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Prosecutors accused firm founder David Gentile and his partner of putting at risk more than $1.8 billion raised from thousands of investors.

With shares in the acquirer growing as a percentage of the consideration, the rollovers pose important practice management, tax and business implications.

A recent Supreme Court case held that the Code Sec. 965 mandatory repatriation tax was constitutional, but the majority opinion avoided the principal issue presented to the court.

Berkshire still holds almost 962 million shares, the filing shows — worth $39.5 billion at Monday's closing price.

Firms' practice of offering low returns on clients' uninvested cash is becoming the latest hot legal target.

Decisions granting a stay during industry lawsuits challenging the regulation point to a high bar of judicial scrutiny.

A recent YouGov survey said 60% of Americans consider integrity the most important factor in their selection process.

Firms like BlackRock and Invesco are among those signaling they want to offer access to private markets via ETFs.

Wells Fargo joins Morgan Stanley, Merrill and Ameriprise in facing questions over its handling of clients' uninvested cash.

The top state has a total tax burden of 12.02%.