the Securities and Exchange Commission (SEC) approved amendments to Rule 144 under the Securities Act of 1933, as amended (the Securities Act), substantially as the amendments were propose... more

Fall/Winter 2007 Morgan Lewis on Restructuring, Fall/Winter 2007

Newsletter | Morgan Lewis on Restructuring
Wendy Walker, Neil Herman, Karen Gartenberg, Andrew Gottfried

In this issue:

  • The Enron Enigma: Claims trading at its fuzziest
  • In applying the theory of equitable subordination, the second circuit limits the ... more

December 2007 Introduction au Droit des Nouvelles Technologies, École Nationale Supérieure des Mines de Nancy, France

Presentation | Speech
Claude-Étienne Armingaud

December 2007 The Tipping Point: The Hedge Fund Investor's Struggle for Legal Balance, The Investment Lawyer, Vol. 14, No. 12

Outside Publications | Article
Jedd Wider

11/15/07 The Science of Outsourcing, Legal Week

Outside Publications | Article
Natalie Kingston

11/12/07 Outsourcing, presented at a Pennsylvania Bar Institute Seminar, Philadelphia

Presentation | Speech
Peter Watt-Morse, Michael Pillion

11/08/07 Key Customer Consideration in Maintaining Flexibility in Outsourcing Arrangements, presented at an Institute for Supply Management - New Jersey, Inc. Workshop, Piscataway, NJ

Presentation | Speech
Restituto Yuson, III

November 2007 How Hedge Funds Can Profit from the Next Wave of Restructurings

White Paper | Morgan Lewis White Paper
Howard Beltzer

The markets remain at a historically low level of corporate defaults, with a resulting lack of sizeable out-of-court restructurings and Chapter 11 proceedings. However, we are unconvinced that the laws of econo... more

11/02/07 Responding to a Corporate Crisis, presented to the Florida Directors' Institute, Tampa, FL

Presentation | Speech
Christian Bartholomew

November 2007 At the Crossroads: The Intersection of the Federal Securities Laws and the Bankruptcy Code, The Business Lawyer, Vol. 63, No. 1

Outside Publications | Article
Wendy Walker

October–December 2007 Foreign Bribery - Risky Business, PLC Cross-border Quarterly

Outside Publications | Article
Emma O'Kane, Robert Goldspink

10/24/07 Know Before You Go – Structural Issues in Shared Services Operations: Setting Up and Preparing for Outsourcing, presented at the Shared Services Conference, Chicago

Presentation | Speech
Akiba Stern

10/22/07 Panel on the Nonprofit Sector Issues Final Report on Best Governance Practices

LawFlash/Client Alert | Tax-Exempt Organizations LawFlash
Tax-Exempt Organizations

The Panel on the Nonprofit Sector (the Panel) recently released Principles for Good Governance and Ethical Practice: A Guide for Charities and Foundations (the Guide ), the culmination of a process to i... more

10/15/07 SEC Review of Executive Compensation Disclosures

LawFlash/Client Alert | Securities LawFlash
Business and Finance

In 2006, the Securities and Exchange Commission (SEC) adopted broad reforms to the disclosure rules regarding executive compensation. The new rules resulted in significant changes in the manner in which public ... more

10/12/07 New UK Companies Act: Companies Act 2006—Provisions Introduced on October 1, 2007

LawFlash/Client Alert | Business and Finance LawFlash
Business and Finance

On October 1, 2007, additional sections of the UK Companies Act 2006 (the 2006 Act) came into force, introducing changes to the previous UK company law regime in a number of areas. The results of these changes ... more

Autumn 2007 Thinking Outside the Box, European Biopharmaceutical Review

Outside Publications | Article
Natalie Kingston

09/24/07 State and Regional Initiatives: Inconsistencies Call for Federal Regulation, New York Law Journal

Outside Publications | Article
Jennifer Layfield

09/17/07 Introduction to Renewable Project Development, presented at the 2007 Renewable Power Project Finance Tutorial, San Diego

