Resources

Content Type

Author

Year

1/2026

Alexander Lewis Promoted to Senior Counsel

January 8, 2026

Kozusko Harris Duncan is pleased to announce that Alexander Lewis has been promoted to Senior Counsel. Mr. Lewis practices in the areas of tax and estate planning, with a focus…

12/2025

KHD Chicago Office Moves

December 17, 2025

KHD’s Chicago office has moved to 121 West Wacker Drive, Suite 1500, Chicago, IL 60601. Phone numbers and emails remain the same.…

Maintenance of FinCEN ID Personal Detail Following Interim Final Rule Changes to the Corporate Transparency Act – Lexology”

December 8, 2025

The Corporate Transparency Act (CTA) includes an option for reportable beneficial owners to create a FinCEN ID account to hold their identifying beneficial ownership information (BOI). Reporting companies then include…

Navigating Civil Law Usufruct/Bare Ownership Arrangements as a U.S. Tax Professional

December 1, 2025

Fanny Karaman will be presenting on avenues to analyze this foreign planning tool for U.S. tax purposes (and suggestions on best practices in working with foreign counsel to further the…

11/2025

Convergence of Impact Investing and International Philanthropy

November 20, 2025

Stan Barg will participate in a panel discussion that will consider key opportunities and challenges facing foundations, family offices and global donors engaged in cross-border philanthropy. The presentation will be…

USA Overview (2025 and 2026) – Tax Laws Relevant to Private Clients

November 19, 2025

Advisers to international families should remain vigilant in their awareness of US tax and reporting rules. On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into…

10/2025

Trusts, Foundations, Limited Partnerships and More

October 30, 2025

Eric Dorsch will chair a workshop on Trusts, Foundations, Limited Partnerships and More: a Global Exploration of Modern Governance and Succession Vehicles for the IBA Annual Conference in Toronto on November 5,…

Transatlantic Wealth and Estate Planning Conference: London 2025

October 16, 2025

Stanley A. Barg presents “What does a family office need to know?” to Transatlantic Wealth and Estate Planning, being held at the Leonardo Royal Hotel, Tower Bridge, London, on Wednesday,…

Foreign Bank Account Report (FBAR) Due October 15

October 6, 2025

Under the Bank Secrecy Act (BSA), US persons are required to file a Foreign Bank Account Report (FBAR), Form 114, to report certain foreign financial accounts, such as bank accounts,…

9/2025

Dionisis Menagias Joins KHD as Associate in New York Office

September 15, 2025

Dionisis Menagias is an Associate in the Kozusko Harris Duncan New York office.  Dionisis practice focuses on cross-border income tax and estate planning.…