Resources

Content Type

Author

Year

12/2022

Preparing U.S. Tax and Information Returns: Form 8832, Entity Classification Election

December 1, 2022

A non-US company’s classification for US tax purposes is important for Foreign Account Tax Compliance Act (FATCA) compliance and US withholding tax reasons. Download.…

11/2022

Did You Forget Your U.S. International Reporting Obligations?

November 18, 2022

Did You Forget Your U.S. International Reporting Obligations? written by Severiano Ortiz was published in the Portugal News on November 18, 2022. Download. https://www.theportugalnews.com/      …

Why GST Tax is Relevant for Non-US Trusts

November 10, 2022

Non-US families establishing succession planning structures rarely think about the US generation-skipping transfer (GST) tax. Nevertheless, when a foreign trust becomes a US domestic trust so that distributions can be…

Hello America – What the Well-Advised Immigrant Needs to Know and do Before He Arrives

November 1, 2022

Eric Dorsch presents Coming and Going Part 1 : Hello America – What the Well-Advised Immigrant Needs to Know and do Before he Arrives at the IBA Annual Conference in…

10/2022

Nicholas Gumas joins the firm as an associate in the NY office

October 31, 2022

Nick graduated from Columbia Law School in 2018 where he received his law degree. He received his undergraduate degree from The George Washington University.…

An Update on U.S. Transparency Initiatives

October 20, 2022

Severiano Ortiz co-presents on An Update on U.S. Transparency Initiatives. The Webinar covers three topics: (1) the final beneficial ownership information (BOI) reporting regulations under the Corporate Transparency Act; (2) the…

Estate Planning for Multinational Families

October 17, 2022

Eric Huang co-presents a live webinar on the Transfer and Income Tax Considerations for Estate Planning for Multinational Families to the Chicago Bar Association Trust Law Committee on October 17,…

Elizabeth Martin joins the firm as an associate in the NY office

October 11, 2022

Elizabeth graduated from Fordham University School of Law in 2016 where she received her law degree. She received her undergraduate degree from Boston College.…

9/2022

KHD Partner Rebecca Dent Retires

September 30, 2022

KHD Partner Rebecca Dent, who was resident in the firm’s New York and Cleveland offices, retired from the practice of law effective September 30, 2022. Rebecca’s expertise in trust and…

Portugal and Spain – From Golden Visas to Tax Considerations for High-Net-Worth Individuals in Search of the Sun

September 21, 2022

Severiano Ortiz co-presents with Tiago Cassiano Neves (Kore Partners in Lisbon, Portugal) and Pedro Jesus Fernandez (Kinship Law Partners in Madrid/Marbella, Spain), Portugal and Spain – From Golden Visas to…