In recent years, we have seen high net-worth and ultra-high-net-worth families become, increasingly, “global citizens.” As families and their assets touch multiple jurisdictions, a myriad of issues become especially important...more
10/5/2023
/ Asset Management ,
Estate Planning ,
High Net-Worth ,
Income Taxes ,
Internal Revenue Code (IRC) ,
International Regulatory Standards ,
International Travel ,
IRS ,
Marital Assets ,
Tax Liability ,
Tax Planning ,
Wealth Management
On March 25, 2021, Senator Bernie Sanders introduced the For the 99.5 Percent Act (the “99.5 Percent Act”) which proposes to modify the estate, gift and generation-skipping transfer tax.
Proposed Estate and Gift Tax Rates...more
Please join us on January 29th as we discuss the following topics on estate and gift tax planning for clients with international ties:
- Gifting to a non-citizen spouse
- The difference between U.S. “residency” for...more
1/19/2021
/ Continuing Legal Education ,
Estate Planning ,
Estate Tax ,
Foreign Assets ,
Foreign-Citizen Spouses ,
Gift Tax ,
Gifts ,
Income Taxes ,
International Tax Issues ,
Non-Citizens ,
Non-Residents ,
Tax Planning ,
Webinars
Transfers of Family-Controlled Business Entities to Family Members Could Get More Expensive -
The Internal Revenue Service (IRS) recently released proposed regulations that will dramatically change the valuation of...more