Warren Whitaker Comments on Delay of Swiss Bank Deal in Bloomberg

Publisher: Bloomberg

June 20, 2013

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 February 20, Von Sanborn will be presenting on "Passionate Collecting, Thoughtful Ownership: Collecting, Owning and Selling Art" at a STEP Southwest Florida Chapter event.

February 20, 2019

STEP Southwest Florida Chapter, Naples, FL

Cross Border Wealth, Estate and Tax Planning – What You Don't Know May Surprise You

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.

April 26, 2018

Estate and Business Planning Council of Hartford, CT

As the Art World Turns: Current Trends and Considerations for Families with Art Collections

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.

March 16, 2018

Family Office Association Palm Beach Investment Forum, Palm Beach, FL

IBA's 23rd Annual International Wealth Transfer Practice Conference

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.

March 5, 2018

23rd Annual International Wealth Transfer Practice Conference, International Bar Association, London, England

Key Tax Considerations For High Net Worth Family Offices

December 11, 2017

Von Sanborn, Darren Wallace and Stephen Ziobrowski authored an article, "Key Tax Considerations For High Net Worth Family Offices," published in Law360.

Tax Screw-Ups and People Problems: Experts Reveal Biggest Blunders of Rich Families

February 4, 2019

Von Sanborn was featured in an article, "Tax Screw-Ups and People Problems: Experts Reveal Biggest Blunders of Rich Families," published by Bloomberg.

U.S. Family Offices Face Increasing Competition from Foreign Families

January 22, 2019

Von Sanborn was quoted in an article, "U.S. Family Offices Face Increasing Competition from Foreign Families," published by Private Asset Management.

Six Family Offices Themes Likely to Set the Agenda in 2019

January 15, 2019

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.

Daniel Gottfried Returns to Day Pitney, Further Strengthening Firm’s Corporate, Family Office and Tax Capabilities

November 12, 2018

Day Pitney Press Release

You, Taxes and 2018: What to Expect from the Tax Bill

January 16, 2018

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).