Presentation | Speech
Wayne Song

August 2007 The London Review, Mergers & Acquisitions Magazine

Outside Publications | Article
Keith Black

August 2007 The Advent of E-Proxy, Insights, Vol. 21, No. 8

Outside Publications | Article
Alan Singer

July/August 2007 A Legal Minefield, Venture Magazine

Outside Publications | Article
Richard Barratt

07/31/07 Office of Foreign Assets Control Reviews Activities of Nonprofit Organizations in Sanctioned Countries

LawFlash/Client Alert | Tax-Exempt Organizations LawFlash
Tax-Exempt Organizations

Nonprofit organizations that engage in international activities need to understand the role of the U.S. Department of Treasury’s Office of Foreign Assets Control (OFAC) in administering and enforcing U.S. embargoes that... more

July/August 2007 Post-Travelers: Fobian may be gone, but unsecured creditors are still in limbo, Pratt's Journal of Bankruptcy Law

Outside Publications | Article
Karen Gartenberg

07/16/07 Directors Duties, Parliamentary Video Podcasts: (Click here to view the podcast.)

Presentation | Speech
Catherine McLoughlin, Keith Black

July/August 2007 Rule 2019: A Long Neglected Rule of Disclosure Gains Increasing Prominence in Bankruptcy, Pratt's Journal of Bankruptcy Law

Outside Publications | Article
Matthew Olsen

06/21/07 Special Issues in Information Technology Transactions, presented at the Law Seminars International: Complex Intellectual Property Licensing Seminar, Philadelphia

Presentation | Speech
Frederic Wilf

06/18/07 IRS Releases Dramatically Redesigned Form 990 for Public Comment

LawFlash/Client Alert | Tax-Exempt Organizations LawFlash
Tax-Exempt Organizations

On June 14, the IRS released a substantially revised draft Form 990, Return for Exempt Organizations, which will likely be the basis for the Form 990 used by organizations beginning with the 2008 tax year (that is, for ... more

06/08/07 Lien to the Right: Current Issues in Second Lien Financing, presented at the Association of Insolvency and Restructuring Advisors 23rd Annual Conference, Chicago

Presentation | Speech
Wendy Walker

05/24/07 SEC Proposes Several Significant Changes to Offering and Reporting Rules

LawFlash/Client Alert | Business and Finance LawFlash
Justin Chairman, Stephen Farrell, David Sirignano, Howard Kenny

At its public meeting on May 23, 2007, the Securities and Exchange Commission announced several far-reaching proposals that, if adopted , would simplify private placements and resales of unregistered securities,... more

05/22/07 Markets in Financial Instruments Directive (MiFID), presented at a Morgan Lewis Seminar, New York

Presentation | Speech
Robert Falkner, Simon White

05/17/07 IRS Releases Guidance on Public Disclosure of Form 990-T

LawFlash/Client Alert | Tax-Exempt Organizations LawFlash
Tax-Exempt Organizations

On May 9, the IRS issued Notice 2007-45, which provides interim guidance on the new Form 990-T public disclosure requirement enacted as part of the Pension Protection Act of 2006 (PPA). Pursuant to the PPA, For... more

05/07/07 Transformation: Your Technology Infrastructure, presented at the American Business Media Spring Meeting 2007, Naples, FL

Presentation | Speech
Edward Hansen

05/05/07 Biotech and Pharma Partnering: Current Trends in Global Deals, presented at the Sino-American Pharmaceutical Professionals Association 2007 Annual Conference, Philadelphia

Presentation | Speech
Randall Sunberg

May 2007 Bringing a Drug to Market in the EU Using the New Decentralised Procedure, Euralex

Outside Publications | Article
Anthony Warnock-Smith

May 2007 Insurance in Outsourcing: Simple Steps that Will Help Protect Your Company from the Inherent Risks, FAO Today: (Click here to view the article.)

