6/2022
Ethel Morgan joins the firm as a paralegal in the Washington, D.C. office
June 6, 2022We are pleased to announce that we have a new member of our firm. Ethel Morgan, our new paralegal, started today in our Washington, D.C. office. We are happy to…
5/2022
International Client/Succession Planning – Opportunities and Tips
May 5, 2022Jennie Cherry speaks to trust officers and bankers about US-based foreign trust opportunities and compliance issues at the 2022 Trust & Wealth Executive Seminar sponsored by the Trust Management Association,…
Tara Rao joins the firm as an attorney in the D.C. office
May 2, 2022Join us in welcoming Tara Rao as part of our Washington, D.C. office. Tara has such an impressive background that it can only be illustrated by reviewing her formal biography…
4/2022
Golden Visa Fund Route for U.S. Investors and PFIC Demystification
April 28, 2022Severiano Ortiz participates as part of a panel entitled Golden Visa Fund Route for U.S. Investors and PFIC Demystification, via a live Webinar on April 28, 2022. The panel is…
Reporting Beneficial Owners of Certain U.S. Companies: Proposed Regulations on When Information Must be Reported and Penalties (Part IV)
April 28, 2022This article discusses the December 7, 2021 Proposed Regulations related to the Corporate Transparency Act (CTA) that was enacted January 1, 2021. This article is the fourth in a series…
Reporting Beneficial Owners of Certain U.S. Companies: Proposed Regulations on What Information Must Be Disclosed (Part III)
April 21, 2022This article discusses the December 7, 2021 Proposed Regulations related to the Corporate Transparency Act (CTA) that was enacted January 1, 2021. This article is the third in a series…
U.S. Investment in Portuguese Private Equity
April 19, 2022Severiano Ortiz presents, U.S. Investment in Portuguese Private Equity, for a Live Webinar on April 19, 2022, hosted by Lince Capital in Lisbon, Portugal. The presentation introduces U.S. investors to…
Reporting Beneficial Owners of Certain U.S. Companies: Proposed Regulations on What Constitutes Beneficial Ownership (Part II)
April 14, 2022This article discusses the December 7, 2021 Proposed Regulations related to the Corporate Transparency Act (CTA) that was enacted January 1, 2021. This article is the second in a series…
Reporting Beneficial Owners of Certain U.S. Companies: Proposed Regulations on Who Must File a Beneficial Owner Report (Part I)
April 7, 2022This article discusses the December 7, 2021 Proposed Regulations related to the Corporate Transparency Act (CTA) that was enacted January 1, 2021. This article is the first in a series…
Portugal’s Golden Visa Program and U.S. Taxation
April 5, 2022Severiano Ortiz and Eric Huang present, Portugal’s Golden Visa Program and U.S. Taxation, for a Live Webinar on April 5, 2022. This presentation proves an overview of U.S. income, estate,…
