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2011

Date Title
November 10, 2011

Is the $5 Million Gift Tax Exempt Amount About to End?

Type: On the Subject

September 19, 2011

SEC Adopts Final Definition of “Family Offices” Exempt From Investment Advisers Act

Type: White Papers

August 1, 2011

Same-Sex Marriage Legalized in New York: Implications for Estate and Tax Planning

Type: On the Subject

6 July 2011

UK Government Consults On Proposed Reforms To The Remittance Basis

Type: On the Subject

6 July 2011

UK Government Consults On Statutory Residence Test

Type: On the Subject

May 26, 2011

Final FBAR Regulations Clarify Filing Obligations

Type: On the Subject

February 22, 2011

IRS Announces 2011 Voluntary Disclosure Program

Type: On the Subject

January 20, 2011

Wealth Transfer Planning Considerations for 2011 and 2012

Type: On the Subject

 

2010

Date Title
December 21, 2010

Transfer Tax Law Changes; GST Planning Available Only in 2010

Type: On the Subject

December 13, 2010

Relief for Failure to File Written Representations with the IRS for Split-Dollar Loans

Type: On the Subject

Summer 2010

International News, Issue 2, 2010

Type: International News

June 25, 2010

UK Emergency Budget, 22 June 2010: Headlines and Highlights of Particular Interest to International Private Clients

Type: On the Subject

June 18, 2010

IRS Reverses Position on Community Property Treatment for Registered Domestic Partners

Type: On the Subject

April 19, 2010

HIRE Act: FATCA Provisions Affect Rules Governing Foreign Trusts and Reporting Requirements

Type: White Papers

Spring 2010

International News, Issue 1, 2010

Type: International News

March 22, 2010

UK Residency Update after Gaines-Cooper

Type: On the Subject

January 26, 2010

SEC Publishes Revisions to Investment Adviser Custody Rule

Type: White Papers

January 20, 2010

The Foreign Account Tax Compliance Act of 2009 (Rangel-Baucus Bill)

Type: White Papers

January 19, 2010

Rebasing Election Deadline Approaches

Type: On the Subject

 

2009

Date Title
December 31, 2009

What Just Happened to the Federal Transfer Tax System?

Type: On the Subject

December 30, 2009

Roth IRA Conversion Rule Changes

Type: On the Subject

November 11, 2009

New Guidance on Expatriation Exit Tax

Type: On the Subject

June 17, 2009

Legislation Affecting Federal Estate and Gift Tax

Type: On the Subject

January 8, 2009

2009 Changes to Federal and Illinois Estate Taxes Warrant Estate Plan Review

Type: On the Subject

January 8, 2009

Changes to Federal and State Estate Taxes Warrant Estate Plan Review

Type: On the Subject

 

2008

Date Title
June 27, 2008

SEC Permits Aggregate Section 16 Reporting

Type: On the Subject

June 23, 2008

HEART Act Applicable to Expatriates and Long-Term Residents

Type: On the Subject

 

2006

Date Title
September 11, 2006

Charity-Related Provisions of the Pension Protection Act of 2006: Significant New Rules and Restrictions

Type: White Papers

 

2005

Date Title
September 27, 2005

New Tax Law Provides Incentives for Charitable Giving

Type: On the Subject

September 19, 2005

New Rules May Require Some Investment Advisers to Register with the SEC for the First Time

Type: On the Subject

June 16, 2005

New Focus and Heightened Scrutiny of Travel and Entertainment Policies and Practices of Nonprofits

Type: On the Subject

February 2, 2005

Possible Tightening of German Inheritance/Gift Taxation

Type: On the Subject

 

2004

Date Title
December 16, 2004

The New Form 1023: What Does It Mean For Charitable Organizations?

Type: On the Subject

 

2003

Date Title
September 9, 2003

State Estate Tax Law Changes Provide New Challenges, Opportunities

Type: On the Subject

February 21, 2003

Family Offices: Exemption from Registration as an Investment Adviser

Type: On the Subject

 

2001

Date Title
June 2001

Death of the Death Tax? Some Questions and Answers for Estate Planning Clients

Type: On the Subject

March 2001

IRS Proposed New Regulations on Required Distributions from Retirement Plans

Type: On the Subject

McDermott Will & Emery

McDermott Will and Emery