Insight
External publications
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'Family Office Compensation Considerations: An Introduction to the Lawyer's Perspective on Incentivizing and Compensating Key Leadership of a Family Office,' FFI Practitioner - November 5, 2024, co-author
- 'Welcome New Advisory Board Member, William (Bill) Kambas,' The UHNW Institute - September 26, 2024, recognized
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'The World's Top Family Enterprise Advisors,' Family Capital - July 30, 2024, recognized
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'Family Offices Risk Future Without Investment Policy Statements,' Family Capital - April 30, 2024, quoted
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'Generational resilience through the integration of governance into structure,' Essential Reads on Family Offices - December 2023, co-author
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'Family Capital's 100 Influencers - Lawyers,' Family Capital - January 12, 2023, recognized
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'Lacking structure, family offices fail to hire the right advisers,' Family Capital - November 8, 2022, quoted
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'Family offices prepare for a federal register of beneficial ownership in the US,' Family Capital - November 3, 2022, quoted
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'Family offices face regulatory hurdle with new transparency act,' Family Capital - February 8, 2022, quoted
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'3 Things Tax Pros Should Know About House's SALT Plan,' Law360 Pulse - November 24, 2021, quoted
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'How the $1.75 trillion Build Back Better plan could impact Americans' taxes,' CNBC - November 24, 2021, quoted
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'The best US and East Coast tax and trust lawyers for high net worth individuals,' Spears - September 29, 2021, featured
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'Here Are the 21 People to Know When Starting a Family Office,' Business Insider - July 13, 2021, quoted
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'Mexican legislative elections and the future of the tax reform,' Withers Insight - July 1, 2021, co-author
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'Biden, tax, and how family offices will allocate their wealth,' Family Capital - April 27, 2020, quoted
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‘Private client considerations: Understanding the impact of carried interest regulations on US family partnerships and family offices,' Withers Insight - March 16, 2021, co-author
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'The Focus of the IRS Global High-Wealth Group,' Tax Notes - March 1, 2021, co-author
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'Carried interest in 2021: New guidance for tax on income associated with services provided to investment partnerships,' Withers Insight - January 12, 2021, co-author
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'The Corporate Transparency Act: A new US federal reporting requirement for beneficial owners of US entities,' Withers Insight - January 4, 2021, co-author
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'State Tax Incentives Face Increased Scrutiny Amid COVID-19,' Law360 Tax Authority - October 30, 2020, quoted
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"'There's a Lot of Money To Be Made;" IRS Targets Foreign Real Estate Investors,' The Real Deal - October 16, 2020, quoted
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'Generational resilience through the integration of governance into structure,' The International Family Offices Journal, 17th ed. Published by Globe Law and Business Ltd. - October 1, 2020, co-author
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'The window for "easy" partnership amended returns for CARES Act benefits is closing,' Withers Insight - September 24, 2020, co-author
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'IRS targets tax compliance by non-U.S. owners of U.S. real estate,' Withers Insight - September 24, 2020, co-author
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'It takes a village, again: Applying a modern legal perspective with a view to enhancing resilience in family enterprises,'_ STEP Journal Volume 28 Issue 4 - August 28, 2020, co-author
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'State CARES Act Decoupling Limits Benefits, Adds Complexity,' Law360 - July 31, 2020, quoted
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'STEP NY IRS Comment Letter,' STEP NY - July 13, 2020, co-author
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'An opportunity for U.S. real estate investors: Lower fair market values in 2020 might offer new opportunities for reorganization of holding structures,' Withers Insight - June 4, 2020, co-author
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'No, You Can't Deduct A Home Office,' Barron's - May 9, 2020, quoted
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'Private client considerations: CARES Act expands taxpayers' ability to utilize net operating losses and excess business losses,' Withers Insight - April 16, 2020, co-author
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'Private client considerations: Expanded tax deductions for your interest expense payments with the CARES Act,' Insight - April 8, 2020, co-author
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'Private client considerations: Benefits to small businesses from the CARES Act,' Withers Insight - April 6, 2020, co-author
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'Alternative investments should be reviewed to address coronavirus related issues,' Withers Insight - March 31, 2020, co-author
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'US federal and state income tax compliance adjustments in the wake of the coronavirus pandemic,' Withers Insight - March 30, 2020, co-author
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'Tiered Structures for Family Office Operations: Integrating a Private Trust Company with a Family Office,' Probate & Property: An ABA Publication - September/October 2019, co-author