Outside Publications | Article
Akiba Stern, Natalie Kingston

May 2007 MiFID—and Its Effect Upon Outsourcing

LawFlash/Client Alert | Business and Finance LawFlash
Simon White

04/27/07 IRS Expands Scrutiny of Businesses Making Payments to Nonresident Aliens and Foreign Entities

LawFlash/Client Alert | Tax LawFlash
Tax

Officials from the Internal Revenue Service (IRS) have disclosed that the IRS is expanding the scope of its withholding and reporting agent compliance initiative beyond the financial services industry and will soon target nu... more

04/23/07 Online Distribution of Content, presented at the Pennsylvania Bar Institute's 11th Annual Internet Law Update, Philadelphia

Presentation | Speech
Frederic Wilf

04/23/07 Outsourcing: Recent Trends and Key Points for Building Successful Outsourcing Relationships, presented at the Pennsylvania Bar Institute's 11th Annual Internet Law Update, Philadelphia

Presentation | Speech
Michael Pillion

04/23/07 Security Breaches and Identity Theft, presented at the Pennsylvania Bar Institute's 11th Annual Internet Law Update, Philadelphia

Presentation | Speech
Frederic Wilf

04/19/07 Trying Cases In The Electronic Age, presented at the 2007 Tax Court Judicial Conference, Williamsburg, VA

Presentation | Speech
William Colgin, Jr.

04/18/07 Relationship-Based Contracting for Complex IT and Outsourcing, presented at the NJCCA Seminar, Murray Hill, NJ

Presentation | Speech
Akiba Stern, Edward Hansen

04/17/07 IP Issues with the Internet, presented to the Pennsylvania Bar Institute's Intellectual Property Law Institute, Philadelphia

Presentation | Speech
Frederic Wilf

04/13/07 Treasury and IRS Release Long-Awaited Final Regulations on Deferred Compensation Under Code Section 409A

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits

On April 10, 2007, the Treasury Department and the IRS issued final regulations relating to nonqualified deferred compensation plans under section 409A of the Internal Revenue Code. Section 409A imposes restrictions on d... more

Spring 2007 Relief from Gift Restrictions: Cy Pres and Deviation, Art Law Clinic Newsletter, Vol. 2, No. 1

Outside Publications | Article
Frances Babb

03/15/07 Who Can Sue the Museum: The Evolving Doctrine of Legal Standing, presented at the ALI-ABA Legal Issues in Museum Administration, Philadelphia

Presentation | Speech
Frances Babb

03/14/07 Unique Challenges in Private Versus Public Life Sciences M&A, presented to the American Conference Institute, New York

Presentation | Speech
Randall Sunberg

March 2007 A New Year, A New Directive: MiFID and Outsourcing, Outsourcing Leadership Newsletter

Outside Publications | Article
Simon White

March 2007 IRS Provides Interim Guidance on New Tax Shelter Rules for Exempt Organizations (co-authored with Drew Porter), Practical US/Domestic Tax Strategies

Outside Publications | Article
Wendy Unglaub

03/01/07 IRS Releases Executive Compensation Report and Nonprofit Panel Requests Public Comment on Self-Governing Principles

LawFlash/Client Alert | Tax-Exempt Organizations LawFlash
Tax-Exempt Organizations

Today, the IRS released a report describing the results of its Exempt Organizations Executive Compensation Compliance Project.  According to the report, a significant portion of the organizations contacted had provid... more

March 2007 The State of Play in Variable Annuities: Revisiting Best Supervisory and Control Practices, BISA

Outside Publications | Article
John Hartigan, E. Andrew Southerling

02/16/07 US Tax Court: Mock Trial of International Tax Case (Foreign Documents, Tax Returns and Internationally Exchanged Information as Evidence), presented at the University of San Diego School of Law and the Procopio International Tax Institute's 2007 International Update: U.S.-Mexico, Canada Cross-Border Tax Issues Conference, San Diego

Presentation | Speech
William Colgin, Jr.

