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Searching Content indexed under Wealth & Asset Management by Butler Snow LLP ordered by Published Date Descending.
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Trustees, Are You Suffering From "Accountholder" Confusion?
So, you're cruising along in the pre-FATCA/CRS world.
United States
23 Nov 2018
2
The OECD Issues An Updated CRS Implementation Handbook
The Organization for Economic Co-operation and Development (the "OECD") has published version 2.0 of its Common Reporting Standard (the "CRS") Implementation Handbook (the "Handbook").
United States
18 Apr 2018
3
Top Trumps: Taxing American Expats Under The New Republican Regime – Eprivateclient
Butler Snow attorneys Christopher L. McLemore and John R. Wood recently contributed the following article to eprivateclient.com, a leading internet publication for those in the wealth management field.
United States
18 Nov 2016
4
Owners Of Family Controlled Entities Must Act Quickly In Light Of New IRS Regulations Attacking Valuation Planning
Chapter 14 of the Internal Revenue Code consists of four Code Sections (Sections 2701 – 2704) designed to close valuation loopholes.
United States
5 Sep 2016
5
Planning For The $5-$10 Million Couple: Portability Or Credit Shelter?
In 2009, each individual had a $3.5 million estate tax exemption. If a married individual had assets over $3.5 million, without careful planning, those assets in excess of $3.5 million...
United States
24 May 2016
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