Resources

Content Type

Author

Year

3/2022

ACTEC 2022 Annual Meeting–Tricks and Tips on Navigating the Choppy Waters of International Estate/Succession Administration

March 12, 2022

Andrew Stone presents “Tricks and Tips on Navigating the Choppy Waters of International Estate/Succession Administration” to the ACTEC 2022 Annual Meeting, Manchester Grand Hyatt,  San Diego, CA on March 12,…

2/2022

Pitcher Partners USA Taxation Webinar: Australian Tax Planning

February 24, 2022

Eric Dorsch presents “Australian Tax Planning for US Citizens, Green Card Holders and their Advisors” for the Pitcher Partners USA Taxation Live Webinar on February 24, 2022 at 8.30am NSW…

Introduction to U.S. International Tax

February 22, 2022

Fanny Karaman teaches a course entitled Introduction to U.S. International Tax as part of the Masters program at the Law School of the University of Rennes I. Renne, France. February…

Fox Private Trust Company–Choosing the Right PTC Charter State

February 16, 2022

Miles Padgett presents Choosing the Right PTC Charter State to the 2022 Fox Private Trust Company Fundamentals Virtual Workshop on February 16, 2022 at 10:15 a.m.  This workshop brings together leading…

1/2022

Proposed Regulations – Corporate Transparency Act

January 19, 2022

Severiano Ortiz co-presents on the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) released proposed regulations on Dec. 7, 2021, seeking to implement the “beneficial ownership information” (BOI)…

Melissa Milich Named KHD Partner

January 1, 2022

Kozusko Harris Duncan is pleased to announce that Melissa Milich has become a Partner as of January 1, 2022.  Melissa joined the firm in June 2017 and is based in…

12/2021

Form W-8BEN-E and Practical Tips

December 9, 2021

In October 2021, the Internal Revenue Service (IRS) released an updated version of Form W-8BEN-E. Non-US entities should use this new form when requested to certify their status for US…

ALI-CLE International Trust and Estate Planning 2021 Webcast – Drafting Tips for International Clients (December 2021)

December 2, 2021

Andrew Stone presents Drafting Tips for International Clients and Cross-Border Trusts, 2021 ALI-CLE International Estate Planning webcast on December 2, 2021.      …

11/2021

Chicago Estate Planning Counsel (CEPC) Where Did I Leave My House?!!! (November 2021)

November 9, 2021

Andrew Stone presents Where Did I Leave My House?!!! (and other Questions by U.S. Persons with Foreign Assets and Non-U.S. Persons with U.S. Assets), at the CEPC International Estate Planning Workshop…

Tiara Woodard joins the firm as a legal assistant in the New York office

November 8, 2021

We are pleased to announce that we have a new member of our firm. Tiara Woodard, our new legal assistant, started today in our New York office.  We’re very happy…