02/14/07 IRS Provides Interim Guidance on New Tax Shelter Rules for Exempt Organizations

LawFlash/Client Alert | Tax-Exempt Organizations LawFlash
Tax-Exempt Organizations

On February 7, the IRS released Notice 2007-18, providing interim guidance on the scope of new tax shelter reporting and penalty rules enacted by the Tax Increase Prevention and Reconciliation Act of 2005 (TIPRA). TIPRA crea... more

02/07/07 IRS Continues Focus on the Governance Practices of Charities and Requests Comments on Donor-Advised Funds and Supporting Organizations

LawFlash/Client Alert | Tax-Exempt Organizations LawFlash
Tax-Exempt Organizations

The IRS has joined the public debate regarding the specific governance practices of charitable organizations with the release on February 2, 2007 of its paper titled “Good Governance Practices For 501(c)(3) Organizations.”more

02/02/07 Raising Later-Stage Capital in the Current Climate - A Look at Traditional and Alternative Markets, presented at the NJTC Capital Conference, Princeton

Presentation | Speech
Andrew Gilbert

01/24/07 Licensing Drug Delivery Technology into China, presented at at the 11th Annual Drug Delivery Partnerships Conference, Las Vegas

Presentation | Speech
Wenseng Pan, Ph.D.

01/20/07 Do You Know Where Your Stock Plan Is? A Compliance Review For Stock Plans, presented at the ABA Section of Taxation's 2007 Midyear Meeting, Hollywood, FL

Presentation | Speech
William Colgin, Jr.

January 2007 Morgan Lewis on Media: January 2007

Newsletter | Morgan Lewis on Media
Media Interdisciplinary Group

 

01/08/07 Obligations for UK Companies to Disclose Corporate Details Extended to Websites and Electronic Communications

LawFlash/Client Alert | Business and Finance LawFlash
Business and Finance

On December 22, 2006, the UK Government published The Companies (Registrar, Languages and Trading Disclosures) Regulations 2006. Under the Regulations, from January 1, 2007, existing and new companies formed and register... more

01/08/07 SEC Issues Final Rules Providing Smaller and Newly Public Companies Additional Time to Comply with Section 404

LawFlash/Client Alert | Business and Finance LawFlash
Stephen Farrell, David Sirignano, Howard Kenny

In December 2006, the Securities and Exchange Commission (SEC) approved extensions of some of the scheduled compliance dates for Section 404 of the Sarbanes-Oxley Act of 2002. The final action conforms to the proposed ex... more

12/21/06 Update on IRS Guidance for Exempt Organizations Affected by the Pension Protection Act of 2006

LawFlash/Client Alert | Tax-Exempt Organizations LawFlash
Tax-Exempt Organizations

On August 17, 2006, President Bush signed into law the Pension Protection Act of 2006 (PPA), which included several charitable giving incentives and numerous reforms primarily affecting charitable organizations and their don... more

12/08/06 Final SEC Executive Compensation Disclosure Requirements, presented to the New Jersey Technology Council

Presentation | Speech
Emilio Ragosa

Winter 2006 Word-of-Mouth Recruiting: Why Small Businesses Using This Efficient Practice Should Survive Disparate Impact Challenges Under Title VII, University of Pittsburgh Law Review, Vol. 68

Outside Publications | Article
Tobin Nelson

10/25/06 Creating a Strong Negotiating Environment for Transformational Outsourcing, presented at the IT & Telecom Financial & Asset Management West Conference, Scottsdale, AZ

Presentation | Speech
Edward Hansen

10/04/06 Preparing for 2007: New SEC Rules for Executive Compensation Disclosure, presented at a Morgan Lewis Seminar, Palo Alto

Presentation | Speech
Scott Karchmer, Heather Brookfield, Zaitun Poonja

09/29/06 Protecting Data in Third Party Hands, presented at ACI's 3rd National Legal and Operational Forum on Preventing and Responding to Securities Breaches, New York

Presentation | Speech
Sol Irvine

09/28/06 Creditor Committee Obligations Under 11 U.S.C. 11§1102(b)(3), presented at PBI's Eleventh Annual Bankruptcy Institute, Philadelphia

