STEP NY | October 26 Event| The Good, the Bad, and the Ugly: Real World Planning For the Cross-Border Client

Wednesday, October 26, 2022 - Wednesday, October 26, 2022

Deutsche Bank Wealth Management, 1 Columbus Circle,

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

STEP NY is seeking Leadership and Committee Positions

Please submit your name or other members you would like to recommend for consideration by the STEP Nominating Committee for STEP NY Chairperson(s) and Executive Committee positions (Programs, Events, Sponsorships, Memberships, Legislative Communications, Treasurer). Please submit names via email to the current STEP Chairs:  Glenn Fox  and Ed Devine 

STEP NY | September 29, 2022 | Luncheon

Thursday, September 29, 2022 - Thursday, September 29, 2022

Baker Mackenzie: 601 Lexington Ave NY

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    

STEP NY | June 28, 2022 | New Member Breakfast

Tuesday, June 28, 2022 - Tuesday, June 28, 2022

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.

STEP NY | May 31 | Hybrid Event: The Corporate Transparency Act

Tuesday, May 31, 2022 - Tuesday, May 31, 2022

Hybrid Event: Virtual or In Person |Baker Mackenzie, LLP |452 Fifth Avenue

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

STEP NY /Webinar: 2/28/22 Relocation to Italy for individuals under Italian favourable tax regimes 

Monday, February 28, 2022 - Monday, February 28, 2022

 “Relocation to Italy for individuals under Italian favorable tax regimes”  The panellists will explore Italian favourable tax regimes aimed at attracting individuals to Italy. They will focus on the specific aspects which arise in cross border US-Italy situations”. Marco Cerrato, partner of Maisto e Associati, is an Italian lawyer based in Milan who assists corporate… Read More

17th Annual International Estate Planning Institute: March 31st-April 1st: Virtual

Thursday, March 31, 2022 - Friday, April 1, 2022

Program Description The New York State Bar Association and STEP NY are pleased to present the 17th Annual International Estate Planning Institute. This 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… Read More

January 12: Update from Ecuador

Wednesday, January 12, 2022

Update from Ecuador

Planning Update from Ecuador January 12th from 12:00 to 1:00 pm EST Presented by Gustavo Ortega Illingworth Topics to be addressed Temporal contributions to boost the economy after covid 19 to be paid by individuals and corporations Amnesty program (regularization regime) to report foreign assets not declared Registry of beneficial owners Estate tax exemptions Tax… Read More