Nowadays, it is not uncommon to meet with a married couple who moved from Canada to the U.S. with the intention of living there on a permanent basis, while keeping assets in Canada. We may think about rental property in Canada, shares of Canadian private companies, life insurance, pension plans such as RRSPs or RRIFs.… Read More
The New York State Bar Association and STEP NY are pleased to present the 18th Annual International Estate Planning Institute. This 1 1/2 day Institute is a much-anticipated annual event at which trust and estate practitioners, bankers, and accountants from around the world gather to hear the leaders in their fields exchange ideas and discuss developments regarding cross-border planning with… Read More
Join us for an in person get together and holiday party! STEP NY will also be electing the new board of directors. There is no charge to attend the event. Register Here
Common non-tax pitfalls for US persons relocating to or investing in Europe 8:30 to 9:30 am WithersWorldwide 430 Park Ave 10th Floor New York, NY 10020 Hannah Wailoo a partner in the private client and tax team and co-head of the Middle East group.She is a specialist succession and personal tax planning lawyer whose clients… Read More
Development and growth of family offices in Asia Families around the world are increasingly looking to Singapore when considering a suitable jurisdiction to set up their family offices. What is driving this trend and what is so special about the laws and regimes in Singapore that sets it apart from the other countries? Other than… Read More
Join us on October, 26 2022, 4:00 to 7:00 The Good, the Bad, and the Ugly: Real World Planning For the Cross-Border Client Deutsche Bank Wealth Management, 1 Columbus Circle, NY presented by Michael Galligan, Andrew Haave, Amy Heller, and Stanley Ruchelman 2–hour CLE program followed by a cocktail reception. Register Here
Join us on October 11, 2022, 5:00 to 8:00 For the All Member Welcome Back Event bring a fellow non member colleague! Location: ZO Clubhouse, One Rockefeller Plaza, 33rd Floor, NY stay tuned for registration information.
Join us on September 29th for a luncheon program from 12:oo to 1:00 pm Bermuda Planning Update This is an in person luncheon meeting featuring Craig MacIntyre and Scott Pearman of Conyers 1CLE will be provided Baker Mackenzie, 601 Lexington Ave, NY Register Here
June 28, 2022, 8:30 to 9:30 am We welcome you to STEP NY! At long last we can get together face to face. Please join your fellow STEP members and your Board for breakfast, for helpful information and the opportunity to meet other new members. Reserve your spot here for the new member breakfast.
The Corporate Transparency Act (the “Act”) passed on January 1, 2021 and Proposed Regulations were issued in December of 2022. The Act is another step towards placing the US on similar footing with other similarly positioned OECD and FATF nations in requiring the reporting of the ultimate beneficial owners of companies and similar corporate entities. This… Read More
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