R. Scott Beach, Von E. Sanborn and Aaron T. Kriss authored an article, “Tax Planning Opportunities for Single Family Offices,” which was published in the March 2018 issue of Private Asset Management. The article discusses a recent U.S. Tax Court decision in Lender Management, LLC v. Commissioner, which ruled in favor of a single family office that deducted its operating expenses as trade or business expenses under Internal Revenue Code Section 162. The ruling could help pave the way for certain family offices seeking to deduct such expenses.
The article was first issued as a Day Pitney Advisory and can also be viewed here.
On October 18, Steven Cash will be speaking on a panel, "Becoming A Risk-Oriented Advisor," at the 2019 Family Wealth Alliance Fall Forum in Chicago, IL.
On October 15, Von Sanborn will co-chair three panels and Art Requenez will speak at Private Wealth Management LATAM, an executive education program presented by The Wharton School of the University of Pennsylvania in partnership with its Family Business and Office School and held in Miami, FL.
Warren Whitaker participated in a task force discussion on government policy, focusing on taxing wealth, at the inaugural New York Times DealBook DC Strategy Forum, held at The Watergate Hotel in Washington, DC.
On July 15, Angela Titus McEwan and Von Sanborn will be speaking at a Family Governance Symposium presented by the New York State Bar Association and held in New York City.
Stephen Ziobrowski, Carl Merino and Seth Mersky co-authored an article, "IRS Clarifies Foreign Partner Withholding Rules," which was published on WealthManagement.com and distributed in Trusts & Estates magazine's weekly e-newsletter, The Estate Planner.
Manuel Garcia-Linares is quoted in an article, "Start Early, Keep it Local, and Keep it Customized: Wealth Management in the Gables," published in the October 2019 issue of Coral Gables Magazine.
Warren Whitaker is noted in a September 19 special section of The New York Times, "How Do You Fix … All of It?" The special section focuses on findings from the inaugural New York Times DealBook DC Strategy Forum, at which Whitaker participated in a task force discussion on the best way to tax the wealthy in the U.S.
Day Pitney Press Release
Day Pitney LLP and Boca Raton associate A. Michael Wargon are featured in a profile, "Deep Roots. More Talent.," published in the September 2019 issue of The Boca Raton Observer magazine.
Day Pitney LLP is pleased to announce that the firm and 16 attorneys in its Individual Clients department have been ranked in the 2019 Chambers High Net Worth (HNW) Guide*, a Chambers and Partners publication specifically aimed at the international private wealth market.