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.
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
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
“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
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
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
Join us for a fun hour of connecting & hear from our Leaders on the state of STEP NY! RSVP Here