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

STEP NEW YORK LUNCHEON MEETING Tuesday, September 10, 2019 TOPIC:  “Dutch Aspects of Wealth Management and Dutch Foundations”  Speakers:  Remco Bosveld, Partner and member of the Finance & Structuring practice group at AKD Law.  He is also the head of the firm’s Amsterdam offices.  Remco specializes in corporate law, mergers & acquisitions.   He has over 16… Read More

STEP New York Luncheon Meeting  DATE:  Wednesday, July 24, 2019 TOPIC:  ” UAE Foundations “ SPEAKER: Yann Mrazek, Managing Partner, M/ Advocates of Law, Dubai, Yann is the Managing Partner of M/Advocates of Law, a Dubai based boutique law firm primarily providing for the needs of successful individuals and wealthy international families. He chiefly focuses… Read More

STEP New York Luncheon Meeting Tuesday, November 12, 2019 Registration begins at 12:15 PM Educational Session 12:30 PM to 1:30 PM HOSTED BY: ALLIANCEBERNSTEIN, LP 1345 Avenue of the Americas (Entrance between 54th and 55th Street) Lunch will be served “Offshore Trust Litigation” Christian Hay, Head of Dispute Resolution (Guernsey) at Collas Crill Advocates Christian… Read More

Upcoming Afternoon Event “LATAM UPDATE”:  Advance Planning Techniques for Clients with US Connections, covering Featuring:  Brazil, Colombia,Argentina and Mexico Tuesday, October 22, 2019 2.0 hours CLE 4:00 PM Registration  Educational Session 4:30 PM – 6:30 PM followed by a cocktail reception Hosted by: KATTEN, LLP Sponsored by: JTC GROUP 575 Madison Avenue, 14th Floor New… Read More

“OFFER IN COMPROMISE (FEDERAL & NY) With NY & NJ TAX UPDATE” Wednesday, June 5, 2019 Speaker:  Jack Sullivan, Sullivan & Associates Mr. Sullivan has over seventeen years of experience in tax and corporate law.  Jack’s experience includes all facets of tax and business planning, including choice of entity and company formation, contract drafting and… Read More

  UPCOMING EVENT  STEP NEW YORK Afternoon Event “China Update: Planning for Chinese Clients with US Connections” Monday, June 17, 2019  4:30 PM – 6:30 PM followed by a Cocktail Reception Location:  Offices of CohnReznick:  1301 Avenue of the Americas, New York, N.Y. 10019 (Between 52nd – 53rd Street) Hosted by:   Registration: 4:15 PM… Read More

STEP NEW YORK Luncheon Meeting Wednesday, May 8, 2019 “New 199A Pass Through Business Development for International Clients and Structuring Private Client Outbound Investments” Speaker:  Albert Liguori, MD:   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… Read More