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There are various theories proposed for determining situs of partnership interests for U.S. federal estate tax purposes when those interests are held by a non-resident alien (NRA)1 and the partnership is a domestic (U.S.) partnership or holds U.S...
Certain definitions are critical when determining whether an obligation exists to file a Report of Foreign Bank and Financial Accounts (FBAR): The term financial account generally includes bank accounts, security accounts, security derivatives or...
In the U.S. world of estate planning, it would be difficult (some might say impossible) to find an attorney who is not familiar with trusts. In that same world, however, it would be nearly as difficult (some might say improbable) to find an...
While Congress is preoccupied with other matters, legislation reforming estate taxes remaind stalled. What should advisors be discussing with their high-net-worth clients to alleviate some of the uncertainty?
Don’t bet on any. Congress just might do nothing and send us back to the 2001 scenario—permanently. Advisors should consider taking immediate action to plan properly for that, and other possible scenarios
Fidelity announced a new and improved online trading platform today, significantly expanding its international and foreign currency investment capabilities for financial advisors, broker-dealers and retail investors. With U.S. long-term growth...