Presentation | Speech
Michael Bloom

09/20/06 Managed/Hosted Services, presented at Interop New York 2006

Presentation | Speech
Edward Hansen

09/12/06 New Tax Shelter Reporting Requirements and Penalties Enacted by Congress

LawFlash/Client Alert | Tax-Exempt Organizations LawFlash
Gary Wilcox, William Zimmerman, Tomer Inbar, Ann Batlle, Drew Porter, Celia Roady

The Tax Increase Prevention and Reconciliation Act of 2005 (TIPRA), enacted earlier this year, may expose tax-exempt entities and their managers—potentially including outside investment managers—to significant new penalties ... more

09/11/06 Best Legal Practices for Getting Outsourcing Contracts Right, presented at the IDC Outsourcing Forum Midwest, Chicago

Presentation | Speech
Barbara Melby

2006 The Investment Advisers Act: The Need for Clarity in the Post-Goldstein Era, Journal of Investment Compliance, Vol. 7 No. 4

Outside Publications | Article
Jedd Wider

08/22/06 Prospects for Managed and Hosted Services, presented at the VoiceCon Conference, San Francisco

Presentation | Speech
Edward Hansen

08/14/06 SEC to Provide Smaller and Newly Public Companies Additional Time to Comply with Section 404

LawFlash/Client Alert | Business and Finance LawFlash
Business and Finance

The Securities and Exchange Commission (SEC) issued two releases on August 9, 2006 that will extend some of the scheduled compliance dates for Section 404 of the Sarbanes-Oxley Act of 2002. Section 404 requires... more

08/11/06 Pension Protection Act of 2006 Includes Numerous Charitable Provisions

LawFlash/Client Alert | Tax-Exempt Organizations LawFlash
Tax-Exempt Organizations

On August 3, 2006, the Senate joined the House of Representatives in passing the Pension Protection Act of 2006 (PPA), which includes many provisions intended to stimulate charitable giving and to discourage perceived tax la... more

08/10/06 NASDAQ: Now a National Securities Exchange

LawFlash/Client Alert | Business and Finance LawFlash
Business and Finance

On August 1, the NASDAQ Stock Market became a registered national securities exchange? formerly, as a subsidiary of the National Association of Securities Dealers (NASD), it had been operating an inter-dealer quotations syst... more

08/08/06 Digital Rights Management, presented at the Technology Law Forum, Pennsylvania Bar Institute

Presentation | Speech
Frederic Wilf

08/08/06 Key Contract Issues in Outsourcing Transactions, presented at the Technology Law Forum, Pennsylvania Bar Institute

Presentation | Speech
Michael Pillion

08/08/06 Recent FASB Release Addressing the Accounting Treatment of Uncertain Income Tax Positions Is Likely to Increase the Need for Tax Opinions Supporting Such Positions

LawFlash/Client Alert | Tax LawFlash
Tax

The recent release of FASB Interpretation No. 48, Accounting for Uncertainty in Income Taxes (FIN 48), is likely to result in increased requests by accountants and enterprises preparing financial statements for legal opinion... more

August 2006 IRS Holds Rental of Hotel-Type Facilities to Prospective Students, Families and Other Campus Visitors to be Substantially Related to Theological School’s Exempt Purposes, The Exempt Organization Tax Review

Outside Publications | Article
Kimberly Eney

07/31/06 SEC Modifies “Katie Couric Clause” to Address Concerns

LawFlash/Client Alert | Media LawFlash
Media

Our Summer 2006 “Morgan Lewis on Media” newsletter discussed the Securities and Exchange Commission’s proposed executive compensation disclosure rules (To view this newsletter, more

07/19/06 Coltec Industries, Inc. v. United States: Significant Win for United States in Tax Shelter Case Reemphasizes Importance of Careful Tax Planning in Complex Business Transactions

