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Results: 1-10 of 61

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


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"


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


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


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


Project blue: a stamp duty land tax case that made headlines
  • Katten Muchin Rosenman LLP
  • USA
  • August 14 2013

In July 2013, the Stamp Duty Land Tax (SDLT) case of Project Blue Ltd v. HM Revenue & Customs, concerning the high-profile development of Chelsea


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


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


2012 year-end estate planning advisory
  • Katten Muchin Rosenman LLP
  • USA
  • November 20 2012

Now that the election is over, we anticipate having some guidance soon with respect to the numerous tax and planning issues that have been mired in uncertainty for the past two years