Updates: Private Client

Dear Friends of the Firm,

As a courtesy and for ease of reference, Caplin & Drysdale is sending this communication with links to recent articles and news, as well as upcoming events. 

 Alerts & Published Articles 

1. When Opportunity Knocks: Qualified Opportunity Zone Proposed Regulations Released
   Caplin & Drysdale Client Alert
   October 22, 2018
2. EXPERT ANALYSIS: U.S. Owners of Foreign Trusts Face Increased IRS Scrutiny
   Law360
   June 21, 2018

Upcoming Events   

1. Scott Michel Explores Tax Transparency and Compliance at ALI CLE International Trust and Estate Planning Program
   ALI CLE International Trust and Estate Planning Conference
   November 1, 2018
2. Michael Pfeifer Explores Outbound Planning for U.S. Investors at ALI CLE International Trust and Estate Planning Program
   ALI CLE International Trust and Estate Planning Conference
   November 2, 2019
3. Michael Pfeifer Discusses Outbound Planning for U.S. Individuals at ALI CLE International Trust and Estate Planning Program
   ALI CLE International Trust and Estate Planning Conference
   November 2, 2018
4. Beth Kaufman Discusses Late Elections Under Section 9100 at NAEPC Advanced Estate Planning Strategies Conference
   NAEPC 55th Annual Advanced Estate Planning Strategies Conference
   November 8, 2018
5. Beth Kaufman and Megan Wernke Discuss Recent Federal Tax Developments at MACPA 2018 Advanced Tax Institute Conference
   The Maryland Association of CPAs 2018 Advanced Tax Institute Conference
   November 13, 2018

News    

1. Bloomberg Quotes Victor Jaramillo on Using Opportunity Zone Funds to Reduce Taxes
   Bloomberg
   October 19, 2018
2. The Hill Quotes Beth Kaufman on Calls to Revise Estate Tax Rules
   The Hill
   October 5, 2018
3. The Hill Quotes Beth Kaufman on Legal Obstacles to Pursuing Trump Tax Charges
   The Hill
   October 5, 2018
4. Business Insider Interviews Beth Kaufman on Possible Roadblocks Facing Investigators in Trump Tax Allegations
   Business Insider
   October 5, 2018
5. Accounting Today Quotes Beth Kaufman and Anne O’Brien on IRS Chief Rettig’s Potential Response to Trump Tax Investigation
   Accounting Today
   October 4, 2018
6. Associated Press Quotes Beth Kaufman and Mark Matthews: Probes of Trump Taxes Carry Potential for Millions in Fines
   Associated Press
   October 4, 2018
7. Scott Michel Discusses Offshore Voluntary Disclosure Program Shutdown with Law360
   Law360
   September 28, 2018
8. POLITICO Quotes Beth Kaufman and Mark Matthews on Trump Tax Investigation
   POLITICO
   October 3, 2018
9. Caplin & Drysdale’s Newest Member Victor Jaramillo Serves Tax Controversy Needs of Global Community
   Caplin & Drysdale
   October 3, 2018
10. CBS Evening News Interviews Beth Kaufman on Trump Tax Investigation
    CBS Evening News
    October 2, 2018
11. Forbes Quotes Beth Kaufman on Maryland Estate Tax Changes
    Forbes
    August 31, 2018
12. Zhanna Ziering Speaks to Worldwide Tax Daily on Constructive Knowledge Not Enough for FBAR Willfulness
    Worldwide Tax Daily
    August 24, 2018
13. Worldwide Tax Daily Quotes Zhanna Ziering: Courts’ Split on FBAR Penalty Cap Creates Litigation Ripples
    Worldwide Tax Daily
    August 17, 2018
14. Caplin & Drysdale Improves Ranking in 2019 “Best Lawyers in America”
    U.S. News & World Report’s
    August 15, 2018
15. Tax Notes Quotes Alison Egan on IRS Regulations Against Use of Multiple Trusts
    Tax Notes
    August 9, 2018

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Contributing Advisors