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Grand jury indicts Swiss lawyer and banker in tax evasion scheme
  • Katten Muchin Rosenman LLP
  • USA
  • April 26 2013

A New York federal grand jury recently indicted a Swiss lawyer and bank executive for their roles in allegedly assisting US citizens with hiding


2013 year-end estate planning advisory
  • Katten Muchin Rosenman LLP
  • USA
  • November 27 2013

Last year's looming fiscal cliff crisis and the 13th hour passage of the American Taxpayer Relief Act of 2012 (ATRA 2012), have resulted in a period


Planning for investment in US real estate
  • Katten Muchin Rosenman LLP
  • USA
  • June 13 2014

Low interest rates, a weakened currency and depressed values are making the US real estate market attractive to foreign investors. However, these


Due date for FATCA reporting of US accounts is approaching
  • Katten Muchin Rosenman LLP
  • British Virgin Islands, Cayman Islands, USA
  • March 20 2015

The deadline to report US accounts by offshore funds that are organized in Model 2 Intergovernmental Agreement (IGA) jurisdictions, such as Bermuda


Trusts and estates planning opportunities arising from recent changes to the New York estate tax and trust income tax regimes
  • Katten Muchin Rosenman LLP
  • USA
  • April 9 2014

On April 1, 2014, the New York state 2014-2015 budget (the "Budget") became effective. The Budget includes legislation (the "Budget Legislation"


2014 year-end estate planning advisory
  • Katten Muchin Rosenman LLP
  • USA
  • November 26 2014

In 2014, we continued to experience a period of relative stasis in our federal transfer tax system and have been able to plan without expecting


Eight key estate planning opportunities arising from the Supreme Court's decision on same-sex marriage
  • Katten Muchin Rosenman LLP
  • USA
  • June 29 2015

On June 26, 2015, the US Supreme Court ruled that a state ban on same sex marriage is unconstitutional, in violation of the Equal Protection Clause


The Surface Transportation and Veterans Health Care Choice Improvement Act of 2015: important changes affecting tax filings for individuals and for trusts and estates
  • Katten Muchin Rosenman LLP
  • USA
  • August 20 2015

On July 31, 2015, President Obama signed into law the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 (the "Act"


Estate planning after the fiscal cliff deal
  • Katten Muchin Rosenman LLP
  • USA
  • January 16 2013

Now that a deal averting the fiscal cliff has finally been reached, many of the tax and planning issues that have been mired in uncertainty for the


Offshore Voluntary Disclosure Program reopens
  • Katten Muchin Rosenman LLP
  • USA
  • January 11 2012

The Internal Revenue Service recently reopened its Offshore Voluntary Disclosure Program (OVDP) in order to help people who have been hiding offshore accounts, or have become aware of their interests in and obligations with respect to such accounts, become current with their taxes