John Duncan presents “Simplifying the Complex: Demystifying Directed Trusts, Family Offices and Private Trust Companies” to the 58th Annual Heckerling Institute on Estate Planning at the Orlando World Center Marriott…
Brittney received her Masters of Law from American University Washington College of Law in 2018. She graduated from Charlotte School of Law in 2017 where she received her law degree…
The Financial Crimes Enforcement Network (FinCEN) has extended the deadline for certain reporting companies to file their initial beneficial ownership information (BOI) reports with FinCEN. The Corporate Transparency Act 2021…
Eric Dorsch presents “Who and What are Where – Planning in an Increasingly International World” to the CBA 2023 Annual Conference in Halifax, Nova Scotia on December 8, 2023.…
Following the enactment of the Corporate Transparency Act 2021 (CTA), the US Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) explained that: Collecting this information and providing access to…
Jennie Cherry presents, Serving as Trustee of Foreign Trusts: Planning Opportunities, FATCA, and Advantages Over Offshore Trust Companies to the South Dakota Trust Association Fall Forum on October 5, 2023. …
Stan Barg is a Panelist on “Understanding the Difference When Trust Planning Between UK vs. US” at the US/UK Tax Planning, Private Client Tax, London, UK 19 September, 2023.…
Following the enactment of the Corporate Transparency Act 2021 (CTA), the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) explained that the CTA and FinCEN regulations “would help…
Jennie Cherry is speaking on “U.S. Corporate Transparency Act: New FinCEN Beneficial Ownership Information Reporting beginning 1 January 2024 for U.S. Entities” at The Tax Faculty’s “Annual Cross-Border Considerations for…
Stan Barg was a Panelist on “U.S. Tax Update” at the Transcontinental Trusts: International Forum, Hamilton, Bermuda July 5-7, 2023.…
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