LawFlash/Client Alert | Tax LawFlash
Tax

In a much-anticipated tax shelter–related decision, the Court of Appeals for the Federal Circuit, on July 12, 2006, reversed a taxpayer victory in the Court of Federal Claims holding that the economic substance doctrine does... more

07/19/06 Legal á la Carte - Outsourcing and Financial Services: Regulatory and Commercial Considerations, New York

Presentation | Speech
Theodore Lazo, Kathleen Collins, John Ayanian

06/19/06 In Securities Deals, Plan for the Regulators: Know the rules and avoid delay. Legal Times

Outside Publications | Article
Beth Kiesewetter, John Ayanian, Monica Parry, Stephen Cohen

06/17/06 Licensing and Collaborations in Drug R&D in China – Opportunities & Pitfalls, presented at the Sino America Pharmaceutical Professionals Association 2006 Annual Conference, Philadelphia

Presentation | Speech
Wenseng Pan, Ph.D.

06/01/06 "Options Backdating" Issues Heat Up

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits

As you have undoubtedly read recently, The Wall Street Journal and other media have been beating the drum loudly over whether public companies have “backdated” their options grants such that executives have reaped imp... more

05/31/06 Charities in Delaware, presented before The Tax-Exempt Organizations in Delaware Seminar, Newark, NJ

Presentation | Speech
Tomer Inbar

05/24/06 Tax Controversy Overview: Taxes and Business Strategy Course, presented at the University of Chicago Graduate School of Business, Chicago

Presentation | Speech
William Colgin, Jr.

05/19/06 Next Generation of Contract Terms and Conditions, presented at TPI Sourcing Industry Conference, Dallas

Presentation | Speech
Barbara Melby

05/18/06 Creating a Strong Negotiating Environment for Transformational Telecom Outsourcing, presented at the Telecom Financial & Technology Management Conference, Chicago

Presentation | Speech
Edward Hansen

05/18/06 International Grantmaking, presented at the 34th Annual Tax Seminar on Private Foundations, Salk Institute, Carlsbad, CA

Presentation | Speech
Celia Roady

05/17/06 What Foundation Managers Need to Know About the Qualifying Distribution Rules, presented at the 34th Annual Tax Seminar on Private Foundations, Salk Institute, Carlsbad, CA

Presentation | Speech
Celia Roady

04/27/06 Charities and Economic Development, presented at the Georgetown University Law Center, Washington, D.C.

Presentation | Speech
Tomer Inbar

04/27/06 Outsourcing in Financial Services, presented at the American Conference Institute's 5th National Conference, Las Vegas

Presentation | Speech
Akiba Stern, Edward Hansen

04/26/06 Outsourcing, presented at the 4th Annual New York Human Resources Week

Presentation | Speech
Barbara Melby, Edward Hansen

04/26/06 The HRO Big Issues Debate Panel, presented at HRO World, New York

Presentation | Speech
Barbara Melby, Edward Hansen

04/17/06 Creative Financing for Biotech and Pharma Drug Development and Commercialization, presented at the New York Biotechnology Association Annual Meeting

Presentation | Speech
Randall Sunberg

04/12/06 California Protective Claim for Refund of Annual LLC Fee

LawFlash/Client Alert | Tax LawFlash
Tax

In a recent California Superior Court case, Northwest Energetic Services, LLC v. California Franchise Tax Board (Cal. Super. Ct. No. CGC -05-437721? Mar. 3, 2006), the court held that the annual California fee based o... more

04/07/06 Elephants and Donkeys on Campus: Political Campaigns and Colleges and Universities, presented at the National Association of College and Business Attorneys, Washington, D.C.

Presentation | Speech
Celia Roady

04/03/06 Bankruptcy Basics: A Chapter 11 Primer, presented at the University Of Pennsylvania, Wharton School, Snider Entrepreneurial Research Center, Philadelphia

Presentation | Speech
Michael Bloom

02/23/06 Transfer Pricing & Current Developments in U.S. and Mexico, presented at Procopio International Tax Institute, San Diego

Presentation | Speech
William Colgin, Jr.

