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…
Andrew Stone presents “Recent Legislative Developments that Affect the International Private Client” at International Estate & Tax Planning 2009, Practicing Law Institute.…
Tara Rao presents Overview of Estate Planning, Guardianship and Health Care Concerns – Alzheimer’s Group, Brighton Gardens, May 28, 2009.…
Miles Padgett authors, “Private Placement Life Insurance – Not Your Father’s Oldsmobile,” Journal of Wealth Management, Spring 2009.…
The new year has brought talk of stimulus packages and the Internal Revenue Service (IRS) has stepped up its investigation of foreign bank accounts. May 19, 2009. Download…
Andrew Stone presents “Planning with Foreign Grantor Trusts” at STEP Chicago Chapter, February 25, 2009…
The Internal Revenue Service (IRS) has posted a new version of the Report of Foreign Bank and Financial Accounts, TD F 90-22.1 (commonly referred to as ‘FBAR’). The IRS had…
Andrew Stone presents “International Aspects of Intra-Family Loans” at the Chicago Bar Association Trust Law Subcommittee Presentation, December 8, 2008. …
Comments on Notice 2008-63, concerning private trust companies (“PTCs”) and various income, estate, and gift tax sections of the Internal Revenue Code. November 3, 2008. Download…
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