Resources

Content Type

Author

Year

11/2013

FATCA Update: Planning for Compliance within Structures for International Families

November 21, 2013

In less than eight months, withholding is scheduled to begin on certain payments of US source income to non-US entities that are not compliant with the Foreign Account Tax Compliance…

Florida Elder Law 2013: Legal, Financial and Medicaid Today

November 8, 2013

Tara Rao presents and authors Florida Elder Law 2013 to Legal, Financial and Medicaid Today, Health Education Network, LLC, November 8, 2013.…

Guide to Family Office Services and Technology

November 1, 2013

The guide to family office services and technology that is published by Family Office Metrics (and which includes KHD) has now been revamped and will be regularly updated online.…

10/2013

Mobile Marriage and Divorce: What is Mine is Mine, What is Yours is Mine

October 1, 2013

Rashad Wareh chairs “Mobile Marriage and Divorce: What is Mine is Mine, What is Yours is Mine” at the International Bar Association 2013 Annual Meeting in Boston, MA…

8/2013

IRS Revises FATCA Model Intergovernmental Agreements

August 15, 2013

The Internal Revenue Service (IRS) recently posted to its website updated model intergovernmental agreements (dated July 18 2013), which it is using to implement the 2010 Foreign Account Tax Compliance…

Pre-Immigration Planning

August 1, 2013

Rich Fava and Don Kozusko write the Pre-Immigration Planning chapter for the upcoming American Bar Association Guidebook on International Estate Planning.…

7/2013

Time for Non-US Trustee Companies and Their Trusts to Prepare for FATCA

July 18, 2013

It is time for advisers to international families to assess the classifications of the family office, trust company, trusts and holding companies within the family’s succession planning structures under the…

Structuring Your Family Office for Success: What Every Family Should Know

July 1, 2013

John Duncan is a panelist on “Structuring Your Family Office for Success: What Every Family Should Know” to the Family Office & Private Wealth Management Forum in Newport, Rhode Island.…

5/2013

Family and Trust Governance Evolution(2013)

May 8, 2013

Rashad Wareh presents on Family and Trust Governance Evolution at the Estate Planning Council of New York Family Matters Estate Planners Day.…

Overview of US Tax and Reporting System

May 2, 2013

US persons, both individuals and trusts, and non-US persons with US investments have seen an increase in their US tax reporting obligations over the last few years. In addition, the…