Resources

Content Type

Author

Year

10/2021

Morgan Jacoby joins the firm as an office assistant in the New York office

October 21, 2021

We are pleased to announce that we have a new member of our firm and for our team in New York. Morgan Jacoby, is our new Office Assistant.  We’re excited…

ACTEC 2021 Virtual Fall Conference – Drafting Tips for International Clients and Cross-Border Trusts (October 2021)

October 7, 2021

Andrew Stone presents “Drafting Tips for International Clients and Cross-Border Trusts” to the International Estate Planning Committee at the ACTEC 2021 Virtual Fall Conference (October 7-10, 2021).…

9/2021

Panelist, “How to Use the Channel Islands as an Offshore Planning HUB for Clients that are Offshore & Unconnected”, International Trust & Private Client 2021, Jersey, Channel Islands 28 September 2021 and Guernsey, Channel Islands 30 September 2021

September 28, 2021

Stan Barg is a Panelist on “How to use the Channel Islands as an Offshore Planning HUB for Clients that are Offshore & Unconnected” at the International Trust & Private…

Panelist, “Succession Structuring: Trusts and Foundation: Exploring Alternative Structuring Uses”, US/UK Tax Planning, Private Client Tax, London, 23 September 2021.

September 23, 2021

Stan Barg is a Panelist on “Succession Structuring: Trusts and Foundation: Exploring Alternative Structuring Uses” at the US/UK Tax Planning, Private Client Tax, London, UK 23 September, 2021…

Court Upholds Higher IRS Penalty on Late Filing of Forms 3520 and 3520-A

September 23, 2021

On 28 July 2021, the Court of Appeals for the Second Circuit handed down its decision in Wilson v United States: “when an individual is both the sole owner and…

Changing Times: Tax and Reporting Requirements for US Citizens and Green Card Holders Moving Abroad (September 2021)

September 2, 2021

For various reasons, some US citizens and Green Card holders are considering living abroad. How tax professionals and trust officers worldwide advise these individuals depends on their objectives. Does the…

8/2021

Yasmin Khan joins the firm as a legal assistant in the New York office

August 10, 2021

Yasmin is working with us as a legal assistant in the NY office, and we are excited to have her on the team.…

Shawntese Smith joins the firm as a legal assistant in the D.C. office

August 10, 2021

Shawntese is working with us as a legal assistant in the DC office, and we are excited to have her on the team.…

7/2021

Stephanie Ayala joins the firm as a legal assistant in the D.C. office

July 28, 2021

Stephanie will be working with us in an administrative role here in the DC office, and we are excited to have her on the team.…

6/2021

Ann Porter joins the firm as an associate in the D.C. office

June 1, 2021

Please join us in welcoming Ann Porter as an associate of KHD. Ann joins KHD from the Department of Justice, Tax Division.  Prior to DOJ, Ann worked with big law…