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'Income Taxation of Trusts in the US: Stay Tuned for Controversy,' Trust Quarterly Review (a STEP publication) - September 2019, co-author
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'How Wealth Accumulators Can Use Trusts To Avoid State Income Tax,' __ Forbes - July 22, 2019, quoted
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'Global Law Firm Withers' Family Office Group Advises Ultra-Rich,' __ Bloomberg Law - June 25, 2019, featured
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'Supreme Court finds North Carolina can't tax trust income,' Tax Notes - June 24, 2019, quoted
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'Estate Planning for Owners of Closely Held Business Interests,' Tax Management Portfolio No. 809-4[^th^] - May 2019, cited
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'NC Trust Tax Row Could Fundamentally Alter Due Process Law,' Law360 Tax Authority - April 18, 2019, quoted
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'North Carolina's position on trust questioned,' Tax Notes - April 17, 2019, quoted
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'Supreme Court hears arguments on major state trust tax case,' Accounting Today - April 17, 2019, quoted
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'Essentials of Family Offices for the Estate Planner - A Primer on Functions, Structures, and Related Issues,' University of Miami Heckerling Institute on Estate Planning - January 2019, co-author
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'Post-Wayfair State Developments to Watch in 2019,' Law360 - January 1, 2019, quoted
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'Can You Get an Income Tax Break if You Own Multiple Homes in the US?' Mansion Global - September 20, 2018, quoted
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'Family Offices: Business, Not Personal,' Wealthmanagement.com - June 11, 2018, quoted
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'S Corporations vs. C Corporations In 2018,' TaxConnections - May 24, 2018, quoted
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'How 40 ambiguities (and outright errors) in the new tax law could cost you big money,' Inc.com - March 13, 2018, quoted
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'The "new" alternative minimum tax,' Withers article - February 13, 2018, co-author
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'Single family office operations 2018: Recent case law and coordination with legislative developments,' __ Withers article - February 12, 2018, co-author
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'An obscure court case that will have a big affect on family offices,' Family Capital - February 8, 2018, quoted
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'How the new federal and New York estate tax exemption could affect your estate plan,' Withers article - January 2018, co-author
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'How the new federal and Connecticut estate and gift tax exemption could affect your estate plan,' Withers article - January 2018, co-author
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'Why the US tax reforms are a headache for family offices,' Family Capital - January 30, 2018, quoted
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'US tax reform - Single family offices and considerations for 2018,' - January 17, 2018, co-author
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'How the tax code rewrite favors real estate over art,' The New York Times - January 12, 2018, quoted
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'Tax changes affecting major real estate markets in the USA,' Withersworldwide.com - January, 2018, co-author
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'15 tips for year-end planning in light of the GOP tax bill,' Withersworldwide.com - December 21, 2017, co-author
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'Top federal tax regulations of 2017: Year-in-review,' Law 360 - December 18, 2017 , quoted
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'Effect of proposed US tax bill on family offices and investment vehicles,' Global Tax Weekly - November 30, 2017, co-author
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'Update: Effect of proposed US House and Senate tax bills on family offices and investment vehicles,' - November 22, 2017, co-author
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'New Year's resolutions - Revising partnership agreements as new audit rules take effect January 1, 2018,' Withersworldwide.com - November 22, 2017, co-author
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'US Inbound Taxation: Senate Finance Committee tax reform plan would overturn recent Tax Court decision,' Withersworldwide.com - November 10, 2017, co-author
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'Effect of proposed US tax bill on family offices and investment vehicles,' Withersworldwide.com - November 7, 2017, co-author
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'Art market may lose 'driving force' as tax plan targets loophole,' Bloomberg Quint - November 3, 2017, quoted
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'GOP Aims to Kill the Estate Tax: What it Means for You,' Fox Business Network - November 3, 2017, quoted
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'Connecticut Legislature passes Budget Bill (Senate Bill 1502)', Withersworldwide.com - October 30, 2017, co-author
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'Richest Americans doubt they'll really win in Trump's tax plan,' Bloomberg Politics - September 29, 2017, quoted
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'Tax Court holds that non-US persons are not subject to tax on gain from the sale of a US partnership interest which is engaged in a US business under certain circumstances', Withers article, August 2017, co-author
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'How U.S. Persons Can Be Made Public by the UK Register,' Estate Planning - August 2017, co-author
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'New York Banking Royalty's Heirs Are Unloading Art to Save the Family Estate,' Bloomberg, April 2017, quote
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'A Mediterranean comparison: Responding to the next steps in the implementation ofFATCA and global data exchange,' Investment - October 2015, author