Resources

Content Type

Author

Year

3/2025

30th Annual International Bar Association Private Client Tax Conference (2025)

March 2, 2025

Rashad Wareh chaired a panel of international tax advisors that explored how tax authorities of various countries are challenging taxpayer attempts to claim a change of residency, and how best…

2/2025

Corporate Transparency Act Practical Considerations: Board of Directors or Managers

February 25, 2025

The Corporate Transparency Act (CTA) requires US corporations, limited liability companies and statutory partnerships to file a beneficial ownership information (BOI) report with the US Financial Crimes Enforcement Network (FinCEN),…

Sarah Gelfand Joins KHD as Associate in New York Office

February 4, 2025

Sarah Gelfand is an Associate in the Kozusko Harris Duncan New York office.  Sarah provides counsel to high net-worth individuals and families regarding both domestic and international trust and estate…

1/2025

2025 USA Reporting Checklist and Deadlines Relevant to non-US persons and to US Taxpayers with Foreign Financial Assets

January 27, 2025

Although legislative changes are anticipated during 2025, reporting rules and deadlines for tax year 2024 filings will not change. Family advisers and trustees of foreign trusts should determine early in…

Selected US Tax-Planning Considerations for the International Family

January 22, 2025

Stan Barg will speak on various US tax-planning considerations for international families. His presentation will provide an overview of how South African residents may become subject to US tax, US…

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

January 20, 2025

Advisers to international families should remain vigilant in their awareness of US tax and reporting rules. Certain tax law changes are scheduled to take place after 31 December 2025, but…

12/2024

The Taxation of Distributions from Foreign Trusts to US Beneficiaries

December 12, 2024

Stan Barg spoke on the taxation of distributions from foreign trusts to US beneficiaries at the International Tax Planning Association Conference on December 12, 2024 held at Pembroke College of…

10/2024

Spencer Guillory Joins KHD as Associate in Chicago Office

October 29, 2024

Spencer Guillory is an Associate in the Kozusko Harris Duncan Chicago office. Spencer’s practice focuses on estate planning services for high-net-worth individuals, families, and business owners. Prior to joining KHD,…

9/2024

Corporate Transparency Act Practical Considerations – US Street Address

September 12, 2024

Beginning in 2024, the Corporate Transparency Act (CTA) requires US corporations, limited liability companies and statutory partnerships to file a beneficial ownership information (BOI) report with the US Financial Crimes…

8/2024

STEP Canada-USA 2024 Conference – October 7, 2024

August 14, 2024

Andrew Stone will present on Cross-Border Estate Administration at the STEP Canada-USA 2024 Conference on October 7, 2024.  The discussion will cover estate administration issues involved when someone domiciled in…