Wealth Briefing published comments by Dina Kapur Sanna on the repercussions of recent penalties imposed by the U.S. government on Swiss bank Wegelin. In her comments, titled "Picking Through The Rubble Of Wegelin's Demise In US," Dina says that the U.S. is increasingly focused on offshore tax compliance, and the Wegelin case is but one example. To enhance the voluntary compliance system, the U.S. has announced a series of Offshore Voluntary Disclosure Programs targeted towards U.S. taxpayers with unreported income and is busily implementing the withholding provisions of the Foreign Account Tax Compliance Act (FATCA), which requires foreign financial institutions to report to the IRS information about financial accounts held by U.S. taxpayers or by foreign entities in which U.S. taxpayers hold a substantial interest.
On January 15, Warren Whitaker spoke on estate planning for tangible personal property at the annual Heckerling Estate and Tax Planning Conference in Orlando, FL.
On December 3, Michael Wargon will discuss estate planning for young families at "A Millennial's Guide to Life and Money," a series presented by The Harbor Financial Group at Morgan Stanley and held in Delray Beach, FL.
On November 14, Dina Kapur Sanna will be speaking on two panels at International Trust and Estate Planning 2019, a program and live video webcast presented by American Law Institute Continuing Legal Education (ALI CLE) and held in Washington, D.C.
On October 30, Rebecca Tunney spoke at "Think Globally; Plan Locally: A Review of Estate Planning Issues with Global Clients," a CLE program presented by the Trusts & Estates Section of the Boston Bar Association.
Carl Merino, Dina Kapur Sanna and Seth Mersky co-authored an article, Attribution After the TCJA: A Downward Spiral of Unintended Consequences, published by Trusts and Estates.
Day Pitney Press Release
Day Pitney's Family Office and Trusts and Estates practices have been shortlisted in the "Best Law Firm – Estates and Trusts" category for the 2020 Private Asset Management (PAM) Awards.
Day Pitney's Family Office and Trusts and Estates practices have been named as finalists in the "Legal Team of the Year" and "Wealth Planning" private client categories for the Family Wealth Report Awards 2020.
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