14 May, 2024 Proposed Regulations May Mitigate Certain US Tax Reporting Obligations for Some US Taxpayers By Zachary Arons It is quite common for high-net-worth individuals to have income streams from multiple countries. For example, an individual may have an...
08 May, 2024 Managing Risk and Volatility Within a Family Office Structure: 10 Areas to Watch By Kathryn von Matthiessen Managing risk and volatility within a family office structure is a timely and complex topic. During a recent Katten webinar, we assembled...
26 Dec, 2023 In Brief: Estate Planning and Corporate Transparency Act Reporting By Katten Muchin Rosenman LLP The Corporate Transparency Act (CTA) is effective on January 1 and requires "Reporting Companies" to disclose specific information to the...
05 Dec, 2023 Your Year-End Estate Planning Checklist: Don't Drop the Ball! By Katten Muchin Rosenman LLP Before the ball drops in 2023 and signals the start of the New Year, there are some things you can do to ensure your estate planning is...
01 Dec, 2023 5 Things to Know About the 'Power' of Powers of Appointment By Jon Kohl An important aspect of your estate plan could be the flexibility you allow (or do not allow) via powers of appointment. Trusts with...
29 Nov, 2023 ICYMI: A Year-End Review With Estate Planning Strategies for 2024 By Katten Muchin Rosenman LLP The estate planning world certainly saw its share of turbulence from 2020-2022. With two significant elections, it is hard to remember a...
07 Nov, 2023 Five Things to Know About Planning for Life After Death: Laws of Succession vs. The New Biology By Benjamin Lavin It is said that being able to make our own decisions about our health, body and sexual life is a basic human right. But, it may surprise...
04 Oct, 2023 Join Katten for the Annual Private Wealth & Fiduciary Seminar on October 11 By Katten Events Katten will present its annual Private Wealth & Fiduciary Seminar, “Advising UHNW Families in an Era of Uncertainty,” at 9:00 a.m. (CT)...
28 Sep, 2023 FinCEN Announces Extension to CTA Reporting Deadlines By Kevin Keen The U.S. Corporate Transparency Act (CTA) is the first comprehensive ultimate beneficial owner (UBO) and controlling persons reporting...
15 Aug, 2023 Join Katten for the 11th Annual Tax-Efficient Investing Program on September 13 By Katten CLICK HERE to register for this event. Industry-leading authority Henry Bregstein will moderate a half-day program on tax-efficient...