3/2015
International Women’s Day Symposium 2015
March 1, 2015Tara Rao participates in International Women’s Day Symposium, March 2015 as Moderator for Panel, Hillsborough Association for Women Lawyers, Recipient of the Florida Association for Women’s Lawyer 2015 Outstanding Member…
Commentary on Family Dynamics at the Purposeful Planning Institute
March 1, 2015At the inaugural gathering of Fusion Collaboration organized by the Purposeful Planning Institute, Don Kozusko represents Shaking the Tree Foundation in presenting an education event centered around “The Big Payday,”…
2/2015
Global Transparency Issues
February 1, 2015Rashad Wareh participates in Global Transparency Issues Discussion to JPMorgan, LatAm Wealth Advisory Team.…
Key Trust States’ Innovative Proposals Supporting Private Family Trust Companies and Family Trusts
February 1, 2015Miles Padgett presents “Key Trust States’ Innovative Proposals Supporting Private Family Trust Companies and Family Trusts,” to the Family Office Exchange, February 2015.…
Private Client Tax: Jurisdictional Comparisons
February 1, 2015Stephen Vetter and Eric Dorsch authored the United States chapter of Private Client Tax: Jurisdictional Comparisons, 2nd Edition 2015 (European Lawyer Reference Series). February, 2015.…
1/2015
Civil and Criminal Tax Penalties – Legislative and Administrative Developments
January 31, 2015This presentation provides a summary of updated legislative and administrative developments with regard to IRS penalties and IRS international disclosure procedures. American Bar Association Section of Taxation – 2015 Midyear…
FATCA Reporting: Where and How
January 29, 2015One of the stated purposes of the Foreign Account Tax Compliance Act (FATCA) is to address the use of non-US accounts to facilitate tax evasion. In order for the Internal…
11/2014
Offshore Tax Compliance: Often Forgotten Informational Forms and the IRS’s Offshore Voluntary Disclosure Programs
November 12, 2014This presentation provides a summary of the most common international informational reporting forms as well as those forms that are often forgotten by clients and professionals alike. Illinois CPA Society…
Offshore Tax Compliance: Often Forgotten Informational Forms and the IRS’s Offshore Voluntary Disclosure Programs
November 6, 2014This presentation provides a summary of the most common international informational reporting forms as well as those forms that are often forgotten by clients and professionals alike. American Academy of…
10/2014
FATCA: Practical Compliance for Non-US Private Trust Companies and Their Trusts
October 23, 2014As it applies to trusts, the Foreign Account Tax Compliance Act (FATCA) provides the Internal Revenue Service (IRS) with information necessary for the IRS to determine whether US settlors and…
