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.…
As families and their advisers begin to prepare for US entities in their succession planning structures to comply with the Corporate Transparency Act 2021 (CTA), consideration should be given to…
Don Kozusko presented the current work product of his subcommittee at the meeting of the ACTEC Business Planning Committee on June 22, 2023. The subcommittee’s mission is to make estate…
Stan Barg was a Panelist on “Wealth Management & Philanthropy for HNW” at STEP Israel Annual Conference, Tel Aviv, Israel, June 13-14, 2023.…
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