Warren Whitaker commented in a June 20 Bloomberg article on the recent rejection by the Swiss parliament of a bill that would have let Credit Suisse and Julius Baer strike agreements with the U.S. government in order to avoid indictment. The Swiss banks are under investigation for allegedly helping some U.S. citizens avoid the I.R.S. Warren says, "Some people in Switzerland are trying to hold on to the past strong value of secrecy no matter what." If reached, the individual agreements would require the banks to pay fines to the United States and give up client names. He continues, "The U.S. could take stronger steps. It could indict a lot of these banks and then come back to make an agreement."
The full article can be found here.
On October 24, Aaron Kriss will be speaking on a panel, entitled "Onboarding a New International Client," at the 13th Annual Delaware Trust Conference, presented by the Delaware Bankers Association and the Delaware Financial Education Alliance.
On April 26, Von Sanborn will be giving a presentation at "Cross Border Wealth, Estate and Tax Planning – What You Don't Know May Surprise You," a seminar being presented by the Estate and Business Planning Council of Hartford.
Von Sanborn will be chairing a panel, “As the Art World Turns: Current Trends and Considerations for Families with Art Collections,” at the Family Office Association Palm Beach Investment Forum.
Von Sanborn served as a panelist at the 23rd Annual International Wealth Transfer Practice Conference, presented by the International Bar Association and held in London, England.
Von Sanborn, Darren Wallace and Stephen Ziobrowski authored an article, "Key Tax Considerations For High Net Worth Family Offices," published in Law360.
International tax partner Von Sanborn was quoted in an article, "Six Family Offices Themes Likely to Set the Agenda in 2019," published by Fund Intelligence.
Day Pitney Press Release
Von Sanborn and David Silvian were quoted in an article, "You, Taxes and 2018: What to Expect from the Tax Bill," published in Private Asset Management magazine (PAM).
Peter Bilfield and Steven Gold were mentioned in an article, "Day Pitney Expands Investment Management and Private Equity Practices," published inThe Hedge Fund Law Report.
Peter Bilfield and Steven Gold were quoted in an article, "Day Pitney Lands 2 Corporate Finance Partners," published in Law360.