9/2014
Family Office Exchange (FOX) Private Family Trust Company Symposium
September 1, 2014KHD was a program planning partner for the Family Office Exchange (FOX) Private Family Trust Company Symposium in Chicago, Illinois. John Duncan presented “State of the PFTC Industry Today –…
8/2014
FATCA: Trustee-Documented Trusts are not Sponsored Entities
August 7, 2014When the United States and the offshore jurisdictions negotiated intergovernmental agreements (IGAs) in order to implement the Foreign Account Tax Compliance Act (FATCA), they added a category of deemed-compliant foreign…
7/2014
Structuring Your Family Office for Success: What Every Family Should Know
July 1, 2014Miles Padgett is a Panelist on the “Structuring Your Family Office for Success: What Every Family Should Know Regarding Government Taxation and Regulation and the New Rules Moving Forward” at…
Protector – a Versatile Defender?
July 1, 2014Rashad Wareh is Panelist on “Protector – a Versatile Defender?” at the International Wealth Planners New York Meeting.…
Expanded Streamlined Offshore Voluntary Disclosure Procedures
July 1, 2014Miles Padgett writes the article “Expanded Streamlined Offshore Voluntary Disclosure Procedures,” published on WealthManagement.com. July 1, 2014. Download.…
6/2014
IRS Changes the Streamlined Filing Compliance Procedures and Offshore Voluntary Disclosure Program (OVDP): Determining Your Most Advantageous Route is Imperative
June 30, 2014What are the new IRS rules related to the international disclosure programs and how best to choose which route is best for your client. Holland & Knight LLP. June 30,…
Why Private Trust Companies and Estate Planning Go Hand-in-Hand
June 1, 2014John Duncan presents “Why Private Trust Companies and Estate Planning Go Hand-in-Hand.” Stephen Vetter is a Panelist and presents “Is the World Really Flat for U.S. Families Investing Abroad” at…
5/2014
Overview of US Tax and Reporting System
May 22, 2014US persons, both individuals and trusts, and US residents are subject to income, gift and estate taxes. Non-US persons are subject to tax on certain US income and property transfers.…
Serving Two Masters: The Practitioner’s Duties Under Circular 230 and as an Advocate for a Client
May 9, 2014This presentation focuses on the practitioner’s often forgotten duties under Circular 230 as well as those of the practitioners ethical obligations under their law license. American Bar Association Section of…
On the Move – Wealth Planning for Nonresident Aliens and Expatriates (May, 2014)
May 9, 2014Andrew Stone gives a joint presentation with Suzanne Shier of Northern Trust on “On the Move – Wealth Planning for Nonresident Aliens and Expatriates” at the 57th Annual Estate Planning…
