Tax/Estate Planning & More

US-AU DTA: Article 2 – Taxes Covered

Posted in Australia, DTA Series, Featured Articles | Posted on Sep 22, 2021

GENERAL BACKGROUND Last week we discussed the scope and limitations of the DTA as set out in Article 1. In this week’s blog,...Read more

US-AU DTA: Article 1 – Personal Scope

Posted in DTA Series, Featured Articles | Posted on Sep 15, 2021

GENERAL BACKGROUND In this series, we will be discussing the Convention Between the Government of the United States of America and the Government...Read more

Remediation for Cryptocurrency

Posted in Commentary, Featured Articles, News | Posted on Sep 9, 2021

GENERAL BACKGROUND As briefly mentioned in our blog last week, the Green Book offers new details on the various proposals included in the...Read more

President Biden’s Green Book: Deductions for On & Offshoring Corporations

Posted in Commentary, Featured Articles, News | Posted on Aug 31, 2021

Sub Part F of the Green Book Budget GENERAL BACKGROUND Given the global pandemic and the economic stress experienced by governments due to...Read more

Form 5472

Posted in Featured Articles, Quick Guides | Posted on Aug 11, 2021

What Is IRS Form 5472 Used For? Historically, non-US parties have resisted making their records available to the IRS for tax purposes or...Read more

Grantor Trust

Posted in International Estate Planning, Quick Guides | Posted on Aug 6, 2021

What Is A Grantor Trust? According to the IRS, a grantor trust is one in which the grantor, i.e. the settlor establishing the...Read more

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