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In addition to serving our clients, our attorneys are active in publishing articles, conducting seminars and giving speeches. Our firm also issues many press releases and is frequently mentioned in various news sources. These resources are available for information purposes only and may be obtained by using the various search functions below.

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Jun 25 2019

Six Attorneys Promoted to Shareholder at von Briesen & Roper, s.c.

MILWAUKEE, WI – Randall D. Crocker, President and CEO of von Briesen & Roper, s.c., today announced the promotion of Attorneys Nicholas D. Castronovo, Andrew J. Christman, Jonathan R. Eiden, Kevin M. Fetherston, David A. Frank II and J. Ryan Maloney to Shareholders of the firm.

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Jun 18 2019

SEC Adopts New Broker-Dealer Rule, Also Affecting Investment Advisers

On June 5, 2019, the Securities and Exchange Commission ("SEC") adopted Regulation Best Interest, the final rule governing broker-dealer conduct and their obligations to retail customers, under authority from Section 913 of the Dodd-Frank Act. The new rule will go into effect on June 30, 2020 and will increase broker-dealers' standard of conduct from existing suitability standards. The SEC considered increasing such standards to the level of a fiduciary, as was the case pursuant to the now-vacated Fiduciary Rule, but ultimately settled on intermediate standards consistent with broker-dealers' role in the investment services sector. These new standards have two tiers of obligations: General and Specific Component Obligations.

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Jun 18 2019

Location, Location, Location: A Primer on Qualified Opportunity Zones

Under the Tax Cuts and Jobs Act of 2017, new rules were established that allow taxpayers to defer capital gain from the sale of assets to unrelated persons by investing in a Qualified Opportunity Zone. Qualified Opportunity Zones are mostly high-poverty, low-income census tracts in which the federal and state governments wish to encourage investments. The governors of each state and U.S. territory submitted candidate Qualified Opportunity Zones, and the U.S. Treasury Department certified those Qualified Opportunity Zones as of July 1, 2018. In Wisconsin, for example, there are 120 Qualified Opportunity Zones.

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Jun 13 2019

OIG Work Plan Monthly Updates (March-May 2019)

von Briesen continues to monitor the United States Department of Health and Human Services, Office of Inspector General (the "OIG") Work Plan to provide insight into emerging legal trends in health care. Health organizations are advised to use the Work Plan to identify the OIG's areas of interest and enforcement priorities, and to review and update policies and procedures accordingly.

This Legal Update summarizes some of the significant OIG Work Plan updates released for March, April and May 2019.

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Jun 13 2019

Health Blog: OIG Work Plan Monthly Updates (March-May 2019)

von Briesen continues to monitor the United States Department of Health and Human Services, Office of Inspector General (the "OIG") Work Plan to provide insight into emerging legal trends in health care. Health organizations are advised to use the Work Plan to identify the OIG's areas of interest and enforcement priorities, and to review and update policies and procedures accordingly.

This Legal Update summarizes some of the significant OIG Work Plan updates released for March, April and May 2019.

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