Resources

Content Type

Author

Year

1/2010

The Foreign Account Tax Compliance Act of 2009 (January 2010)

January 15, 2010

Andrew Stone co-authors the Foreign Account Tax Compliance Act of 2009 for Practical U.S./International Tax Strategies – Thompson Reuters. January 15, 2010. Download.…

11/2009

New Guidance on Expatriation Exit Tax (November 2009)

November 15, 2009

Late in 2009, the U.S. Department of Treasury published guidance concerning the exit tax applicable to expatriates and long-term green card holders. November 15, 2009. Download.…

Developments Regarding Taxation of Use of Trust Property

November 12, 2009

Recent legislative proposals look to change the generally accepted position that a loan of tangible property from a trust, including the rent-free use of a residence or yacht owned by…

10/2009

IRS Extends Deadline for Special Voluntary Disclosure Programme

October 1, 2009

On September 21 2009 the Internal Revenue Service (IRS) announced the extension, from September 23 2009 to October 15 2009, of the deadline for its special voluntary disclosure programme. October…

9/2009

What Every Estate Planner Needs to Know About International Estate Planning (September 2009)

September 29, 2009

Andrew Stone presents “What Every Estate Planner Needs to Know About International Estate Planning” at Joint Fall Meeting American Bar Association – Section of Real Property, Trust & Estate Law…

SDTC Forum – Trust Company Issues

September 1, 2009

Rashad Wareh serves on Open Forum Panel on Trust Company Issues during SDTC First Forum on Private Family Trust Companies in Sioux Falls, SD.…

8/2009

Recent IRS Notices and Actions Regarding FBAR and Other Reporting

August 13, 2009

Increasingly, professionals advising international families whose members include US citizens and residents can bring added value to their services if they can highlight US tax reporting requirements and timely compliance…

7/2009

Foundation for Accounting Education – Trust Company Issues

July 1, 2009

Rashad Wareh speaks on Trust Company Issues before the Foundation for Accounting Education Estate Planning Conference in New York, NY.    …

6/2009

IRS Increases Focus on Offshore Tax Matters

June 4, 2009

The Internal Revenue Service (IRS) is making offshore tax matters a top priority, targeting non-US bank and other financial accounts along with offshore structures. June 4, 2009. Download…

Recent Legislative Developments that Affect the International Private Client (June 2009)

June 2, 2009

Andrew Stone presents “Recent Legislative Developments that Affect the International Private Client” at International Estate & Tax Planning 2009, Practicing Law Institute.…