We are pleased to announce the results on the election of our new Step New York Board for 2020! Co-Chairs: • Ed Devine, Brown Brothers Harriman • Glenn Fox, Baker McKenzie Vice Chairs: Chair of the Program Committee • Kathryn von Matthiessen, Katten Muchin Rosenman LLP Chair of the Events Committee • Marina Cristiani, Jersey Trust Company Chair of the… Read More
STEP NEW YORK DATE: June 3, 2020 TIME: 12 to 1pm EST One Hour CLE TOPIC: What is happening in the U.K.? – A review of the tax treatment of non-domiciled individuals. Over the last decade the U.K. has seen many changes to the tax treatment of non-domiciled individuals in the U.K. and significantly increased… Read More
Virtual: STEP NEW YORK LUNCHEON MEETING DATE: APRIL 23, 2020 12 to 1 pm TOPIC: “Matrimonial Law and Cross Border Planning” Speakers: Valerie Tocci, Stutman Stutman & Lichtenstein, LLP Gretchen Beall Schumann, Cohen Rabin Stine Schumann, LLP 1 hour CLE provided Please join us for a discussion of the unique considerations involved when preparing prenuptial… Read More
STEP NEW YORK AFTERNOON EVENT Tuesday, February 11, 2020 Educational Meeting; 4:30 PM – 6:30 PM: Followed by a cocktail reception “Income Taxation for Cross Border Planning in Light of the 2017 Tax Act” Moderator: Giev Askari of HSBC Giev is a Senior Wealth Planner with HSBC’s Private Banking for the Americas. Giev works with… Read More
STEP NEW YORK Luncheon Meeting DATE: Wednesday, February 26, 2020 TIME: Registration begin at 12:15 PM Educational Session: 12:30 PM – 1:45 PM “PFIC Regulations” SPEAKER: Hal Adrion, Tax Principal: EisnerAmper, LLP Hal specializes in international taxation, and has advised US and foreign-based multinational public and privately held enterprises and individuals on domestic and… Read More
We will be postponing the 16th Annual International Estate Planning Institute with was to be held at the Crowne Plaza Times Square next week on March 12-13, 2020 in New York City. The Pre- Institute Cocktail Reception scheduled for Wednesday, March 11, 2020 will also be postponed until October 2020. Details will be posted shortly.… Read More
STEP NEW YORK Luncheon Meeting Tuesday, January 14, 2020 “Economic Substance: A Comparison of Jurisdictions” Hosted and Sponsored by: KATTEN LLP 575 Madison Avenue, (11th Floor) New York, N. Y. 10020 TIME: Registration begins at 12:15 PM Educational Session: 12:30 PM – 1:45 PM Lunch will be served. For any special dietary requests… Read More
STEP NEW YORK BREAKFAST MEETING Wednesday, December 4, 2019 SPONSORED and HOSTED BY: KATTEN, LLP 575 Madison Avenue, (Entrance between 56th and 57th Street) Time: Registration begins at: 8:15 AM Educational Session 8:30 AM – 9:30 No CLE for this meeting NEW YORK STATE HAS ENTERED THE NEW “FIDUCIARY ERA” FOR LIFE INSURANCE: Learn The… Read More
STEP New York Brown Bag Luncheon Wednesday, August 14th, 2019 Speaker: Albert Liguori, MD: Returns to Continue his Presentation on May 8th Mr. Liguori is a Managing Director with Alvarez & Marsal Tax, with more than 20 years of international tax and accounting experience. He assists multinational organizations assess and improve their global tax… Read More
NEW DATE TOPIC: “Governance in the Family Business” SPEAKER’S: David Herritt, Managing Director GenSpring David Herritt joined GenSpring in 2006. In his role as managing director, David is actively involved with the development of resources to aid families in areas related to their human and intellectual capital. He has extensive experience in family meeting facilitation,… Read More
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