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Results: 1-10 of 72

2016 Year-End Estate Planning Advisory
  • Katten Muchin Rosenman LLP
  • OECD, USA
  • November 21 2016

In 2016, we continued to experience a period of relative stability in our federal transfer tax system and have been able to plan without expecting


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


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


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"


2015 year-end estate planning advisory
  • Katten Muchin Rosenman LLP
  • USA
  • November 23 2015

In 2015, we continued to experience a period of relative stability 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


Cayman Islands to enter into a model 1 IGA
  • Katten Muchin Rosenman LLP
  • Cayman Islands, USA
  • March 22 2013

The Cayman Islands announced on March 15 that it intends to enter into a Model 1 Intergovernmental Agreement (IGA) with the Internal Revenue Service


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"


New expatriation legislation passed unanimously by Congress and signed by President
  • Katten Muchin Rosenman LLP
  • USA
  • June 20 2008

On June 17, 2008 President Bush signed new expatriation legislation unanimously passed by Congress as part of the Heroes Earnings Assistance and Relief Tax Act of 2008 (H.R. 6081) (the “Heroes 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