02/08/06 SEC Executive Compensation Disclosure Proposals: SEC Executive Compensation

Presentation | Webcast
Alan Singer, Thomas Kellerman, Mims Zabriskie

02/02/06 Comments Concerning the Tax Court’s Proposed Interim Rule and Interim Procedures regarding Electronic Filing Pilot Program: Comment Letter to U.S. Tax Court, ABA Section of Taxation

Outside Publications | Article
William Colgin, Jr.

Winter 2006 Morgan Lewis on Restructuring, Winter 2006

Newsletter | Morgan Lewis on Restructuring
Bankruptcy/Restructuring Practice

In this Issue:

  • Non-Debtor Releases in Reorganization Plans- Are they still viable or a thing of the past in the Second Circu... more

12/19/05 Option Backdating: What to Do Before the SEC Comes Calling

Presentation | Webcast
Christian Mixter, S. DiBernardo, Thomas Kellerman

December 2005/January 2006 IRS Tests New Arm’s-Length and Cost Sharing Theories in Tax Court, International Tax Review

Outside Publications | Article
William Colgin, Jr.

12/15/05 Privilege Issues in IRS Audits, presented at ATLAS Conference, New York

Presentation | Speech
William Colgin, Jr.

11/07/05 Understanding Xilinx: The Evidence, The Opinion, And Beyond, presented at ATLAS Conference, Houston

Presentation | Speech
William Colgin, Jr.

11/04/05 Understanding Xilinx: The Evidence, The Opinion, And Beyond, presented at the 8th Annual Tax Symposium, Dallas

Presentation | Speech
William Colgin, Jr.

11/02/05 International Tax: Hot Topics In Tax Litigation, presented at the Tax Executive Institute, Orange County, CA

Presentation | Speech
William Colgin, Jr.

10/28/05 IRS Announces Limited-Time Settlement Initiative for Certain "Abusive" Transactions

LawFlash/Client Alert | Tax LawFlash
Tax

On October 27, the Internal Revenue Service (IRS) announced a short-term settlement initiative for taxpayers involved in a broad array of transactions that the IRS deems abusive. Eligible participants in the in... more

10/17/05 U.S. Legal Requirements for Korean Issuers, presented at the Global Capital Markets Conference, Seoul, Korea

Presentation | Speech
E. John Park

Fall 2005 Charitable Giving Focus: In-Kind Gifts, Art Law Clinic Newsletter, Vol. 1, No. 1

Outside Publications | Article
Frances Babb

September 2005 Morgan Lewis on Restructuring, September 2005

Newsletter | Morgan Lewis on Restructuring
Bankruptcy/Restructuring Practice

In this Issue:

  • Substantive Consolidation: Owens Corning - Third Circuit Severely Restricts Availability of This Extraordinar... more

09/20/05 How to Integrate Your External and Internal Legal and Consulting Resources, presented at the 2005 Human Resources Outsourcing Conference, Chicago

Presentation | Speech
Akiba Stern, Barbara Melby, Edward Hansen

08/17/05 Verstoßen „whistleblower procedures“ von Unternehmen, welche anonyme Anzeigen ermöglichen, gegen französisches oder deutsches Recht?

LawFlash/Client Alert | Business and Finance LawFlash
Business and Finance & Labor and Employment

Unternehmen, deren Anteile an einer Börse in den U.S.A. notiert sind, haben aufgrund des Sarbanes- Oxley-Gesetzes aus dem Jahre 2002 und den darauf beruhenden Bestimmungen der Securities and Exchange Commission („SEC“) ... more

08/10/05 Whistleblower Procedures Inconsistent with French, German Law?

LawFlash/Client Alert | Securities LawFlash
Business and Finance

Under the Sarbanes-Oxley Act of 2002, and related stock exchange and Nasdaq listing standards, the audit committees of public companies have adopted procedures for handling complaints and grievances relating to accounti... more

08/05/05 Securities Offering Reform