Resources

Content Type

Author

Year

3/2023

Fund and Fee Structures – a myriad of cash flows, waterfalls and taxes

March 10, 2023

Severiano Ortiz moderates a panel with Charles S. Duro (Duro Partners, Luxembourg), Céline Martin (Riedweg & Partner, Switzerland), and Clément Riccio (Sumerson, France) on Fund and fee structures – a…

1/2023

Fox Private Trust Company-Changing Course Mid-Stream in a PTC

January 26, 2023

Miles Padgett presents Changing Course Mid-Stream in a PTC to the 2023 Fox Private Trust Company Virtual Workshop on January 26, 2023.  This workshop brings together leading experts and PTC…

2023 US Reporting Checklist and Deadlines

January 26, 2023

US tax and information reporting obligations have been increasing over the last few years. It is important for family advisers and trustees of foreign trusts to make note early in…

Role of the Trustee

January 5, 2023

Eric Huang co-authors Chapter 2, Role of the Trustee for IICLE’s “2023 Edition of Trust Administration. January 2023…

12/2022

Preparing U.S. Tax and Information Returns: Form 8832, Entity Classification Election

December 1, 2022

A non-US company’s classification for US tax purposes is important for Foreign Account Tax Compliance Act (FATCA) compliance and US withholding tax reasons. Download.…

11/2022

Did You Forget Your U.S. International Reporting Obligations?

November 18, 2022

Did You Forget Your U.S. International Reporting Obligations? written by Severiano Ortiz was published in the Portugal News on November 18, 2022. Download. https://www.theportugalnews.com/      …

Why GST Tax is Relevant for Non-US Trusts

November 10, 2022

Non-US families establishing succession planning structures rarely think about the US generation-skipping transfer (GST) tax. Nevertheless, when a foreign trust becomes a US domestic trust so that distributions can be…

Hello America – What the Well-Advised Immigrant Needs to Know and do Before He Arrives

November 1, 2022

Eric Dorsch presents Coming and Going Part 1 : Hello America – What the Well-Advised Immigrant Needs to Know and do Before he Arrives at the IBA Annual Conference in…

10/2022

Nicholas Gumas joins the firm as an associate in the NY office

October 31, 2022

Nick graduated from Columbia Law School in 2018 where he received his law degree. He received his undergraduate degree from The George Washington University.…

An Update on U.S. Transparency Initiatives

October 20, 2022

Severiano Ortiz co-presents on An Update on U.S. Transparency Initiatives. The Webinar covers three topics: (1) the final beneficial ownership information (BOI) reporting regulations under the Corporate Transparency Act; (2) the…