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Despite recent news reports about tariffs, trade wars and the plunging Dow, the Labor Department cited improvement in the U.S. economy, including a positive jobs report that showed an increase in GDP and a lowered inflation rate in January.

EisnerAmper Partner-in-Charge of the firm’s Personal Wealth Advisors Group Tim Speiss expounds on which groups of high net worth individuals were most impacted by the alternative minimum tax (AMT) and progressive members of Congress.

EisnerAmper’s Personal Wealth Advisors Group Tim Speiss made his debut on the BBC’s “Talking Business” with host Aaron Heslehurst, discussing GDP growth as a result of high levels of employment, the TCJA and people spending their tax refunds.

EisnerAmper moderated a session on uncertainty and its impact on global investing, leading a panel of Maziar Minovi, Managing Director of Investment Strategy Group at Goldman Sachs and Daniel Offit, CCEO at Offit Capital.

Michele A.W. McKinnon of McGuireWoods LLP and Richard L. Fox of Dilworth Paxson LLP led an in-depth discussion of the intricacies of charitable remainder trusts and charitable lead trusts and their benefits to high-net-worth individuals.

EisnerAmper and the Zhejiang Chamber of Commerce co-hosted an event that presented current issues and anticipated changes surrounding Chinese investment in the U.S to Chinese investors and others on entrepreneurship and tax legislation.

Another panel at the Summit focused on the procedures and practices that work in the unique family office environment. Ken and Onofrio discussed several items that are worth the effort and here are some highlights.

2016 was the slowest year in history for tech venture and there will not be significant change in the near term. We now have more options to raise capital in private markets rather than going public, such as M&A, private equity and angel investors.

EisnerAmper partner Barbara Taibi moderated a panel on art as an investment, featuring panelists Ralph E. Lerner, Esq., President, Art World Advisors, LLC; Michael P. Schulhof, Chairman, GTI Holdings; and Elizabeth von Habsburg, Managing Director, Winston Art Group.

EisnerAmper’s employee moderated the 'Investing in a Sports Franchise' workshop. Charles Baker of DLA Piper and Rob Tilliss of Inner Circle Sports were the featured speakers.

The IRS issued a revenue procedure, Rev. Proc. 2017-34, which provides a simplified way to obtain an extension for making a late or missed “portability” election for estates under the filing threshold that missed the portability election.

EisnerAmper hosted its 8th Annual Private Wealth & Family Office Summit at the New-York Historical Society. This year’s event, 'Opportunities Abound: Investing During Changing Times,' drew more than 325 attendees and featured several panels of experts.

A discussion of recent changes to the international private client landscape and planning opportunities, including CFCs, Grecian Magnesite, planning for inbound real estate investment and changes in the electing small business trust (“ESBT”) rules allowing non-residents of the United States to become S corporation shareholders.

A discussion of the concepts related to special needs trusts (different types of public assistance – those that are means-tested and those that are not; difference between self-settled trusts and third party-settled trusts; different types of distribution clauses and how they impact a trust beneficiary’s eligibility for means-tested assistance) including Supplemental Security Income and Medicaid.

A discussion of who retains certain powers over the administration or benefits of property transferred to a trust and may be deemed to continue to be the owner of that property for income tax purposes under IRC Secs. 671 through 677.

A discussion of state taxation issues including changing residency and domicile, incomplete nongrantor trusts, and the state income taxation of trusts after a recent decision by the United States Supreme Court.

A discussion of the SECURE Act and it’s radical impact on estate planning, including eliminating the life expectancy payout and replacing it with a maximum ten-year post-death payout period for most retirement benefits.

Carlyn S. McCaffrey, Linda J. Ravdin and Scott L. Rubin discussed marriage and divorce in the current environment after the Tax Cuts and Jobs Act (TCJA) and addressed selected issues relating to both tax and non-tax planning for divorce.

A discussion of the handling of S corporation returns in estate plans.

A discussion of how perceptions of ethics are changing – and how societal changes and trends are affecting the way we have to behave and communicate.