1/2026
Alexander Lewis Promoted to Senior Counsel
January 8, 2026Kozusko Harris Duncan is pleased to announce that Alexander Lewis has been promoted to Senior Counsel. Mr. Lewis practices in the areas of tax and estate planning, with a focus…
International Bar Association – International Estate Planning Guide
January 1, 2026Eric Dorsch and Alexander Lewis co-author a chapter on the United States in the International Estate Planning Guide published by the Private Client Committee of the International Bar Association. Download…
12/2025
KHD Chicago Office Moves
December 17, 2025KHD’s Chicago office has moved to 121 West Wacker Drive, Suite 1500, Chicago, IL 60601. Phone numbers and emails remain the same.…
Maintenance of FinCEN ID Personal Detail Following Interim Final Rule Changes to the Corporate Transparency Act – Lexology”
December 8, 2025The Corporate Transparency Act (CTA) includes an option for reportable beneficial owners to create a FinCEN ID account to hold their identifying beneficial ownership information (BOI). Reporting companies then include…
Navigating Civil Law Usufruct/Bare Ownership Arrangements as a U.S. Tax Professional
December 1, 2025Fanny Karaman will be presenting on avenues to analyze this foreign planning tool for U.S. tax purposes (and suggestions on best practices in working with foreign counsel to further the…
11/2025
Convergence of Impact Investing and International Philanthropy
November 20, 2025Stan Barg will participate in a panel discussion that will consider key opportunities and challenges facing foundations, family offices and global donors engaged in cross-border philanthropy. The presentation will be…
USA Overview (2025 and 2026) – Tax Laws Relevant to Private Clients
November 19, 2025Advisers to international families should remain vigilant in their awareness of US tax and reporting rules. On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into…
10/2025
Trusts, Foundations, Limited Partnerships and More
October 30, 2025Eric Dorsch will chair a workshop on Trusts, Foundations, Limited Partnerships and More: a Global Exploration of Modern Governance and Succession Vehicles for the IBA Annual Conference in Toronto on November 5,…
Transatlantic Wealth and Estate Planning Conference: London 2025
October 16, 2025Stanley A. Barg presents “What does a family office need to know?” to Transatlantic Wealth and Estate Planning, being held at the Leonardo Royal Hotel, Tower Bridge, London, on Wednesday,…
Foreign Bank Account Report (FBAR) Due October 15
October 6, 2025Under the Bank Secrecy Act (BSA), US persons are required to file a Foreign Bank Account Report (FBAR), Form 114, to report certain foreign financial accounts, such as bank accounts,…
